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Strategies & Market Trends : The picks

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To: Trader X who wrote (2417)1/20/1997 9:54:00 PM
From: Andrew Vance   of 6124
 
*AV* Personal to Kevin H., Steve M, P. Webster and other Semicondustor followers or thread supporters.

This is the semi list from the other thread in order of losses to gains since New Year's Eve.

'''''''31-Dec'''''1/20 BID'''''Gain/Loss
IDTI '''''13.75''''' 11.875''''' -13.64%
CHPS* '''''16.5''''' 15 '''''-9.09%
BYDS '''''14 '''''13.25'''''' -5.36%
GGNS '''''5.5''''' 5.625''''' 2.27%
ASYT '''''17.25''''' 17.75'''''' 2.90%
CRUS '''''15.5''''' 16'''''' 3.23%
NETC* '''''12.5''''' 13'''''' 4.00%
ZE '''''10.875'''''11.625''''' 6.90%
INTV '''''12.5''''' 13.375''''' 7.00%
ADPT '''''40.125'''' 43.625 ''''''''8.72%
MFST '''''82.75''''' 90.75 ''''''''9.67%
REFR '''''7.75''''' 8.5''''' 9.68%
MOT '''''61.375,,,, 67.5,,,,, 9.98%
FSII ,,,,,15.125'''' 16.75''''' 10.74%
WFR '''''22.5''''' 25.125''''' 11.67%
BORL '''''5.625''''' 6.375''''' 13.33%
DELL '''''53.25''''' 63.5''''' 19.25%
SVGI '''''20.125'''' 24.25''''' 20.50%
KLAC '''''35.5''''' 42.875''''' 20.77%
RDRT '''''25.25''''' 30.625''''' 21.29%
WDC '''''56.875'''' 69.125''''' 21.54%
UTEK '''''23.75''''' 29.125''''' 22.63%
DIMD '''''11.875'''' 14.75''''' 24.21%
LRCX '''''28.25''''' 35.75''''' 26.55%
AEIS '''''5.375''''' 6.875''''' 27.91%
QCOM '''''40''''' 52.375'''''' 30.94%
AMAT '''''36''''' 47.25''''' 31.25%
ONTK '''''15'''''' 20.25''''' 35.00%
PLAB* '''''25.5''''' 35.5''''' 39.22%
NVLS '''''54.25''''' 76.5'''''' 41.01%
CFMT '''''21'''''' 31.5''''' 50.00%
TNCR '''''26.5''''' 40'''''' 50.94%

average'''''''''' 17.34%

I would appreciate other lists, whether good or bad from everyone else in order to centralize all information by source such that people here can feel more comfortable with all of us. Please feel free to add any others to my list you feel I am responsible for good or bad. A few actually come to mind. I may have talked about MTSN, CYRX, and ALYD so I leave it to you to assign my entry values there. Steve owns KNIC, etc.

I would be willing to make a spreadsheet consisting of Symbol, entry value, present value, exit value, percent gain, and lister. I will update each weekend per clsoing bids on Friday.

Top 11 was a 1.5% gain
Middle 11 was a 16.5% gain
Best 10 was a 37.5% gain

If you all are interested, great, if not, that's Okay too. It's time for all us us to make this thread cohesive.

BTW-Kevin how is this perfroming as a mutual fund or investment club??

Respectfully yours
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