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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?

To: QuietWon who wrote (40652)	7/9/1999 9:15:00 AM
From: If only I'd held	Read Replies (1) \| Respond to of 122088

Truth be told, as I recall, we all went long the day they announced the Merck Germany deal, and we held it overnight. The following morning the CEO was on CNBC and said that they wouldn't have results for about 18 months, so we all decided to bail, but I thought Anthony said he sold but wasn't shorting. Then when the stock was sold down to the low 12's, Anthony said he was going long at 12-3/8. A few weeks later, Anthony posted from Hawaii to go long 100% at around 15. I don't remember any short calls, but I could have just plain missed it. Heck, I never even heard of the company until it was trading at 13 bucks a share. We all thought it was going to do an ENMD the following morning and when that didn't appear to be what was happening we sold and re-entered. That's the way I remember it. It has been an excellent investment for me, and to tell the truth, if it weren't for Anthony's posts about the stock, I would have probably been trying to trade it. Instead, I own 5,000 shares of it at an average price of around 14-1/2. I would not be sitting on the return I have if it weren't for Anthony's confidence. That's the way it is.

To: QuietWon who wrote (40652)	7/9/1999 10:25:00 PM
From: ACS_101	Respond to of 122088

Quiet, You might be interested to know that Anthony's college major was biochemical engineering. Also, remember that his MM days were during the height of the biotech stock boom; he's done DD on oodles of them and he considers it an area of special expertise. His short calls on biotech and drug stocks have been uncannily accurate. I agree his reversal on IMCL was fast, but don't presume that means its shallow. I've observed him more than once shoot on instinct and follow up with research later. He has remained steadfast in IMCL as one of his favorite longs since that day, however. This one is in my mom's account, and my 401(k).