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To: sea_biscuit who wrote (24400)10/16/2001 12:52:58 PM
From: Jock Hutchinson  Read Replies (2) | Respond to of 25814
 
Dipy: That post was a full three months after you picked GPS to beat my portfolio. And today, the FACT is that your pick GPS has not beaten my portfolio picks--despite your so-called "merciless" tracking of my portfolio. It is that simple.

I could care less what ad hoc comparison you decided to add on offer three months later, since I did not participate in your comparison. I limit myself to once a year mano a mano (?) comparisons with you. And given your sorry track record of losing the first bet where you couldn't pick a single stock out of six stocks to beat my one pick (And then failed to pay off the bet); where you held onto a super cyclical (and excellent long-term growth) stock like LSI through an 85 % decline (and rebound); and this latest debacle where your so-called Warren Buffett endorsed beauty is in the crapper for 36%--well Dipy that's pretty sad.

And here's the real deal. My primary holding NSM is UP almost nine points since I purchased it ten months ago, and as a result, I am only 7 points down overall, since I lost a ton of money on my second major go around on LSI last year (after I made bucco bucks on the first go around).

So I can absolutely face the fact that within the next six months I will be even with the NAZ at about 2200, while the NAZ has been cut in half.

Now that's great investing, and it comes from an original source pal--me--not the regurgitated pablum that you pander to this thread.

Come on Dipy. It's time to come up with an ORIGINAL thought--not somebody elses.



To: sea_biscuit who wrote (24400)10/16/2001 1:03:24 PM
From: Jock Hutchinson  Read Replies (3) | Respond to of 25814
 
Yo Dipy:

Here's the latest on my portfolio versus your pick that is supposed to be a rock of stability in a down market.

My picks are down 27%

siliconinvestor.com

By contrast, your superstar GPS is down 44%.

siliconinvestor.com

That stinks Dipy. Your pick is 17 percentage points lower than mine. I mean the only real thing that could pull GPS up by the seat of its pants (heh heh) is if a genuflecting sychophantinc acolyte of the Dipster purchased GPS on the date of your devine revelation and subsequently had such ceaseless unrelenting dents in his laundry bill that he needed to make a premature purchase of some fresh crisp jeans from GPS. Amazing. Here is Dipy with his conservative philosophy about purchasing stocks, and he gets a half a hair cut in six months. Just the stock for widows and orphans--in Afghanistan.

I mean the only 44% haircut that should have had relevance in your life is the fact that Prozac is now selling for half price. Even for people who don't have the money to pay off dinner bets, generic Prozac is now affordable old old old old man.

Think about it. The only time your "philosophy" really showed any substantial credibility was when 19 whoremongers (as evidenced by their behaviors the night of Sept 10th) took advantage of our great freedoms and caused a temporary inflection in our markets.

For real pal. Take a hard look at the tenure of your posts over the past four years, and the ONLY time you were gloating was after the Sept 11th tradgedy. Take a hard look pal, and get some sustainable morals and values--not some BS that sounds like (but is not) stable market advice.



To: sea_biscuit who wrote (24400)10/17/2001 9:57:29 AM
From: Jock Hutchinson  Read Replies (1) | Respond to of 25814
 
At some point in July, I said that your picks won't beat IWN. You can start the clock at that time and see how you have fared.

The fact is, you are losing to unmanaged indexes and are unable to face it


Dipy: On July 17th, that so-called some point in July to which you refer, your pick GPS was at 29 and change. Today it is at 14 and change. This means that while the indexes have begun to creep slightly higher in the past three months to the tune of about 2 percent, your grand and glorious pick has plummetted 52%. By contrast, my so-called portfolio has fallen (as of right now) about 24%, and with the networking stocks beginning to make a comeback as well as the semis, I have no doubt that my portfolio will return a profit over the course of the agreed upon one year.

But I am not the one who claims to be the conservative investor and soothsayer. I am absolutely a guy who trades for a living, and always lives in self doubt and fear.

You by contrast are a smug confident no nothing who under the guise of reasonable and responsible investing has managed a 57% NET NEGATIVE return on your pick versus the averages. Clearly, you have no business advising anyone about your investment strategies.

What you do need to do is acknowledge in print that your pick GPS has underperformed the averages by 57% in a three month period.