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Microcap & Penny Stocks : WCAP - Winfield Capital: Insider buying -- Ignore unavailable to you. Want to Upgrade?


To: rjm2 who wrote (1279)10/26/2000 1:31:41 AM
From: didjuneau  Respond to of 1305
 
Here's an interesting article from a similar viewpoint.

streetsideinvestor.com

Although I don't think it will happen, I bought puts on CMRC just in case of total meltdown. Otherwise, we're just scooping up money buying WCAP at this level.

This portfolio shows how WCAP's public portfolio has done since the start of the second quarter. (I left out USWE, since I can't figure out what exactly we have.)

siliconinvestor.com

This shows that we have a 20 percent gain for the portfolio during this period, yet WCAP itself has gone from 12.25 on June 30 to 8 3/32 today for a 34 percent loss.

chart.yahoo.com

This is a huge divergence based mostly on our inclusion in the ice cold "incubator" sector. As I used to like to point out on this board, we seem to track CMGI better than our own portfolio.

I don't think we can keep diverging from the reality of 300% average ROI forever. That's a reality that includes a 40 percent crash of the NASDAQ during the same period.