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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: BDR who wrote (38548)	1/28/2001 4:23:13 PM
From: American Spirit	Respond to of 54805

Doubles candidates: This is a two-tiered market now so one big cap and one small cap seems in order. Big Cap - if the tech market rallies in the second half almost anything could double but assuming a continued internet stock stagnation I'd pick VZ as the safest most undervalued biggie. Reasons are clear. #1 wireless in the US and 40 countries, #1 DSL growth, cash machines from old GTE-BEL-NyNex and superior partnership with Airtouch-Vodaphone. Their mega IPO coming soon which will spin off the wireless group should unlock major value. The PE is now half of SBC and GTE-BEL prior to the merger and miniscule compared to European wireless giants like VOD. They have quickly made Verizon a household name, have solved their labor problems and are investing wisely. The recent rinky-dink lawsuits against them have created a nicer buying opportunity that I expected. The stock has been holding $50 strong and I don't expect it to go below that. If it does, easy money IMHO. They dominate in the most lucrative US markets and therefore control the game going forward. Also assume they'll be added to the DOW 20 one of these days. They're already the biggest telco so why is T on the Dow and not VZ? That will probably change. Small cap pick - looking at really beaten-down net type stocks with plenty of cash and excellent customers and management I'd say SCNT looks like an easy double this year assuming you buy now around 3 1/2 or so. My brother used to work there so it's also a sentimental favorite and a company I know personally is a class organization. But if SCNT doubles so will a lot of others. Just make sure you don't pick one that's going to run out of cash. Also liking LOR (expected takeover), FON, LU, AAPL, CMTN, ESHR and the semis on big dips and long holds. These are all "easy" 50% poppers IMHO assuming rate cuts continue.

To: BDR who wrote (38548)	1/29/2001 9:16:37 AM
From: LowProle	Read Replies (3) \| Respond to of 54805

SSTI. I still don't understand its low relative p/e and I haven't invested in it b/c I'm afraid I'm missing something important. I think I'm still hung up on the litigation thing, it seems to be treated pretty seriously in the 10Q, although I understand that some folks here feel that it's only a minor concern. Anyway, if I'm going to roll the dice on a single stock, that's my pick.

To: BDR who wrote (38548)	1/29/2001 11:59:32 AM
From: Apollo	Respond to of 54805

Doubles pick: Rambus to double. Reasons: Convergence of PIV ramp-up, and accelerating sales of Playstation 2, and increasing visibility with improvement on the semiconductor segment in general. Apollo

To: BDR who wrote (38548)	1/29/2001 4:42:07 PM
From: Michael H	Respond to of 54805

What is the single best stock pick to double or more in price in the next 12 months Very hard to pick stocks because it is one thing to predict a revenue or earnings growth, another thing is that stock price is always influenced by the changing appreciation of hypergrowth. When relating growth perspective and predictability to current valuation, I would go with the contract manufacturers. Pick whom you like, SANM, JBL, PLXS. I personally would pick FLEX, which showed most stable grow in the past years, is attacking SLR being the biggest and is improving margins at the moment. Ttm PSR for FLEX came down from 2 last September to 1.4 current, while FLEXs growth rate including acquisitions stayed above 80%. FLEX is going to build the MS-XBox in the second half of the year and the 5-year, 30 Billion Dollar MOT-Deal will start have significant impact on revenues this year. If I could choose a second, I would go for SEBL. Michael