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No. of Recommendations: 4
Hello KPers:

Thanks to everybody who congratulated me on becoming an
uncle. The little tyke's name is Angelina Isabel. I'll probably start
her up with a share or two from my JNJ Drip plan.

Thanks to NukeJohn for sharing his TA system. I think that when
used in conjunction with fundamental analysis it can be a powerful
tool. I'll be looking at it closely in the coming weeks on my own.

So far in terms of the contest, sano, one of our original KPers
leads the pack with comptche not far behind thanks to INVN. As a
whole the group posted a gain of 1.19% for the week.

Here's the score:

Symbol Last Paid Shrs Value Gain % Gain Notes 5 2-week Range Earn/Shr Mkt Cap P/E Annual
STSI 2.89 2.68 37.31 $107.83 $7.84 7.84% duddy1 0.8750 - 4.8000 0.12 172.7M 24.14 5009.27%
LOOK 1.18 1.01 -99.01 ($116.83)($16.83) -16.83% duddy1 0.3100 - 5.9688 -0.78 109.5M N/A >-100000.00%
AGY 33.08 32.8 3.05 $100.89 $0.85 0.85% SheDevil1 16.1250 - 34.0000 2.01 952.6M 16.37 55.77%
GPI 33.2 31.18 -3.21 ($106.57) ($6.48) -6.48% SheDevil1 8.0625 - 34.9900 2.31 755.1M 14.15 -2539.48%
PVN 3.2 2.67 37.45 $119.84 $19.85 19.85% admiraltroll 2.0000 - 64.0625 2.42 909.5M 1.37 >+100000.00%
SEBL 24.02 22.35 -4.47 ($107.37) ($7.46) -7.47% admiraltroll 12.2400 - 104.250 0.51 11.106B 49.94 -4183.87%
GIS 49.09 49.35 2.03 $99.65 ($0.53) -0.53% PoorMelissa 37.2600 - 51.1600 2.38 14.005B 20.63 -24.08%
XOM 38.07 37.4 -2.67 ($101.65) ($1.79) -1.79% PoorMelissa 35.0100 - 45.8350 2.32 260.4B 16.08 -152.40%
FTHL 1.54 1.44 69.44 $106.94 $6.94 6.94% abRandomLogic 1.0100 - 13.7500 -1.38 206.6M N/A 3214.30%
EBAY 67.95 68.07 -1.47 ($99.89) $0.18 0.18% abRandomLogic 26.7500 - 72.7400 0.31 18.694B 226.29 8.79%
CPRT 35.63 34.28 2.92 $104.04 $3.94 3.94% ChevalierBlanc 16.2500 - 37.3700 0.82 2.126B 43.44 649.37%
ELON 13.97 14.2 -7.04 ($98.35) $1.62 1.62% ChevalierBlanc 8.0000 - 32.0000 0.05 538.4M 281.92 57.32%
WMB 27.8 26.72 3.74 $103.97 $4.04 4.04% fatherfool5 24.1000 - 46.4400 2.5 14.327B 11.1 689.39%
AMZN 11.71 11.32 -8.83 ($103.40) ($3.44) -3.45% fatherfool5 5.5100 - 27.6250 -3.09 4.353B N/A -484.85%
MEDI 44.79 44.1 2.27 $101.67 $1.57 1.56% ezFluke 27.6250 - 56.1250 0.59 9.587B 76.63 124.68%
SPNT 0.9 0.9 -111.11 ($100.00) $0.00 N/A ezFluke 0.1250 - 2.2800 -0.13 6.7M N/A N/A
GSF 24.7 24.2 4.13 $102.01 $2.07 2.07% erkaye 18.9900 - 42.4000 1.57 6.259B 15.53 190.48%
QQQ 41.73 39.65 -2.52 ($105.16) ($5.24) -5.25% erkaye 27.2000 - 74.7813 N/A N/A N/A -1338.27%
GYMB 11.09 11.75 8.51 $94.38 ($5.62) -5.62% adiabatic 4.0000 - 17.1250 -0.23 313.4M N/A -95.09%
UTHR 8.97 9 -11.11 ($99.66) $0.33 0.33% adiabatic 8.7100 - 24.2500 -3.08 181.4M N/A 15.98%
INVN 31.342 25.15 3.98 $124.74 $24.64 24.62% comptche 1.3125 - 29.3000 0.08 415.9M 334.87 >+100000.00%
BRCM 45.56 43.99 -2.27 ($103.42) ($3.56) -3.57% comptche 18.4000 - 148.500 -13 11.951B N/A -522.48%
IGT 65.45 61.99 1.61 $105.37 $5.57 5.58% rita207 35.7000 - 66.2000 2.8 4.903B 23.59 1598.03%
CIMA 37 34.6 -2.89 ($106.93) ($6.94) -6.94% rita207 28.6500 - 85.7500 0.94 545.0M 40.06 -3201.37%
INVN 31.342 25.15 3.98 $124.74 $24.64 24.62% sano 1.3125 - 29.3000 0.08 415.9M 334.87 >+100000.00%
EBAY 67.95 68.07 -1.47 ($99.89) $0.18 0.18% sano 26.7500 - 72.7400 0.31 18.694B 226.29 8.79%
ELN 44.8 44.22 2.26 $101.25 $1.31 1.31% bierlaw 39.3500 - 65.0000 2.21 14.449B 20.04 97.28%
RYL 64.89 60.05 -1.67 ($108.37) ($8.08) -8.06% bierlaw 35.3300 - 67.7100 8.64 860.4M 7.5 -5593.47%
PMSI 4.93 4.3 23.25 $114.62 $14.65 14.65% exilion 3.1000 - 7.2500 0.47 76.7M 10.28 >+100000.00%
AAII 20.37 20.25 -4.94 ($100.63) ($0.59) -0.59% exilion 7.2500 - 23.2200 0.06 364.4M 349 -36.08%
ENMC 2.9 3.1707 31.54 $91.47 ($8.54) -8.54% nukejohn 0.9500 - 3.5000 -0.44 31.1M N/A -99.05%
VRSN 42.33 37.36 -2.68 ($113.44)($13.32) -13.30% nukejohn 26.2500 - 120.312 -71.58 8.602B N/A -67244.51%
ACTI 9.43 8.82 11.34 $106.94 $6.92 6.92% jurbillover 6.0000 - 20.0000 -0.6 376.3M N/A 3168.82%
HDI 51.67 52.58 -1.9 ($98.17) $1.73 1.73% jurbillover 32.0000 - 54.3500 0.82 15.642B 64.06 59.76%

3 more weeks and a day to go. Good luck to everyone!

Erick
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Erick,
Where are you getting all this information?
Are you doing the math by hand, or do you use some type of computer program that makes all these calculations?

Melissa
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No. of Recommendations: 2
Hello Melissa:

You wrote:
"Where are you getting all this information?
Are you doing the math by hand, or do you use some type of computer program that makes all these calculations?"

By hand????? Surely, you jest!

I use Yahoo! Finance to create a custom portfolio, it lets me enter all the info and display it the way I want to see it:
http://finance.yahoo.com
Create and account and create a portfolio, also customize your portfolio display.

Once I have the portfolio set up, I can copy and paste the information into an Excel spreadsheet. Excel then lets you save it as a space delimited text file and I use a text editor (Word will do fine) to do some small editing (use a monospace font) to align all the colums properly.

I then copy and paste the table into my message here at TMF. You have to use the tag: <pre> before the table and <pre> after the table. Also remember to enter any carriage returns to line wrap in any text you include besides the table, or else it will be impossibly long to read.

Hope this helps.

Erick

P.S. to create italics use the command tags: <i> before and </i> after your chosen italicized phrase, substitute <b> for bold.
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Eric,
Congrats on the new uncle status! The best thing aboout nieces and newphews is you get to be the cool uncle, give them stuff, play with them, and then go home!

An idea for the next contest, to mimic reality, allow the contestants to time their exit. Some fool like me just might take a quick 25%
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dang, seems I hit a submit command before finishing my post.



Eric,
Congrats on the new uncle status! The best thing aboout nieces and newphews is you get to be the cool uncle, give them stuff, play with them, and then go home!

An idea a next contest; to mimic reality, allow the contestants to time their exit. Some fool like me just might take a quick 25% and head for the nearest bar. A greater fool like comptsche might ride it all the way to a Dellish 10000%. Letting us hoist ourselves by our own petards, so to speak, could be an interesting twist to a straight time race.

Some people have a hard time selling... some people have a hard time holding. It might be interesting to read when and why people bail out prematurely... and then see if their move panned out for better or worse.

SANO@wouldacouldashoulda.com


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On the California Board we had contests pitting L.A. EssEff, Orange, SanDiego, portfolios agaisnt each other. Victory dinner and all.

We created a Yahoo California home page, and all contestants shared the password so anybody could log to the CaliforniaPorts and monitor whenever.

The enthusiasm factor lasted two contests... or until the bubble burst... yeah, that was it, the bubble bursting killed the enthusiasm.

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Erick:

Congrats, Uncle Erick! Just thought I'd say hello. After a long absence, I've been lurking lately to get up to speed.

JNJ's been nice to me over the last 20 yrs. For a kid with (at the moment) a 59 1/2 yr time frame, you'd probably not go wrong with JNJ or PFE. Better than a lot of the stuff I held through 2000 and 2001!

I hope to be contributing again every so often. How's the residency going?

RBob
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Hi sano,

Thanks for calling me a fool. Wish I had ridden the Dellish 10000!!! How did INVN pop up on your radar screen? I just looked at ClearStation's A-list and, after analysis, picked out the one I thought would do best. Finding the right radar screen should be part of the game IMHO.

Anne
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How did INVN pop up on your radar screen

Very shortly after 9/11 I created the SANOWARINDEX at WizardsCall. It includes makers of ordnance, security systems, biologics detection and deterrence systems, major aviation and defense contractors, avionics sub-contractors, etc. INVN was an early component of the SWIX, and has since displayed exceptional mo and reasonable support at each step.

INVISION TECH (INVN) The company will expand production capacity for its explosives detection system while waiting for new orders from the Federal Aviation Administration. Price: $34.00 Net Change: $2.66 % Change: 8.48% Gain Volume: 3.5M

et voila!

another sweetie:
VISIONICS CORP (VSNX) The company announced a collaborative alliance with Raytheon to develop biometrics systems at airports, government and other places. Price: $15.53 Net Change: $2.84 % Change: 22.39% Gain Volume: 2.0M Shares


SANO





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xerohype,

If you have the contest results in an easy to update form, would you be able to post the returns to date? It would give an interesting overview of the current markets.

Thanks,

Eric
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Eric:

Your wish is my command, see the last message. BTW the contest portfolio has gained 2.63% up to date, not too shabby.

Erick
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<<<Eric:

Your wish is my command, see the last message. BTW the contest portfolio has gained 2.63% up to date, not too shabby.

Erick >>>

Man, that was quick Thanks for posting so soon.

Returns are fantastic, especially in this market. If we were a mutual fund, we'd surely be in the top ranks. Our longs are better than our shorts, however. Can't believe no one had CPN. I'd like to apologize for that QQQ short in advance.

Should we be thinking of making another pair of picks next month? I'll contribute.

Next question: Any thoughts on the next INVN? If we just threw out all the other picks, results would be looking very good indeed.;-)

Eric
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