I wanna second BB's recommendation to look closely at Siebel.
After careful thought and deliberation over many months, I've settled on a clever and extremely rewarding investment strategy, which I hereby dub "MMW"--Modified Mr. Wizard. It consists in stealing shamelessly from Merlin, with modifications as necessary to account for his sheer laziness in expanding analytical coverage to sectors beyond his existing ken (for newbies, that means adding JDSU).
This approach got me QCOM, GMST, SEBL, and CTXS, all of which (well, except the last, but who's counting? <tight-lipped-grin>) have performed very nicely and should continue to do so.
Interestingly, however, it seems to be Franq and not Mike who sets the tone for other "derivative" investors. Only this can explain why Gemstar is the belle of the ball while Siebel languishes, lonely and ignored, in the corner of the room.
tekboy/Ares@pushingmybook.com |
