Since vital stats are being compiled for the thread, I'll add mine FWIW.
QCOM 83%
EMC 6%
GMST 3.4%
CSCO 2.5%
MSFT 1.9%
other 3.2%
This evolved from a portfolio of mutual funds > index funds > a 25-stock portfolio that included internuts (AOL, EBAY, DCLK), AMGN, BRCM, EXDS, ATHM, ELON, and some losers I?d just as soon forget.
I'd long been interested in the GG and searched fruitlessly for concrete info. After several frustrating months of catching obscure references about the Fool GG thread, which I could never find, I finally found my way over here and have no regrets.
I hope to contribute more in the future, but for now I'll end with this: even after Q's recent run-up its p/s sits at 15. Compare this with emc (20), jdsu (59), csco (23), gmst (73). Now that's food for thought. Comments? |
