Unfair Comparison?
It's always dangerous to make investment decisions based on a stock's _past_ performance. Will CPQ be up 50% from its current price this time next year? I hope so but the only thing I can state emphatically is that chances of CPQ gaining 50% are far greater than DELL shares tripling again during the next year (split adjusted).
What about the chances of Dell just rising 50%? Dont get me wrong, I wouldnt still be holding CPQ if I didnt think it had a chance, but on the other hand, who has the better record, Dell or CPQ? WHo has the better return on investment?
As to past performance, fair comment, but onn the other hand, and all things being equal, does a company whose stock keeps rising inspire more confidence than one who has gone nowhere for a year.
BTW, dont worry about Uncle Sam, I have made NO money whatsoever on my CPQ ( down 10% on paper), and up nearly 95% on Dell. So selling the CPQ is not going to cause me a tax problem!
-- I thought RudeDog owned Dell. Or he did the last time we exchanged messages. Did you sell your Dell RudeDog?
JoeC |
