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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Steve168 who wrote (17110)	5/29/2003 11:00:21 PM
From: Steve168	Read Replies (1) \| Respond to of 78490

Many remembered me recommending ALVR at 1.86 in Feb2003. It closed today at 3.46. I sold my short-term trading position today at 3.47-3.49. Still hold core long-term positions. I am trying to build a career on money management. Been in US stock market for 12 years, made great money in the big bull run and gave back some in NASDAQ crash in 2000. My model portfolio (started 2 years ago) has a 130% return as of today, long/short stocks only, no margin used, typically hold 10 stocks. I buy under cash value stocks that hold some key technologies may change everyone's life in the next 5-10 years. Success stories including PHTN, bought at 3 sold at 65, it went up to 90 after I sold. Bought SINA at $1.5 a year ago, holding core position now at $15.5. If you have useful ideas to help me develop my career (find my first money management job, or client; links/leads to angel investors/firms recruiting trader/manager), I am willing to share some current stocks I am buying privately via email. Please email me at steviwu (my yahoo email alias). My current buy is a tech stock trading around 4 with about $6 in cash, no debt, losing some money but not very significant. If you think finding those is a tough job and worth something, you are also welcome to contact me. Thanks a lot! Below are my previous posts on ALVR. One could have made good money if followed any of those 3 posts. Message #17110 from Steve168 at May 22, 2003 5:42 PM ALVR new yearly high 2.85, still under cash 3.1, book 4.34. There were 2 over-million-shares-traded days on average daily volume 80K previously. Great breakout pattern on chart, peer AIRN, PROX predict turning to profitable soon. ALVR should be profitable too and we should see 5-6 in the next couple months. Below are two of my previous posts, recommending it at 1.86 in Feb 2003. To:Steve168 who wrote (16459) From: Steve168 Saturday, May 3, 2003 12:44 PM View Replies (1) \| Respond to of 17109 ALVR recently made a 52-week high and still trading under cash value with no debt. This is a classic Graham net cash value stock. I recommended here (see below post) in Feb at $1.86, it closed 5/2 at 2.59, and still trending higher. Take a look and see what you thinks. I am holding on to my large position. To:mrcjmoney who wrote (16457) From: Steve168 Tuesday, Feb 18, 2003 12:51 AM View Replies (2) \| Respond to of 16966 MrCJ, thank you for your nice comment. My largest holding is ALVR now, trading at 1.86 while cash at 3.14, book 4.36, and zero debt. Losing about 10c/Q, not too bad, it is a leader in a niche market of Broadband Wireless Access. I believe the company has a chance to be profitable in the next 12-18 months. When that happened, it should be at $3-5.

To: Steve168 who wrote (17110)	9/9/2003 10:09:17 PM
From: Steve168	Read Replies (1) \| Respond to of 78490

ALVR received $23M order today, up 10% to $6.7. A below cash value stock I recommended here in Feb 2003 at $1.86, is turning into a growth star in a new booming sector. I am still holding a large position and I think it still have upside to go. Citicorp, Merrill Lynch, JP Morgan Chase were new institution buyers in last quarter filing. They could have bought under $2 had they hired me as an analyst or trader :-). I am looking for such a job. Below are my previous posts here on ALVR Message #17110 from Steve168 at May 22, 2003 5:42 PM ALVR new yearly high 2.85, still under cash 3.1, book 4.34. There were 2 over-million-shares-traded days on average daily volume 80K previously. Great breakout pattern on chart, peer AIRN, PROX predict turning to profitable soon. ALVR should be profitable too and we should see 5-6 in the next couple months. Below are two of my previous posts, recommending it at 1.86 in Feb 2003. To:Steve168 who wrote (16459) From: Steve168 Saturday, May 3, 2003 12:44 PM View Replies (1) \| Respond to of 17109 ALVR recently made a 52-week high and still trading under cash value with no debt. This is a classic Graham net cash value stock. I recommended here (see below post) in Feb at $1.86, it closed 5/2 at 2.59, and still trending higher. Take a look and see what you thinks. I am holding on to my large position. To:mrcjmoney who wrote (16457) From: Steve168 Tuesday, Feb 18, 2003 12:51 AM View Replies (2) \| Respond to of 16966 MrCJ, thank you for your nice comment. My largest holding is ALVR now, trading at 1.86 while cash at 3.14, book 4.36, and zero debt. Losing about 10c/Q, not too bad, it is a leader in a niche market of Broadband Wireless Access. I believe the company has a chance to be profitable in the next 12-18 months. When that happened, it should be at $3-5.