#31
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Re: \"My biggest position\" thread
SNDA- come
SNDA- stay SNDA- PAY!!! |
#32
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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
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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! |
#34
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Re: \"My biggest position\" thread
4543 JP Equity
Terumo - Awesome Japanese healthcare company that is developing a 3rd generation LVAS (replacement heart). I bought at 1730, now trading at 4680. I am a very happy man. |
#35
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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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#36
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Re: \"My biggest position\" thread
MrMom,
Very nice tip - one quick question: What happened in June? Earnings Miss? |
#37
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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. |
#38
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Re: \"My biggest position\" thread
[ QUOTE ]
CHTR [/ QUOTE ] QFT |
#39
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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. |
#40
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Re: \"My biggest position\" thread
MA, its just printing money for me
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