Tech Stock Investor - Archive 1

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Author	Topic: Tech Stock Investor - Archive 1
winman	posted 12-30-1998 11:08 AM I'm looking around for tools to daytrade these animals. I currently use CyBerBroker's daytrading software on which you can set alerts to warn you or automatically trade when a stock approaches (by a margin I define)a new daily/annual high or low. Are there any other tools you would recommend?
techstockinvestor	posted 12-26-1998 10:46 AM Some history behind our 3rd best performing stock so far (AOL): (1)We bought 100 shares of AOL in Sept. 1996 for about $3,200. (2)On Jan 1, 1997 AOL began their unlimited access program, and no one could get through. (3)I remember sending a nasty e-mail to AOL saying: "I just paid my money, but I can never, ever get through!" (4)We were so mad we almost canceled our service and sold our stock, but decided to hang on. (5)We also kept reading on message boards how AOL was "fighting a losing battle with the internet, and it was time to short the stock." (6)Current market value as of today: $54,000 (7)Current percent gain as of today: 1,600% Morals of the story: (1)Don't let your emotions take over. (2)Sometimes it is a good idea to let a company work through its short term problems. (3)Don't believe everything you read on message boards!
techstockinvestor	posted 12-23-1998 06:52 PM diligence, Good point! You don't want the company to lose money forever, even if it has high revenue growth. Our thoughts on margins: (1)Because many if not most of the internet and biotech companies are losing money, it makes it difficult to evaluate earnings. It almost comes down to: what is the correct amount of money to lose, to go after future market share? Difficult question. (2)If you judge these companies by earnings, you probably would not buy most of them. Our thoughts on price: (1)I can't tell you how many people I've talked to that have either: 1)sold too soon and watched these stocks skyrocket or 2)never bought because they thought the price was too high and also watched these stocks skyrocket. (2)Judging the price of these stocks is very difficult. If we had to guess, we would say now is a good time to take some profits because they have had an incredible run since Oct 8, and the Nasdaq is way above its 200 day moving average. That said, we claim no one knows for sure. (It's good to have humility when dealing with the stock market!)
diligence	posted 12-23-1998 12:22 PM techstockinvestor, I agree that revenue growth is important, but wouldn't you agree that an investor has to look at other numbers too? For example, margins and price - Margins to make sure the company has a viable business model, and price to make sure you're not paying too much for the stock.
techstockinvestor	posted 12-22-1998 05:44 PM techbull, Our respnce would be we are not smart enough to tell the winners from the losers in advance, so we would play it like this: (1)Buy a stock only if its revenue growth is greater than 30% (a sign it is successful) (2)Keep an eye on revenue growth, and sell if it drops below 30% (a sign the competition is grabbing sales) (3)Hold it long term if revenue growth stays above 30% (a sign it is holding its own against the competition) We also expect the offline giants to buy some of the current online leaders, and hope to benefit if they pay a premium. We would then look at the revenue growth of the combined company: (1)If it was above 30%, we would hold. (2)If it was below 30%, we would sell and look for higher revenue growth. Take care, techstockinvestor
techbull	posted 12-22-1998 12:49 PM techstockinvestor, I agree with point #4, about the internet taking over the world. But now that it's not a secret anymore, every offline company is developing an online presence. I think a few of the currently hot net stocks will become insanely great companies, but others will be steamrolled by offline giants as they move online. Do you have any tips on how to tell whether a current net leader will be able to maintain leadership as the competition intensifies? Thanks, techbull
techstockinvestor	posted 12-21-1998 09:27 PM Some history behind our best performing stock so far (Yahoo!): (1)We bought 100 shares of Yahoo in Sept. 1996 for about $2,500. (2)By Dec. 1996 our investment was down to $1,700. with about a 30% loss. (3)We almost sold so we could take advantage of the tax loss, but we decided to hang on. (4)Current market value as of today: $74,000 (5)Current percent gain as of today: 2,900% Moral of the story: Don't give up the ship!
techstockinvestor	posted 12-21-1998 06:23 PM Some information about Tech Stock Investor: (1)Date Portfolio started: 9-1-96 (2)Date Website started: 6-1-98 (3)Investment Philosophy: Plant a seed and hope it grows into a giant tree. We like high revenue growth of 30% or more and will sell if it falls below 30% (4)We believe the internet is "taking over the world." (5)We do not claim to be technology experts or investing experts. (6)We believe luck is a part of investing, or as they say: "Sometimes it's better to be lucky than good!"
techstockinvestor	posted 12-21-1998 05:56 PM We would like to thank Tom Murcko, Mayor of Investorville, for letting us launch our discussion site. We view Investorville as our friend and partner, and encourage all visitors to support Investorville, as well as its two sister sites: Investorguide and Investorwords.
techstockinvestor	posted 12-21-1998 05:38 PM WOW! What a day to launch our discussion site for Tech Stock Investor! Look at the one day percent gains today for our Top Ten Stocks: (1)Yahoo +16% (2)Amazon +11% (3)AOL +11% (4)Earthlink +9% (5)Mindsping +5% (6)Immunex +8% (7)Lycos +4% (8)Excite +1% (9)Onsale +55% WOW! (10)Compuware +2% I think this is one of our best one day percent gains ever!
Mayor of Investorville Administrator	posted 12-21-1998 12:06 PM This is the archived Tech Stock Investor message board. Current discussion about this topic can be found at http://www.investorville.com/ubb/Forum1/HTML/000121.html . This board is moderated by Richard Steinman, publisher of Tech Stock Investor at http://www.techstockinvestor.com . Visit that site to check out his top ten picks, then discuss them here with him and other readers. [Note: This message has been edited by Mayor of Investorville] [Note: This message has been edited by Mayor of Investorville]

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