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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jurgis Bekepuris who wrote (48442)10/28/2001 10:57:20 PM
From: Seeker of Truth  Read Replies (1) of 54805
 
KO vs. QCOM. The latter has a higher forecasted growth rate of profits and also a higher P/E. If the growth rates forcasted are correct, your dollar of investment will be making the same in both investments some 4-6 years ahead. So what happens after that? It seems to me that there are large unknowns there. About KO, what other products will they get into and how successfully? About QCOM, in 2006-7 how close to expiration will their key patents be? What important new extensions to CDMA will they have invented? Since we don't know the answers to these questions. It's probably better to buy equal quantities of these two stocks, one a super-Buffett type consumer brand name product and the other an enabling gorilla. However I consider them both overpriced right now, using my usual estimation that in ten years they will be selling at 20 times cash flow per share.
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