Berkeley CSUA MOTD:Entry 21513
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2025/04/07 [General] UID:1000 Activity:popular
4/7     

2001/6/14-7/20 [Computer/SW/Database, Finance/Investment] UID:21513 Activity:nil
6/13    I am now assuming all you .commers/tech gods have more money than I-
        Thus I can finally be a financial consultant.
        1. ENRON they have gotten a lot of bad press recently and the
        stock is in the tank- but fundamentally they are still sound with
        a very good management group. They are right now basically
        pulling out of low margin old school projects to instead focus
        the entire company onto trading and management of utilities.....
        This is a wise business decision and will pay of sooner or later-
        2. GE 80% of their product is sold out for the next 5 years. nuf
        said Half their profit comes from GE Capital ( low interest rate
        helps them a lot ). Ie they already have huge lease agreements
        providing airplanes.  They just refinance their loan but the
        lease contract is already existing and has a lifetime of 10
        years.. a no brainer 10% easy
        3. Level 3/ MFN This is a competitive hedge position- long level3
        short mfn- given the recent tank of MFN this would not be a good
        entry point for this position but the position is still valid and
        good for at least 15% of you portfolio
        4. Sybase Oracle is fucking up big time- sybase has very strong
        financials and a depressed valuation- you could look at SEBL but
        they are way to overvalued. You could turn this position into a
        competive hedge against SEBL 15% easy maybe more
        5. Verizon I don't like what the FCC is doing to hamped Verizon
        but it doesn't change the fundamentals- they control the end user
        - nuf said 15%
        6. ATT I love the cable assets of att. They are pursuing a nice
        road to greatly reduce debt load and shoveling off useless
        assets.  15%
        7. CAT There is a current worldwide boom in heavy construction-
        CAT is the only supplier of major heavy equip. Add to this their
        generator business and they are golden 10%
        This would form a very nice portfolio assuming you have around
        40K to invest- it is really tough to build a real portfolio with
        less you can shovel off a few lines but make sure that each
        investment is at least 5K.
        \_ Please sign your name so we can have you arrested for giving
           financial advice without a license.
           http://www.leginfo.ca.gov/cgi-bin/waisgate?WAISdocID=9451818940+0+0+0&WAISaction=retrieve
2025/04/07 [General] UID:1000 Activity:popular
4/7     

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2010/8/10-9/7 [Computer/Companies/Google] UID:53919 Activity:nil
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2009/7/28-8/6 [Computer/SW/Database] UID:53213 Activity:nil
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2013/5/13-7/3 [Finance/Banking] UID:54676 Activity:nil
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2012/12/21-2013/1/24 [Industry/Startup, Finance/Investment] UID:54568 Activity:nil
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