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Pastimes : John Dessauer's Investors World
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To: Wren who wrote (1675)10/11/1998 3:20:00 PM
From: Pete Bilden   of 2346
 
Here's what's on my radar scope Wren. Most are depressed and eventually poised for a comeback, although who knows when. Separated list into JD and non-JD picks:

JD picks:

1. HLT
2. WCOM
3. CCI
4. FTU
5. ENE
6. ERICY
7. SEIC
8. CD

Non-JD picks:

1. NB (actually BAC)
2. CPQ
3. AWRE
4. AOL
5. MSFT
6. DELL
7. YHOO - yes, even without earnings

The latter few are still pricey, yet I said that a year ago and missed the boat. Looking for companies that dominate their industries and are not making commodity products/providing commodity services.
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