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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: James Clarke who wrote (358)	9/24/1998 11:02:00 PM
From: Shane M	Respond to of 4691

Besides the inherent predictability in the Buffet stock, I think he's also not looking to make a "killing" in a stock. He's looking for a predictable 15% to 20% ROI over time. This kind of stock is quite different from higher risk/higher reward profiles of many tech stocks, which often double in a year, or can lose their entire business to competition. Saying Dell is not a Buffett stock is not saying Dell is a bad stock IMO. The "equity bond" type predictability is not proven to the Buffettologist's satisfaction. Buffet admirers simply look at Dell and say it doesn't fit the Buffet model. It doesn't have the characteristics many of the readers of this thread look to. Does this mean it's a bad stock? Probably not. It just means it shouldn't be called a Buffett stock yet. The success of MSFT, INTC, and CSCO shows that it doesn't have to be a Buffett stock to be successful. Shane