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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 40.34-2.6%Dec 8 3:59 PM EST
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To: Sonki who wrote (18912)4/6/1998 12:44:00 AM
From: dougjn   of 27012
 
If I was gonna relatively kick back, I think I'd own a combination of 1) S&P 500 (like SPY or whatever); 2) Dow dogs; 3) some tech gorillas (as in safe no maintenance adult gorillas); 4) 20% in a good international mutual fund such as some of the Vanguard ones; and 5) two to five flyers as a 5-20% portion.. But with pre-Gorilla like characteristics. Like Rmbs or Gstrf.

And look a it all once a month or so. Think it would work pretty damn well. Probably should do it. Actually sorta moving that way.

(Mo is a Dow dog any way you slice or dice the approach.)

Heretically here, I'm not sure I would include intc in Gorillas at this point. Declining margins possible for some time. Revenue growth rate rather low. Will remain dominant in its space for the foreseeable future, but profits may grow slower than growth of the sector due to margin issues. Maybe not. Msft, Csco, Psft, Tlabs, Pfe all strike me has super solid hyper growers whose PE's are unlikely to decline much so long as interest rates remain good. And so long as they do not have disasters. But none of that crowd seem likely to to me. A small chance of an legal one for Msft, but at this point pretty small. Heel nipping.

Lu is super solid but its pe is so out of line with its growth rate, like KO, that I think there is a real danger of prolonged price stagnation. Collapse unlikely, like KO.

Doug
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