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Ben,
I agree with the numbers posted on the loss shown at the web-site as 34%.For
some reason I misunderstood and bought the day of the change and the picks
were the same.Loss however was 18% this way but it may avoid run-ups based
upon followers,if any.Still not a great first month but it has averaged 62%
per year since 1986 excluding last year.
Also I am using a bit of disgression and eliminating SDLI due to too few
shares for the money and replacing it with LXTT.
Keep up the great work,
John
>From: Proffittak@xxxxxxx
>Reply-To: Proffittak@xxxxxxx
>To: <realtraders@xxxxxxxxxxxxxxx>
>Subject: [RT] The supper model/650% per year
>Date: Tue, 1 Feb 2000 07:58:46 EST
>
>Hello
>
>As you know from DR capiello MSN supper model portfolio returned last
>year!
>
>first month in 2000 a BIG loss
>qcom loss 36.26%
>emlx loss 40.21%
>bvsn loss 33.34%
>
>this month picks
>cnxt
>hlit
>sdli
>
>my picks
>ken
>glbx
>ene
>nn
>all have yearly increase in rev and ESP
>selling with under average price to book
>have VERY low debet to equity
>and ALL have q to q increase in earning and rev
>
>mark your calander to chek these on 3/1/00
>happy trading
>Ben
>
>
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