SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : BEST INTERNET STOCKS TO OWN IN 1999
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Reverseman who wrote (25)2/24/1999 1:40:00 PM
From: Jing Qian  Read Replies (1) of 471
 
I think the key to investing is not to select all the companies that is interesting. You don't want to have a portfolio of 20 stocks that mimics the S&P 500. Instead you want to select the best 5 or 10 stocks that will do the best. Diversification kills the performance.

I am thinking that there are only 5 companies worth investing:
Yahoo,
Cisco,
@Home,
MSFT,
AOL.

At least half of them in the above list will be world beater if we look 5 years from now.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News