To: Frederick Langford who wrote (99560 ) 4/21/2000 4:02:00 PM From: gizmo&jack Read Replies (1) | Respond to
Fred, don't know Mindspring, but you can't really go wrong with MSN. Nice break today. I am very excited about the opportunities out there in the market right now. More stocks than ever before at levels where 50 to 100% gains will be easy. No easier way to make money than off irrational human emotion. But we all better be careful on the thread and pick quality, because otherwise you have an OPAY on your hands. Personally, I dropped FDRY into some strength yesterday and took my loss. Not because I don't like the company, but because it actually didn't get hit that hard relative to many other stocks and I am going to rotate. Actually should have done this last Monday, but was still somewhat paralyzed from the week prior. Never had a doubt with CMRC, my only holding left right now. Added to my position last week to average down and now I am up on it after being down over 50%. What a difference a week can make. So much confidence in this one. You can listen to anyone you want out there, whether on the chat lines or on CNBC or analyst research reports. But I just look at the numbers. The growth of the premier b2b companies speak for themselves. My primary focus right now is Going long 2-3 more giant stocks on Monday in different internet sectors. Looking for really beaten down giants that are about ready to turn. Have my thoughts already on which ones they might be, but thoughts from the thread are always appreciated. Also, after letting CRFH go last Monday under $10 against my hunch, I am now watching closely $10ish stocks that can be easy 50-100% gains in days. These are the most difficult, because many are unproven unlike the giants, and these are the ones that can fall like ASDS or OPAY. Have to do your homework here. Currently, my favorite by far is VCLK. I couldn't believe what is was trading at after I saw its earnings. Once the privacy worries in the internet advertising sector dissipate which they will, people will remember that this is one of the most critical sectors of the internet world. VCLK is growing rapidly yet is trading at an extremely low revenue multiple, is a Goldman IPO, is still in the beginning of its bounce after trading at almost 1/2 of its IPO price, and is profitable!!! I see no weaknesses here from a risk/reward perspective. (Low float as well). Reminds me of several IPOs that came out last year at a bad time (FFIV, ICGE come to mind) that were just asking to be stolen for a 500-1000% gain. Anyway, that's all for now. Happy holidays! G&J
