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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Kanetsu who wrote (17030)	12/20/1999 2:04:00 PM
From: xcr600	Respond to of 57584

Great! Thanks. Should receive more pub as the EXTN ipo nears in January. That may be the one that puts these guys on the map. I've been waiting awhile as I've been long from 14. But Rome wasn't built overnite either. <g> btw, they also have a nice dividend.

To: Kanetsu who wrote (17030)	12/20/1999 2:45:00 PM
From: Joe Smith	Respond to of 57584

Mutual funds: Some initial paring of the list AEPGX NAWCX KNEUX JAWWX JAOSX ISCBX NAPBX FJSCX DGSCX BISIX NGTIX NAGPX WJSAX WPJPX DRGTX These qualify according to the screening that follows: ISCBX, NAPBX, FJSCX, DGSCX, WJSAX-WPJPX. And I will add TWEGX. Next time I will try to start differentiating between them. Nearly all show a parabolic bidding up of share price in the last month or two. The question is, which ones exhibit a strategy that gives us confidence that they will rotate into new investments that will appreciate well in the new year.... Some have very high initial investment limits which knocks them off the list for most of us I imagine.... BISIX $2,000,000 NAGPX $250,000 NGTIX $250,000 AEGTX Diversified with emphasis on tech, services, and financials. Large cap companies primarily. NAWCX. A Nicholas Appelgate growth fund offered through Pilgrim with lower initial investment. Similar makeup to AEGTX. LArge cap primarily. KNEUX Closed to new investment JAWWX Solid Worldwide growth fund from Janus. Large cap JAOSX Similar to JAWWX ISCBX This one looks to qualify for further investigation Returns (%) 3mo 1yr 3yr avg ISCBX 33.77 118.29 46.27 Invest in <$1.5 Billion cap Same sectors as others, mostly service, tech, financials. JOT1V Jot Automation Group 1.93 Don Quijote 1.79 KAM Kamps 1.71 IBRS Ibersol SGPS 1.51 TTEBS Tieto Cl B 1.43 Quality Concrete Holdings 1.41 MTN Vail Resorts Inc 1.39 ESATY Esat Telecom Group ADR 1.39 ONE Bank One Corp 1.34 Hong Leong Fin (Sing) (For) 1.25 NAPBX A Nichoals Appelgate fund offered through Pilgrim. Small cap growth. Also qualifies for further investigation. Bigger emphasis of cyclicals at expense of financials. 3mo 1yr 3yr avg NAPBX 39.87 112.48 47.05 ETV E4L Inc 2.59 Fielmann Pfd 2.32 MOB MobilCom 2.13 ANA Acadiana Bancshares Inc 1.79 Sony Chemicals 1.75 DSS Quantum Corp 1.72 National Express Group 1.72 Altran Technologies 1.61 Kojima 1.55 Infogrames Entertainment 1.54 FJSCX Japanese small-cap. Also qualifies for further investigation. Great returns earlier this year. 3mo 1yr 3yr avg FJSCX 14.24 230.93 39.90 Top Equity Holdings (%) Shohkoh Fund 2.84 Hikari Tsushin 2.53 Don Quijote 2.31 Sony Music Entrtnmt 2.21 Fancl 2.15 Union Tool 2.08 Yamada Denki 2.00 QSAI 1.97 Fujimi 1.64 Ryohin Keikaku 1.62 Updated 4/30/1999 DGSCX. Worldwide small cap, also qualifies. Particularly strong emphasis on tech. 3mo 1yr DGSCX 48.47 104.29 Taiyo Ink Manfacturing 2.87 Huhtamaki Cl I Free 2.57 BRCD Brocade Communications Systems Inc 2.46 SFXE SFX Entrtnmt Cl A 2.38 00F61 Versus Tech 2.18 Distefora Hldg 2.15 Selecta Grp (Reg) 2.13 Global TeleSystems Grp 1.93 Hokuto 1.87 SNRZ Sunrise Assisted Living Inc 1.86 WJSAX Great returns. Japanese small cap. 3mo 1yr 3yr avg 5yr avg WJSAX 33.21 278.93 44.45 22.39 Somewhat different sector weights. Higher on durables. Lower on services. Softbank 5.62 Hikari Tsushin 4.94 Konami 4.11 Tokyo Seimitsu 4.04 7860 Avex 3.89 6839 Funai Elec 3.59 World 3.55 Shohkoh Fund 3.08 6857 Advantest 3.05 Nikko Secs 3.03 Updated 8/31/1999 Avg. Price/Earnings 55.15 Avg. Price/Book 2.54 Median Market Cap 9.31 B Updated 8/31/1999 WPJPX--Simialr to WJSAX DRGTX- Greta fund mostly US large cap leaders in recent runup. WPGTX Also large cap primarily. TWEGX-- Also a small-cap world wide. Good returns. Marseille-Kliniken 3.75 GIB CGI Group Inc 2.85 ESATY Esat Telecom Grp ADR 2.42 Havas Advertising 1.99 Anglo Irish Bk 1.50 TTEBS Tieto Cl B 1.48 VYTL Viatel Inc 1.47 BPCI Banca Populare Commer Inds 1.39 Global TeleSystems Grp 1.38 Vontobel Hldg 1.30