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September 17, 2003


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Sell the Dogs of the Dow
September 17, 2003

NETE up 221%
September 03, 2003

DeHaemer’s Taipan portfolio is up 98.8% year-to-date
August 27, 2003

***STOCK UPDATE: QUALITY SYSTEMS (QSII:NASDAQ)
August 06, 2003

Sell ½ of LEXR
July 30, 2003

High Flier with 52% Gains and a Dividend to Boot
July 16, 2003

Lexar Media up 62%
July 09, 2003

LEXR at 52-week high
July 02, 2003

LEXR up 45%
June 18, 2003

Looking Good at HON
June 11, 2003

The Heartbeat of ABMD -- up 37%!
June 04, 2003

MO Dividend
May 28, 2003

Not Up in Smoke
May 21, 2003

ABMD Rollout
May 14, 2003

Hold the Dogs
May 07, 2003

Abiomed jumps 6%
April 30, 2003

Enjoy the JPM Ride
April 23, 2003

JPM up 9%
April 16, 2003

Send in the Dogs
April 09, 2003

MO No Mo’
January 29, 2003


In the Dog House

January 22, 2003

Holding the Dogs
January 08, 2003

Send in the Bulls
December 18, 2002

Six Traders, Six Winners, 90% Average Gain Since October
December 04, 2002

Book-um Dano!  Bag an Average 137% on three plays in two months!
November 27, 2002

NT Up 63% - Hold
November 13, 2002

Open positions
November 06, 2002

NASDAQ 2,243 in 2003 – NASDAQ 5,078 in 2016
October 30, 2002

The Future’s So Bright
October 23, 2002

TLK up 8%
October 16, 2002

Still Profiting
October 9, 2002

Midway on Hold
October 2, 2002

MWY Gain
September 25, 2002

HPON on Hold
September 18, 2002

HPON Hold
September 11, 2002

Bullish on Gold
September 4, 2002

DG Reports 8/29
August 28, 2002

Buy Opportunity
August 21, 2002

Retail Survivors
August 7, 2002

Average 20.6% Gain
July 31, 2002

Hold NDN
July 24, 2002

Still Loving the Fall
July 17, 2002

ITRU up 68% - Hits 52-week high at US$3.23
July 10, 2002

NASDAQ Down 31% YTD
July 3, 2002

Take Profits on IBN
June 19, 2002

92% Gains on IBN—Hold
June 12, 2002

Nuclear Cool-Down = 79% Profits
June 5, 2002

Hold Everything
May 29, 2002

Wink up 39% -- Hold
May 22, 2002

Wink up 39%
May 8, 2002

IC Update
May 1, 2002

Book 'em, Dano! Part III: Take 20% on EK and 6% on XOM
April 24, 2002

Hold JPM
April 17, 2002

EK Doing OK
April 10, 2002

Beer Deal of the Century
April 3, 2002

Book 'em, Dano: Take 22% on ABY and 3% on IP
March 27, 2002

31% Gains
March 21, 2002

Sasol Reports
March 13, 2002

Hold Everything
March 6, 2002

SPP Surge
February 27, 2002

Profiting in a Market Slump
February 20, 2002

83% on USOO
February 13, 2002

SPP on the Rise
February 6, 2002

TMCS Earnings
January 30, 2002

Hold all Positions
January 23, 2002

USOO Continues its Streak
January 9, 2002

Chip Sales Rise
January 2, 2002

 

 

Sell the Dogs of the Dow

By Ian L. Cooper

In early January 2003, we recommended that you put funds into five of the “Dogs of the Dow”: SBC, HON, EK, JPM, and MO. Today, we're ready to sell and take profits off the table. Sell these now:

Altria (MO:NYSE)

3-Jan-03

$39.52

$45.03

14%

JP Morgan (JPM:NYSE)

3-Jan-03

$25.20

$34.82

38%

Eastman Kodak (EK:NYSE)

3-Jan-03

$36.58

$29.81

-19%

SBC Communications (SBC:NYSE)

3-Jan-03

$28.51

$23.31

-18%

Honeywell International (HON:NYSE)

3-Jan-03

$24.50

$30.01

22%

The biggest winner is our Altria Group play, which rose 11% on news that the Illinois Supreme Court has reinstated a reduced appeals bond in the US$10.1 billion Price/Miles case. This should remove any concerns of MO having to file for bankruptcy.

Congratulations on your gains.

We are continuing to hold on to Christian DeHaemer's Lexar Media (LEXR:NASDAQ) and Netegrity (NETE:NASDAQ) positions.

We sold our first half of Lexar on July 30 for 100% gains and decided to hold the second half for a bit longer. That second-half free ride is now up some 212% and remains a long-term hold. LEXR has moved up nicely after news surfaced that it has developed the first ExpressCard flash memory engineering samples.

As for Netegrity, after selling our first half on August 29 for 204% gains, we decided to hold the second half for another free second-half run. NETE is also a long-term hold. A recent upgrade by Buckingham Research didn't hurt.

Congratulations on all of your gains. If you have an opportunity, please e-mail us at icooper@agora-inc.com and let us know how these plays went for you. Thanks.

MMM

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