The Official Guide To GOOFS Message Board

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Non-Tech : The Official Guide To GOOFS

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To: Paul Weiss who wrote (52)	5/27/1996 7:41:00 PM
From: Brandon Scott	of 3539

Yes, exactly- you don't like semis for the same reason no one else likes them. And you know what that makes 'em? Generally Out Of Favor! Look around at all the cheap stuff- I've purchased some market-dominating proven 25% + performers for under ten times earnings. I figure I'll hold them for a year or so until they pull out of their slump, and then they'll start climbin' again... my downside is that if the world completely halts all new technology development and stagnates, I've got steady performers at P/E 10. Still not a bad deal, huh? Brandon

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