MINOR AOL COMMENT - FYI
FOR December 28th, 1998
Axxel Knutson's
VTAR © [Volume Trade Analysis Research ©]
Axxel © Institutional Equity Services VTAR * ©
["Volume Trade Analysis Research"] *©
December 28, 1998
Copyright 1998 and given to this Internet site under revocable license. All rights reserved, Axxel Knutson. E-mail: stockopn@webspan.net or vtarmail@aol.com Note: the charts, if included, courtesy of www.iqc.com. We suggest you visit them.
From Axxel Knutson, CEO & Chief Investment Officer
VTAR © [Volume Trade Analysis Research] ©
Axxel © Institutional Equity Services
197 Mountainview Road, Warren, NJ 07059 USA TEL: 908.647.5750
Copyright 1998 and given to this Internet site under revocable license. All rights reserved, Axxel Knutson. E-mail: stockopn@webspan.net or vtarmail@aol.com
Now the VTAR © stocks:
FOR December 28th, 1998
Barnes & Noble [BKS-35 1/2] + 1 1/16. LEAN INTO THIS STOCK. Average up. You may buy call options. This is not the end of a trend; it is the beginning of one. [Always opinion, correct?]. Get this stock done and get it into the portfolio. Go buy it. Now get it done, particularly if you have been spending an inordinate amount of time in the mall at Victoria's Secret, like me. Now back to work! [I realize man cannot live on profits alone…I know]. What are those weird things that…well, never mind.
Above chart is courtesy of www.iqc.com
Amazon.com [AMZN-324 13/16] we now have a running profit of 196 points on our investment of $126 3/4, for a running profit of over 250% for a month and we have never wavered in our strong buy recommendation. However, we are going to take some money off the table here. Sell AMZN on a trading basis. We have lowered our recommendation on Bloomberg from "Strong Buy" to "Buy." A clear profit of over 200 points
EBay [EBAY-286] we took EBAY off the table in our 12/23/98 letter for a 100 point profit in a week. Remember, if I catch you people in Wal-Mart there is going to be big trouble. It's Neiman-Marcus for you. Wal-Mart, indeed! You are not even to buy toilet tissue there…Got it? You are to send out for toilet tissue...toilet tissue is just something you just don't get involved with anymore
I was speaking with my local Rolls dealer and when I asked him what happens when the Rolls breaks down, he informed me that my Rolls will never "break down." He said, that there are times when "…it may fail to 'proceed,' but 'break down?' Not hardly." I feel a lot more comfortable now, don't you? [I like the salespeople in there...they all assume that you must already have a Rolls, of course…well, of course]. It's a lot better feeling than a few years ago when I went into a Ford dealer and the first thing out of the salesperson's mouth was, "Is that your piece of shit blocking the crosswalk?" He skipped the last class at Dale Carnegie, I guess.
America On-Line [AOL-136 5/8]. Traders may take profits as the morons buy this stock because of the movement to the S & P 500. What a great stock for us. Again, the same rationale as above.
UBID [UBID-121 5/8] off 66 3/8. The writer has been getting a lot of press because of our VTAR © "buy" recommendation on Bloomberg at 33 15/16 and our sell at $154 all within a week. But this kind of trading is what makes it possible for you to kiss Wal-Mart good-bye forever. Fair warning...I am not going to repeat these sell recommendations, so don't get used to them. If you think you missed one, email me.
Sotheby's Holdings [BID-38] we have over a 50% profit in this think in less than 60 days. It is far from over. Lean into it. Buy some more. I told you when to get off UBID, AMZN and AOL did I not? You might get one chance to buy under $35. We have been on this since the low $20 and we are not close to finishing with it yet. NOT CLOSE! VTAR © DOES NOT FOOL AROUND DOES IT?
Above chart is courtesy of www.iqc.com
Schwab/Chuck [SCH-60 3/8] + 2 9/16. Same as the 23rd newsletter: "Stay long…. Just stay."
Micron Electronics [MUEI-18 1/4] let's get our money back. Management keep shooting themselves in the foot. I am not going to battle them and the market.
IBM [187 15/15] + 2 1/5/16 from Friday. Top not yet in sight. Stay.
Realnetworks [RNWK-40 1/2] had a nice blast to the upside and we are cooking. The high was about $47 and we strongly urge purchases on the break here of $40. Get it done.
Pharmacia & Upjohn [PNU-54 5/8] accumulate
Navarre [NAVR=11 9/16] recommended on Friday intra-newsletter report at just under $10. Sorry, that's the way it goes. Still a big buy. Navarre's 'NetRadio" allows millions of visitors to listen to music on-line from over 150 audio channels and to purchase audio CD's on-line. Net-Radio has gained to over 20,000,000 page-views per month and 3 million visitors/month. This same technology is used on a wholesale basis NAVR sells software and CD-ROM titles through its websites and has, since 1997, undergone measurable financial improvements in its balance sheet and expects that NetRadio, the first only Internet-only radio network, will be offered as an IPO in 1999. An announcement was made to this effect on November 30th. To date NetRadio has not contributed to the parent and has been a measurable cost drain as we would expect in the launch phase of this technology. We suggest that you visit their website at www.netradio.net, www.softwarepoint.com, www.cdpoint.com and www.navarre.com. NAVR will begin sales of DVD's in 1999 ["Digital Versatile Disk]. There are a little over 13 million shares outstanding [not a lot considering the overall promise of the business plan]. Losses continue, but capital structure is acceptable. The company is in New Hope, MN and these people have to work hard just to keep warm.
Above chart is courtesy of www.iqc.com
DISCLAIMER
It should not be assumed that future selections will be profitable or will equal the performance of
the mentioned securities. Securities and charts listed herein illustrate stock selections made using
proprietary indicators know as VTAR © [Volume Trade Analysis Research ©]. Investment decisions should not be based solely on our proprietary indicators, but should be an adjunct to additional analysis. Information and statistical data contained herein have been obtained from sources believed to be reliable but in no way are warranted by us as to accuracy or completeness. In fact, it can be wrong.
This is not a solicitation of any order to buy or sell; and our views may change with regards to the mentioned securities. This is not a solicitation of a business relationship and we may or may not update our comments to you. Our affiliates and we may have a position in and may from time to time purchase or sell any of the mentioned or related securities although this is not typically the case. Investing involves risks. You may lose money. You may lose all your money. You may lose money you cannot afford to lose. We do not participate in your profits and we do not share in your losses. We stand ready to provide additional information and contact may be made by email or telephone.
We recommend that some of your accounts be with a full-service broker and that you garner opinions that may be in opposition to ours for balance. We recommend diversified portfolios and we further recommend that you not deal with "bucket shops. We recommend that you check with your state's Attorney General for information relative to any securities firms that may have an occasion to solicit your business.
Control the risk…the profits will take care of themselves.
Axxel Knutson, CIO
Axxel Institutional Equity Services
VTAR © institutional level [IS] services usually available on a "soft-dollar" through your favorite broker. Institutions have your broker call. I won't be hard on him.
VTAR © Retail brokerage research services [RS] available on a hard dollar basis. If you are a broker and you desire VTAR © input to your retail sales force, have your marketing director call. If you are in brokerage management and your research department doesn't know what end is up, fire them, hire my services & send me half the savings. Get it done.
VTAR © Individual Client Services [ICS] available [minimum account $5 million US]. If you have a lot of money…send some. And make it snappy. And the money is run my way, not your way. Your way stinks. Honesty is the best policy. I own Barnes & Noble.
Feel free to email me. I answer all emails if it takes all damn night.
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