Harvey, re: "Two stock diversified portfolio. Margin Lite."
?
It's no secret to anyone capable of reading at SI that -- in techs -- I hold MSFT, INTC, LORX, KRON, TSM, CY, SNDK and more (not necessarily in that order). Check out their histories and draw your own conclusions about why I seem so confident. I also hold my share of non-techs, several mutual funds, and zero margin. It all started several years back with a small chunk of change, big dreams, a career in EE (now software), and a degree in Finance.
When you mentioned a "two stock diversified portfolio", were you referring to your own holdings?
Justice just got done saying that they weren't in favor of breaking up MSFT (although USA Today and others have expressed contrary, late-night opinions). As to Netscape/AOL/Time-Warner, what's to discuss? Except perhaps how AOL shareholders will have to settle for a lower P/E in the short term.
Craig |
