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Strategies & Market Trends : Investing for the January Effect 2000 -- Ignore unavailable to you. Want to Upgrade?

To: RockyBalboa who wrote (75)	12/30/1999 2:57:00 PM
From: RockyBalboa	Read Replies (1) \| Respond to of 109

EYES was a short adventure. I found the 100% gain good enough to be taken. I'm lacking ideas what to buy for January. And many candidates, good or bad, run so hard that the January effect is perhaps in reverse...? Whats left? (but that are real evil stocks, in terms of fundamentals) ETYS CDNW CDWI SKDS VIXL HSAC... FLWS/EFTD

To: RockyBalboa who wrote (75)	1/8/2000 7:03:00 PM
From: RockyBalboa	Read Replies (1) \| Respond to of 109

Trade recap. Thanks to the opening gaps, and because I hate long holding periods I exited most of my positions. CDCO at 5.25 bought 4 1/8 EYES as mentioned in the old year 2 1/2, 2 5/8 bought 1 3/8, 1 5/8 KLOC completely around $6 1/2 bought 4 3/8 VIXL at $20, bought 20. Count in a quick $1.5 trading profit in BTOB. Holding LSON, bought 10 1/2 currently 10 1/8 FASH bought 4 7/16 currently 4 1/4 FOB bought 7 3/16 currently 6 9/16 Results: The nearly equally weighted (EYES undervalued by 1/3) porfolio is up 24.8%, where most of the gains are attributable to KLOC and EYES. The $260 commissions are neglectible but are included in the calculus. Problems: LSON gets Lerached by several law offices. The annual and 4th q results are due in the wk March 6th. ) It is interesting that LSON gots mentioned as a tax loss selling candidate in one of te articles...here FOB reported an earnings shortfall which depressed the stock to $6, it reports on Feb 14th. FASH is a dead stock, volume dried up, looks like I will keep it until the next holiday season. OTOH it does not go any lower. MCap is still under cash which stands about $5.6/shr. __________________ ) The toughest accusations come from Berger & Montagu: "The Complaint charges that the defendants violated Sections 10(b) and 20(a) of the Securities Exchange Act of 1934. The Complaint alleges that defendants issued a press release on December 9th in which Monroe stated, ''We are not aware of any reason for Lason's share price decline.'' In fact, Monroe and Lason were aware that customers were curtailing orders, which would cause a significant revenue shortfall in the fourth quarter. They were also aware that Lason was discontinuing its litigation support and software development operations that were not Internet-based. After announcement of this news on December 17th, Lason stock lost 50% of its value.