Slightly old investment articles/notes

Here's a message I started writing on Mar 12, then postponed and
never finished. Might as well send it anyway...

I bought a few small/midcap tech stocks on Jan 25 based on
articles written by RightNow on motley fool boards:

   http://boards.fool.com/Profile.asp?username=RightNow

and just over a month later, I was ecstatic with their overall
performance: a couple of them had doubled, and just one was a bit
below its purchase price, the group of them up 83% overall.

At the time, I was planning to dump a few of my more conservative
stocks (IBM, AAPL, SNE) to load up on more of these little guys.

It's a good thing I didn't get around to doing that, since
they've been hit worse than everything else in the meantime.

Anyway, here are some rough notes I took on Mar 12:

> my DSGX/DSTM/GSLI/NSATF: +82.98% overall (as of Fri's close) since Jan 25
>
> RightNow praise:
> http://boards.fool.com/Message.asp?id=1330599002294000
>
> RightNow on general strategy (small caps with large potential):
> http://boards.fool.com/Message.asp?id=1330599002301001
>
> more GSLI? (looks very good)
> http://boards.fool.com/Message.asp?id=1120366000034000
> http://boards.fool.com/Message.asp?id=1120366000036000
>
> GBT (Global Light Telecom, Canadian, looks fairly good)
> http://boards.fool.com/Message.asp?id=1330599002179000
> http://boards.fool.com/Message.asp?id=1120370000004001
> http://www.canadianbusiness.com/magazine_items/2000/feb21_00_cheaptelecom.shtm
>
> IIVI:
> http://boards.fool.com/Message.asp?id=1380066002354003
> http://boards.fool.com/Message.asp?id=1140016000030000
> http://boards.fool.com/Message.asp?id=1140016000031000
> http://boards.fool.com/Message.asp?id=1140016000033001
>
> NMRX (looks okay, 1st 2 articles are very bullish:)
> http://boards.fool.com/Message.asp?id=1380319000694000
> http://boards.fool.com/Message.asp?id=1380319000695000
> http://boards.fool.com/Message.asp?id=1330599002277000
> http://boards.fool.com/Message.asp?id=1380066002381000
> http://boards.fool.com/Message.asp?id=1330599002288000
> http://boards.fool.com/Message.asp?id=1380319000683000
>
> AIS (looks pretty good):
> http://boards.fool.com/Message.asp?id=1080158007576000
> http://boards.fool.com/Message.asp?id=1060776000005000
>
> KVHI? (not sure)
> http://boards.fool.com/Message.asp?id=1160040000024001
>
> EKP.V (ECMKF, might be highly valued already?):
> available on etrade, not datek or wit capital
> http://boards.fool.com/Message.asp?id=1330599002278000
> http://boards.fool.com/Message.asp?id=1380526000056000
> http://boards.fool.com/Message.asp?id=1330599002278003
> http://boards.fool.com/Message.asp?id=1330599002293000
>
> ISI.V (not sure):
> http://boards.fool.com/Message.asp?id=1330599002306000
>
> direct link for the above:
> http://quote.yahoo.com/q?s=gsli+gbt+iivi+nmrx+ais+kvhi+ekp.v+isi.v&d=v1

And a few more notes from Apr 3:

> RightNow's wireless stock picks:
>
>     http://boards.fool.com/Message.asp?id=1380528000332002
>
> RightNow: AIS may be a better opportunity than CMGI in '97:
>
>     http://boards.fool.com/Message.asp?id=1060776000009000
>
> Very bearish interview with Pete Anderson, American Express's
> Chief Investment Officer:
>
>     http://boards.fool.com/Message.asp?id=1080158007722000
>
> A guy who lost a bundle by going too heavily into margin and
> putting everything into a single stock:
>
>     http://boards.fool.com/Message.asp?id=1080932002358000
>
> and someone else's parody reply, kind of funny:
>
>     http://boards.fool.com/Message.asp?id=1080932002588000
>
> Poll: "what percentage of your account is on margin?"
>
>     http://boards.fool.com/Message.asp?id=1080158007692000

and misc other stuff in the last while:

RightNow on his past returns (116% in 1998, 230% in 1999):
http://boards.fool.com/Message.asp?id=1030005005938005

RightNow, "Hypergrowth stocks" (from Jan 11 2000):
http://boards.fool.com/Message.asp?id=1080158006800000

Why we still like Interdigital Communications (IDC)
http://www.individualinvestor.com/tbd/article.asp?ID=7310

kozmo.com as overvalued money loser:
http://www.cnbc.com/commentary/commentary_full_story_stocks.asp?StoryID=14913

Investment FAQ: Stock Option Basics
http://invest-faq.com/articles/deriv-option-basics.html

ZDII: Message board growth catches Feds' eye:
http://www.zdii.com/industry_list.asp?mode=news&doc_id=ZE503669

Good summary of large email/marketing companies:
http://cbs.marketwatch.com/archive/20000328/news/current/net_sense.htx

--
Gerald Oskoboiny <[email protected]>
http://impressive.net/people/gerald/