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Strategies & Market Trends : Graham and Doddsville -- Value Investing In The New Era -- Ignore unavailable to you. Want to Upgrade?

To: porcupine --''''> who wrote (1024)	11/27/1998 2:36:00 PM
From: Berney	Read Replies (1) \| Respond to of 1722

Thanks, even as a kid I enjoyed building models. Have a real nice one now that I developed to time my entry and exit points. Just started using it and looking forward to the results. Right now I'm doing it manually so I'm just following 17 stocks, but if I get the results I expect, I'll get it automated and apply it to the universe. My position with CON is that the acquiring company did not satisfy my criteria for being in the Model Portfolio, and, thus, the position should be terminated. Obviously, the results only looked to stock appreciation and not the minor amounts of interest on this cash or any dividends that would have been received. Both the portfolio and the S&P declined 2% from July 17 to the end of the Model's year. But, the market killed many of the stocks with 11 of stocks showing negative performance and all were in the double digit category. It was an absolutely brutal period from which most have yet to recover despite the new market highs. The interesting point to ponder is whether these stocks that have been killed recover before the next sell-off or the market continues to favor the select few. It is an interesting period! Berney