SI
SI
discoversearch

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.
Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?


To: The Perfect Hedge who wrote (7651)1/12/1998 12:08:00 PM
From: bw  Respond to of 95453
 
A more positive post from MF:
The latest MPT Review - arrived Saturday - shows the following Navellier holdings:
$20,000 Portfolio: ESV, FLC. 9.9%
$200,000 Portfolio: ESV (Sold 1/4), PTEN, FLC. 7.6%
$750,000 Portfolio: ESV, UTI, PTEN, MAVK. 9.9%
$1,000,000 Portfolio: DO, UTI, KEG, MAVK, VTS, HLX. Sold PKD. 15.1%
$4,000,000 Portfolio: DO, UTI, CDG, GMRK, EVI, MAVK, SCSWF, EVER, HLX. Sold PESC. 16.5%

All of the above are holds in his portfolios, but quite large holdings.

January Newsletter
Sold PKD, PESC and part of ESV
December Newsletter
Sold GLM, MDCO, TAM
November Newsletter
Sold TX
Bought FLC, HLX, PKD

Navellier's personal picks for January (page 14) include: BJS, CDG, DO, ESV, EVER, EVI, FLC, GMRK, HLX, KEG, MAVK, NR, PKD, PTEN, PESC, SCSWF, SESI, UTI, VLO, VRC, VTS



To: The Perfect Hedge who wrote (7651)1/12/1998 12:16:00 PM
From: Judy  Read Replies (1) | Respond to of 95453
 
Off Topic

Closed naked LU Jan 75c the other day, sold for 7+ in prems when LU was 81ish. Had planned to sell Jan 75p on pullback to complete the short straddle, collecting 10+ points in prems to ride until expiry. But I closed the naked calls and just took profits off the table instead of getting fancy. Not the kind of market to play with anymore.

I also post on the TA for Longs and Shorts thread if you want to have offtopic convos. Post me when you put LU, glen.