freeus, like you I'm looking for those next great companies. Companies i can invest and hold for 5 or 7 years and let time and the power of compounding work its magic.
Right now, I'm trying to add to my positions in Qualcomm & maybe Rambus. I understand Rambus is high risk, but the stock has the potential to offer huge rewards. I'm hoping Intel with its market power can make RDRAM the standard and considering JEDEC has had zero success helps relieve my fears about DDR. Gemstar is another stock i'm holding. I'm willing to see if the IPG turns into that mega-revenue generator that everyone is looking for.
How about Siebel? I'm looking to buy around 20/30 and I'm willing to wait. I've decided that before buying a stock, I must analyze the company as well as the stock price. I2 is another software stock which has been beaten down more than Siebel and may offer a better risk/reward ratio. Bea System is another hot software stock. I'm not sure about BEAS' future, tho.
eBay has some good business fundamentals, although, i feel the stock is richly priced. Here are some good articles on them. Yahoo, if your willing to take some uncertainty, could be interesting. Obviously, if you invest in YHOO your making a gamble that they'll find new sources of revenue and internet ads will continue to grow.
fool.com
And Koogle has most certainly executed upon his vision of creating an addictive service. Yahoo! now has 185 million unique users, of which 60 million are "active registered users," defined as anyone who logs into one or more of Yahoo!'s registered services at least once a month. A recent Salomon Smith Barney report helps put these numbers into perspective:
Yahoo!'s core active registered user base is about the same size as the newspaper industry's total daily circulation (and newspapers generate $40B+ in ad revenue/year). Yahoo!'s global user base is roughly twice the size of the U.S. cellular telephone industry (again, $40B+ in annual revenue). Yahoo! reaches more people in a month than do the top 10 magazines in the United States (more than $5B in annual sales).
Five Reasons to Admire eBay
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Assessing eBay's Valuation
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Ummm...maybe companies like EMC and NTAP or JDSU and BRCM are similar to INTC and MSFT of 1990. ARM Holdings (ARMHY), seems to have built huge barriers around it's business and you'd think their business model would provide big royalty revenues. Unfortunately, revenues from royalties is very small. For a non-tech investment, Capital One could be on to something. The company has the ability to find customers other credit card companies would turn down. Fastest growing CC company and has the lowest charge-off rate in the industry.
Capital One: Emerging Consumer Brand?
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Capital One's Growth Engine
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Capital One's Risk Management
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Here's a post i wrote on NTAP, which i basically ask does NetApp have barriers that will allow them to hold 50+% share and margins over 50%. The storage industry is a fast growing industry which should provide lots of growth for the next 5 years, however, growth isn't everything. You want companies that have low costs to run a business (ala ebay, rmbs) and have high margins.
boards.fool.com
Also read this post which talks about DAFS & how this technology will help NetApp and NAS:
boards.fool.com |
