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Technology Stocks : Dell Technologies Inc.
DELL 133.20+5.7%Nov 26 3:59 PM EST
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To: freeus who wrote (127070)5/20/1999 4:50:00 AM
From: Lutz Moeller  Read Replies (1) of 176387
 
Freeus,

thanks for Your friendly Wellcome.

I try to find leaders in an industry with good profitability and some barriers to entry. When they seem reasonable priced, I buy. I know many such good companies like SEBL, CSCO, INTC, WIND and alike, but most are too expensive for me these days. In the past Years I've been on margin, and burned. So I try to become a bit more defensive.

I found large caps usually sell at double their growth, are more expensive than small caps. But when the money ebbs, as it does every now and then, the big ones fall maybe 20% whereas the little cousins fall 40 - 60%.

Only question remains, when will the weather turn?

Lutz
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