SI
SI
discoversearch

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.
Strategies & Market Trends : The Art of Investing -- Ignore unavailable to you. Want to Upgrade?


To: Jeff Lins who wrote (626)3/30/1999 3:08:00 PM
From: Sun Tzu  Respond to of 10675
 
>> Are the stocks divided into risk by individual security or by total portfolio risk

By total portfolio risk. The risk is related to how much you are willing to pay for the sales growth. The first group has the most stringent valuation requirement, whereas the last one mostly cares about revenue growth (making money is optional <g>), hence the overlap. I could actually make the case that WCOM is a value stock, but I won't go into that. Here is the all star list; those that appear in more than group:

ati cmvt ctas cvc ene gps hdi jcor kss low mer ntap nxtl omc sds sebl slr sne vrts wcom wmb wmt

>> You may want to change HBOC to MCK...HBOC was bought out by McKesson...

Damn Microsoft! I had a major disk corruption (not a hardware crash) and that ruined my database. I've been rebuilding it, but it is not quite right yet. I also noticed that I could not find XO (360 communications) on the market. May be they were bought out too. In any event, I am removing XO and HBOC from the list since I can't rely on that info now :(

thanks for the update,
Sun Tzu