Rande Is . . . HOME Message Board

STOCKTALK

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 : Rande Is . . . HOME

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: jammin' salmon who wrote (40090)	11/2/2000 1:32:39 AM
From: thecatwoman_	Read Replies (1) of 57584

jammin salmon, i find it hard to believe any professional money manager would consider that list balanced. there is no weighting in energy, financials, services, consumer durables, and health--all safe havens today for a balanced portfolio. also, if you don't want to diversify, look to balance your techs with undervalued small and mid caps. there are plenty of them now with quarterly sequential growth rates exceeding 30%. look for companies whose assets are greater than their market capitalization-- and look for companies that have the right coverage. clec and clec hybrids are great bargains now. and good small and mid caps will outperform the highly regarded standard-bearers this season. csco has had its day; it is my opinion it will underperform the market going forward-- you are much better off with a company like wmi or lu as a core holding, for 5 years(because of valuation). that is only my opinion, but my considerations are valuations first. fund managers pump csco so they can get out, don't let ANYBODY kid you. good luck and think for yourself. laura

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next