Hello everyone, I will post my short list later tonight. To the volunteers...if you're like me you might find 10 stocks you feel like recommending. Of those, please point to a smaller number that you feel absolutely fantastic about, that are "must haves". These will likely end up in our Roaring Twenty basket...after some discussion. If we have enough "honorable mentions" we will keep track of a secondary basket of companies that are good turnaround possibilities and otherwise well-managed with growth prospects, but not HUGELY undervalued at this time or not ABSOLUTELY FANTASTIC in sales/EPS at this time. That secondary basket will get a different name.
Announcement: esecurities chose the name Roaring Twenty. That will be the name of the main portfolio. If you wish, es, please e-mail me your address and shirt size, or alternatively, e-mail it to Jill the Webmistress. Ryan Weisman of S.I.T. T.H.I.N.K etc fame, I would dearly like you to get a shirt too for your inventiveness. Jill might say yes to a second t-shirts, give her a mail and see what she says.
To all--we could still use a few more good, undervalued growth techstocks, the more candidates we have, the better chance of success.
CPCI update--earnings decrease this year, just announced. Unless the stock gets cheaper, we'll have to drop it (from last year's basket). If anyone wants to provide an update on other RAID or Fibre Channel plays, we'd like to hear it.
Or if anyone would like to find us the next Ballard Power or MRVC, that would be nice. :) MRVC had what, $2 mil in sales 5 years ago?
See you a bit later. |
