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.

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

To: pbull who wrote (9494)	10/23/2002 12:17:22 AM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 13815

well gee you know thats not too bad. Geico(insurance), AOL and viacom seem like decent bets to me, at reasonable valuations, or at least way down from peak even if they are megacaps. Advertising is rebounding apparently and AOL has that incredible content portfolio. Msft while not cheap, is gaining share like crazy and has a new product push. I don't know about the oil companies though, don't know the sector. I'm impressed that Janus isn't holding the "companies du jour"- BBY and the retailers.

To: pbull who wrote (9494)	10/23/2002 7:30:40 AM
From: Sig	Read Replies (1) \| Respond to of 13815

<<< Janus Twenty's largest holdings as of 6/30: (according to their web site) 1. AIG; 2. AOL; 3. XOM; 4. MSFT; 5. Viacom.>> When you got a losing system, stay with it. Stock 1 yr return 2yr return 5yr return aig -$21 -$36 +$75 aol -$27 -$45 -$28 xom -$5 -$11 +$5 Msft -$11 -$21 +$11 No need to play with losers, when Dell is up over each period When Ally is up 1600 % in two years, and up $10 in one yr. Lots more out there - IGT, Tsco, etc