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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Kevin Shea who wrote (7959)	6/4/1999 2:15:00 PM
From: Rande Is	Read Replies (1) \| Respond to of 57584

Thanks, Kevin. . .I doubled my position on ROSI. After looking at the first two pages of their Annual Report, and thinking about this new company having never shown a loss, I can't help but think this is truly the diamond in the rough sleeper. . . it will benefit from the internet, but will not rely on it. . .they have acquired so many companies in the past few years, that one day I believe they will digest them all and show an earnings report that will drop the street to its knees. And we are talking EARNINGS and VALUATION here. . . not fluff, hype, future potential or business plans. I just love stocks that oversell. . .our buy on ROSI was what 5 bucks? . . .and that is AFTER we bought it at 11 and rode it up to about 14-15 twice. Hard to lose money making trades like that. . . . But the KEY, in my opinion, to showing consistency in gains is this: Stay away from the trashy stocks. . . they will suck you dry. . .the overhyped. . .promising the moon. . .type companies we see discussed everyday here on SI and elsewhere. The more you avoid making MISTAKES the stronger the gains in the rest. This week has seen some strong gains in some of our plays. I can go hours without considering the Dow. . . because it currently has little to do with my trading. I don't trade Caterpiller or Alcoa. But we need to key on the sectors that are going to be big next year and watch for volume in them. .. .and be prepared. I think that broadband related internet/telecom stocks will outperform traditional internet stocks in the coming year. Rande Is