Here is the top choices the thread picked for the forward 12 months. We ended up with a top EIGHTEEN, instead of a top ten, due to ties. I'll use the 12/1 close for the starting point because that is when we started getting choices. I'll post a portfolio here on si once someone tells me how to do that:(Bill, Tom, anyone...help)
1.JDSU/SDLI
2.ARBA
3(t).YHOO
3(t).QCOM
5(t).JNPR
5(t).PMCS
5(t).CHKP
5(t).VRTA
9(t).CIEN
9(t).ADI
9(t).BRCD
9(t).BRCM
9(t).BEAS
9(t).EBAY
9(t).AKAM
9(t).NTAP
9(t).AMCC
9(t).GLW
The nasdaq was at 2645 on 12/1/2000. It looks like ntap, amcc and chkp are the strongest so far, but this is just by memory.
A portfolio of the 10 dogs I suggested as a value index for balance is way up: t,wcom,lu,usg,hd,cost,jwn,bac,c,axp
I added lu today, and am holding enough wcom, cost and t. JWN got away so far which is very annoying. I sold usg already, to move the money into glw, and cien.
I'd love to run both the value and thread portfolios on a thread on si, as a comparison, if someone can tell me how. |
