. . . . . . . . . . . . . . . .P R E D I C T I O N S . . . . . . . . . . . .
TO ALL: After watching so many of my predictions play out exactly as I have said. . . then considering how many people are now paying from 50 to 500 per month for far less accurate assistance. . . I decided to offer a challenge in hopes of raising awareness:
I respectfully C H A L L E N G E anyone to find predictions that are as ACCURATE and lead to as large of percentage gains as those below. . . from any source. . . at any price. . .and post in a similar fashion for all to see.
I believe that the single most important factor that sets my predictions apart from the countless newsletters, gurus, analysts, advisors, investigators, leaders and journalists . . . is the accuracy rate.
Visitors should ask regulars here for a percentage estimate of this accuracy, as they have personally witnessed. If you like what you see, stick around a while and let's learn from one another.
Best wishes,
Rande Is
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - Here are some selected ones:
To: William Jepsen (4525 ) From: Rande Is Tuesday, Mar 23 1999 10:20AM ET Reply # of 7580
OPEC is good news for petro companies, but bad news for oil services. I agree that thinking is undergoing a shift. . .but I think that it will take a while . . .maybe a full month, before there is any significant change in climate. . . I think we will hover around the 9800 - 10k mark for a while. Speculative plays look good. . .Inet buyouts, spinoffs and IPOs look great. . . Broadband wireless, cable, ADSL, set-top appliance makers and the top 20 internets should all do well.
But aside from a few high-techs, the rest of the market has looked weak all year, and should continue with the same. I would be thinking about dumping idle stocks, as they slowly slip south, and get into a few really aggressive movers, like CNET or ATHM while the going is good. I believe the summer will be long slow and disappointing. Might be a good idea to research what went UP last summer. . .I envision a repeat. . . maybe even some short plays or something like the Prudent Bear fund for long term shorting thru to about mid-September. . . .at least as a hedge against long-termers. There just isn't a thing to look forward to for this summer that is positive that I can find.
What do you think about the long-term future, William?
Rande Is
Message 8469952
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To: xcr600 (5029 ) From: Rande Is Monday, Apr 5 1999 7:37PM ET Reply # of 7580
XCR600, Welcome to the HOME thread, and thanks for your contribution. I agree with your rules about older Inets making better shorts than longs. Sorry, tho. . .TRAC caught me totally by surprise. What a move. . .sort of reminds of the way the internets looked about this time last. . . .APRIL. I agree about volume. But TRAC falls into same catagory as SELB. Probably will gap up, but what is the chance of it continuing run tomorrow? That depends on the speculative mood in the morning.
If one of today's fliers takes off tomorrow, then there is a good chance the rest will. Ready with SELB and SIEB and TUNE, TUNEP. . .watching DLIA like seeing an ex-girlfriend at a party. I thought it was going down from 30. Bad call, there.
ALL: Believe it or not folks, over the next 3 weeks, I am looking for the exit door on the high-fliers, then looking for long-term short-sell plays thru the summer. I don't believe this current speculative bubble will last more than a few weeks [they rarely do]. . .then as I've said a dozen times, we head into a long slow bear driven summer.
Looking to go cash, hedge with short funds and walk away until the dead of summer when bargain hunting is at it's best.
Will wonders never cease? A long-term hard-core bull looking to change uniforms for about 4 months.
Rande Is
Message 8718471
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To: William Jepsen (5154 ) From: Rande Is Wednesday, Apr 7 1999 6:27PM ET Reply # of 7580
- - - - - - - - - -TODAY'S HIGHLIGHTS - - - - - - - - - -
SWING TRADES:
TUNE . . . . . . . . . .up 17 3/16 [58.14 pct.]. . . at 46 3/4. . .on 11.6 mil vol [TWICE yesterday's volume]
- - - - - - - - UP 938 PERCENT SINCE OUR BUY AT 4.50 - - - - - - - -
TUNEP . . . . . . . . .up 49 [59 pct.] . . . . . . . . .at 138
- - - - - - - - UP 986 PERCENT SINCE OUR BUY AT 14.00 - - - - - - -
SIEB. . . . . . . . . . . up 2 [7.88 pct]. . . . . . . . . .at 27 3/8. . . on 1.5 mil shares [nearly 1 1/2 times the FLOAT]
TIMING PLAYS: AXC. . . . . . . . . . . .up 3/4 [23 pct.]. . . . . . . . . at 3 15/16
PENNY PLAYS: USTI . . . . . . . . . . . up .02 [33 pct] . . . . . . . . .at .08 - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
LONG PORTFOLIOS were both off fractionally [first time for Spring 99 port. . . still up 25.6 pct.]
IMPORTANT MOVES ON LONG PORTFOLIOS: T. . . . . . . . . . . . . . . up 4 3/4 [5.93 pct.]. . . . . . . .at 84 7/8 WMB.. . . . . . . . . . . up 2 5/8 [6.73 pct] . . . . . . . at 41 5/8 Both moved on broadband mania. . . . .
Losers that sold off late day in FEAR of possible bad Yahoo earnings: SEEK . . . . . . . . . . . .down 6 3/4 [8pct] . . . . . . . .at 77 5/16 ABOV. . . . . . . . . . . .down 12 3/16 [9.91 pct.]. . .at 110 13/16 Watch these bounce back fast tomorrow.
Loser on serious short pressure. . . CDNW. . . . . . . . . . . .down 1 7/16 [9 pct.] . . . . . .at 14 5/8 [bargain prices]
The harder you squeeze the higher they squirt.
Message 8765618
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To: William Jepsen (5306 ) From: Rande Is Friday, Apr 9 1999 6:19PM ET Reply # of 7580
- - - - - - - - - -TODAY'S HIGHLIGHTS - - - - - - - - - -[ April 9, 1999]
SWING POSITION PLAYS: OMKT. . . . . . .up 3 1/4 [25 pct.]. . . . at 16 3/16. . . .on rumor of buyout. IDTC. . . . . . .up 7 [ 29.4 pct] . . . . . at 30 13/16 . . on Softbank investment
TIMING POSITION PLAYS: BDE . . . . . . .up 1 1/16 [37 pct.] . .at 3 15/16. . Reason unclear [near 2X] PVII. . . . . . . .up 31/32 [13.8 pct] . . . . at 8 . DOUBLE where we bought. SIEB. . . . . . . .down 2 9/16 [7.31 pct]. . . at 32 1/2. . on 1.7 mil shares
MOMO PLAY: RRRR. . . Added today on ever-increasing hype,[no regard for validity of company]
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LONG PORTFOLIO 1 - gained 1.58 percent today for a 163 percent gain since December 9, 1998 LONG PORTFOLIO 2 - gained 1.6 percent today to just under a 30 percent gain since Mar. 24., 1999
IMPORTANT MOVES ON LONG PORTFOLIO 2: OMKT. . . . . . . . . . .up 3 1/4 [25.12 pct.]. . . . . . at 16 3/16 CNET.. . . . . . . . . . .up 18 15/16 [16.42 pct] . . . .at 134 1/4 ATHM . . . . . . . . . . up 10 3/16 [6.27 pct]. . . . . .at 172 5/8
IMPORTANT MOVES IN LONG PORTFOLIO 1: NMGC . . . . . . . . . . .up 3/4 [6.9pct] . . . . . . . . . . . at 11 5/8 ITWO . . . . . . . . . . . .up 1 1/2 [6.8 pct.]. . . . . . . . . at 23 5/8 INKT . . . . . . . . . . . . up 27 9/16 [26.34 pct] . . . . . at 132 3/16
CPQ is taking a big hit in after market [down 4] after reporting disappointing earnings. Real world trade would have moved CPQ funds into IBM about a week ago, when IBM began to pick up and CPQ drop. Take profits and prepare for bear before the dogwood blossoms fall
Message 8814865
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To: Kevin Shea (5551 ) From: Rande Is Wednesday, Apr 14 1999 2:19PM ET Reply # of 7580
IMPORTANT: : : : :MARKET DIRECTION: : : :
I am thinking that major "smart" money left high flying Inets this morning and fled to rock solid blue chips for the summer. . .as we have discussed doing here over and over. Watch for a similar move tomorrow, perhaps different sectors, but sudden unexplained rises in Dow blue chips and falls in Nasdaq over valueds. Taking profits where I can on many positions and going cash until things settle.
In the long ports, today would have been the day of reckoning I have discussed. . .I will update the long ports . . probably tomorrow to reflect changes. . . may even go short some things.
If this trend continues into tomorrow, then I believe our top has been reached. . . .day before tax day? Duh. . . Isn't that where I predicted about a month ago, where the top would be to the day?
Rande Is
Message 8916911
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To: Rock_nj (5627 ) From: Rande Is Thursday, Apr 15 1999 6:56PM ET Reply # of 7580
Rock, I like the internet autos. I would even look at them seriously mid-summer when I believe we will see lots of terrific internet buys. . . .right now, we must preserve that capital and those gains.
I about tripled the ultra-long-term A.T. and T. today in anticipation of a move up when the stunned, realize that it splits 3-for-1 tomorrow night.
Heck, I bought my house 2 years ago via a computer. . .why not buy a car or two there? I think both will do well.
But I wish I could say it will be soon, but I just don't think it will be. Look at the list of what I sold and you will see what I mean.
Rande Is
Message 8950434
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To: Rande Is (5734 ) From: Rande Is Monday, Apr 19 1999 3:02PM ET Reply # of 7580
- - - - MARKET ALERT - - - -
The Dow is showing incredible weakness, despite the run ups of the "cyclicals" etc. Nasdaq is in the toilet. If the Dow closes down after today's gains then where is the money going? Cash? Asia? Other? It has got to go somewhere.
Today will be the biggest volume trading day in history. This thread needs discussion of the facts and effects of this past few trading day's dynamics. Manipulation is one thing. But I am seeing suicidal tendencies in the market.
When you cut out the internets, you cut out your HOPE. When you cut out your high-flyer high-techs [MSFT, LU, INTC, CSCO], you cut your main arteries. Now you can still survive if money goes to cyclicals, drugs and Russell 2000. But when it leaves there, too. . . then the very life blood of the market is being removed.
I predicted several months ago that starting around tax day we would be starting a small bear market through the summer. I did not think the indicators would be so strong, however. These recent indicators are more indicitive of a full blown bear market. Let us all [bulls and bears alike] hope that doesn't occur. NOBODY makes money in a true bear market. And I like the current economy as it is, thank you.
I went cash in the biggest way ever. . .last week when internets were at their highs. Since then, I have made a few buys, but have gone cash more than re-invested. My intent is to continue going the same way. I am likewise looking at some bear opportunities. An easy one [though fairly long term] is the Prudent Bear mutual fund BEARX. Another is to short some of the indexes, such as QQQ.
Whatever the correct strategy turns out to be, the alert is that something big is underway. . . and when I try to follow the money, I keep finding myself in cash.
Best wishes to all.
Rande Is
Message 9010778 |