MEETING POSTPONED TO WED, OCT 28th

Looking forward to getting together at the end of this month. I'll update the portfolio performance shortly to reflect an exit at Wednesday's closing prices, as that was a month from the last meeting and our planned exit strategy.

The meeting will take place at 6pm, but do come at 5:30pm and relax at the Bogey's bar. We will then convene upstairs in the Bogart Room and order dinner from the menu. What we usually do is then go around the table and each person gives us a 1-5 minute "pitch" on their favorite investment idea for the month. The point is to discuss what trends you are seeing in the marketplace and then we can convert what you are seeing and put it into action in a portfolio.

The success of the concept is only through your participation in the process. Each person can choose any idea they wish. No one can vote your idea down, but they can attempt to convince you otherwise. So, either stand your ground or back down. But advise others too strongly and you are at your peril, because we are not attempting to be all-knowing, rather we wish to put good ideas to work in a portfolio and see how it all comes together at the end of 12 months.

From a year ago, the collection of ideas is up dramatically. Interesting too is that the portfolio of ideas was up handsomely even when the stock market was down in the depths of the bear market.

So bring your "Perspective" and add it to the "Collective" and we all will be collectively smarter (we hope) and more profitable (we also hope) over time. I'll be putting toghether some slides for a presentation on Monday, November 2 up in the great town of Easton at the Easton Exchange Club. So, I'll go through some of those charts with you before.

If you currently are not on our email list, then email me at twest@compocapital.com and I will include you on the list. An email will go out 1 week prior to the meeting and again 1 day prior to the meeting for those that replied "yes" or "maybe". If you no longer wish to be on the mail list, then let me know.

See you on October 28th! And GO WILDCATS http://www.wildcatsfootball.com 8th graders

Timothy R. West
Easton, CT 06612