I am also a Technician Plus Class Ham Radio operator
I built three wide area coverage repeaters in the San Joaquin Valley of California. If you wish to find out more about this and other Ham related matters go to my Ham Radio page.
To My Wallstreet Portfolio
Altera Computer (ALTR)
Andrew Corporation (ANDW)
Boston Scientific Corporation (BSX)
H.J. Heinz (HNZ)
International Paper (IP)
Microsoft Corporation (MSFT)
Sage Inc. (SAGI)
Walgreens Stores (WAG)
Technology stocks warn us of a temporary slowdown in sales and falling profit margins. Investors, believing that the problem is really a long-term slowdown of growth in the company's market, take the stock out and shoot it. I could tell the same story with a dozen stocks in the current market.
I also see investors stampede like lemmings over a cliff too many times to take the crowd very seriously in the short run. I wish they would stop to think before cashing out so quickly. This type of over-reaction has hurt the portfolio many times, not that I've sold any thing. I just don't like it lanugishing back and forth. It's been quite a rollercoaster.
Although I believe the portfolio contains well-positioned companies for the 21st century, there's no single litmus test that I use to pick stocks. The process is ongoing and dynamic and includes not only historical growth, but more importantly, potential future growth and profitability from anaylists forcasts.