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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 (4420)	4/30/2003 8:11:19 PM
From: Jack Hartmann	Read Replies (1) \| Respond to of 6932

Portfolio performance for Mar-Apr was up 15.2%. Up 18.5% Ytd. Fuel cells/Alt energy down 66.2% since August 2000. Up 2% the months. Gorilla Hunters down 77.8% since December 3, 2000. Down 3% for the months. OC-192 down 82.5% since Mid-February 2001. Up 4% for the month January Additions BLTI $7.96 to 11.39. Up 43.1% Mar-Apr Additions TRAD $2.39 to 4.96. Up 107.5% WOW~! DGIT $2.15 to 3.40. Up 58.1% Mar-Apr's Deletions DISH $26.33 to 27.49. Up 4.4% CYTC $12.73 to 11.34. Down 10.9% OTEX $28.14 to 28.48. Up 1.2% POWI $20.83 to 19.23. Down 7.6% WSTL $2.84 to 4.09. Up 44.0% XXIA $5.17 to 4.89. Down 4.4% VCLK $3.14 to 3.05. Down 2.8% TMTA $1.32 to 1.27. Down 3.7% GVHR $5.39 to 5.11. Down 5.1% SYNO $9.75 to 9.60. Down 1.5% LIOX $2.28 to 1.91. Down 16.2% ORB $5.79 to 5.43. Down 6.2% CORV $0.68 to 0.62. Down 8.8% PRLS 2.03 to 1.84. Down 9.3% SGP $17.67 to 17.08. Down 3.3% RNA $5.25 to 4.58. Down 12.7% ICN $10.38 to 8.95. Down 13.7% Average Gain 7.6% per trade. A look if 10K was invested in each stock. 100K Model starts anew each month. 20 Stocks rotated in January. (200K x 1.004)-200K = $800 profit or 0.4% profit A look if 10K was invested in each stock. 100K Model starts anew each month. 18 Stocks rotated in February. (180K x 1.014)-180K = $2520 profit or cumulative $3320 profit or up 3.3% for the year. 20 Stocks rotated in Mar-Apr. (200K x 1.076)-200K = $15210 profit or cumulative $18539 profit or up 18.5% for the year. Dow – 7891 to 8480. Up 7.4% for the months NASDAQ – 1337 to 1464. Up 9.4% for the months S&P500 – 841 to 916. Up 8.9% for the months Dow – 8341 to 8480. Up 1.6% for the year NASDAQ – 1335 to 1464. Up 9.6% for the year S&P500 – 879 to 916. Up 4.2% for the year For March, all eyes on Iraq. I see no war. Just a big blink. Correct. April was the war. For May, I see the market taking a breather. Went to three manufacturer companies in the last week. Simply stuggling to survive. One had KM as largest customer, other MOT and last TXN. Service companies are saying the End of the War boosted business as consumers decided to spent. Excessive RL work is hampering me researching stocks so not buying anything other than 20 minute scan of stuff going on. I guess more hours for same pay increases productivity. Thinking about looking companies that will benefit from lower oil like DD, CCL, DAL, DIS and others. I am seeing too many hedge funds push hot stocks (SARS) and dump fast causing panic stop triggers by others creating more losses than anticipated. Seem that three stocks left were all my DD and not mentions by anyone from a site like breifing, realmoney, etc. Nasdaq up quite a bit in the two months, alot of bears must have been burned. DELL earnings in FEB was the catalyst from the bottom so is stock to watch. I find it odd that recently the less I read, the better I do. Reminds me of Livermore sitting in the closed and quiet room watching the tape. I am reading the Patton book on Leadership. A good source of energy motivation for the tired managers. Jack