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Strategies & Market Trends : Buffettology
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To: James Clarke who wrote (580)11/21/1998 1:19:00 AM
From: Shane M  Read Replies (2) of 4691
 
Thread,

I recently reran some Buffettology screens and applied valuation methodology. Here's some of what's showing up at the top of the list: Alot of these are tech stocks and I know most would discard becuase tech isn't predictable enough. But I put them out there because I think sufficient insight into a particular technology area can be gained with study; and in general tech has been a historically great place for investments.

Cisco CSCO - routers
Safeway SWY - grocery
Ralston Purina RAL
Tellabs TLAB - tellecommunication
Champion CHB - manufactured housing.
Peoplesoft PSFT - Enterprise software
3 Semi manufactureres Maxim MXIM, Altera ALTR, and Linear Tech LLTC.
Belden Cable BWC
Fastenal FAST
Cambridge Tech CATP
Apollo Group APOL

Personally, I'm most interesting in the following stocks right now, although I'm waiting for a general market pullback.

RAL at 29, if possible.
PSFT when it finds a bottom, hopefully in mid teens.
FIC (Fair Isaac) should it fall into the low 30s.
CHB under 20. Would've bought a few shares if not for my current negative market sentiment
.
I'm trying to understand the semi sector better, because basic valuation methods make LLTC and ALTR in particular look attractive. I just don't understand their biz.

Shane
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