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Strategies & Market Trends : Hall of Portfolios -- Ignore unavailable to you. Want to Upgrade?

To: Tech Master who wrote (16)	8/8/2000 4:11:03 PM
From: hoyasaxa	Read Replies (1) \| Respond to of 20

Revisiting this thread. Current favorites include: Sun Microsystems (owned for five years) Berksire Hathaway (avg. price 1600; view as a good buy below 2200) CMGI -- chased it lower, but value of assets b/t $70 and $90 / share internet.com -- appears like it continues to create intrinsic value with highly leveragable operating model. Philip Morris -- Bush Junior will win. Starbucks -- Our McDonalds (avg price mid twenties) Keeping an eye of the drug companies and cros, as well as beaten down brands like YUM....