SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Kevin Shea who wrote (2730)2/3/1999 2:11:00 PM
From: Rande Is  Read Replies (1) | Respond to of 57584
 
REGI showing 55 mil outstanding. Pretty hefty. NBTY has become a long term sleeper and no longer showing positive position indications. Catalog internets are pretty sleepy right now. May be good time to watch for lows in this sector, because they are in the best seat for most earnings from e-commerce, cuz they are already set to sell via 800 number.

SPGLA, SGDE, NBTY, IBI, FHT, FHT, MAKR, etc.

Hey, anybody know if J. C. Whitney is public?

Rande Is

PS>Vicki, PMOR I never liked. Their press-release about Vitamin World was misleading, IMO. They have no connection with NBTY / Vitamin World other than they are selling NBTY's products. Do I have a connection with Microsoft if I sell a copy of Windows to you?



To: Kevin Shea who wrote (2730)2/3/1999 3:41:00 PM
From: Rande Is  Read Replies (2) | Respond to of 57584
 
Picks are usually discussed in the ongoing conversation of the thread. They are upgraded and downgraded by the thread according to their story, fundies, news, momentum, trading ranges, etc.

They are more importantly catagorized into several catagories:
Crap = Carp and is thrown into the FISHING lake [URL above], OTC, under 1.50 and anything else that looks and smells like carp.

Momos are usually picked at the open and discussed throughout the day.

Swing [position] trades are selected periodically based on pending news, story, etc. Usually, these are put into SAM [stealth Accumulation Mode]. When a stock is being accumulated, we will either disguise it somehow like BUMM for BAMM or N2K for NTKI.
This is for the purpose of keeping our buying selections to our own thread. [can't be full-text searched as easily] By doing this, we gain a slight advantage, by keeping the stock away from daytrader boards. During a SAM mode, we select not to post the stock's symbol on other boards as well.

SSL [Seven Semi-longs] are a "basket" of position trades that we hold long. . .these may or may not be SAMs. Some stocks that have been in my SSL portfolio include SEEK at 21, NTKI at 5, ATHM at 27, SGI at 11, etc. When SEEK neared 100 it would have been replaced.
Likewise, NTKI would have been replaced at 25, then re-considered at about 11. SGI would be held. ATHM would have been held and graduated into the LONG portfolio.

LONG Portfolio This group is located at: techstocks.com
This long portfolio is not TRADED. I will only design a long portfolio to be traded if there is sufficient interest.

Rande Is