tag:blogger.com,1999:blog-2335748440449035592.post7970912830751012260..comments2008-07-14T19:27:07.187-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-2335748440449035592.post-89415250525258897412008-07-14T19:27:00.000-04:002008-07-14T19:27:00.000-04:00"I'll be the 2nd or 3rd best performing non sector mutual fund in the entire country over the past year. And its a struggle to raise capital"<BR/><BR/>Perhaps you need an effective commercial, like Heebner's CGMFX commercial with two guys fencing.<BR/><BR/>Perhaps you can have two guys sipping kool aid in a land of fairies and unicorns.soccerbill8http://openid.aol.com/soccerbill8noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-68077270246070765662008-07-14T16:58:00.000-04:002008-07-14T16:58:00.000-04:00you love those small cap chinese names - you must of been having a ball in October 2007 when anything 6 degrees of China was going up 150% in a 4 week span. I like the relative strength of china stuff of late. Never heard of JST but gosh ABB is about 180 degrees different in size scale - ABB is like JEC or FLR. :)<BR/><BR/>Yes please spread the gospel. I look forward to the next posting of how I am doing versus peers as of June 30, 2008. If my judgement is correct I'll be the 2nd or 3rd best performing non sector mutual fund in the entire country over the past year. And its a struggle to raise capital :) Meanwhile people are happy to lose 10-20% in many other funds. Sheesh.<BR/><BR/>I am pounding my brain since readership is exploding higher but I seem unable to convert to more pledges. Probably am attracting the "do it yourself" crowd instead of my target audience. Bah. With this market so poor and people giving up, I'm going to be stuck here for another year doing the same song and dance.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-25966668855214926852008-07-14T16:51:00.000-04:002008-07-14T16:51:00.000-04:00not quite 20% ... 15%... it had approached 12 at one point...rosesryellow2http://www.blogger.com/profile/12471278009523940698noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-82041952880976034802008-07-14T16:49:00.000-04:002008-07-14T16:49:00.000-04:00Mark,<BR/><BR/>Nice call on CSIQ and on APWR. Regarding APWR- long term energy grid infrastructure plays are very much on my list. I didn't know about this play until I saw it on your website. I am looking everywhere for such plays. Also I think wind energy is going to be big and very possibly rival or exceed solar going forward. <BR/><BR/>Other companies I have been involved in are ABB, JST (got crushed today... fortunately I locked in at least break even with stops)... perhaps on the APWR news? and others .<BR/><BR/>Regarding solar... as I've mentioned on here CSIQ has stellar management. This is critical in this industry because the winners and losers have not yet been established and those that are best run are likely to take the biggest piece of the pie. <BR/><BR/>For those interested btw I did a post and follow up post on solar stocks that is interesting. Just google Yellow Rose Street Beat Solar Bull. <BR/><BR/>Your picks are hitting on all cylinders right now, Mark. I'm glad I came across this site and am more than happy to tell others about it.<BR/><BR/>BTW... FEED jumped up 5% today... that's 20% from its recent bounce off of 10... if it breaks resistance at 12 it can shoot to 13.5 or higher. I have no position but am watching it... <BR/><BR/>Jonrosesryellow2http://www.blogger.com/profile/12471278009523940698noreply@blogger.com