Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Let's Make REAL MONEY (Big, long-term cap. gains) -- Ignore unavailable to you. Want to Upgrade?

To: Don S.Boller who wrote (50)	12/19/1997 7:50:00 PM
From: Don S.Boller	Read Replies (2) \| Respond to of 135

John and All: A Little More. This is a wonderful time of year...seeing old friends...exchanging greetings, gifts and cheer. It's also a time to check your Holiday shopping list - you did make one didnt you? If not - why not? Or do you-- like most on "Mohan's" or the "Big K" thread - think the market's going in the tank from here? If you do - and I'm not going to argue against it here and now - then of course you're either sitting on the sidelines or in there shorting and putting with the rest of the cognoscenti. BUT, if this is not yet the end of society as we know it......you must have a shoppinng list!!!! For example: when you bailed INTC at a C- Note you told your- self that you'ld like to get it back at the base of support in the 65 area. What about LU, or TLAB, TXN or many others!!! Please don't mistake me - I'm not touting the above...merely trying to get you to examine your strategy (or lack of same). You all know that this is window-dressing time for all this institutional investors and that has very great short term (till Jan. 1)implications. Chew on it. I persanally don't cotton much to "systems" BUT planning is essential to make real green. Don't be caught standing there with a fork - when it's raining soup. Don

To: Don S.Boller who wrote (50)	12/20/1997 6:55:00 PM
From: Doug R	Read Replies (1) \| Respond to of 135

Don, Using your model and applying it to the book retailers, would AMZN fit the bill as a recent IPO with a better mousetrap? I have an idea that a move beyond just books and calenders would be something to watch for. Doug R

To: Don S.Boller who wrote (50)	12/21/1997 7:26:00 PM
From: david james	Respond to of 135

A question on capital gains.... There are two ways in which one gains by holding an appreciating stock long term. One is the straightforward reduction in taxes. The second is that it allows you to keep ones capital in the market rather than taking out more than a third of the profits to hand to Uncle Sam. Together this suggest a rather interesting equation as to how far a stock is anticipated to drop to be worth selling. For example, if you owned a stock that appreciated on average 40% per year, and had owned it for 8 months, and were aware of news that was going to lead it to a short term drop, how large of a drop would make it worth selling? I believe the answer is larger than most 'traders' expect. Anyone, know where I can find a discussion of this issue? And if I may plug my favorite, based on long term growth, P/E relative to the industry and strong management, my favorite company is American Eco (ECGOF) and it just had its short term drop. ;-).. Although not quite in the theme of this thread, the company has grown earnings the last 5 years at an average rate of 83%, has a P/E under 10, and is expected to shortly announce 4th quarter earnings showing growth of at least 85% over 4th quarter 96. Details are on the "Highlights on SI" in Mark Johnson's newsletter, just published techstocks.com David