To: Boplicity who wrote (89563 ) 1/17/1999 12:12:00 AM From: Sig Read Replies (1) | Respond to of 176387
<<<<All kidding aside the following link has some mighty fine stock picks for this year. I own two, AOL and ATHM, bought them last year during the 4th qr. been adding on dips,>>>> Very interesting assortment of stocks. Big winners in it somewhere. I have several also, quite a few actually. Can't really get same confidence as in Dell. Could try my old technique, just buy the ones going up each time they increase maybe 15%, sell the ones that drop 20% after purchase. I bought yhoo because it just HAD to split after it got to over $120 shr. Bgt Inkt because of a declared split, but not much there yet Cmgi because of your comments. Aol, well I guess everyone should have some Aol with the companies aggressive tactics, plus a great stock price appreciation. Gnet owns SI, enough said. I guess Rmbs will have to go IMO a person has to own a stock for some time to get enough confidence to hold it though a market downturn. Of those mentioned, believe I could hold Yhoo and Aol. Re LU: Have read the recent shareholders report. Outstanding report. Great company. Voting to increase shares to 6 bil. ( only about 1.3 bil outstanding now). Bought 9 companies in last few years, now buying Ascend as you know. So obviously going to buy more. Deficits: Owes 6.8 Bil in future pension benefits. Taxes at 58%. 141,000 employees. 3.2 % net after taxes. Dealing with too many companies and countries to implement real efficiencies in all areas. Summary: Little ol Dell will blow the doors off LU when it comes to return to shareholders. Dell with only 18,000 + employees will will very likely have greater profits. ( Dell made $944 mm, LU made $970 mm last year). I plan to keep some LU, but it aint no Dell yet. Now Chuzz, you can say I'm no financial analyst and you would be right on(Hehe) Sig