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Author: captainccs Big funky green star, 20000 posts Top Favorite Fools Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 65880  
Subject: NPI Challenge Participation Date: 12/29/2011 7:27 AM
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In 2010 we had 46 stock picks which produced an average gain of 29.5%. These great numbers propelled participation in NPI-2011 to 51 stocks with a loss of 26.3% even as the S&P 500 is close to breaking even.

NPI-2012 is down to 38 stock picks. Only THREE more days to join. It's FREE, it's FUN. Don't MISS your chance to join a brilliant group of stock pickers!

http://softwaretimes.com/npi%20portfolio/npi%202012.php

Denny Schlesinger
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Author: ncfool2 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 59110 of 65880
Subject: Re: NPI Challenge Participation Date: 12/29/2011 9:58 AM
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"...Don't MISS your chance to join a brilliant group of stock pickers!..."

...is that a brilliant group of stock pickers... or a group of brilliant stock pickers?

Thanks again for running the challenge!

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Author: captainccs Big funky green star, 20000 posts Top Favorite Fools Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 59111 of 65880
Subject: Re: NPI Challenge Participation Date: 12/29/2011 10:08 AM
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...is that a brilliant group of stock pickers... or a group of brilliant stock pickers?

Depends on the year! Even in years where we are dull stock pickers we are still brilliant as a group. LOL

Denny Schlesinger

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Author: 4Foolz Three stars, 500 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 59137 of 65880
Subject: Re: NPI Challenge Participation Date: 12/30/2011 10:07 AM
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Can you put me down for ETAK (Elephant Talk Communications)?
I am going to take a shortcut and give a link to an article that details the investment thesis for this company:
http://seekingalpha.com/article/272972-elephant-talk-and-mob...

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Author: captainccs Big funky green star, 20000 posts Top Favorite Fools Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 59143 of 65880
Subject: Re: NPI Challenge Participation Date: 12/30/2011 10:36 AM
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ETAK it is. Done!

Yes, the iWallet concept should be a great NPI technology. The problem I see is the typical Gorilla-Dilemma. Which one will be the winner? TMF Caps is betting on NFC which is hardware. Mitek does not need the hardware to do the same job. ElephantTalk is software but they are betting on the NFC hardware. I'm currently betting on Mitek based on its trusted relations with banks.

Gorilla sez: "Buy the basket and sell the losers."

Isn't investing fun?

Denny Schlesinger

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