To: Diogeron who wrote (1479 ) 8/2/1998 5:33:00 PM From: Tealby Abbey Respond to of 2346
Diogeron, For information on ESF, try esfh.com . I found this by entering the ticker ESF in my SI portfolio, and clicking on news. ESF announced results 30 July, and to me they looked healthy as a horse. BWDIK. I thought the annual report we got looked good, too. I would be surprised if JD went off this one unless he was off the Portuguese economy. Although the Portuguese economy outperforms Europe in general, ESF says that's not all that critical because the real takeoff comes with monetary union, hang on to your escudos! I would think same goes for STD. BTW, I dont' blame JD for the fact WSW is sinking lately. Stocks are down across the board. My SI portfolios are painted red lately. I wonder though, if JD needs to update his technique for the 21st century? I note here in the forum a lot of you are complaining about not getting 'timely' information. Some of your questions were addressed in recent issues/hotlines. I suspect he has a rule of thumb not to mention more than a certain number of stocks per hotline or issue, regardless of how many he tracks. I think what people are coming to expect, though, is daily status updates. I voted against JD going to web based information because I don't think it's fair to subscribers without computers, although it would be nifty to get daily advice with the click of a mouse. I subscribe to Fidelity Monitor, a fund newsletter. Jack Bowers gives buy/sell advice, YTD performance and other information on every single Fidelity fund in every issue, as well as discussing markets, economy, tax reform, investment strategies, whatever. On his hotline, he lists all his BUYS in order of preference. Yes, it's a *long* phone call (an 800 number, fortunately), but if you hold Fidelity Europe Capital Appreciation on Jack Bower's say so, you want to know whether he's gone off it, correct? JB will tell you every blessed week whether it's still on his buy list. If you can't stand to listen on the phone that long (did I mention it's a rather long phone call?), he'll email you his hotline FOR FREE. And he only charges $96/year! Now that's value for money. I think JD could take a page from this book and have our buddy Tom MacIntyre come on at the tail of each hotline and drone out buy up to/sell/hold advice for every blessed stock on the list, in order of preference. It would be a long call, but it's our dime, isn't it? It would be fair to all subscribers. It would reassure subscribers that JD and TM were monitoring stocks such as CPPKY. I suspect, based on hotline contents, that JD either reads SI or has people reading SI and reporting to him. Therefore I urge all of you to vent not only your complaints, but your great ideas as to how JD could address your complaints, right here in this forum. I daresay JD will read it here (or someone will read it to him) and who knows? He may act upon it.