SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Uncle Frank who wrote (14741)1/9/2000 9:29:00 PM
From: unclewest  Read Replies (3) of 54805
 
UF,
I feel like I am missing something...from the main thread discussion...am I too close to the bone.

help me understand this tornado thing. I have read all 3 books(reading them again now)...and I am trying to justify my large CREE position in my mind.

If gorillas must have a market cap of $10 Billion, do you believe the tornado is predicated on a specific amount as well? Even if only in the threads mind? Is it a combination of market cap and growth?
MB told me a while back that revenue growth not earnings growth is the key. LB told me today that CREE's patents will have to be tested in court first.

The main thread is heavily focused on QCOM and I understand why.
And when I bought QCOM at 190 you were quick to ask me why...It was a helluva good question imo.

Here are some current comparison figures that I took from research.

I would appreciate any thoughts regarding these.
tia,
unclewest


                         QCOM     CREE
PE                        541      127
Price/sales                25       29
Profit Margin              5.1%     23%
Operating Margin           10.3%    53%
Return on Assets           6.5%     14%
Return on equity          13.7%     16%

Revenue growth            18%       70%
Earnings growth           85%       80%
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News