tag:blogger.com,1999:blog-9226230.post113259875880955976..comments2023-10-20T05:43:46.254-07:00Comments on All Allan: Beating The MarketUnknownnoreply@blogger.comBlogger10125tag:blogger.com,1999:blog-9226230.post-1133288848349250282005-11-29T11:27:00.000-07:002005-11-29T11:27:00.000-07:00I am also interested in opinions about the state o...<I>I am also interested in opinions about the state of the bird flu stock saga. Are we at the end or is there still some life left in this sector?</I><BR/><BR/>I think we're at the beginning stages of nice run in these stocks. The basket approach gives a better chance of holding a big winner, then putting all your speculative dollars in one stock.....unless it was NNVC two months ago.<BR/><BR/>AAhttps://www.blogger.com/profile/04435140994142833427noreply@blogger.comtag:blogger.com,1999:blog-9226230.post-1133194408922420552005-11-28T09:13:00.000-07:002005-11-28T09:13:00.000-07:00I am also interested in opinions about the state o...I am also interested in opinions about the state of the bird flu stock saga. Are we at the end or is there still some life left in this sector?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9226230.post-1132784138325466812005-11-23T15:15:00.000-07:002005-11-23T15:15:00.000-07:00Tim: Well, I'm curious, can you explain your propr...<I>Tim: Well, I'm curious, can you explain your proprietary trading model? - Ilene </I><BR/>Ilene<BR/>I could explain the model, but then I'd have to...anyway, while I am very confident of the base theory, I am still in the process of refining the models because I want to make sure that they will work in a bear market, not just a sideways or bullish mkt like we had this year. In fact, since I have a day job similar to Allan's prior career, at this time, I use adjusted forms of my model to create longer swing trades to go along with my b/h plays. The reason I felt some vicarious satisfaction when I read the article is that, according to my research, my model(s) would be even better suited to developing an algorithm to implement on a more rigid basis.Tim Knows How to Make Stuff Uphttps://www.blogger.com/profile/04888217510855602391noreply@blogger.comtag:blogger.com,1999:blog-9226230.post-1132775688280749982005-11-23T12:54:00.000-07:002005-11-23T12:54:00.000-07:00It was particularly satisfying to me as I have bee...It was particularly satisfying to me as I have been working for a long time, as I suspect many other fans of TA have, to find "predictive patterns." One of my proprietary trading models is based upon this very concept. <BR/><BR/>Tim: Well, I'm curious, can you explain your proprietary trading model? - Ileneilenehttps://www.blogger.com/profile/00859456411740769913noreply@blogger.comtag:blogger.com,1999:blog-9226230.post-1132774984995741532005-11-23T12:43:00.000-07:002005-11-23T12:43:00.000-07:00Hi Allan,Hope you're doing great.Have you dropped ...Hi Allan,<BR/><BR/>Hope you're doing great.<BR/><BR/>Have you dropped any items from your flu basket?<BR/><BR/>What's your read of the bird flu in the news? I remember you answering someone else's question about how long you'll hold onto your basket--as long as bird flu is prominent in the news (did you say front page?). It seems to me that it's beginning to be percieved as a lot of hype. I'm thinking it's hard for the stocks to jump again like they did before based only on hype. And while I'd love for the stock to go to the moon, I'm not hoping they do so because of a genuine outbreak. Can hype and worry alone keep get these trending (or gapping) up again? <BR/><BR/>What do you think about HEB? Buy more right about now, hold on carefree, hold and get ready to dump, or something else?<BR/><BR/>Thanks!<BR/><BR/>AliAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-9226230.post-1132773084490295852005-11-23T12:11:00.000-07:002005-11-23T12:11:00.000-07:00Allan, I'm still at the point where I base my inv...Allan, <BR/><BR/> I'm still at the point where I base my investments on projected valuation. Some of the strategies you've talked about in your blogs sound very appealing. What are the best websites or publications to get information on insider buying and reverse mergers? Thanks again.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9226230.post-1132753988769601622005-11-23T06:53:00.000-07:002005-11-23T06:53:00.000-07:00Ron, the cool thing about Renaissance is not so mu...<I>Ron, the cool thing about Renaissance is not so much the amount of profits, but how they are doing it, trading, real trading, not this "swing trade" stuff which isn't much different from stale B&H approaches. </I><BR/>Allan<BR/>I thought the NYT article was great. It was particularly satisfying to me as I have been working for a long time, as I suspect many other fans of TA have, to find "predictive patterns." One of my proprietary trading models is based upon this very concept. Having said that, my model is not tied to a specific time frame, but I still believe it falls under the predictive price pattern that Simons alluded to. The major difference, I suspect is that the Simons is capturing his returns on what I would term "nanotrades." So, while we may not be in the same pew, I think we are in the same church. <BR/>Tim<BR/>PS<BR/>Many thanks for the heads up about SVA.Tim Knows How to Make Stuff Uphttps://www.blogger.com/profile/04888217510855602391noreply@blogger.comtag:blogger.com,1999:blog-9226230.post-1132705000492020732005-11-22T17:16:00.000-07:002005-11-22T17:16:00.000-07:00Random WalkThe theory that stock prices are unpred...<I> Random Walk</I><BR/><BR/>The theory that stock prices are unpredictable and that its impossible to outperform the market without assuming additional risk.<BR/><BR/><I>Swing Trading</I><BR/><BR/>Trading stocks for 1-4 day price movements.<BR/><BR/><I> Buy & Hold </I><BR/><BR/>Passive investments characterized by very long term holding periods, measured in months and/or years.<BR/><BR/><I> I-Buys</I><BR/><BR/>"Insider-Buys," whereby an officer, director or other large shareholder of a company buys initial and/or additional shares of stock in the company, as reported by the Securities and Exchange Commission. The significance of I-buys, as espoused on this Blog and elsewhere, specifically on numerous commercial stock advisory services devoted to the tracking of such transactions, is that the underlying stock price movement immediately subsequent to such transactions is predictable to a statistically significant level, thus ripping the pants off of random walkers.Ahttps://www.blogger.com/profile/04435140994142833427noreply@blogger.comtag:blogger.com,1999:blog-9226230.post-1132694348547608222005-11-22T14:19:00.000-07:002005-11-22T14:19:00.000-07:00Allan,I enjoyed the article, but some of the terms...Allan,<BR/><BR/>I enjoyed the article, but some of the terms you're using are unfamiliar to me. Can you help me with some of the jargin? What is random walk, swing trading vs. real trading, B&H (buy and hold?) amd I-buy. Thanks for your blog, it's become a part of my daily web scan!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9226230.post-1132677458689510542005-11-22T09:37:00.000-07:002005-11-22T09:37:00.000-07:00Ron, the cool thing about Renaissance is not so m...Ron, the cool thing about Renaissance is not so much the amount of profits, but how they are doing it, trading, real trading, not this "swing trade" stuff which isn't much different from stale B&H approaches. You can assume that any I-Buy of significance is in my account, if only for a moment or two. <BR/><BR/>AAhttps://www.blogger.com/profile/04435140994142833427noreply@blogger.com