Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 0
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.)

and..

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?"

Allen

Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.