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Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?


To: PLovering who wrote (8018)8/7/1998 2:14:00 PM
From: Adam Nash  Respond to of 19080
 

The Fools only show profits and losses for stock presently held in a portfolio. Once they sold the ORCL stock, it was off their books. NO CARRYOVER LOSSES. Cheap way to enhance performance and cover losses.


This is not true. The loss of portfolio value is clearly represented in the return for the portfolio over that time period. True, they only list the performance on a stock by stock basis for items in the portfolio, but they calculate the portfolio returns based on all holdings.

That's why the Borefolio, which you are referencing, has such a terrible return. They keep dumping value stocks when they dive unexpectedly. They dumped ORCL at 21 (now 26) and GNT at ~20 (got bought for ~40 a few months ago).

I think their annual return right now is something like 2%. Not the best portfolio strategy to emulate. However, those numbers are there, black and white, for everyone to see.

Cash Kings and Fool Portfolio, both children of Gardner, see to be doing extremely well picking stocks for the last few years.



To: PLovering who wrote (8018)8/8/1998 12:17:00 PM
From: grogger  Read Replies (1) | Respond to of 19080
 
Why is ORCL poised for a comeback. They have had good earnings 2 quarters in a row and the stock hasn't done a thing. I think it may have touched 32 (where it traded before the plunge) once since then. Now it;s stuck. Have you heard something that leads you to believe they can poise a comeback? No matter what happens the market keeps this one down.

Rob