Go to Jeff Salisbury LWGate Home Page.From: "Edward W. Gjertsen II" <ed@macktracks.com>
Subject: RE: [CANSLIM] POSS
Date: Thu, 20 Feb 2003 15:37:18 -0600
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In $18.40 1/10/03- out $17.8021 on 2/14/03
Ed Gjertsen II
ed@macktracks.com
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- -----Original Message-----
From: owner-canslim@lists.xmission.com
[mailto:owner-canslim@lists.xmission.com] On Behalf Of Sol Mayer
Sent: Thursday, February 20, 2003 1:58 PM
To: canslim@lists.xmission.com
Subject: Re: [CANSLIM] POSS
Where did you get in on POSS and when and where did you get out?
"Edward W. Gjertsen II" <ed@macktracks.com> wrote:
A review of Katherine's comments is very timely. POSS is a position we
held and eventually sold for a 3% loss. Our position size for the stock
was less than 4% of the portfolio - net loss is a little over a tenth of
a percent. For those lurking in the shadows this is a great case in
where cutting your losses early is key. Possis gapped down after
earnings and only briefly halted before trading in the $15 dollar range
now. OUCH. But, again this is where cutting your losers and holding
winners is the only way to go. We still hold EBAY and GRMN and are on
the prowl for more. Again as Katherine has pointed out, POSS group was
weak and continued to weaken. Our view - market is not ready to take
off yet. Money is still rotating from group to group looking for
profits. Keep your saws sharp.
Ed Gjertsen II
ed@macktracks.com
_____
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<p class=3DMsoNormal><font size=3D3 face=3D"Times New Roman"><span =
style=3D'font-size:
12.0pt'>In $18.40 </span></font>1/10/03– out $17.8021 on =
2/14/03</p>
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<p class=3DMsoNormal><font size=3D2 color=3Dblue face=3D"Times New =
Roman"><span
style=3D'font-size:10.0pt;color:blue'>Ed Gjertsen II</span></font></p>
<p class=3DMsoNormal><font size=3D2 color=3Dblue face=3D"Times New =
Roman"><span
style=3D'font-size:10.0pt;color:blue'><a =
href=3D"mailto:ed@macktracks.com">ed@macktracks.com</a></span></font></p>=
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<p class=3DMsoNormal style=3D'margin-left:.5in'><font size=3D2 =
face=3DTahoma><span
style=3D'font-size:10.0pt;font-family:Tahoma'>-----Original =
Message-----<br>
<b><span style=3D'font-weight:bold'>From:</span></b>
owner-canslim@lists.xmission.com =
[mailto:owner-canslim@lists.xmission.com] <b><span
style=3D'font-weight:bold'>On Behalf Of </span></b>Sol Mayer<br>
<b><span style=3D'font-weight:bold'>Sent:</span></b> Thursday, February =
20, 2003
1:58 PM<br>
<b><span style=3D'font-weight:bold'>To:</span></b> =
canslim@lists.xmission.com<br>
<b><span style=3D'font-weight:bold'>Subject:</span></b> Re: [CANSLIM] =
POSS</span></font></p>
<p class=3DMsoNormal style=3D'margin-left:.5in'><font size=3D3 =
face=3D"Times New Roman"><span
style=3D'font-size:12.0pt'> </span></font></p>
<p style=3D'margin-left:.5in'><font size=3D3 face=3D"Times New =
Roman"><span
style=3D'font-size:12.0pt'>Where did you get in on POSS and when and =
where did
you get out? </span></font></p>
<p style=3D'margin-left:.5in'><font size=3D3 face=3D"Times New =
Roman"><span
style=3D'font-size:12.0pt'> <b><i><span =
style=3D'font-weight:bold;font-style:
italic'>"Edward W. Gjertsen II" =
<ed@macktracks.com></span></i></b>
wrote: </span></font></p>
<blockquote style=3D'border:none;border-left:solid #1010FF =
1.5pt;padding:0in 0in 0in 4.0pt;
margin-left:3.75pt;margin-top:5.0pt;margin-bottom:5.0pt'>
<p class=3DMsoNormal style=3D'margin-left:.5in'><font size=3D2 =
face=3D"Times New Roman"><span
style=3D'font-size:10.0pt'>A review of Katherine's comments is very =
timely.
POSS is a position we held and eventually sold for a 3% loss. Our
position size for the stock was less than 4% of the portfolio - net loss =
is a
little over a tenth of a percent. For those lurking in the shadows =
this
is a great case in where cutting your losses early is key. Possis =
gapped
down after earnings and only briefly halted before trading in the $15 =
dollar
range now. OUCH. But, again this is where cutting your =
losers and
holding winners is the only way to go. We still hold EBAY and GRMN =
and are
on the prowl for more. Again as Katherine has pointed out, POSS =
group was
weak and continued to weaken. Our view - market is not ready to =
take off
yet. Money is still rotating from group to group looking for
profits. Keep your saws sharp. </span></font></p>
<p class=3DMsoNormal style=3D'margin-left:.5in'><font size=3D3 =
face=3D"Times New Roman"><span
style=3D'font-size:12.0pt'> </span></font></p>
<p class=3DMsoNormal style=3D'margin-left:.5in'><font size=3D2 =
face=3D"Times New Roman"><span
style=3D'font-size:10.0pt'> Ed Gjertsen II</span></font></p>
<p class=3DMsoNormal style=3D'margin-left:.5in'><font size=3D2 =
face=3D"Times New Roman"><span
style=3D'font-size:10.0pt'>ed@macktracks.com</span></font></p>
<p class=3DMsoNormal style=3D'margin-left:.5in'><font size=3D3 =
face=3D"Times New Roman"><span
style=3D'font-size:12.0pt'> </span></font></p>
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face=3D"Times New Roman"><span
style=3D'font-size:12.0pt'> </span></font></p>
</blockquote>
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Roman"><span
style=3D'font-size:12.0pt'> </span></font></p>
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<p class=3DMsoNormal style=3D'margin-left:.5in'><font size=3D3 =
face=3D"Times New Roman"><span
style=3D'font-size:12.0pt'>Do you Yahoo!?<br>
<a =
href=3D"http://rd.yahoo.com/finance/mailtagline/*http:/taxes.yahoo.com/">=
Yahoo!
Tax Center</a> - forms, calculators, tips, and more</span></font></p>
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Next Article (by Author): RE: [CANSLIM] POSS "Edward W. Gjertsen II"
Top of Thread: Re: [CANSLIM] POSS Sol Mayer
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