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Pastimes : John Dessauer's Investors World -- Ignore unavailable to you. Want to Upgrade?

To: fielding who wrote (1388)	7/13/1998 10:05:00 AM
From: Tealby Abbey	Respond to of 2346

>>GFCHX is beginning to smell a lot like CPPKY No, GF will always be in a better position than a single company. CPPKY can fare no better than CPPKY, but Gf can reallocate resources to more successful stocks. Unless GF are complete dorks, GF will live and die with Hong Kong/China. We can't be sure about CPPKY. Myself, I'd stick with GF before I'd stick with CPPKY. Before the crash they had a pretty good record; you can at least look up GF's record (try getting an annual report from CPPKY). I am guessing (I am an amateur, not a professional, so feel free to correct me) that because CPPKY is taking drastic measures such as selling off EK CHOR that their problems go deeper than bad sentiment about Thailand. I am thinking of putting some money into Asia as it seems cheap. Having been bitten by CHEUY and BKEAY (Mark Skousen urged me to loose money on BKEAY; I lost money on CHEUY entirely on my own without paying for anyone's help :-)) I will probably go the fund route, but not necessarily GF. (I'm waiting for Forbes' mutual fund issue so I can check out the competition). I'm a buyer of HKT if it pulls back.

To: fielding who wrote (1388)	7/13/1998 12:59:00 PM
From: Riverlightning	Read Replies (1) \| Respond to of 2346

WINNERS AND LOSERS I have had both with JD's recommendations. I can't invest in all of them and I wish I had just picked the winners. His best (that I bought) have been ERICY and CCR. I also made a small profit on SEW. I had an ave. price of about 19. It went down to 12 or so and rallied. I sold at about 21 because I felt it had peaked. I was right for a change because it then went back down under 7. I am still holding CSRE and CPPKY and feeling none to good about it.

To: fielding who wrote (1388)	7/13/1998 2:16:00 PM
From: DWB	Respond to of 2346

Fielding, No nerves struck.... no need to be sorry. I can understand your problem, if as you say you've only had losing picks to show for 2 years of following him. The ones you identified have been some of his slowest to develop. Any reason why you didn't grab a financial stock (CCI, FTU, CCR, NDE, STD, ESF), or a drug stock (RP, GLX, NVTSY), or something in the telecom. arena (ERICY, T, GTE) during that time? I admit that he does take a while to exit companies (although PDG came and went pretty fast), but if you always sell stocks that go down immediately, then you often miss out on a huge rebound (see BLY, PHG, MGA, CCI, SHBZ). I don't have any suggestions for other advisors, since I do most of my own picking other than JD suggestions. I've had some successes, and some failures as well, so it makes me understand the occasional JD mistake all the more. DWB