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

To: Densiebj who wrote (20363)	2/11/2000 7:25:00 PM
From: bobkansas	Read Replies (1) \| Respond to of 57584

I did no trading today. Long port. of mine down .6 of one percent so I am pleased. I am hopeful the Naz has enough left in it to go up another 5 to 15 percent over the next few weeks. If so I have decided that I will take some signficant profits off the table. Interesting note: I currently have 92 shares of SIFY i.e. $8,740 worth. I bought a lot more it (400) when it was a IPO (within first week or so)that I sold as a easy double. I have a doctor friend who late part of Oct 99 wanted me to help him invest 100 k. I put him into ADAP, ANTC, CNET, CNXT, CSCO, EMC, GMST, HLIT, HLTH, HRBC, INTC, JDSU, LWID, MFNX, PCS, PMCS, QCOM, SFE, SFTBF, SIFY, WCG, and WMT. With no trades at all he is up 247 percent since late Oct. So his 100 k is now as of tonight's close $346,504.74. He is happy, and I look smart (which I am not that smart, but will take some credit since I choose all the stocks and these are in different sectors of tech with Walmart being the only non-tech choice). Of course, everyone who invests in stocks can look smart in a bull market and the "melt up" leading to 2000 was quite something for all of us to behold. My choices were influenced by some of the people on this thread who are a hell of a lot smarter than me when it comes to trading and investing. Anyway, the point after the above bragging is that out of the 100 k, I decided at that time that he should put about $14,000 into 300 shares of SIFY. India looked up and coming to the internet and my gut told me SIFY would do fine and would allow for some out of country stock explosure for his port. He was also willing to take the risk. Now those same shares after a 4 to one split i.e. 1200 shares is worth at tonight's close $114,000. His gain is 711.97 percent! Lesson for me, I should have kept more of my SIFY ! Of course Softbank (of which I had him purchase 100 shares at 370 bucks a share is now worth $149,000 i.e. 1,490 bucks a share). Life sure is interesting. I gotta go home. Everyone have a great weekend! Best regards to all, Bob P.S. He was overall up 6.81 percent today!

To: Densiebj who wrote (20363)	2/12/2000 10:00:00 AM
From: Rande Is	Read Replies (5) \| Respond to of 57584

Good job, CapD. Now tell us why your favorites are AEOS and BBY. What is it you see that you like? I love BBY, COST and WMT these days. . .they are always jammed to the gills with hungry shoppers. . . and are doing one amazing job of filling the needs. These are the perfect American stores. . .the products we want at the lowest prices and service with a smile. Still liking OMX better than competition, due to E-commerce initiative outpacing SPLS and ODP . . and recent foreign expansion, especially with their new acquisition in Mexico. Always like the model of TJX, FTUS, ROST, GDYS and SMRT. . . why pay retail? ANF should have had a strong quarter. . but LTD should show a weak one, IMO. . .they stuck to full retail and priced themselves out of shopper demand over the holidays. . .also, I was disappointed with garment selection in the Express stores. . they went overboard on "millenium" colors. . but it was over the buyers heads and just looked boring. Analysts say that because of staying with full retail, they should do well. . . but those analysts didn't walk into the stores to see that there were ZERO shoppers during the peak of holiday buying. . . everyone was out chasing sales. And for that matter, I will go against all the analysts and predict that TOM has a terribly poor quarter. Guys have turned their backs on the product line, while girls have yet to discover it. But what is worse is that the line is represented at better retailers without the option of store discounts of any kind. As I understand it, garments must sell at full retail by contract. . .[TOM can offer rebates, etc.] . . but in situations like this, there is usually a generous return policy by the manufacturer. If this is so, TOM could be in terrible trouble with a flood of returned merchandise. The stuff was hot a few years back, but the trademark has been diluted, just as CK was in the mid 90's. . . .or Jordache in the early 80's. The difference is this. . . .at first when you saw the red and blue Tommy Hilfiger logo, it raised an eyebrow. . . .now when you see it, you roll your eyes. . . .that's when you know the mark has been diluted. And this is due to the flood of counterfeits from China. I have personally seen stacks of counterfeit CK goods that would fill an airport hanger. Don't underestimate the earnings on FDO, DG and DLTR. . . these stores do some amazing numbers during the holidays. And on the other end of the social spectrum, SAKS should do well, as the December rally paid for some expensive gift items. WLSN was a double this year. . .and rightly so, they really did an extraordinary job of turning this retailer around. . .by simply improving their product line. Whereas at one time, walking through their store was reminiscent of shopping in Tijuana. . .today, it is a joy to discover the terrific designs and products available. . .I'd like one of everything in their store. . . .just wish that stock price had pulled back some, so I could enter. And of course. . .I still think our little toy store, PLCO, will again impress with their numbers, as their impressive new stores contribute to the overall bottom line. I'd be interested in the numbers that indicate bricks and mortar sales lost to E-commerce. Rande Is