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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds -- Ignore unavailable to you. Want to Upgrade?


To: Uncle Frank who wrote (106)1/9/2000 7:27:00 PM
From: Eric L  Read Replies (1) | Respond to of 153
 
UF,

<< Hey, Eric, I found an old post of yours on this abandoned thread, and it was a doozie. You introduced phcm, which was trading at 41 at the time. It's returned 214% in the ensuing 6 months! Let's see you do that again <gg>. >>

Yes ... and a month earlier I introduced it on the big guys thread and you kicked me over into this darned limbo ... <g>

- Eric -

PS: I never took a position in phcm. G&K investing for me, but there are some good potential candidates that should be discussed here. I hope the regulars bookmark this thread.



To: Uncle Frank who wrote (106)1/10/2000 7:38:00 AM
From: gdichaz  Respond to of 153
 
Uncle Frank: As a searcher for potential, think that the place to search initially is pre chasm - or bowling alley or tornado at the latest.

And in my case, since my attention span is limited, that means taking a small position in order to watch with some care.

That is why I own such stocks as ARMHY, PHCM, PSIOF, etc. In addition I have recently added GMST and CREE. And of course, I have long held GSTRF and LOR. This is my own watch and wait portfolio.

Or course as you know, I am comfortable with these, since I have studied the technologies they are in. Therefore I know how they "fit".

(Note: except for GMST and CREE where my knowledge is shallow - but have followed the G&K discussions as carefully as I could)

Do not suggest such an approach on a scattershot basis.

Let's see if you have succeeded in breathing new life into this thread.

Best.

Cha2