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Technology Stocks : Nortel Networks (NT) -- Ignore unavailable to you. Want to Upgrade?

To: dan pearson who wrote (2019)	2/13/1999 5:00:00 PM
From: Kenneth E. Phillipps	Read Replies (1) \| Respond to of 14638

Thread - I just finished reviewing IBD edition for 2/12/99. The records for the week thru Thursday show the following Accumulate - Distribution rankings for telecom equipment stocks. NT - A TLAB - B ADCT - B CSCO - C LU - D Since the first of the year, NT has the largest increase in its share price amongst these stocks. I can only conclude that, right now, NT is the strongest stock in the telecom equipment group. Ken

To: dan pearson who wrote (2019)	2/15/1999 1:42:00 PM
From: JAMES BORECKI	Read Replies (2) \| Respond to of 14638

*OT* Further to this RRSP content discussion: 1. My 20% book value investment has more the doubled over the last 3 years to become 45+% of my 'market value'. My broker told me that present value has nothing to do with foreign content value. Result: With the much stronger growth of my foreign content stocks, I would not be surprised to end up 10 years from now having my foreign content be 90% of my 'market value' while being only 20% of the book value. 2. When I changed brokers my foreign content was evaluated based on market value. This put me over my foreign content 20% figure. I had the new broker re-establish the original book value by having them contact my previous broker. No problem. 3. I personally believe that the US stocks are going to outdo the Canadian so recently I have gone beyond by 20% limit and I am ready to pay the 1% per month penalty on excess foreign content betting on the notion that my returns will be much greater. If this works out I may go 100% foreign in the future. Note that if I contribute 100,000 totally into US stocks then the penalty = .01 x 80,000 = 800 per month or 9,600 per year. If the return on the 80,000 is 25% (80,000 x .25 = 20,000. Net income = 20,000 - 9,600 = 10,400. A 10,400 return on 80,000 works out to be 13%. If the the 80,000 continued to grow to 1mil, you would still only pay on the book value of 80,000 = 9,600. The question than becomes will the Dow/Naz give you twice the results of TSE. My Dell stocks have gone up 500+% in 19 months. Will it continue????????? Where is the best place to put my money to get the greatest return. That is the question. This is not a recommendation in any way, but simply a description of an approach I am starting to take. Any thoughts would be welcome. JimB