Considering DELL and MSFT...
 

Pros/Cons, other than the surface numbers?

Jesse

Re: Considering DELL and MSFT...
 

very poor choices.

Re: Considering DELL and MSFT...
 

Yesterday's superstars are today's dinosaurs!

Re: Considering DELL and MSFT...
 

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very poor choices.

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Why?

Re: Considering DELL and MSFT...
 

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Yesterday's superstars are today's dinosaurs!

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General question....Could you please elaborate on this?
Or more specifically....can you give us a fair estimate for DELL/MSFT's sales and/or profits 5 and/or 10 years from now (and thereby demonstrate why these stocks would be poor investments at today's prices)?

Re: Considering DELL and MSFT...
 

they are both good companies but you'll see your money underperform relative to the market......typically the leaders during one business(expansionary) cycle do not perform well in the next.

Re: Considering DELL and MSFT...
 

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Or more specifically....can you give us a fair estimate for DELL/MSFT's sales and/or profits 5 and/or 10 years from now (and thereby demonstrate why these stocks would be poor investments at today's prices)?

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I can't imagine that you disagree, that DELL and MSFT growth rates in the future will be significantly lower than they were in the past?

Re: Considering DELL and MSFT...
 

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Or more specifically....can you give us a fair estimate for DELL/MSFT's sales and/or profits 5 and/or 10 years from now (and thereby demonstrate why these stocks would be poor investments at today's prices)?

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I can't imagine that you disagree, that DELL and MSFT growth rates in the future will be significantly lower than they were in the past?

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Strawman argument. They don't need the same growth rate they had in the past to be a good value at today's prices.

Re: Considering DELL and MSFT...
 

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typically the leaders during one business(expansionary) cycle do not perform well in the next.

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I could come up with at least 5 rapid-fire examples of great companies that defy this. Then you could come up with another 5 that defy me, and we could go on and on.
What I'm requesting is that you back up your statements that these stocks are "very poor" investments with some sort of estimates of the companies' underlying value, or the stocks' implied yields, or something a little more meaty than the above quote.

Re: Considering DELL and MSFT...
 

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DELL and MSFT growth rates in the future will be significantly lower than they were in the past

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You're right. But how does this fact automatically make them poor investments today?