Subscriber
Email # 1
From: H
Zuo
Blast, I have been following your
portfolio since mitbbs then Goofiz, and now a subscriber to your
trading alerts and newsletters. I think I owe you a personal thank for
throwing light onto layman stock investors like me. Now I feel
comfortable about investing my hard-earned salary into stocks, instead
of being paranoid around all the time.
Blast Investor Replies:
Dear H Zuo,
Thank you so much for
your kind
praise! I am so glad that my words and my service helped
you in investing.
Subscriber
Email #2
From:
A. Han
I am the subscriber of your
service. Can I ask questions about stocks? I noticed that you do
not have technie stocks. Are they too risky in terms of value
investing? I think CSCO is a good one.
Blast Investor Replies:
Dear A. Han:
Sure you are welcome to ask me questions. Of course, I do not provide
personalized investment advice so that I can not answer certain
questions.
On the tech stocks issues, because Blast Investor Model Portfolio is
based on value investing method, it is very unlikely to see a well
known tech stock such as CSCO in the portfolio. This is because usually
technology stocks do not qualify as
value stocks, they are usually too expensive or too risky or too
unpredictable for me to consider.
There are 2 tech related stocks SOHU and NTES in the model portfolio.
However, I usually look for technology users such as SOHU or NTES
rather than a technology providers such as CSCO. SOHU uses
Internet for ads business,
therefore, SOHU is similar to a newspaper company. NTES uses computer
for game entertainment, therefore, it is similar to Disney type
company, not pure tech either. My growth stock
picking criteria also uses Warren Buffett "Consumer Monopoly" method as
guideline. I give you very obvious business difference between
CSCO and SOHU: CSCO cuts its prices regularly while SOHU raises its ads
prices regularly.
Typically I dislike tech providers stocks such as CSCO. For the
safety of investment, it is better to avoid any typical technology
stocks.
Henry Lu, the Blast Investor
BlastInvest LLC
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