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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: tekboy who wrote (6153)	9/14/2000 7:24:55 AM
From: unclewest	Read Replies (5) \| Respond to of 22706

your big, strong hands i am ambidextrous...one reaches out to pick profits and the other sweeps them into the house. who lives in the nice house in town...the sheep herder who spends every day in the same pastures or the wool trader who finds a new flock to shear every week? i do believe in GG...in the past two months, i have carefully balanced and added to my GG portfolio... selling on pops and buying on dips. on the other hand, there are a lot of tornadoes going on or about to start and i don't mind traveling to do some shearing. this game is not that difficult...i just look around in my world. the tornadoes are obvious. we have one in energy (probably slowing now though)...did anyone play it...i posted my pick here...i believe in a post to apollo(a thread search should find it)...NI...who would buy a beaten down natural gas company paying an 8% yield in the middle of escalating fuel prices for a quick double? answer....my wife. there are a lot of companies out there with very very high growth curves that are beaten down for, imo, inappropriate reasons...here are a few that i have found in the past 10 days...atml, allr, efnt, bvsn. the world is bigger than silicon valley...idbe with their patented and court tested CPT technology just may be the next genomic wonder stock...definitely worth a look...if you do look...here are 2 things to know...the canadian supreme court upheld the patent about 4 years ago and read pages 12...15 of the third wave technology recent sec filing (S1/A). i am very familiar with this and will be happy to help anyone figure it out. i believe IDBE's "CPT" is a genomic enabling technology with licensing and royalty fee potential. future tornadoes... home networking/internet connectivity...begins next year...elon/wind. voice enabling...begins next year...lhsp, gmgc, spwx, nuan. my all-time favorite quote from the GG thread is from Mike Buckley, "valuations do matter"...i buy very carefully. i sell when overvaluation is obvious. gstrf, the stock that elicited your comment, is either an infant gorilla or a disaster...i hold it very loosely so tekboy...since you are commenting on my swing trades...tell me, are your short term options part of your LTBH strategy? unclewest