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.

Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: CommanderCricket who wrote (40566)	3/22/2005 9:29:29 PM
From: profile_14	Respond to of 206223

I am looking at larger cap stocks such as PFE, NOK, CSCO, HPQ, and IBM, for example. Even MSFT is cheaper now (take into account that they fully expense all options). I think the rotation will be to larger cap. They are not sexy and are out of favor. They are big but strong and flush with cash and cash flow. They will grow a little better than the market in mediocre times and fall less, IMO, and perform better when it turns. They are survivors. I like energy companies as well, but am afraid that they are stretched a bit here, despite having great future prospects.