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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: Don Julio who wrote (26180)	3/4/1999 8:45:00 PM
From: Bouf	Respond to of 120523

Someone..Take two minutes and tell me why ITGR is under $4.00 Last week it hits $7.00 on RECORD RESULTS...They are marketshare leader..small float...something is not right... profitable..etc etc..

To: Don Julio who wrote (26180)	3/4/1999 9:43:00 PM
From: Jenna	Read Replies (1) \| Respond to of 120523

Doug, Well the major impetus to cause me to hold through earnings is a) I've held that stock before through earnings (both MIKE and SPLS were 4-5 repeat earnings plays) b) the stocks have clearly stated strong fundamentals..both spls and mike have come up in the top 3% or fundamental rank c) The stocks are technically in an oversold position. If I didn't have a responsibility with Market Gems to prevent subscribers from losing their principal I might be more with the company and the results of both ODP, and OMX, and I could not very well have called a 'buy' signal when it didn't give one. SPLS still has upside left so it could probably be a nice short aggressive but MIKE was a fine hold even before the final earnings came out. SPLS was a decision I made based on previous experience term/intermediate term hold (2 weeks to 2 months). And also the best plays did not involve holding through earnings but if you take an aggregate of all the plays this week (and there were a lot of them) they made for nice anticipation BEFORE earnings came out, even AEOS, TIF, TJX and some of the more 'popular' ones. And, Doug, SPLS might have had more publicity on CNBC than some of the others but actually TJX, and some others did even better BEFORE earnings. AEOS was good for 10 points and others easily gave 5% or more.

To: Don Julio who wrote (26180)	3/4/1999 10:24:00 PM
From: Jenna	Read Replies (5) \| Respond to of 120523

More on holding through earnings... If you had bought every earnings play I called and NOT held through earnings you would have made at least 5% and up to 25% on each play.. don't glamorize holding through earnings. I do mention in advance those that I hold through earnings, but I always qualify the hold with a disclaimer. When you are more experienced and can really familiarize yourself with historical price patterns of these stocks you can begin to hold through earnings. (I've been doing this for 39 months so far) and I hold about 20-25% of the stocks through earnings. I lost on only one hold since December 1998 and that was TRL, with 200 shares, but I lost on 'potential' plays that I did not hold. I have no regrets because having good risk tolerance and money management techniques is just as important as profits from trades.