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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: MulhollandDrive who wrote (1610)	5/12/2000 11:04:00 AM
From: trader7e7	Respond to of 13572

BP, not DELL yet. John

To: MulhollandDrive who wrote (1610)	5/12/2000 11:30:00 AM
From: Boplicity	Read Replies (1) \| Respond to of 13572

Yes. That doesn't mean you should not buy them back, or hold them as core holdings, companies like CSCO, QCOM, JDSU, INTC should do better then money market funds and bonds, they just shouldn't dominate you account depending on how much time you put into investing that is. Since we are done selling stocks for now. <g> Lets talk about what to buy. I believe I mentioned last week that a quality I like to see in the best stocks to buy is not only potential that is un-seen, but easily understood by the masses, the stock has to have what I call investor mindshare. What I mean by investor mindshare is, if you can have more investors understanding the potential then you can end up with a big winner. Added to the above is another quality I like to see in a stock. I like to look for stocks the will change how we work, play, and live. ELON comes to mind now, so does LHSP. QCOM last year fit all of the above qualities to a "T". Bio stocks are a good example of stocks that are companies that are not easily understood, but have enormous potential to satisfied changing how we work, play and live quality so the rules are not steadfast. That last one is really the most important, change how we work, play and live. I believe that covers the human experience. <g> As investor we like to stick with what we know, that is a problem and minor flaw I see in how some investors go about their business, this one included. We could go and buy the stocks you listed, think long term and sure you would get a nice gain, but are you really going to get a 100% this year of next, are you going to get 10 banger out of them anytime soon? I think not. On that list there is only two that have the potential in the 12 months or so to double, JDSU and QCOM. IMHO I believe one's time is best spent reading and searching for those stocks that fit into what I outlined in the first paragraph as the best quality to look for in a stock, instead of clinking to the past. Don't get me wrong, a core holding of those stocks is a good idea, you can think of them as bonds, but you can't think of them as account doublers. Greg