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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?


To: Tim Luke who wrote (70528)11/5/1999 10:47:00 PM
From: HandsOn  Respond to of 90042
 
Thanks Tim I'll talk to You Sunday.



To: Tim Luke who wrote (70528)11/5/1999 11:37:00 PM
From: ok1day  Respond to of 90042
 
Have a good weekend tim...

Ossnat



To: Tim Luke who wrote (70528)11/5/1999 11:40:00 PM
From: coachdad  Respond to of 90042
 
Tim, if something big happens monday of tues. what kind or time frame are you looking at to jump out of cs or knt. coachdad. thanks



To: Tim Luke who wrote (70528)11/6/1999 1:03:00 PM
From: John Powell  Read Replies (1) | Respond to of 90042
 
Tim...

I have followed your picks for a long time with great success. I thought I would post a link to a very impressive DD post on a stock I am currently holding. I sure wish more people took the time to put this type of info on SI....it save me a ton of time<gggg>

Message 11830875

John



To: Tim Luke who wrote (70528)11/6/1999 11:03:00 PM
From: Ivan  Read Replies (3) | Respond to of 90042
 
Recap of my "calls". How's KNT, PIOS, and CS for Tim from 10/20 until now?

Message 11649048

ARTT @ 11 1/4 - Now 15 3/8 - up 36%
NTRO @ 24 1/2 - Now 25 9/16 - up 4% ** BUYING OPPORTUNITY**
INTC @ 68 1/8 - Now 82 3/8 - up 21%
TTPA @ 15 1/8 - Now 24 1/8 - up 60% ** STILL MORE TO GO **
CS @ 15 1/8 - Now 19 1/2 - up 29%

$5000 invested in the above on 10/20 ($1K each) would now be worth $6500, or 30% more today than then.

Let's look at SAPE, KNT, PIOS, and CS (priced at close, 10/20) (a note, SAPE was called at 89, so I am using that as the buy price, even though 10/20 was slightly higher).

SAPE @ 89 - Now 136 - up 53% *even though Tim did not buy*
KNT @ 18 1/16 - Now 18 9/16 - up 3%
PIOS @ 12 15/16 - Now 13 3/8 - ip 3%
CS @ 15 1/8 - Now 19 1/2 - up 29%

$4000 invested in Tim's model portfolio would be worth $4880 today, or just over 22% better,

Lets take out CS.

My suggested calls? At $1000 invested each issue? $4000 invested would be worth $5210, or 30% more.

Tim's model portfolio? At $1000 invested in each issue (less CS), you'd be sitting on $3590. A 19% gain.

Not bad, except that buying SAPE at $89 meant buying a highly volitile stock on the very high side of the valuation curves. None of mine represented such extremes.

Tim talks and talks about picks. Most of the calls he makes are coming from others. Lets see some truely original stuff. This thread is large. How many of you know TTPA or ARTT? These are the Gems that pay off HUGE, not some jack-in-the-box buyout crap.