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Pastimes : Home on the range where the buffalo roam
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To: pbull who wrote (9494)10/23/2002 12:17:22 AM
From: Lizzie Tudor  Read Replies (1) of 13815
 
well gee you know thats not too bad.

Geico(insurance), AOL and viacom seem like decent bets to me, at reasonable valuations, or at least way down from peak even if they are megacaps. Advertising is rebounding apparently and AOL has that incredible content portfolio.

Msft while not cheap, is gaining share like crazy and has a new product push.

I don't know about the oil companies though, don't know the sector.

I'm impressed that Janus isn't holding the "companies du jour"- BBY and the retailers.
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