To: TokyoMex who wrote (8405 ) 4/18/1998 1:38:00 PM From: Dave Gore Respond to of 34592
TMEX..quality post, missed LCAV but that's ok & wrong about FAMH, IMHO I think most of your logic is excellent and you are a seasoned veteran and talented stock picker.....I know some RNTK folks will be disappointed in what you said, but better you warn people to consider getting out with small losses than not say anything. People have to learn to cut losses and move onto better plays, when necessary. My only observation is that sometimes I think you let personal feelings get in the way of stock picking/recommending. FAMH for instance...can't believe you don't like this now that management has followed through on the NASDAQ plan, Myriad Acquisition, Morton Downey Jr. TV show, have several highly profitable Staffing Offices, etc. Before they WERE risky, now they are really SOLID. Also, RNTK (I don't own it, but are you a bit down on this because you and the CEO had a bit of a fight?) Your comments carry a lot of weight, just like to see you do a little more current DD and be more objective, before automatically badmouthing a stock because a) you missed the opportunity to get in, and/or b) you assume everything DOG or someone else you don't like is bad. Am I wrong in my assessment? Is this unfair to you? Maybe so.....but I don't mean any disrespect by it, just my humble observation. As you know, I have been recommending stocks myself lately and most like LCAV, DGIV, IFLYW all have done very well. All I felt were/are safe stocks, too, that people won't get hurt on and ones that people don't have to have LEVEL II equipment to make tons of money on. I now feel very strongly about FAMH long term, although it may take a while for it to really get going (needs to officially start trading on the NASDAQ to really take off). DGIV a stock for history to look back on when it is over $100 per share someday; LCAV that will get above it's old high of $8.50 sometime in the next few months. One other point, I have decided NOT to badmouth other people's picks, unless the stocks are absolute garbage. When someone posts a fishy stock pick, I won't absolutely badmouth though, but instead warn people if there are strong negatives to think about before investing (i.e everyone was excited about OVON last week until I pointed out they have 100 mil shares outstanding) But you are very talented, my friend, especially on your feelings on how bigger cap stocks move/will move. Let me be clear about that. I think that TSQD, which I don't own, could be a really good one. And if NEXR can figure out how to make some profits with their excellent and unique cpu's, I will step in then. How are they doing on that score? Profits soon? Agree that LEAP (I don't own yet) could be really good long term, too. IFLY should be solid unless competition really becomes fierce or Microsoft really steps up their internet travel service which is already pretty good Hope all is well and you are much appreciated by most of us anyway, Dave in Seattle... .not toooo far from Wally World (i.e Walla Walla)