SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (83734)9/24/2000 8:27:42 PM
From: JHP  Read Replies (1) | Respond to of 132070
 
Michael have you heard of VVUS?http://biz.yahoo.com/rf/000921/n21312740.html
new product for women,takes all the guilt away<G>
"its not you its me"
regards john



To: Knighty Tin who wrote (83734)9/24/2000 10:38:57 PM
From: valueminded  Read Replies (1) | Respond to of 132070
 
Mike:

As I run through a comparison (albeit not exactly of equals) between say FMO and GPC, I have concluded that GPC is still cheaper. The issue for me is the debt which FMO seems to have accumulated. My back of napkin calculations show that the debt dwarfs the market cap of FMO and actually causes its enterprise value of FMO to exceed that of GPC even though sales are less. I guess coming into a possible downturn into the economy, it would seem that the better choice would be the less leveraged company.
Obviously, you have been around the block more then I have in terms of investment experience so I would like to hear your thoughts. I am considering a second third in gpc, but am weighing it against a possible 1st third in fmo but would like to hear your thoughts.

thanks



To: Knighty Tin who wrote (83734)9/25/2000 9:21:40 AM
From: cardcounter  Read Replies (2) | Respond to of 132070
 
MB. I wanted your advice on trading methodogy, investing psychology and discipline.

Not to brag, but I've achieved a low triple digit YTD % return and have decided to exit all of my positions. I wanted to know what you would do if you had a positive "outlier" year? Can too much success be a bad thing?

Background: To achieve my results, I have taken on way too much risk, utilized too much margin, and have spent the majority of my free time researching stocks -- not to mention too much time at work (thereby getting a low ROT ratio - return on time, and possibly hurting my employability).

I think my results have biased my stock selection... as I seek riskier and riskier stocks to get more "action"... in any event, I'm trying to step back and refocus my investment strategy, yet I'm still bullish about the market and fear that I will miss out on additional gains..

In any event, I'm curious to know if you've ever stepped out the market, not because of your take on the market, but based on your investing frame of mind?

I'll probably buy an index or put some money in a mutual fund to beat out the money market returns, but I miss the active stock selection (from a hobby and profit point of view). I intend to return to active stock selection at some point, but I wanted to get your advice.

Thanks in advance.

---
BTW. Can you prove that you're not a 15 year old stock manipulator?