12-27-2011, 02:42 PM
1) Apple.
Im still not going to bet against you but...... I did make a little money on Apple. But I think the growth road from here on out is going to be much harder. We will see.
2) JP Morgan (JPM).
If you have to go to a specific financial company I agree these guys seem to be a great choice. Buying an ETF might be a better choice.
3) Netflix. This is my speculative play. They cost me a lot of money this year, but I think they can come back. Won't put much money into it, though.
To me this is high risk / reward. They might be a $300 stock by the end of the year. They might be bought by someone, they might be a $2 stock.
4) Oracle.
I work with Oracle to often and all can say is they provide the worse support I've ever seen in a company. They also dont get the concept of real-time call processing applications and the need to have a fail-over mechanism in a database that is is both geographically diverse and real-time availability. I hate this company. Of course I'm not really sure what kind of company they are going to become. Buying Sun was a strange move to me. And Sun hardware is getting its asses kicked by Intel based systems. So, Im not sure what these guys are going to be in a year or 2. Could be good, but I just don't know. As a side note I will say that large companies are embracing the open source movement more and more, and that will hurt Oracle in the long run.
5) F5 Networks (FFIV).
I will say at work that we are buying f5 equipment aggressively, They have a good notch market for application layer diversity.
Im still not going to bet against you but...... I did make a little money on Apple. But I think the growth road from here on out is going to be much harder. We will see.
2) JP Morgan (JPM).
If you have to go to a specific financial company I agree these guys seem to be a great choice. Buying an ETF might be a better choice.
3) Netflix. This is my speculative play. They cost me a lot of money this year, but I think they can come back. Won't put much money into it, though.
To me this is high risk / reward. They might be a $300 stock by the end of the year. They might be bought by someone, they might be a $2 stock.
4) Oracle.
I work with Oracle to often and all can say is they provide the worse support I've ever seen in a company. They also dont get the concept of real-time call processing applications and the need to have a fail-over mechanism in a database that is is both geographically diverse and real-time availability. I hate this company. Of course I'm not really sure what kind of company they are going to become. Buying Sun was a strange move to me. And Sun hardware is getting its asses kicked by Intel based systems. So, Im not sure what these guys are going to be in a year or 2. Could be good, but I just don't know. As a side note I will say that large companies are embracing the open source movement more and more, and that will hurt Oracle in the long run.
5) F5 Networks (FFIV).
I will say at work that we are buying f5 equipment aggressively, They have a good notch market for application layer diversity.
Maul, the Bashing Shamie
"If you want to change the world, be that change."
--Gandhi
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"If you want to change the world, be that change."
--Gandhi