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#32
02-13-2007, 10:28 PM
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Re: \"My biggest position\" thread
I like UST as a company for the reasons mentioned by Najdorf and wish it had been on my radar earlier. I worry now though that it may be fully valued at this point. What do you think a fair P/E is the company?
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#33
02-14-2007, 05:46 AM
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Re: \"My biggest position\" thread
[ QUOTE ]
SNDA- come SNDA- stay SNDA- PAY!!! [/ QUOTE ] Still seems to be undervalued. Just wait until next quarter when they crush the expectations again!
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#35
02-14-2007, 11:28 AM
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Re: \"My biggest position\" thread
AIRN - Airspan Networks. The day of WiMax has finally arrived and any WiMax related stock is a good bet. WiMax is basically WiFi on steroids. Do the research yourself, but I highly recommend some sort of WiMax holdings. AIRN is up 50% since November, ALVR, the other WiMax pure play is up 20% and climbing.
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#37
02-14-2007, 12:08 PM
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Re: \"My biggest position\" thread
Contract problems with one of their biggest customers, Yozan. Market overreaction and a great buying opportunity. It's since been resolved.
Earnings are due Feb 28, so it could be a volatile time. I'm really hoping for good news.
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#39
05-30-2007, 01:36 PM
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Re: \"My biggest position\" thread
[ QUOTE ]
[ QUOTE ] [ QUOTE ] TIVO.... I know something you don't [/ QUOTE ] How did you know? [/ QUOTE ] I'm a smart mother-f-er... and I play poker with some guys that can't stop talking about all their business dealings. [/ QUOTE ] Everything that is worth knowing about tivo is public knowledge at this time.
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#40
05-30-2007, 02:10 PM
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Re: \"My biggest position\" thread
MA, its just printing money for me
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