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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: Jon Matz who wrote (14187)	2/19/1998 7:37:00 PM
From: William H Huebl	Read Replies (4) \| Respond to of 94695

Jon, Nothing grabbed me out of the link... his pub looks like a consortium rather than an individual work... BWDIK? Bill

To: Jon Matz who wrote (14187)	2/21/1998 2:39:00 AM
From: paulmcg0	Read Replies (2) \| Respond to of 94695

[Most of my picks come from James Dale Davidson. His stock timing isn't inspirational but his reasoning is sound] As one of the subscribers to his newsletter "Strategic Investment", I guess I'm allowed to make some negative comments about Mr. Davidson and his enterprises. While I consider the books put out by Davidson and Rees-Mogg, like "The Great Reckoning" or the "The Sovereign Individual" to be well-written and informative about longer term trends, I think their record for picking stocks is net impressive. For example, last year they were touting AMDL Inc. (ticker: AMDD) and Kazakhstan Minerals (ticker: KMCOF) which are down 74% and 88% respectively, from their 52 week highs. Of course, just like every other investment newsletter publisher, they focus on their correct predictions and ignore the ones that were flat out wrong. I didn't follow their investment advice, and thus didn't suffer any losses. But, what really annoys me about James Dale Davidson is that if you ever get on his mailing list, you will receive a constant barrage of junk mail asking for more money. A case in point is his political organization, the National Taxpayers Union. I joined, then let my membership lapse, because every time I turned around, they were asking for another contribution and claiming that the needed the money urgently. While I support the NTU's goal of lower taxes, from what I've observed of them, they spend most of their efforts on fund-raising and little time on actual lobbying that is effective. I contrast their activities with a (liberal) organization I give money to, who only ask me for money once a year, (admittedly a larger sum), but, who actually cause changes to occur, even though they are a much smaller organization than the NTU. It's the same way with "Strategic Investment" -- you get flooded with all kinds of annoying advertising, such as mailers for high priced seminars with Mr. Davidson and ads for men with "potency problems". (Hey, I'm only 33 and I worry that I'm too potent, which is why I actively use condoms and spermicides!!) I have to admit that I'm probably going to let my subscription to "Strategic Investment" lapse in the fall, even though I often find Davidson's writing to be informative, because I'm tired of all the extra baggage that goes along with the SI ride. Paul McGinnis