Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Non-Tech : Doc Stone's Bierstube und Trading Room -- Ignore unavailable to you. Want to Upgrade?

To: wolfdog2 who wrote (545)	3/22/1999 10:52:00 AM
From: M. Frank Greiffenstein	Respond to of 638

FLOW and IVAC added.... techstocks.com DocStone

To: wolfdog2 who wrote (545)	4/1/1999 11:00:00 AM
From: M. Frank Greiffenstein	Respond to of 638

Quarterly Portfolio Review -- Internet Value Its been 3 months since I started the "model" portfolios. Let's see how I (and we) am (are) doing! Internet Value techstocks.com The total portfolio is up 22.37%. That beats every index so far. FHT was the big winner, it was taken out by Federated Stores at $25 for a nice 60% return. Peapod (PPOD) is doing quite nicely. I never quite figured out why people did not go crazy over this stock. Food, after all, is a huge market, bigger than books and CD's. They have a a virtual monopoly, and now they will be selling drugs on line with Walgreen's!! PPOD has return 59%, and I think they have a long way to go. Netopia (NTPA) is up 30%. Something is up lately. Volume has been tremendous. This stock is ready for a move as xDSL technology comes of age this year. Watch this baby. OMKT just treading water. Have to wait and see what their restructuring accomplishes. The slam was that their software is too expensive, so they chopped it up and offered pieces at lower prices. Penton Media (PME) is looking good. Mario Gabelli is buying huge stakes in this media / Internet giant. Navigant (FLYR) is a big disappointment. This was my secret favorite. Down 24% YTD. The stock has just languished with the rest of the small cap value universe. They just aren't growing revenues internally but by acquisition. They hope to fatten profit margins. The market does not like this. What can I say? How many of you knew that General Electric grew precisely this way, by acquisition rather than internal growth? But I will be patient. Zomax (ZOMX) is up 14% for Bierstube readers, who may have bought it at a lower price than I did. The company has decent fundamentals, but the story is that they own a big chunk of Chumbo.com. No word on Chumbo IPO yet. DocStone