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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Knighty Tin who wrote (124)2/19/1999 12:51:00 PM
From: LindyBill  Read Replies (2) of 54805
 
Hey, Michael, My portfolio quotes are all black at the moment. Something must be wrong! It's been a rollercoaster year so far, like last year. Up 18% for the year, then a drop to up 5%. At least it is always ending up! Whats really crazy with Cisco is that its PE is less than LU. Shows that the Market is in love with Bell Labs, does not understand the lock Cisco has, and, long term, makes us a lot more money. I am not anti-LU, I just think I can make more money over the next 5 years with Cisco. It's a combination of relative size, leaving more room to grow, an old line vs a new line company, and the lock that Cisco has. And you build to their standard, not to a LU/ascend standard.
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