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


To: sjemmeri who wrote (18932)3/21/2004 6:41:22 AM
From: Madharry  Read Replies (1) | Respond to of 78476
 
My own portfolio recovered in the past 3 days and is for the moment up 10% for the year. Does anyone have any thoughts about THC?



To: sjemmeri who wrote (18932)3/22/2004 10:01:46 AM
From: Grommit  Respond to of 78476
 
portfolios --

My ACAS pick in the safe portfolio has had 2 dividends since you "bought it" at $29.70.

A $0.06 on 12/31, and a $0.70 ex div date 2/24/04. So maybe it's time to adjust the chart to reflect those dividends. If you change the purchase price to $28.94, that might be the easiest way to recognize the dividends declared.

thanks
grommit



To: sjemmeri who wrote (18932)3/29/2004 7:59:26 AM
From: sjemmeri  Read Replies (1) | Respond to of 78476
 
The double and safe portfolios diverged this week with double dropping further and now up 7.1 % while safe eked out a small gain and is up 2.4 %. Of course, the major indices are all underwater on the year.
siliconinvestor.com
siliconinvestor.com

steve

ps I bought SEMI last week.



To: sjemmeri who wrote (18932)3/31/2004 11:56:54 PM
From: Madharry  Respond to of 78476
 
I ended up with a pretty good 1st quarter +12.6%. I see that iip the former inap contributed about negative 1.2% to the double portfolio perfomace-sorry about that. but i am out of it and am staying out of it