Date updated:09-12-2007
From 9-11-07:
"High growth is so right here. And the out-years are being valued so much higher because of the 10-year providing very little competition. I think there is a whole group of investors who have no idea about the importance of stocks being considered long-dated assets. The 10-year says that inflation will be very low, and that means the earnings from far away get discounted much more positively...You can simply start taking those out-year gains to the bank. That's what's going on right now. Growth is still cheap, and it will get more dear as time goes on. Which is why you need to be in it now. And it will only get better as long as the Fed stays as tight as it is."

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CELG
Celgene Corporati - $55.50
- +1.33%
- $55.69
When we look, for example, at a Celgene (CELG), you can put a value on the 2012 year of earnings, because that's the long-dated asset version of Celgene, the true way to look at equities. That's how CELG can be considered undervalued on all the tests on Revlimid uses that will surface in the out-years.

-
MHS
Medcohealth Solut - $61.25
- +1.79%
- $60.71
Medco Health (MHS) has a great story for 2012 because of the rollover of patented drugs to generics. That gets the value now too, again because of the paltry value of the 10-year. The inflation rate is so low, and the competition from bonds so meaningless, that Medco's numbers seem great.

-
GOOG
Google Inc. - $536.44
- +0.56%
- $539.11
Which brings to tech. Why can't we start valuing Google's (GOOG) obvious revenue stream and its takeaway of big percentages -- gobs -- of advertising from the major players, the magazines and newspapers.

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GOOG
Google Inc. - $536.44
- +0.56%
- $539.11
Which brings to tech. Why can't we start valuing Google's (GOOG) obvious revenue stream and its takeaway of big percentages -- gobs -- of advertising from the major players, the magazines and newspapers.

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CSCO
Cisco Systems - $23.89
- +1.66%
- $23.84
No Analysis added

-
AMGN
Amgen Inc. - $57.21
- -0.44%
- $58.17
No Analysis added

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GILD
Gilead Sciences - $46.30
- +0.46%
- $46.61
No Analysis added

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VMW
Vmware - $45.67
- 0.00%
- $N/A
No Analysis added
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A. The only one I own : SLX,
too hard pick a winner out all of them
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