Absolute No-Brainer Post-Crash Portfolio

STOCKTALK

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Technology Stocks
Absolute No-Brainer Post-Crash Portfolio

An SI Board Since April 2000

Posts	SubjectMarks	Bans
20	3	0

Emcee: White Shoes	Type: Unmoderated

Introduction Compact

The NASDAQ crashed. Many of the high flying Internet plays got hit even harder than the rest. These are the times to buy. If you consult previous "Roaring 20" portfolios for 1998 or 1999, you'll see that I favor pure web plays or ecommerce infrastructure plays - "platform plays" in short.

Last time the techs were in the doldrums, you could have bought companies like Netscape and Excite for peanuts.

I am going to start the game going with the following three stocks which have absolutely crashed - they are no-brainer buys right now:

BOUT
INTM
ASKJ

for fun let's add the following stocks:

ATHM
YHOO
AMZN
GNET

...all of which I am bullish about.

And a small e-retailer:

GDEN

please add your own suggestions of major web or ecommerce plays which would be good buys at this time. We'll throw them together, call it the Roaring Back portfolio, and see where it will be at in 24 months. My target is a 500% rate of return in 2 years. The Internet Economy is for real.

Deal?

Andrew

PS I reserve the right to reject any and all suggestions, but am not tough to convince if your arguments are good. If you want to try to promote some obscure hardware gizmo with corrupt management trading in the pennies I suggest you find another place to do that.

Go to reply# or date (mm/dd/yy):

Reply	Message Preview	From	Recs	Posted
20	I take it back. I must have been looking at it too quickly.	White Shoes	-	4/23/2000
19	I disagree. Looksmart is moving fast. It's not always what you can see, but	White Shoes	-	4/23/2000
18	<i>DRIV does look oversold based on the chart. I don't like the CEO&#	Early Out	-	4/21/2000
17	I looked at LOOK, and cannot be any more convinced it is worth $1.5 billion tha	chalu2	-	4/20/2000
16	I looked at LOOK, and cannot be any more convinced it is worth $1.5 billion tha	chalu2	-	4/20/2000
15	White Shoes Initiates Coverage on Looksmart The non-accredited investment firm	White Shoes	-	4/19/2000
14	Safeguard was in VC for 15 years before anyone else ever thought of it. They w	LarryCPA	-	4/19/2000
13	I tend to like ones that I recognize immediately and obviously CMGI is that ani	White Shoes	-	4/19/2000
12	If I may chime in: RBAK is IMO a must own. It didn't get wrecked as badly	LarryCPA	-	4/18/2000
11	Yes, the "dumb" INTC plan seems to be pretty sensible.	White Shoes	-	4/18/2000
10	Good call on BOUT Mr. Shoes.......Trading at 19 yesterday with a $150 price tar	brk	-	4/18/2000
9	Actually, I like VRSN better than DRIV - forgot about that one, which is funny	Early Out	-	4/18/2000
8	If you like VRSN, you might be interested in JAWZ. Don't take my word for i	White Shoes	-	4/18/2000
7	I forgot EXDS.	Carolyn	-	4/18/2000
6	Good ones. VERT and VRSN are leaders and if they are priced right, no-brainers	White Shoes	-	4/18/2000
5	Hi, Andrew. Are you looking for the REALLY cheap ones or good ones? (Not that t	Carolyn	-	4/18/2000
4	Early Out, sure, earnings matter. But there is such a thing as an overreaction.	White Shoes	-	4/18/2000
3	Dale, ZDZ does seem like a no-brainer if it is a good value here, even if it is	White Shoes	-	4/18/2000
2	My only pure Net play long now is ZDZ. Once ZD has shed all its print business	Dale Baker	-	4/18/2000
1	You don't buy the argument that earnings matter now and that the only stock	Early Out	-	4/18/2000

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