SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?


To: stan s. who wrote (63205)9/25/1999 5:44:00 PM
From: Jenna  Read Replies (1) | Respond to of 120523
 
PHCM..there are sore areas where this stock is concerned. Everyone KNOWS this stock will be down considerably, yet no one know just when. Its a combination of 'contrarians' that are keeping this stock up while we broadcast our punches playing into their hands. I won't be publicizing 'popular' shorts on the thread unless its in code to the subscribers.. Since PHCM was a watch list play I would post .. Watch List # 7 on September 19 looks shortable if so and so happens.... I also would like to please ask those posters that are enthusiastic about their 'long's and 'shorts' to keep their enthusiasm a little checked because again the contrarians will get you as well. $Mogul had a wonderful pick AGIL, which was on my watch list as well and we did great on it, but I shorted AGIL in the last 2 days while everyone was still in an enthusiastic debate of its reaching higher multiples. I did not broadcast the short quite as specifically as I did the PHCM short and as a result I did a whole lot better. No one is to blame on the short call, and certainly not YNOT who just as $Mogul has given us some good ideas, tips etc.

The only thing I ask is please by relaying all this enthusiasm we are giving the 'contrarians' our 'game plan' and they are turning it against us. I can't nor do I want to even attempt to 'put a lid' on this enthusiasm, as the Market Gems thread is a public forum and not my private message board. But for your own sakes, as you are losing money as well, temper your enthusiasm because novices are getting hurt as well as more seasoned traders.

As I said, Market Gems Subscribers will have a 'short list' to go by in the near future so at least they won't fall prey to the traders who lie lurking for our strategies that are so openly broadcast while they plan their counter strategy in complete discretion.

In fact stock (unless its a simple one like ARTG or maybe MMXI) Most shorts I call will be called from the watch list in code even if its a watch list from 30 days ago.



To: stan s. who wrote (63205)9/25/1999 7:07:00 PM
From: Kimberly Lee  Read Replies (2) | Respond to of 120523
 
<<How good are you Kimberly?>>
I am by nature a modest person, but since you ask this question, I will just show you my picks and their performances on Friday. You be the judge.

added ATON in the open market, 45, 45 1/16,1/8
Message 11352178 (posted at 11:09am, Friday)

added ISPD in the open market 17 1/8,1/4
took profit on 1/2 position ATON 50 1/4 to 51
Message 11352691 (posted at 11:44am, Friday)

added KEYN in the open market 17 1/2,3/4
Message 11353177
added more KEYN 18 to 18 3/4, did not post, since it was very close to the last post

bought back ATON, avg 48 (did not have time to post)
added NZRO in the open market, 25 to 26, did not have time to post

thanks, Panita. Took profit on 1/2 ATON 78 to 79
took profit on 1/2 NZRO 29 7/8 to 30 1/4
took profit on 1/2 KEYN 26 to 27
Message 11355971

End of Day statistics
Equity Purchase Price(Avg) Closing Price %gain
ATON 45 1/4 74 15/16 65.61%
KEYN 18 1/16 27 1/4 50.85%
ISPD 17 1/4 18 5/16 6.16%
NZRO 25 7/8 29 1/8 12.56%

Although I received very decent allocations of ATON, KEYN and NZRO at the IPO offering price, I have not included them in computing the average purchase price.