Jerome,
Thanks for your input, I really appreciate it.
I am a long term holder of Intel which I have
purchased and held from time to time over the years (seems
pricey right now, but it is one of my core
holdings and I have never sold). During last year's semi-equipment
crash, I took the advice of Cary Salsberg on the
Semi-Equipment 'Blood' thread and bought a
stake in Lam Research, which I like. I also
own shares of Atlas Air, a cargo transport
company (just spiked up but still pretty good
as they dominate some key Asia routes), and
Vishay Intertechnology (again, recently spiked
up) a company that makes capacitors, resistors,
etc. My long shot is Xoma Corp, a biotech
company search for a cure for sepsis and other
killer infections.
I would love to find Medtronic at a reasonable
price. Of course, just 8 months ago, it was, and
I passed. Oh well....
Oh yeah. I am trying to decide between Electronic
Data Systems and Computer Associates.
I tend to have a very long horizon (except for the
Xoma thing -- one spike and I am gone.)
J |
