A F T E R H O U R S .. Q U O T E S & EARNINGS REPORT DATES
Voltaire's Porch Basket of Stocks
These Stock Have Not Been Picked By Any One Individual
GORILLA--A company that controls it market because it has a discontinuous innovation ,one that is not compatible with existing systems. The market is in a hyper growth stage, and they control the architecture. There is a high switching cost to using some other company's product,
KING--The Market leader, properly with a two-times lead or better over its closest competitor. If the lead shrinks too far, the king becomes a prince, and we have a kingless market. Because they lack architectural control, and because switching costs are low, they cannot force competitors onto the defensive the way Microsoft, Intel, or Cisco can. Compaq is a king. Seagate is a king of hard drives.
A lot of study has been done on these stocks by the Gorilla and Kings thread. There are the stocks that are discussed most often on the porch........and 1 or more are in most porcher's portfolio.
The following Stocks are on the Gorilla and King Index
CSCO CLOSE 40 3/8 AFTERHOURS 40.625 PE 103.14
GMST CLOSE 48 13/16 AFTERHOURS 48.75 PE 3114.00 EXTENUATING CIRCUMSTANCES--NEEDS UNDERSTANDING
INTC CLOSE 33 9/16 AFTERHOURS 333.5 PE 21.34
JDSU CLOSE 60 13/16 AFTERHOURS 61.1564 PE N/A
NTAP CLOSE 67 5/16 AFTERHOURS 67.25 PE 285.23
QCOM CLOSE 70 3/8 AFTERHOURS 70.0312 PE 87.19
SEBL CLOSE 77 21/64 AFTERHOURS 77.5 PE 413.98
The following Stocks are on the Gorilla and King Wait and Watchlist
The Watch & Wait Index consists of stocks that have some desirable characteristics but are not necessarily Gorillas or Kings - at least not yet. Most of them will not be, but they bear watching for that possibility. They are as follows:
BRCM CLOSE 130 1/16 AFTERHOURS 130 PE 298.63
CREE CLOSE 34 5/16 AFTERHOURS 34 PE 53.89
ELON CLOSE 19 7/16 AFTERHOURS 19.25 PE N/A
ITWO CLOSE 53 11/16 AFTERHOURS 53.5 PE N/A
PMCS CLOSE 105 13/16 AFTERHOURS 106.4375 PE 324.50
RMBS CLOSE 47 3/8 AFTERHOURS 47.375 PE N/A
RNWK CLOSE 10 1/27 AFTERHOUR 10.5625 PE N/A
SNDK CLOSE 42 AFTERHOURS 42 PE 10.71
WIND CLOSE 37 1/4 AFTERHOURS 37.1875 PE N/A "Voltaire's Cover Call Strategy 101" see Post # 9490
Post #'s of Recent Cover Call Strategy Discussions From recent discussions--August 16,17 and 18, 2000 see post #31425 updated 8/31/00
Contest: “Which Stock Will Double?” link below Message 13523976
27272 Original Posts "Voltaire Cover Call Strategy 101"
E A R N I N G S---D A T E S SSTI 1/11 CREE 1/11 PMCS 1/11
INTC 1/16 ITWO 1/16 RNWK 1/16
SNDK 1/17 MSFT 1/17
NEWP 1/18
SDLI 1/19 CMRC 1/19
ELON 1/17
BRCM 1/23
SEBL 1/24
JDSU 1/25
QCOM 1/25
CSCO 2/6
GMST 2/12
NTAP 2/13 BEAS 2/13
WIND 2/28 |