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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Cary C who wrote (10060)	7/30/2005 10:48:35 AM
From: Sergio H	Read Replies (1) \| Respond to of 23958

Cary, a few comments about our porfolio in light of the incredibly fast pace that we've been turning over stocks. Our portfolio is a collective effort and there are no gurus here. We should be aware that as the market shifts, different styles of trading/investment will be more successful than others. As we've been experiencing a stock market bull run in the midst of influences from world events of historic proportions in the medical, political, enviromental, scientific, and economic arenas. Special thanks to Ray for being the thread moderator and getting people involved. Our folio includes picks from more participants than ever before and Ray has helped in maximizing gains and reducing losses. Anyone who wants to let their position run, of course can do so. Of the positions closed yesterday, three were mine. Message 21556081 I took the short term gain on the earnings push to new highs due to the market's run and will look to re-enter these stocks in the folio. Congress is off till Sept. This round of quaterly earnings is coming to an end. August is poised to offer a slower churn rate for our folio. Back to work....I've been assigned to be the earnings idiot savant, so here goes: NTES - Let it ride. Yeehaw in advance! STXN - Bad history on earnings. I love the chart. I think consensus on this thread has been to ignore the chart going into earnings. DFIB - This company also has a bad history on earnings reports. They can't screw it up again, can they? Let's leave in the folio. AIRN- Opinion: sell AMLN- There's too much disparity on analyst's estimates and there's a history of selling off after earnings.