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Technology Stocks : Powercosm : Gilder ,Huber-Mills , AMSC , IMG ,... CREE ...?
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To: Labrador who wrote (55)1/2/2002 9:44:51 AM
From: Mark Fleming   of 56
 
You're right. He says he not a "stock" picker, but a technology company picker, however he does then goes on to talk about gains/losses.

I do think the Huber-Mills Power Report is more concerned about this than Gilder as he removed Calpine due to political uncertainty and Manhattan Scientifics because of its penny stock status. Not exactly valuation, but it showed a concern for the "investment" because he did not change his mind on the company itself. And, last month be picked ALOG over another company because the other company was too obvious and had already been priced up so high.

I'm very impressed with the Huber-Mills Power Report--much more than with the Gilder report.
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