SEASONALITY STOCK REPORTS

[Qarel]

Hi Ken,

I tried to be critical, but not too much. It seems you have taken it way, thank you! Sometimes I have a bit of trouble in this direction. I am rather busy these days, but I have two points for your consideration.

When you consider a history of up months, you don't consider whether a stock would have hit a stop loss in its 'green' months/quarters. Why then do you apply a stop loss strategy? Two remedies: also consider the stop loss when you look at a stock (which greatly reduces the usefulness of the Thompson site and is a lot more work), or just forgetaboutit. Hint: over at mechanical investing on www.fool.com, stop loss strategies never seemd to pan out right. (Perhaps because of the same reason: stop loss is on a daily basis, the return info is on a monthly basis.)

And do you know http://www.marketocracy.com? It is a competition where you become a virtual fund manager and you could pit your 'revolving funds' against other players, myself included! They also have a public page for your fund, without the holdings (this is a competition!), but with the return. If you make the top 100, they even pay you (and they use your picks for a real fund too!). So you might get some compensation when your research is OK! Sorry, no stop losses. (Fund managers only use mental stop. Entering a (huge!) stop loss order would make them vulnerable.

Regards,

Qarel