CDs really took a back seat while DVD was talked up. So I guess the jump to 12X happened while everybody's heads were turned...Sounds like you did some wise stock picking before setting out. Here's a few of my favorites. I've been a long term holder of XICO and its done very well for me. I think its growing to 20-30 over the next 1-2 years, currently 11.375 and falling, anything under 11 should be a decent buy. SEEQ of course, but this earnings reports reveals some forward looking concern, not sure how to read this, but I think SEEQ could grow to 6-10 in 1-2 years. IMGX a small recovering company, seems to have bottomed recently at 2.625 has good announcements but the earnings statements are lately showing losses, when these turn around and they show viable growth and market share capture, this one should boom. 1 year outlook. Could retest the lows between now and Jan earnings release. Current release is due out, somebody called the company and got the message 11/11 or 11/12 for release. That sounds late to me, I think more buying opportunities are forthcoming.
Some speculative picks - ZRAN, TNCR, IOMG These are contrarian driven, and my wife contracts at ZRAN. No inside info but I like their strategys so far.
Off the wall pick - AFFX (I know nothing about biotech, but this one sounds revolutionary).
Your stocks all look good, but may have reached good values:
ALTR and INTC, quality stocks. I used to work for Intel in the 80s great company. Just quit contracting for ALTR in Sept, but its a well managed company, and I respect it a lot. Buying it in July and selling now would have garnered 100% growth! How come I didn't do this ??? Cube should recover, their technology looks well positioned. Don't know TRID but the chart looks great and my wife liked it too.
Regards, Mike |
