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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Cents who wrote (21356)	1/6/1999 12:18:00 PM
From: PETE DARRUDA	Read Replies (1) \| Respond to of 120523

DBCC...another blah day for these guys...

To: Cents who wrote (21356)	1/6/1999 12:24:00 PM
From: Jenna	Read Replies (3) \| Respond to of 120523

Great news everyone!.. I am very excited that Market Gems now has subscribed to a premier company whose only service is faxing daily 4 weeks, 2 weeks and 5 day updates in advance on 3,500 companies and their exact earnings report dates This is the most up to date and thorough service available anywhere, and thanks to a thoughtful subscriber who faxed me the information about 8:00 this morning I have already started the gears in motion. This will enhance our service twofold since you don't have to check and recheck the earnings report by yourselves. Companies had to be called and the endless waiting for the companies to get back to us was time consuming. This will streamline our earnings plays to perfection since the lack of exact earnings date has been a factor unfortunately in making us miss some potentially good plays. It will also giving everyone much more bang for their buck since the dates service will free you and give you the confidence you need to execute a trade when the exact date is know. The website will be streamlined even more and access to our free sites will be more enhanced and user friendly. i will still put the dates my researchers and myself have gathered in the last few weeks on the website but thankfully this is last time we have to do this 'manually'.. This will free up much more time so I can be on the thread more and finish the watch lists in a more timely manner. The amount of e-mail is still enormous especially from people coming to Market Gems from discount brokerages, the two sofware companies we partnered with. Unfortunately these people don't know about silicon investor and they have questions. And this to Kasha, I underestimated the volume of newcomers to Market Gems daily, We probably need more staff but it will take a few weeks to get that in order as well. I don't want to to leave any subscriber 'hanging' so I answer every subscriber (nearly every one) personally as best I can. Our last project is to get the watch lists out earlier, although I have researched othere stock selection sites and they usually get out the list about 5-6:00 in the morning. ...

To: Cents who wrote (21356)	1/6/1999 12:51:00 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

The key to answer your question is the historic price patterns of the company and what is their technical situation at the time of the upgrade. Today for example Eclypsis, company I got from a poster was flirting with its 52 week high.. I checked up the company and it was making acquisitions and doing fantastic with good prospects going forward. After a steep uptrend lately the stock was upgraded again today.. Of that I would be suspicious.. I would not enter the stock since it is close to his 52 week high and I expect profit takers will milk this stock quite thoroughly before earnings come out. Then you have a company like GUC which was an excellent earnings play.. I held for a number of days, sold, rebought then held for a number of weeks.. By the time I sold GUC was way overbought.. With all that GUC was up about 30% more in two days, so you have to look at every stock on a cases by cases basis.. As a general rule of thumb it is excellent if a stock that is flirting with breaking out of their bases which have been formed for weeks get an upgrade before earnings. The third thing you need to see is check back about 3 earnings dates for that particular company and see how the companies stock reacted to the earnings report. If the stock was 10% less than its 52 week high, did the stock proceed to break through the high or did it lnguish because it was already AT its 52 week high.. I have watched CTAS, the premier manufacturer of uniforms.. It was near its 52 week high at time of the report.. It did not move up right away but a little later on it started on an uptrend than continues through today. As for holding through earnings, this is risky. I can be done.. My own track record for holding through earnings is about 65% - 35% in hits but the profit level was much higher in favor of holding; this is the average for December so far. That is not the amount of profit versus lost but just NUMBER of stocks that did not beat the estimates and/or just met the estimates. In others 65% of the stocks I held But the winnings far outweighed the losers of the other 35%.. For example I have not yet had a 'tanker' (thank g-d) but have lost a point - 2 points on a play.. but when the stock did beat I usually held for a longer term trade and the gains was three times the loss..

To: Cents who wrote (21356)	1/6/1999 5:21:00 PM
From: Jenna	Respond to of 120523

Internet stocks..In appreciation They say internet stocks are expecting a correction. Message 7096760 Well, hey my 14 year old said that today when I showed him his college education just about in any college of his choice is paid for courtesy of CMGI, NSOL, VRSN and YHOO (calls),MSPG (calls) and ELNK, with a smidgeon of smaller internet related stocks (EGRP,DBCC,DRIV and VRIO and lately GNET which was on the watch list as well just exactly the day it to finally broke out) and no, not IFLY, MALL but one good day with NDB and another 2 good days with SKYM (courtesy of Streetwalkers request "What do you think of SKYM).. I mentioned that this 'mini-correction' last week would be short lived and would provide us with an opportunity that this week and even last Fridays which is when I expanded my positions and averaged down in both NSOL, CMGI and rebought VRSN after a 3 day gap when I DID not nown VRSN.. This is perhaps the best 4 days on record for consecutive 'huge' gains and I did not have to be in IBIC, EBAY or the like. I had prepared myself for the 'week of YHOO's earnings and I hope I got my message across to everyone whethere they are subscribers or not.. Remind me not to complain that VRSN charges $260 a year for its security badge or that I paid NSOL $100 every two years for the 'honor' of keeping Market Gems my copyright.. or that VRIO asks for $1,200 a year to be our 'web host'.. or that GNET is getting a well deserved 'piece of change'.. for being one of the advertisers we will utilize. All I can say is that I know being professionally involved with these companies (excluding CMGI, of course) gave me the 'hint' of the shape of things to come. And I thank them all...for the profit opportunity that only a country like USA can offer.. Whatever is going on here is mindboggling and they will no doubt correct, I feel new companies that fill genuine demand in the e-commerce market place, especially business to business will continue to offer spectacular returns. I expect a new era to evolve not unlike when CSCO and DELL were the for 8 years and more the darlings of wall street. By the way, in answer to questions, my housekeeper did hold on to her few hundred shares in 4 internet companies..