TMR 8-16-00 to 1-16-01

TMR 8-16-00 to 1-16-01

TMR was another fantastic long that was easy to buy a lot of due to its setup. Why can’t we get these kind of setups anymore? Anyways, despite a horrible Nasdaq that fell 33%, TMR gained 55% in five months. I know that doesn’t sound amazing but you have to...
CRUS 8-2-00 to 10-23-00

CRUS 8-2-00 to 10-23-00

This was my best long during this period. I bought a lot of it because the EPS and sales were on FIRE!! and the stock was a Semiconductor stock. For those of you who remember that time frame, Semis were the hottest thing under the sun. Everyone loved Semi stocks and...
CERN 7-31-00 to 10-31-00

CERN 7-31-00 to 10-31-00

CERN was one of my larger positions during this time frame on the long side as it was a Featured quality stock. By the time the top came around the stock produced an 82% gain in a little over three months. Not to bad during a time frame where the Nasdaq fell 26%....