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To: creede who wrote (358)11/19/2005 2:04:03 AM
From: jmhollen  Read Replies (1) | Respond to of 799
 
Creede, ..Sometimes you just get lucky and catch a low while you also have a sackful of Spare Casino Change.

There's nothing wrong with making a commitment and hanging-in like you have done - if you're convinced that the management of a company is straight-up. Even if they eventually did a Tucker (..not expecting this..) due to market conditions, or Alum Greenspurt hosings, it's good to selectively stick with companies that have a good bizplan and a good prospect for success. Keeping the riskier ones down to a 2% -to- 5% loss exposure in your mafia portfolio is a good idea, also.

I just recently talked to Brian, and I certainly didn't pick up on any "..shine..", so there was no reason not to take advantage of the dip.

I want to see mafia.com RTQs & Level-II provided by the company. I think it would be an indication that they are planning to stay around, and a gesture of thanks toward all the Longs who have stayed around during the BS. Everybody should push this subject hard when they talk to him. We deserve it at this juncture, and it helps the "..little guys.." out there get a leg-up on the MFMMM BS; those SOBs don't like the Real Time exposure.

Re: SSTY. I have one Gray that I have sat on for several years because their technology is 100% rock solid, it's also something I have 'hands-on experience' with, and applications literally abound worldwide. I wasn't going to do that with a second Gray (SSTY) where I was depending more on other's DD and the vagaries and fiddlings of the Chinese. Things have recently changed, so it's worth a sockful of "..super-cheapie-shares.." again.

John :-)

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