To: Richard Tsang who wrote (13807 ) 1/1/2000 10:51:00 AM From: Dale Baker Respond to of 118717
The final tally in the Roaring Twenty Portfolio that some of us started on another thread in January: FINAL RESULTS FOR THE 1999 ROARING TWENTY PORTFOLIO The bottom line is what counts; our $50,000 investment in 20 stocks turned into $132, 838.77 by Friday's close for a 166% gain. We dumped three of our original stocks, and one replacement was sold before 12/31, leaving three stocks in the final 20 that weren't included at the start. Here is the final tally, stock by stock (company-chosen by-start price-closing price-% gain): IATV – Chris Considine – 5 17/32 – 45 11/16 – 726% DISH – Dale Baker – 13 – 97 ½ - 650% IFM.TO – White Shoes - 14 – 77 ½ - 454% CMGI – Dale Baker – 52 ½ – 276 7/8 – 427% SNE – White Shoes – 70 1/16 – 284 ¾ - 306% RNWK – Dale Baker – 31 ¾ - 120 5/16 – 279% PLCM – Dale Baker – 26 1/16 – 63 11/16 – 144% MFNX – Dale Baker – 22 ¾ - 47 15/16 – 111% *CNQR – Dale Baker – 15 – 29 – 93% COGN – White Shoes – 24.31 – 46 1/8 – 90% PTEC – White Shoes – 8 ¾ - 15 13/16 – 81% APCC – White Shoes – 25 7/16 – 26 3/8 – 4% WCOM – Dale Baker – 51 ½ - 53 ½ - 4% FNDT – Dale Baker – 21 1/8 – 20 ½ - minus 3% *IPTY – White Shoes – 4 5/16 – 3 15/16 – minus 9% CC – Dale Baker – 50 1/16 – 45 1/16 – minus 10% SFAM – White Shoes – 19 5/8 – 12 15/16 – minus 34% VIRGY – AC Flyer – 7 11/16 – 4 ¼ - minus 45% CMIV – White Shoes – 5 ¾ - 3 1/16 – minus 47% *ONEM – Dale Baker – 30 5/8 – 15 – minus 51% *Not original picks. It's encouraging that our worst performers were “only” cut in half while the top Roaring Twenty stocks ranged from doubles to an eight-bagger-plus. Stocks we dropped along the way: DIGL – Dale Baker – 400% (we were in for half of that late in the year) LCOS – White Shoes? – 180% IACO – Dale Baker – out flat in a buyout MXTR – Dale Baker – minus 60% I am not starting a Roaring Twenty 2000 contest this year. If I had to toss in some picks from my current portfolio I would include NSATF, BTGC, OPAY, CRY.TO, IDC, SGNT and LDP. Thanks again for everyone's participation. If I had bought and held this portfolio instead of trading actively, my own portfolio would have finished an extra +16% YTD. I will maintain the portfolio and see where it goes in 2000. IATV and IFM.TO look like they could still appreciate significantly. All the best in 2000.