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Technology Stocks
e-Commerce Cats and Dogs
An SI Board Since May 1998
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Emcee:  jjs_ynot Type:  Unmoderated
This thread is an outgrowth of the e-Commerce thread and is meant to complement the good work that is done there. Also, this thread does not stand alone but relies on the e-commerce thread for input and commentary

e-commerce thread link: Subject 18819

The two portfolios here are based on the dart-throwing stock selection approach and are constructed not to overlap (as much as possible) with the managed e-Commerce portfolio in terms of securities held. That is, these are mostly unmanaged portfolios; with the exception of profit taking if a security runs up over 100 percent in a short period of time at the total discretion of the thread participants. Stocks are also sold infrequently if funds are need to add a new security to the portfolio.

The combination of these portfolios started with $30,000:

Cats and Dogs Portfolio (A-K)
techstocks.com

Cats and Dogs Portfolio (L-Z)
techstocks.com

Low price Cats and Dogs ($5. or less) Portfolio techstocks.com

Addition to the portfolios is performed with only a moderate amount of due diligence to justify that the company is a participant in the e-commerce segment and has a bonafide ongoing business with no indication of financial distress. Transactions are executed at the closing price and assume a commision of $10. each way to enter and exit a position with the exception of the early portfolio positions.

Cash is maintained in PPR in the Cats an Dogs portfolio. The cost of that Cash is an artificial number to mainatin the $30,000. initial number and reflects capital gains and losses taken in closed positions.
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312 >>p.s. not a significant position, just experimenting. Too bad, the pumpAugustWest-1/11/2000
311 dave, FWIW, this is where I think I first noticed them biz.yahoo.com BTW, justAugustWest-1/11/2000
310 AW, Sure. I haven't done a good job of maintaing the portfolio esp. the lojjs_ynot-1/10/2000
309 hey Dave, what do you think of watching this one for potential inclusion in theAugustWest-1/10/2000
308 Also, adding to the ATHM position to reflect the purchase of IMAL by ATHM - .45jjs_ynot-11/28/1999
307 Doing Housecleaning to the portfolios: Turned BCST into YHOO shares to accountjjs_ynot-11/28/1999
306 Message deletedjjs_ynot-6/6/1999
305 UTNS news out today Thursday May 6, 9:18 am Eastern Time Company Press ReleasM. Boldo-5/6/1999
304 Sorry Dave, I'll clarify. CBQI has a large short position, 240K. Free tradiShell Searcher-5/1/1999
303 >>> Several legal responses are posted there. <<< I don&jjs_ynot-5/1/1999
302 It appears that someone is short on CBQI by 240K shares. Float is only 311K. ChShell Searcher-5/1/1999
301 Even more CBQI news. Message 9108448Shell Searcher-4/23/1999
300 More CBQI news out. Acquiring Citx. Message 9102344Shell Searcher-4/23/1999
299 CNET blows away earnings as well. jjs_ynot-4/22/1999
298 GNET blew away expectations: biz.yahoo.comjjs_ynot-4/21/1999
297 You can also check out the Citx web site for more information. citx.netShell Searcher-4/20/1999
296 Interesting excerpt from the CBQI news. <i>Priority One's proprietarjjs_ynot-4/20/1999
295 CBQI News out. biz.yahoo.comShell Searcher-4/20/1999
294 Well I sold LCOS and BCST Friday to pay for the purchase of ABOV, FSFH, MLTX, jjs_ynot-4/19/1999
293 Planning to sell some BCST and LCOS at the close tomorrow to pay for the new adjjs_ynot-4/15/1999
292 Dave, I see that UTNS one of the picks in the portfolio has made some incrediblPaul S.-4/14/1999
291 Can you add CBQI to your list? See forum below for details. Also have a piece oShell Searcher-4/12/1999
290 At this time when many investors are salivating over the next Internet-relatedLouis Gray-4/11/1999
289 I am seriously considering removing IFLY from the portfolio. Web sales are vejjs_ynot-4/6/1999
288 Did the symbol for ACTI change? Quote shows that it hasn't traded since Ocjjs_ynot-4/5/1999
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