Thursday, September 25, 2003
Thanks. HBIO looks like it could be a hold for awhile (two good picks this year and ?? losers?). AND I got positive on Lucent today and the market is in a down turn? I will get TC2000 when I start working at home, Bert. MOT actually looks like a buy still and looks to converge?
I think the orange label was the Cabrenet. It is Yellow Tail. Available at Schnucks for $4.68 or something. An Aussie wine. Probably the best value in wine I have ever drunk. The white was Canyon Road 2002 Sauvignon Blanc. Availble on line from www.bvmo.com. The only 91 point wine I ever saw for eight bucks. The fondue wine was Yellow Tail Chardenay.
Andy, did you see HBIO today? What a call! Ready for more fondue?
Bert, is the gain on MOT from the stock coming out of the cup or is it from the CEO leaving and thus they are going to drop some unprofitable lines?
Wednesday, September 24, 2003
Just an update in view of the market down turn. High time the market backed down and cooled off in my humble opinion. It is tough to manage small stocks with no automatic stops in a market like this. Luckily, we have done fairly well and should be able to weather the storm. ILA and AKLM, bought just two weeks ago, are up close to 30% each. FCEL bought about a month ago, has done 30% as well. The question is - take profits? or - ride through a correction? I want to own FCEL for years to come, so I'll ride it down to my buy point less 5%. The rest I'll ride down until half my gain is gone. Selling with a 15% gain short term is not all that bad a deal. MOT is an easier question. The gain in just about a month is around 20%. Not bad for a big cap. Here we can use conventional stops. I use 10% down. So, I get no less than 10% profit on MOT. Hopefully, all will weather the storm and continue to reward us. Their charts still look good. Remember - stops , automatic or mental, are your best defense!
Tuesday, September 23, 2003
My cousin in Washington D.C. is having luck with this type of Diet, if it applys, FYI:
"I am a Type II Diabetic (non-Insulin dependent). That is why I have
adopted
the Insulin Resistant diet proposed by a West Coast MD and a
nutritionist.
Works for me!"
Monday, September 22, 2003
Thanks to Bert for the education on charts and the good company last friday! Tom, good to meet you and Claire, and thanks for the wine! What was the name of the orange label?
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