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I want to know which stocks currently in the RB Portfolio you guys think are ready to graduate to Tweener status.

After reviewing the RB Portfolio, the one that jumps out at me as a Tweener is AOL.

1) AOL hardly seems high risk anymore (ref. RB Principle #1). In fact it seems a higher risk to bet against them!

2) Though AOL is/was a top dog & first mover, they have gained a dominance in the market that to me seems sustainable. (I do recognized arguments that the competition is growing and maybe even gaining i.e. Earthlink etc.)


3) Their brand recognition has become dominant since 1994 when this stock was made a Rule Breaker. The first thought when the term "internet access" or "internet service provider" is mentioned is AOL. (At least in my mind, and I use Earthlink!)

I am sure there are other points that support/discredit my argument, and I really am interested in seeing what some of you more seasoned Fools have to say. My original question: "Which stocks currently in the RB Portfolio do you guys think are ready to graduate to Tweener status?"


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