timba, for what it is worth I strongly dislike CATS.
In my opinion, it is a small commodity chip producer, that spends far less than peers on R&D as a percent of sales (the lifeblood of such a company), with major, recent insider selling at the current price level. I suspect earnings have largely evaporated at this point, and much of cash flow as well. If I am going to invest in a commodity producer, in any industry, I want the biggest and strongest, not a small, weak one.
Three stocks I am watching but don't own are MONI, SBL and SFA. Any informed views are welcome. |
