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.

Strategies & Market Trends : AMIGOS INVITATIONAL YEEHAW PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (246)	5/17/1999 10:44:00 PM
From: Instock	Read Replies (1) \| Respond to of 1316

Sergio: Would it be possible, if everyone is agreeable to it, to have the name of each person next to the picks in the portfolio? Might make it easier for everyone to see who picked what. I know, more work for you........... That's why I don't start threads anymore : )lol On the MATX lets make the opening position at 5 1/2 instead of 5 11/16. I don't think many people would have been filled at 5 11/16, but 5 1/2 +/- was more likely. Might as well be as honest as posable with the portfoio percentages, even if it makes the return a bit lower. Gezzz.... I hope they are done with the PR's ! Sunday and Mondays PR rehash of PR caused the price to rise a bit from the open, letting the door open for more short selling. Thank you MATX, I would not have been able to open a short position if it had gapped down : ) Wonder how many LONGS understand the company has ZERO Revs. and are burning though CASH at a rate that will reguire another public offering to raise more cash. Instock

To: Sergio H who wrote (246)	5/17/1999 11:08:00 PM
From: scouser	Read Replies (1) \| Respond to of 1316

Amigo Sergio, thank you for the opportunity to post on the portfolio. I would like to nominate MDTV. This company is a BB stock, and is very ripe at the price of $2. They have found an extremely welcome niche market in Canada supplying DTH sattelite TV to Multiple Dwellings and hotels only. They have a great marketing plan , completely FREE installation , and no monopoly or minimum number of subscribers/ MDU is required, ie non-confrontational. This makes it a no-brainer compared to our hated cable monopoly. They make money by charging a monthly access fee and get a commission from the programming provider. They add services like security and video surveillance on the same in-house fiber. They have stated that a new service will be T1 or higher internet service to their subscribers. Most people on this continent are no-where near cheap high speed 'net access, ADSL is a loss leader :-) and cable is only virtual, and digital access is not cheap.So as soon as MDTV announce their internet service I think it will appreciate greatly. Check the MDTV thread for valuation scenarios in the very near future. They have just filed to become fully reporting. sec.gov It will go MACD green tuesday, and the stochastic has just turned up giving it lots of push. I will let you determine the start price. scouser

To: Sergio H who wrote (246)	5/18/1999 2:29:00 PM
From: M.R. Davis	Read Replies (1) \| Respond to of 1316

<TRADE> Closing out IFLYW for the moment at a bit of loss.... (we'll re-enter very soon) Buy JADEW @ 3 (JADE warrants - exercise at $5.75 - expire 2003 - call when over $10 for 20 days). Hong Kong based company producing gemstones, due to launch website for it's jewelry by the end of this month. Last 9 months eps was 0.53 - estimate next financials will give eps for year of 0.70 - giving a current PE of around 9. biz.yahoo.com Small float - only 1.5 million. Should be fun. Warrants carry high premium right now.... holders are obviously very bullish - you may prefer to buy the stock. Mark