http://jubakpicks.com/2009/09/25/its-a-long-way-down-the-road-but-i-think-we-can-see-early-signs-of-the-next-stock-market-and-its-not-going-to-look-a-lot-like-the-last-market-or-todays-either/ Sun, 14 Mar 2010 11:18:11 -0400 http://wordpress.org/?v=2.9.2 hourly 1 http://jubakpicks.com/2009/09/25/its-a-long-way-down-the-road-but-i-think-we-can-see-early-signs-of-the-next-stock-market-and-its-not-going-to-look-a-lot-like-the-last-market-or-todays-either/comment-page-1/#comment-968 Cisco a next market leader | Daily Stock News and Analysis Fri, 25 Sep 2009 21:30:28 +0000 http://jubakpicks.com/?p=1354#comment-968 [...] Remarks by Cisco Systems’ (CSCO) chief executive John Chambers got me thinking about the potential for a new economy emerging in 2011 and beyond, so it’s only fair that I begin my next stock market portfolio with shares of Cisco. (See my Friday morning post [...] [...] Remarks by Cisco Systems’ (CSCO) chief executive John Chambers got me thinking about the potential for a new economy emerging in 2011 and beyond, so it’s only fair that I begin my next stock market portfolio with shares of Cisco. (See my Friday morning post [...]

]]> http://jubakpicks.com/2009/09/25/its-a-long-way-down-the-road-but-i-think-we-can-see-early-signs-of-the-next-stock-market-and-its-not-going-to-look-a-lot-like-the-last-market-or-todays-either/comment-page-1/#comment-957 Jim Jubak Fri, 25 Sep 2009 15:56:19 +0000 http://jubakpicks.com/?p=1354#comment-957 Venture capitalists handle this problem by investing in a portfolio. As I remember from the days when I covered that industry, out of 10 investments they figured that 3 would go bad, 3 would return their capital, 2 would return twice their capital, 1 would return 5x and one would do 5x or better. Of course, this only works if you buy cheap. It's one of the reasons my first pick in building a portfolio like this is Cisco,which can buy cheap and private. In other cases you can try to buy cheap by picking up promising companies that hav faltered temporarily or when a whole sector crashes. Venture capitalists handle this problem by investing in a portfolio. As I remember from the days when I covered that industry, out of 10 investments they figured that 3 would go bad, 3 would return their capital, 2 would return twice their capital, 1 would return 5x and one would do 5x or better. Of course, this only works if you buy cheap. It’s one of the reasons my first pick in building a portfolio like this is Cisco,which can buy cheap and private. In other cases you can try to buy cheap by picking up promising companies that hav faltered temporarily or when a whole sector crashes.

]]> http://jubakpicks.com/2009/09/25/its-a-long-way-down-the-road-but-i-think-we-can-see-early-signs-of-the-next-stock-market-and-its-not-going-to-look-a-lot-like-the-last-market-or-todays-either/comment-page-1/#comment-952 dcmarciano Fri, 25 Sep 2009 14:39:08 +0000 http://jubakpicks.com/?p=1354#comment-952 The IPO trend or following innovation in general makes sense. Apple rose from the ashes of the seventies. With hindsight its easy to pick the winners of innovation. But how does one get the right apple and avoid the tandys and commodores? In a 5-year investment window does it even matter which innovator you go with? The IPO trend or following innovation in general makes sense. Apple rose from the ashes of the seventies. With hindsight its easy to pick the winners of innovation. But how does one get the right apple and avoid the tandys and commodores? In a 5-year investment window does it even matter which innovator you go with?

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