The streak ==> 44 consecutive 15% winners and counting

[mrmarket]

I have decided to formally document my incredible streak of 44 consecutive profitable trades of 15% or better. You know when ESPN did that graphic to show all of Barry Bonds’ 73 home run swings? Pretty cool, right?

For historical purposes, I felt it important that I show the documentation for all of my trades as they were posted on the internet (most of them on Yahoo message boards). These posts validate the time stamps when I entered the positions in real time. This is clear evidence that I am, in all likelihood, the greatest stock picker on the planet. For you perfectionists, some of the buy prices in the message may not match up to the prices in the table on the account of the fact that the stock may have split after my purchase. Also, since some of the tickers for these companies no longer exists, the associated message board was deleted and there is no record available on the internet of my analysis for these companies. So here they are:
[code:1:a75fc21d15] # STOCK DATE IN DATE OUT PAID SOLD GAIN
1 DHOM 1/8/2002 1/30/2002 15.30 17.75 16%
2 GNWR 1/3/2002 4/9/2002 21.38 24.80 16%
3 SAH 1/31/2002 4/9/2002 28.05 32.49 16%
4 ANH 1/10/2002 4/22/2002 9.73 11.30 16%
5 GAN 4/9/2002 5/1/2002 56.20 65.09 16%
6 RYL 4/10/2002 5/3/2002 100.35 116.17 16%
7 JOSB 5/8/2002 5/17/2002 20.58 24.11 17%
8 MHK 2/20/2002 5/20/2002 60.00 69.66 16%
9 TENT 5/14/2002 5/21/2002 13.67 15.88 16%
10 HAMP 6/18/2002 7/9/2002 21.89 25.35 16%
11 RATE 1/9/2003 1/13/2003 4.30 5.14 20%
12 LCI 1/24/2003 2/6/2003 20.00 23.40 17%
13 ODFL 1/3/2003 4/3/2003 29.05 33.77 16%
14 AVD 8/19/2002 4/14/2003 15.07 17.58 17%
15 QSII 2/25/2003 5/6/2003 26.14 32.10 23%
16 JFBC 1/2/2003 5/21/2003 50.90 59.46 17%
17 LEND 5/19/2003 5/27/2003 13.75 16.47 20%
18 PORT 2/7/2003 6/2/2003 46.85 53.67 15%
19 NFI 5/27/2003 6/5/2003 51.45 59.45 16%
20 DRL 4/7/2003 6/6/2003 37.70 44.02 17%
21 HITK 5/7/2003 6/16/2003 37.16 45.60 23%
22 OHB 5/21/2002 6/17/2003 9.92 12.01 21%
23 FBC 6/6/2003 6/26/2003 20.85 24.24 16%
24 MBT 5/2/2003 6/26/2003 48.50 57.04 18%
25 VNBC 4/12/2003 6/30/2003 18.89 21.96 16%
26 SSYS 6/19/2003 7/7/2003 33.35 38.90 17%
27 ACMR 4/22/2002 7/14/2003 22.01 25.46 16%
28 UTSI 7/3/2003 7/16/2003 36.28 41.95 16%
29 FCFS 7/8/2003 7/21/2003 16.30 18.84 16%
30 FRED 5/2/2002 8/1/2003 26.23 30.29 15%
31 SFCC 7/30/2003 9/2/2003 26.01 31.00 19%
32 ESI 8/7/2003 9/12/2003 39.59 46.38 17%
33 MDC 7/10/2002 10/1/2003 46.59 54.25 16%
34 COH 6/9/2003 10/14/2003 25.75 30.21 17%
35 ARO 10/3/2003 10/14/2003 28.90 33.62 16%
36 NARA 7/25/2003 10/16/2003 18.91 21.94 16%
37 DKS 7/29/2003 10/29/2003 39.99 47.21 18%
38 WRLD 6/3/2003 10/29/2003 14.43 18.63 29%
39 WLS 10/16/2003 10/29/2003 54.10 62.76 16%
40 GRMN 5/23/2003 10/29/2003 45.91 53.00 15%
41 JBSS 10/24/2003 10/30/2003 28.37 34.13 20%
42 FINL 9/29/2003 11/3/2003 27.13 31.39 16%
43 CLSR 10/31/2003 11/24/2003 30.47 35.14 15%
44 AMHC 7/14/2003 11/28/2003 41.00 47.96 17%[/code:1:a75fc21d15]


1. DHOM message

2. GNWR (message board deleted)

3. SAH message

4. ANH message

5. GAN (Message board deleted)

6. RYL message

7. JOSB message

8. MHK message

9. TENT message

10. HAMP message

11. RATE Board did not exist prior to purchase but some commentary post-sale: message

12. LCI message

13. ODFL message

14. AVD message

15. QSII message

16. JFBC message

17. LEND message

18. PORT message

19. NFI message

20. DRL message

21. HITK message

22. OHB message

23. FBC message

24. MBT message

25. VNBC message

26. SSYS message

27. ACMR message

28. UTSI message

29. FCFS (Deleted by Yahoo)

30. FRED message

31. SFCC message

32. ESI message

33. MDC message

34. COH message

35. ARO (post deleted from Yahoo…copy saved here)

36. NARA message

37. DKS message

38. WRLD message

39. WLS (post deleted from Yahoo…copy saved here)

40. GRMN message

41. JBSS (post deleted from Yahoo…copy saved here)

42. FINL (post deleted from Yahoo…copy saved here

43. CLSR (post never entered on Yahoo but listed on Elite Trader) message

44. AMHC message

The good news is that the streak is still alive and growing. I’d be happy to answer any questions you have if you email me:

[email protected]


Average returns are for average investors. Superior returns are for superior investors. I am HUGE!! Bring me your finest meats and cheeses.

[lizard king]

mr market

There can be no doubt that not only are you the greatest stock picker on the planet, but perhaps, the universe as well.

[The Kid]

You are da man!

Huge One,

I am QUITE impressed. I totally believe in building one own's wealth to secure one's own future. I, for one, am certainly not going to count on Social Security or my super slow growth pension fund to provide me with the monies I hope to have when I retire. I appreciate not only your stock-picking prowess, but your impressive documented track record of the last two years. My question to you is what percentage has your entire portfolio risen since January '02? Looking at the above trades (and understanding that some of your holdings are still in company's that haven't yet gone up 15%,) my guess would be around 200 - 300%, which would be awesome. Of course it is hard to know if how much (percetage-wise) of your portfolio is still in stocks that you are waiting to appreciate 15% and what percentage of your portfolio you have turned over 5,6,or 7 times (compounding the 15% gains.) I am very much interested to know (if that is ok with you.)

Thanks,

The Kid

[mrmarket]

Re: You are da man!

Huge One,

I am QUITE impressed. I totally believe in building one own's wealth to secure one's own future. I, for one, am certainly not going to count on Social Security or my super slow growth pension fund to provide me with the monies I hope to have when I retire. I appreciate not only your stock-picking prowess, but your impressive documented track record of the last two years. My question to you is what percentage has your entire portfolio risen since January '02? Looking at the above trades (and understanding that some of your holdings are still in company's that haven't yet gone up 15%,) my guess would be around 200 - 300%, which would be awesome. Of course it is hard to know if how much (percetage-wise) of your portfolio is still in stocks that you are waiting to appreciate 15% and what percentage of your portfolio you have turned over 5,6,or 7 times (compounding the 15% gains.) I am very much interested to know (if that is ok with you.)

Thanks,

The Kid

Let's just say I'm satisfied with my results.

[Karel]

Re: You are da man!

... My question to you is what percentage has your entire portfolio risen since January '02? ...

Hi Kid,

you could get a conservative estimate when you divide the number of closed trades by the (maximum) number of stock slots (14), from which we learn that the whole portfolio turned over thrice (and a bit). That makes some 50% compounded over this period (assuming +15% on each closed trade). Then correct for the open positions, if you like. In any case, no mean loot to take from the claws of the bear, but this year's bull has helped a lot, of course. We see 10 closed trades opened in 2002; the rest come from 2003 (and counting!).

Regards,

Karel

[grebnet]

Why post on Elite Trader ??

I have been quietly following your recs. and doing incredibly well.I am curious why even post on Elite trader when most of the comments seem to bashyou and refute your trades. From a selfish point of view I do not want your following to get so big that your buys and sells affect the price .
Your trade recs speak for themselves. Don't waste your time defending against the non-believers.

[mrmarket]

Re: Why post on Elite Trader ??

I have been quietly following your recs. and doing incredibly well.I am curious why even post on Elite trader when most of the comments seem to bashyou and refute your trades. From a selfish point of view I do not want your following to get so big that your buys and sells affect the price .
Your trade recs speak for themselves. Don't waste your time defending against the non-believers.

Life is a joke, most people don't get it. I'm just having a little fun with them. I think my forum is much better, don't you? Which stocks did you buy?

[The Kid]

Karel,

Thank you very much for doing the math. I guess I didn't realize he had so many open positions at one time. (Hey, I'm relatively new here......cut me a break. ) A 50% gain in about 23 months is indeed very good. If our new young friend DiamondD starts his Roth IRA at age 20, puts in the maximum amount each year, and sees those kind of results, he could probably retire before he is 40.......on the ROTH account alone! Nice job, Mr. Market. (Unfortunately, as I have not been such a wise investor, I'm trying to make even bigger gains later in life to make up for such silly mistakes, errors and mis-reads early on. That is why I find this website invaluable. )

Huge One, I too found out an a very early age that life can be a joke (yet still very precious.) That is why I too like having a little fun.....thus some of my good-natured posts. I once again thank you for sharing your info, insight and stock history on this website.......and hope to share a drink (and fine meats and cheeses) with you on the same island where the man who invented the pet rock retired. (Afterall, he not only realized how much of a joke life was........but he profited handsomely from it. )

[grebnet]

Reply to MM ...what I have bought

I have bought JBSS WSB CCBI CLSR DHI WSBK URBN. Of these I still hold WSBK,DHI,CCBI.
I also have ESMC,VLGC and LENS following other threads here.

Thanks for everything.
I have learned a tremendous amount of info on this site and like that I can feel comfortable following your picks as they are real companies with solid histories.

[AGranot]

Hi MM,

I have followed some of your recent purchases and sales, it been a profitable trip thank you!

I still hold AMHC, they announced a 100% div or a split just like wsbk, would you continue to hold until after the split?

Thanks,

AGR

[mrmarket]

Hi MM,

I have followed some of your recent purchases and sales, it been a profitable trip thank you!

I still hold AMHC, they announced a 100% div or a split just like wsbk, would you continue to hold until after the split?

Thanks,

AGR

I no longer own AMHC.

[JerzeyGuy]

Holding Mr. Market Stocks

Interesting Note:

I am not quite sure which stocks Mr. Market held in the beginning of the year, but I believe his portfolio consisted of the following: PTSI, AXL, CHKE, ODFL, RATE, AVD, JFBC, LCI, OHB, ACMR, FRED, AND MDC

If you owned (and invested evenly) in these on 1/1/03 and held them through the present, then your portfolio would be up roughly 60% today. Not a bad one year return, plus you would avoid all the trade commisions. Finally, if you are not trading stocks in an IRA, you could wait a month (to hold the stocks a year) and reduce your taxes. Just something to think about.

[mrmarket]

Re: Holding Mr. Market Stocks

Interesting Note:

I am not quite sure which stocks Mr. Market held in the beginning of the year, but I believe his portfolio consisted of the following: PTSI, AXL, CHKE, ODFL, RATE, AVD, JFBC, LCI, OHB, ACMR, FRED, AND MDC

If you owned (and invested evenly) in these on 1/1/03 and held them through the present, then your portfolio would be up roughly 60% today. Not a bad one year return, plus you would avoid all the trade commisions. Finally, if you are not trading stocks in an IRA, you could wait a month (to hold the stocks a year) and reduce your taxes. Just something to think about.

I'm up a lot more than 60%. My trade commissions are extremely small. I am trading in an IRA.

[moemaynard]

IRA Account Recomendation

Ernie,

I do my trading in an IRA account at Etrade. They charge $25 maintenance fee a year and limit orders are $20. Can you recommend a better company to use? I have been with Etrade a long time and trust them but their limit order price is a tad high. I would consider switching for cheaper trades.

Thanks for any insight your hugeness!

[mrmarket]

Re: IRA Account Recomendation

Ernie,

I do my trading in an IRA account at Etrade. They charge $25 maintenance fee a year and limit orders are $20. Can you recommend a better company to use? I have been with Etrade a long time and trust them but their limit order price is a tad high. I would consider switching for cheaper trades.

Thanks for any insight your hugeness!

sorry...I am not a financial advisor.