Re: [CANSLIM] SGMA

From: Johan Van Houtven <Johan.VanHoutven@ping.be>
Subject: Re: [CANSLIM] SGMA
Date: Tue, 24 Dec 1996 23:27:16 +0100

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At 12:47 PM 12/24/96 -0500, you wrote:
>And how about this baby-rocket?
>It almost doubled from 11 to 20 in ONE month!
>And I rode it from 13 to around 16 (was it?).
>If only I had hold onto my picks (HDCO and SGMA)

I know what you mean. I was in in the Spring at 16. I had NO idea about WHEN
to buy a stock back then. I rode it down to 11. Picked up a bunch at 11. And
sold at 17 1/2 a few days ago. Reason: I got shared during the few days that
it was choppy. I had been looking at that 'loss' for a lot of months...

Anyway I made a nice profit, but not as much as I could have. And it looks
like SGMA's ascend is not over yet.

>I'd have more than doubled my money in a month or
>so. Now I see what you guys mean by "hold your
>winners". Although I'm up only around 40% since
>I started (Don't get me wrong, "only" is just
>when compared to the 100% i spoke of) I
>think that what i paid for this lesson will be
>worth it. At the same time I wouldn't dismiss
>my "be careful and wary" strategy too soon.
>I hardly had (or felt) ANY risk of loosing money
>whatsoever since I begun, and that's what I
>think is most important for a beginner, especially 
>in a choppy market for the techs such as this one.
>Now that I have the profit I have, I feel much 
>more comfortable being patient about SEMX. 
>Or whatever, I just felt like saying something.

I bought SEMX at an average of 13 7/8. I think this will be a big winner in
the comming months. It is a nice CANSLIM type of stock. 

I also recently bought TMSR @ 9 and AALR @ 13.

TMSR is Trustmaster. They sell quality joysticks and stuff like that. Their
business is booming. They are now even selling in Belgium. They recently
opened a European distribution centre. They have products for PC and Mac.

AALR is Advanced Logic Research. Intel PPro based servers and workstation.
Both with WinNT and UNIX. Considering the increasing demand for these kind
of systems, I expect them to do really well in the next year. My target is
20 by end 1997.

As a upcomming CANSLIM stock (now still speculative) GEOI. They are drilling
for oil. Both yesterday at 3 5/8, up almost 15% today.

My biggest holding is APCC. Their business is UPSs (uninteruptable power
supplies) . Business is booming.  Even here in belgium the now are no. 1.
And with all those new worstations that will be bought, they will want a
nice UPS... :^)

It's now about 28. My target is 25 to 35% by end '97.

Disclaimer: I own all of the above. I'm not giving advice. Please do your
own research.

Cheers,

PS: Happy holidays to all of you!

Go to Jeff Salisbury LWGate Home Page.