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Pastimes : Tidbits
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To: Clappy who wrote (1012)11/9/2000 2:23:46 PM
From: edamo  Read Replies (1) of 1115
 
clappy....

i like companies that are "real", in the sense that they are brand name recognized, leaders in their sector, consistent growth and profits, and ample cash on their balance sheet....

at the moment, i prefer tech...why? because tech is the basis for all growth, even in the smokestack businesses....

i like atml, my largest position, as i believe it has solid fundamentals....not as glamorous as a brcm....but with a pe of 28, and 1bil cash in its coffers....
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