OFF TOPIC
Rick,
Yes, we share some stocks and industries.
We both have QCOM, CSCO, and EMC.
Where you have SAP, I have Siebel Systems. Wanna make a friendly bet about which one does better from this date going forward over the next five years? :) Related to enterprise software, I've also got Citrix.
The closest thing I have to retail is Rainforest Cafe, which is also the farthest thing from a profitable stock.
My one pure Internet play is Excite@Home.
My two most unusual stocks (at least for those following this thread) are Fastenal, a company that simply does a great job of selling nuts and bolts, and UnumProvident, the dominant disability insurer.
The folks at Provident absorbed Paul Revere, changed a bunch of things, and turned great profits. The same management team will do the same with the recent Unum merger.
My most under followed, under appreciated stock is Gemstar, despite its 160% increase year to date. I can't seem to get people to enjoy talking about it over in the G&K thread, so I sit back and enjoy my solitary profits. :)
--Mike Buckley |
