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Strategies & Market Trends : January Effect 2001 -- Ignore unavailable to you. Want to Upgrade?

To: RockyBalboa who wrote (129)	12/28/2000 5:15:42 PM
From: Q.	Read Replies (3) \| Respond to of 289

My final picks are: APSG CSPI LVCI MITY MUEI RAZF TMAX VCLK quote.yahoo.com Mkt price cash per EBITDA institut % off cap today share (ttm) % float 52 wk hi APSG $44 M 4 15/16 $1.88 +$ 4 M 47% -84% CSPI $11 M 3 $3.65 +$ 3 M 51% -83% LVCI $39 M 1 17/32 $1.26 +$17 M 17% -89% MITY $25 M 4 29/32 $0.15 +$ 5 M 14% -75% MUEI $390 M 4 1/32 $3.17 +$63 M 39% -80% RAZF $169 M 1 23/32 $0.85 +$ 9 M 36% -98% TMAX $ 13 M 1 1/4 $0.70* +$ 3 M 14% -78% VCLK $163 M 5 13/16 $4.85 -$ 4 M 18% -77% * TMAX did a private placement after the last quarter, so it has more cash than shown here. You can see that I favored down-beaten companies with little institutional ownership, and for safety I preferred companies with positive cashflow and plenty of cash. Some of my picks originated from my screens, and the rest came from suggestions posted that all of you posted here on this thread. To show how they perform next month, I've attached an SI portfolio to this thread. Hopefully you can see it at the bottom of this post. For the SI portfolio, I pretended that I invested equal dollar amounts in all 8 stocks at today's closing price, which isn't exactly how I traded them, but on the whole it isn't much different.

To: RockyBalboa who wrote (129)	12/28/2000 8:54:12 PM
From: Street Hawk	Respond to of 289

I think the January effect will be much more pronounced than in the past mainly due to retail investors focusing primarily on tech stocks, especially, internet stocks, which has sustained heavy losses. That's why I've focused almost exclusively on accumulating inuts since they are beaten to death and highly volatile. Some of the up moves should prove to be explosive. Here's a decent article from a couple of years ago: Why You Can Still Believe in the January Effect By Jeffrey Bronchick Special To TheStreet.com 12/8/98 4:39 PM ET thestreet.com