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Technology Stocks : Stock Swap

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To: Patrick Slevin who wrote (16055)1/5/1999 3:36:00 PM
From: Andrew Vance  Read Replies (1) of 17305
 
*AV*--this was received after I posted the table from a reader that does not have posting privileges. Seems like he had something to add to the ad here.

Andrew-Sorry I don't have S.I. posting rights, but maybe one of your grateful subscribers who followed up on your "special bulletin"
on ERICY and XYLN will also post a thank you.

Neither of these 'bonus recommendations' has been too shabby.

Thanks for your feedback on 'averaging up', and finally I have an explanation of Mystery/History.


The best of the breed so far has been a very under mentioned stock from the newsletter. I just casually made a statement that a group of stocks would make up a nifty 50 bracket in price. AMAT is just a hair away from that and is up significantly from its under $40 entry price. As a matter of fact, as of right now, AMAT has completed a $16 point profit cycle in less than a month. we sold high prior to the collapse in mid Dec and got back in for the run up.

BTW-I REALLY REALLY regret not sending that letter off to the Street.com staff reproter that was in today's newsletter. I know I was just venting over the Canonization of the analysts but the list of 14 stocks I provided that were going to be hot in 1999, exploded today in price. Talk about the PERFECT timing. I wonder how many readers positioned themselves in these stocks due to the strong wording and explanations. Sometimes I even amaze myself with the timing<GGG>. I would have blown her away with the timing and the results today.

As of right now these are the profits that could have been achieved today.

11.7% - 16.4% - 13.0% - 11.1% - 11.0% - 14.3% - 6.3% - 15.4% - 11.1%
10.5% - 5.2% - 5.2% - 4.2% - 13.5%

You know that the stocks which racked up 11.0% to 16.3% gains today were partially sold per the guidelines I follow concerning taking certain profits when presented in short time frames, then waiting for a slight retracement to re-enter. Even so, no matter which stock the readers chose to jump on today, they were met with at least a 4.2% gain. And even at that, the 4.2%, 5.2% and 5.2% gainers were the bottom of the barrel stocks that we did not expect to perform yet (the reticle providers). So, given that, the worst anyone should have done, if they reacted, was a 7% gain for the day. I will say that the 6.3% stock was UTEK, another lackluster performer. So, if we eliminate the low end that were not pressed hard, you are left with double digit profits for the majority of the top tier stocks on the list.

I am trying to create an archive site either here or elsewhere to provide excerpts (both good and bad) from the newsletter, in order to allow historical information to be archived for reference. The excerpts will be embargoed for a month before release, in deference to the subscribers. When it is up and running, I will post its location.

BTW-Steve (you know who you are), I'll wager that you are quite pleased with your recent subscription and I really hope you made back the fees over the past 2-3 weeks.

I have a lot of energy today since "I love it when a plan comes together" All that remians is for you and I to finally put together a nice Index set of trades to really make the portfolios grow.<GGG>

Andrew
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