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


To: Kevin Shea who wrote (29938)7/17/2000 6:45:24 PM
From: Tradelite  Read Replies (1) | Respond to of 57584
 
Kevin...would give you a list but am having trouble getting complete fills on my orders...have some partially filled orders still outstanding, and I don't need any more competition than has already appeared in these apparently illiquid stocks.

Will say this, if people promise not to laugh.....

Did complete a position today in ZANY. Have held some of it for quite a while....it's the only stock I took the time with to send in a shareholder vote to the BOD when asked.

To appreciate this weird little stock, you must have the following experiences under your belt...

1. You have actually visited one of the 100-plus Zany Brainy stores......very slick and appealing. Zany just bought another chain of similar stores, Noodle Kidoodle, and don't know anything about them, except the fact the company is growing and now is in more cities than before.

2. You spent the early years of your parenthood cruising the messy and ugly aisles of Toys R Us and dropped beaucoup bucks there when your kids were young. Every year since the kids turned 12 or so, have thanked my lucky stars that they no longer drag me into that mess. Don't have to go there anymore, thank gawd---although maybe TOY has improved.

Some people mistakenly regard ZANY is an internut retailer....ZANY has a website but the real action is in the stores. Their website is the normal addition to the retailing biz that an investor would expect from any company these days.

By the way, toy stocks always pop at some point in the summer, for whatever reason, and they are doing so now. Note the action in ETYS, GRIN, and ZANY lately.

ZANY is my only toy holding, however.

Will let you know about my other top niche-retailing pick (which I've been watching a long time and am now trying to buy if they would only fill my order).

Meanwhile, have a negative attitude about retailers such as VUSA, which started out trying to sell everything from TVs to kitchen sinks to everyone on earth, but failed miserably in its questionable business plan, and spent tons of investor money on ineffective advertising in the process.



To: Kevin Shea who wrote (29938)7/21/2000 9:37:00 PM
From: Quiveringtrader  Read Replies (1) | Respond to of 57584
 
Kevin...what does your crystal ball say about STLW? does it think it will keep moving up or should I wait for it to correct? Thanks, Tom L