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

To: Steve168 who wrote (17854)	10/12/2003 2:18:19 PM
From: Sergio H	Read Replies (1) \| Respond to of 78515

Steve, a nice list of stocks. You've mentioned ALVR previously on this thread. And I know about your interest in PCYC also from previous discussion. You and I discussed Chinese plays previously. You may have mentioned GSH. I don't remember EONC, so I did an SI search and found a post of yours mentioning this stock: Message 19097664 Reading that post it would seem that you've doubled your return from July to Oct. from 150% (over last two years) to 300% (over last 27 months). Congratulations if this is true.

To: Steve168 who wrote (17854)	10/21/2003 9:16:38 PM
From: Steve168	Read Replies (1) \| Respond to of 78515

Sold all AMAT shares today around 21.75-21.94. Those are the shares I picked up couple days ago at $20. Technical indicators showed there is a 80% chance that market will go down 5-8% in the next 30 days. Entered short position in IWM, VRTS, FRE, JBLU and AMR. Message #17854 from Steve168 at Oct 12, 2003 12:31 PM ....... I had 35% cash a week ago waiting to short. But my technical indicators are showing it is not the top yet, so I bought a large liquid stock AMAT at $20, I can sell it any day without market impact, and turn short. I won't use those 35% cash for any small illiquid stock since I may have market impact when I sell.

To: Steve168 who wrote (17854)	12/4/2003 6:50:39 AM
From: Steve168	Respond to of 78515

November up 15% with market neutral status, mostly due to large gains in my top 3 holdings - ALVR, EONC and PCYC. Short positions are break even. Real brokerage account up 270% since Jan 1, 2003, just long/short US traded stocks, no options/futures, not even on margin. ----------------------------------------------------- Message #17854 from Steve168 at Oct 12, 2003 12:31 PM Godot, I am holding ALVR, PCYC, GSH and EONC. I was buying EONC in the past couple months, even last week. I did not post here since it is not a VALUE play. It is a growth play. I had 35% cash a week ago waiting to short. But my technical indicators are showing it is not the top yet, so I bought a large liquid stock AMAT at $20, I can sell it any day without market impact, and turn short. I won't use those 35% cash for any small illiquid stock since I may have market impact when I sell. I will not post any move I make in the market, but my 300% gain is real in a brokerage account, and I share that with friends investing with me.