Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Stock Farmer who wrote (49378)	12/8/2001 4:06:05 AM
From: Bruce Brown	Read Replies (3) \| Respond to of 54805

But mine has merely stayed up since it was established at the very climax of Optical in the summer last year. Now that's staying power. What can I say? Ah yes, the healthy circulation of blood flow. Except yes, such sustained pleasure feels absolutely Grrrreat ;) I am not one to argue with the staying power of a balanced portfolio that offers compounded returns. You mentioned in your portfolio mix of common shares that you own no gorillas (Oracle, Intel, Microsoft, Cisco, etc...) but wrote this: I would need stocks with Price to Real Earnings ratio of about 17 or less and a Growth:Risk ratio of 1.0 to compete. You should have been snatching up the homebuilders in October - or if you are a golfer, Callaway was on sale following the attacks based on their projected growth with the new products for next year. There has certainly been some healthy appreciation of the homebuilding shares off of their lows and the earnings estimates seem to be creeping up for next year as the healthy backlogs are reported. Maybe the risk ratio is not to your liking. Do you think that the cyclical nature of Intel, Microsoft, Oracle, Cisco, Siebel, etc... would present a sustained opportunity to purchase at a P/E of 17 in the current environment? BB