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Strategies & Market Trends : A.I.M Users Group Bulletin Board -- Ignore unavailable to you. Want to Upgrade?

To: OldAIMGuy who wrote (9176)	11/7/1999
From: Jack Jagernauth	Read Replies (1) \| Respond to of 18928

Hi Tom, Thanks for your excellent posts regarding Mr. Phelps' book, '100 to 1 in the Stock Market'. I just finished reading your posts and I can see TWE fitting one or more of the categories you mentioned. Online brokerage is definitely a lower cost way of doing things. I don't know if the barrier to entry into the business is high though. Interesting ideas and concepts; I very much appreciate your thoughts. Thanks, Jack

To: OldAIMGuy who wrote (9176)	11/10/1999 12:17:00 AM
From: LemonHead	Read Replies (1) \| Respond to of 18928

Hi Tom, I've kind of been preoccupied with some of your recent stone tablets. From this post: Message 11821485 Can you help us with a recent example that may apply to the thoughts you presented from this book... The ones that come to mind are TWE & GNSS? Much of what I look for has been long term growth of sales and book value. It's been my opinion that if those first two grow, then earnings will eventually follow. For discussion: Does long term growth apply to IPO's? To place the statement into proper context, the second half of the statement is the absolute truth while the 1st is a measure of history with verifiable stats. While both may have equal importance in the case of the above referenced stocks, I believe in the old adage of "If I work hard and diligently the money will follow". Is this the primary reason for our investment? If not then I guess we need to define long term growth and book value for the case in point. Mr. Phelps says, "It is vitally important that the high rate of return be protected by a 'gate' making entry into the business difficult if not impossible. Just be sure the 'gate' is strong and high. With TWE we know that the gate is none existent and that our decision to invest in TWE is our desire to minimize our cost and that the potential growth lies in the belief that there are more like us in the main stream. As an AIM stock I believe we have been proven right so far. But what is the problem with GNSS? It appears to me that maybe they established a preferred starting position yet there may be some better prepared potential runners in the race. Throwing out the statement that the stock is down due to the Earth Quake is obviously not the real problem. So what is the problem? Management or future competition or a combo? I find if I review my own equities using the four ideas presented above that many have "fit" one or more of the concepts in the past. So where do you feel TWE & GNSS fit into this analysis? I hope this review of some of Mr. Phelps' ideas will in turn stimulate some productive thinking on the part of everyone here. It did stimulate FWIW. As far as what Dave has done, I believe he has tried to pick stocks that have the potential but will be purchased by the companies that have the long term growth and book value as outlined by the book. Keith