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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?


To: LTK007 who wrote (7167)7/25/1998 7:20:00 PM
From: Sergio H  Read Replies (2) | Respond to of 29382
 
Max, thanks for an excellent post. I won't be responding to Michael Hansen's comments as there does not seem to be a purpose to his posts. The 3 Amigos have as much right as anyone else on SI to pick a stock and that's what we do.

I like small caps with good fundamentals. Those are the stocks that interest me because I believe it is easier to analyze the company and to obtain information on upcoming events. Cary, Mike and I have pooled our interests together based on that philosophy and have invited others to participate with us.

The Amigos posted our results a couple of months ago, and won't be doing that anymore. This thread is no longer about what the 3 of us have found interesting and are currently playing. It has grown to include many Amigos and Amigas who are constantly honing their investment skills.

Over the last month or so, the Amigo stocks have not performed very well. I have posted that I am not concerned about this perfomance as I am in these stocks as long term investments. Amigo Mike has consistently warned of market dangers and has let everyone known
when he has gone to mostly cash. Everyone, of course, made their own decisions..........I hope.

Enough about philosophy or whatever this post is about. I do want to end this post by mentioning that from my perspective the overall tone on SI has grown proportionally more intolerant and confrontational as the market conditions have decayed. On some threads I would not be surprised to read Marie Antoinette post, "Let them eat bread." The market conditions being what they are will not change my approach to investment. I like small caps with good fundamentals.

Sergio



To: LTK007 who wrote (7167)7/25/1998 10:59:00 PM
From: Sergio H  Respond to of 29382
 
Max, ODIS is very interesting. I need to look over their filings but from what I've read you may have found my next investment. I'll post on ODIS tomorrow or maybe I'll buy it first and post about it afterwards. Thanks for the lead.

On DHI, I sold because I got tired of interest rate mood swings having more of an effect on the stock than the fundamentals. That was extremely frustrating.

Sergio