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

To: freeus who wrote (44106)	7/4/2001 7:25:46 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> I was in a Wells Fargo bank yesterday and saw an interesting flyer. It was about investing in stocks month after month... It had this table: $100 a month from Jan 1990 through Feb 2001 We've discussed that approach many times, freeus, and recommended it for our younger members. It's called Dollar Cost Averaging. It gains its potency from compounding rather than timing, but there are several requirements: 1. You have to select a good vehicle in which to invest, one that will continue to grow over time. 2. You have to commit to making the same dollar investment each month for a protracted period. 3. You have to ignore the machinations and moods of Mr. Market and the advice of others, and keep doing #2. Based on your public record, I think you could do #1, but you'd have a real problem with #2, and no chance at #3. uf

To: freeus who wrote (44106)	7/4/2001 9:54:33 PM
From: techreports	Read Replies (1) \| Respond to of 54805

freeus, like you I'm looking for those next great companies. Companies i can invest and hold for 5 or 7 years and let time and the power of compounding work its magic. Right now, I'm trying to add to my positions in Qualcomm & maybe Rambus. I understand Rambus is high risk, but the stock has the potential to offer huge rewards. I'm hoping Intel with its market power can make RDRAM the standard and considering JEDEC has had zero success helps relieve my fears about DDR. Gemstar is another stock i'm holding. I'm willing to see if the IPG turns into that mega-revenue generator that everyone is looking for. How about Siebel? I'm looking to buy around 20/30 and I'm willing to wait. I've decided that before buying a stock, I must analyze the company as well as the stock price. I2 is another software stock which has been beaten down more than Siebel and may offer a better risk/reward ratio. Bea System is another hot software stock. I'm not sure about BEAS' future, tho. eBay has some good business fundamentals, although, i feel the stock is richly priced. Here are some good articles on them. Yahoo, if your willing to take some uncertainty, could be interesting. Obviously, if you invest in YHOO your making a gamble that they'll find new sources of revenue and internet ads will continue to grow. fool.com And Koogle has most certainly executed upon his vision of creating an addictive service. Yahoo! now has 185 million unique users, of which 60 million are "active registered users," defined as anyone who logs into one or more of Yahoo!'s registered services at least once a month. A recent Salomon Smith Barney report helps put these numbers into perspective: Yahoo!'s core active registered user base is about the same size as the newspaper industry's total daily circulation (and newspapers generate $40B+ in ad revenue/year). Yahoo!'s global user base is roughly twice the size of the U.S. cellular telephone industry (again, $40B+ in annual revenue). Yahoo! reaches more people in a month than do the top 10 magazines in the United States (more than $5B in annual sales). Five Reasons to Admire eBay fool.com Assessing eBay's Valuation fool.com Ummm...maybe companies like EMC and NTAP or JDSU and BRCM are similar to INTC and MSFT of 1990. ARM Holdings (ARMHY), seems to have built huge barriers around it's business and you'd think their business model would provide big royalty revenues. Unfortunately, revenues from royalties is very small. For a non-tech investment, Capital One could be on to something. The company has the ability to find customers other credit card companies would turn down. Fastest growing CC company and has the lowest charge-off rate in the industry. Capital One: Emerging Consumer Brand? fool.com Capital One's Growth Engine fool.com Capital One's Risk Management fool.com Here's a post i wrote on NTAP, which i basically ask does NetApp have barriers that will allow them to hold 50+% share and margins over 50%. The storage industry is a fast growing industry which should provide lots of growth for the next 5 years, however, growth isn't everything. You want companies that have low costs to run a business (ala ebay, rmbs) and have high margins. boards.fool.com Also read this post which talks about DAFS & how this technology will help NetApp and NAS: boards.fool.com