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To: James Thompson who wrote (17642)4/12/2000 5:01:00 PM
From: 10K a day  Read Replies (1) | Respond to of 19700
 
Oh man...Facial Trauma Builds Character. :0(



To: James Thompson who wrote (17642)4/12/2000 6:59:00 PM
From: IngotWeTrust  Read Replies (2) | Respond to of 19700
 
wafted some of my hoarded wad under the nose of the CMGI critter...and it took the bait...at $71 and change.

BTW, congrats on your retirement.

FWIW dept: remember when this thread lamented back on 3/18/00 the Barrons' Blast on the net?

Well, I created two SI portfolios:
A) one based on the 3/17 Fri closes of Barrons' 19 rav favs that were going to make it"
siliconinvestor.com

B) one based on the 4/4/ DAQ meltdown lows, both of which reflect today's closing prices and trading ranges for their respective stocks.
siliconinvestor.com;

I found fascinating snippits of information to be gleaned by comparing the two.

Later tonight, I thought I'd go back to the 9/99 time frame and redo same 19 Barrons' Rav Favs and see what "time decay" pre and post Century Date Change has had on same. I'll post that tomorrow if you like.

Be well



To: James Thompson who wrote (17642)4/16/2000 12:27:00 PM
From: IngotWeTrust  Respond to of 19700
 
James, PaulH, DiB, All: here's the 3rd promised spreadsheet.
All 3 are as follows (first two posted earlier in wkend)

FWIW dept: remember when this thread lamented back on 3/18/00 the Barrons' Blast on the net?

I have now completed creating the THREE SI portfolios:
A) one based on the 3/17/2000 Fri closes of Barrons' 19 Internet Rav Favs article about who is and & who isn't likely to "make it" long-term, acc'd to Barrons and Pegasus siliconinvestor.com

B) one based on the 4/4/ DAQ meltdown lows, both of which reflect current closing prices anytime one clicks thru: and trading ranges for their respective stocks. siliconinvestor.com

C) one based on Last Aug 10, 1999 last Nasdaq Swing Low preceding the tremendous parabolic run in these stocks.
siliconinvestor.com


In viewing portfolio #3 and comparing all 3 may I suggest the following:
C-1) Please note Portfolio #3 has been Split Adjusted and reflects EVERY split from Aug 10th forward, as if it had been effective on August 10th's swing low date.

C-2) There are a few stocks on Barron's Rav Fav that are LOWER this weekend than they were Aug 10th 99's swing low.
The question for us with sideline cash is: do these represent good buying opportunities?

C-3) Conversely, those with tremendous % price increases cannot be overlooked as candidates of either A) Strength which should be accumulated on all weakness or B) Require more bloodletting/air deflation before accumulating currently. That IS our sideline money conundrum, yes?

I found fascinating snippits of information to be gleaned by comparing the three.

For a limited amount of time, I will endeavor to maintain the "split adjusted" August 99 comparative #3 portfolio to help keep perspective if any wish to bookmark that portfolio or bring a split to my attention.

Feedback encouraged from one and all.

Enjoy and have a great weekend, fellow CMGI'ers!