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Strategies & Market Trends : Quarter to Quarter Aggressive Growth Stocks -- Ignore unavailable to you. Want to Upgrade?


To: Jack Hartmann who wrote (4247)1/1/2003 10:36:24 AM
From: Jack Hartmann  Read Replies (1) | Respond to of 6932
 
Last time for the telecosm
A -37.0%
ADI -46.2%
ALTR -41.9%
AMCC -67.4%
ATML -69.7%
AVNX -82.7%
BRCM -63.2%
BRW -62.9%
CNXT -88.8%
CY -71.3%
EQIX -100.0%
ESEX -61.6%
GLW -62.9%
GX -100.0%
JDSU -71.5%
LNOP -19.8%
LOR -85.6%
LSI -63.4%
MFNX n/a
MNGX -83.1%
MOT -42.4%
NOPT -100.0%
NSM -51.3%
NUFO +0.8%
PCS -82.1%
QCOM -27.9%
STOR -81.2%
SUNW -74.7%
TERN -75.2%
TSIX na
TXN -46.4%
WCOM -94.1%
WFII -10.7%
XLA -69.3%
XLNX -47.2%
These are the % change from the beginning of 2002. % were via SI. Maybe he'll be hot again, but he was the pied piper who led many into the river to drown.

Jack



To: Jack Hartmann who wrote (4247)2/1/2003 11:23:06 AM
From: Jack Hartmann  Read Replies (1) | Respond to of 6932
 
Portfolio performance for January was up 0.4%.
Fuel cells/Alt energy down 73.0% since August 2000. Down 3% the month.
Gorilla Hunters down 76.1% since December 3, 2000. Down 5 for the month
OC-192 down 89.4% since Mid-February 2001. Down 5% for the month.

August Additions
DISH $22.26 to 25.95 Up 16.5%

November Additions
ETR $45.59 to 44.45. Down 2.5%

January Additions
BLTI $5.64 to 6.26. Up 11.0%
CYTC $10.83 to 11.60. Up 7.1%
FORD $2.02 to 2.03. Up 0.5%
ILA $2.06 to 1.84. Down 10.7%
OTEX $27.51 to 27.00. Down 1.9%
POWI $20.90 to 21.61. Up 3.4%
SCTC $9.28 to 8.93. Down 3.8%
WSTL $2.00 to 2.26. Up 13.0%

Deletions
AMAT $13.03 to 13.66. Up 4.8%
BEV $2.85 to 2.10. Down 26.3%
XOM $34.94 to 33.36. Down 4.5%
GT $6.79 to 6.67. Down 1.7%
PTEN $29.06 to 28.48. Down 1.9%
IGLD $3.45 to 3.17. Down 8.1%
IIJI $3.48 to 3.10. Down 10.9%

January Effects
ADTK 0.62 to 0.65. Up 4.8%
CHRD 1.44 to 1.85. Up 28.4%
VASO 0.94 to 0.86. Down 8.5%
Up 8.2% as a group.

A look if 10K was invested in each stock. 100K Model starts anew each month.
20 Stocks rotated in January. (200K x 1.004)-100K = $800 profit or 0.4% profit

Dow – 8341 to 8053. Down 3.4% for month
NASDAQ – 1335 to 1321. Down 1.0% for month
S&P500 – 879 to 855. Down 2.7% for month
Dow – 8341 to 8053. Down 3.4% for the year
NASDAQ – 1335 to 1321 Down 1.0% for the year
S&P500 – 879 to 855. Down 2.7% for the year

For January, the effected rise should be small.

Actually down.

For February, we may see some retesting of October lows.

Jack