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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: RR who wrote (25359)	7/14/2000 12:01:57 PM
From: lindelgs	Read Replies (2) \| Respond to of 35685

Hi Rick! Moo here. Remember those Intel leaps I mentioned at the party? I put in a sell order about 2 weeks ago and it got hit yesterday. That was my best move to date. Yes, I actually took a profit off the table! In at $7, out around $55 - I'd love to do that again. I'll be watching the Intel calls in October again. Thanks for your thoughts! Legs Go JDSU!

To: RR who wrote (25359)	7/14/2000 12:36:23 PM
From: Jim Willie CB	Read Replies (9) \| Respond to of 35685

down, not out, ready to enter new stage with new strategy been doing considerable amount of thinking, talking with some more successful friends, discussing my personal trading weaknesses, and reading various strategies of investing... here is what I have decided... nobody needs to copy or imitate, but some out there might find it interesting or valuable for their own portfolios I have decided I need to move away from high flyer stocks, high profile names, tomorrow's bigname leaders, replete with international conflict, worldwide exposure, political agendas, and at times huge volatility... instead I will be moving towards stocks with solid growth that either are breaking out or have begun their recovery toward old highs... these stocks must show me strong "alpha" and mild "beta" from Modern Portfolio Theory methods... here is what it means if you take the S&P daily or weekly change in percentage terms, and use its linear regression relationship with your particular XYZ stock, then you produce an equation with an alpha and beta... the alpha tells you how much growth potential the stock contains independent from the overall market... the beta tells you much much volatility the stock receives relative to the S&P (overall market)... a stock with high alpha will move up nicely and steadily regardless what the market is doing, up to a point, like apart from severe declines... a stock with low beta will not swing wildly with the market, but rather will move in a similar direction but with less swing a newsletter named "Scientific Investing" edited by Bill Chidester has produced 15 doubles since Jan1999 using this MPT method... he has another double every single every single monthly issue... NUHC New Horizons just doubled recently for him... he tracks 20 stocks or so, with doubles all over the place routinely... these stocks are not in the news much, but have strong fundamentals... some have larger PE's but nothing out of sight... like on his list is: Xircom, AudioVox, Intl Fibercom, and George Foreman's Salton the key is strong "alpha"... I am sure Bonnie loves the whole alpha concept, just not applied to human packs or wolves... these stocks dont require daily watching, big headline news stories... sure he has a dog or two, like Monaco Coach, which sells RecVehicles (not what I would latch onto) so I have bought a few of his favorite technology oriented high alpha low beta stocks and expect to make a gradual comeback... a double or two and prestodigito, I AM BACK... I am willing to give it to Christmas or Thanksgiving got some decent news... heard several local colleges around here are desperate to find course instructors... they are routinely using college seniors to teach classes like calculus or mathematical statistics... Teaching Assts are routinely teaching classes also, rather than assisting a professor by handling office hours and scutwork like reviewing assignments... so I am probably going to pursue teaching, preferably at some nice college such as (all-girl) Wellesley College which is only three miles away... I could lure the little ones to my lair... a teaching post would offer a nice foundation for gathering some consulting clients so thanks to Bonnie and a couple others for encouragement got a new investment plan that can take care of itself dont need to watch like a dog chained to a PC got a new income job possibility getting out of town soon thanks to all any questions about Modern Portfolio Theory, gladly ask / Jim