dp, don't get me wrong. i've had some doosy losers. ;-(
i REALLY, REALLY, REALLY like swtx right now. for an overview...
southwall.com
this is the golden hen, imho. they earned $0.15 from ops last q and trade at $8. eps are growing, too. the just signed a blockbluster agreement with samsung. details...
biz.yahoo.com
their lead product, anti-reflective film for monitors, will now be used on samsung monitors as well as sony monitors.
but more importantly, samsung will use the films on their tvs for the first time. this market is going bonkers. the product is very good. the markets are expanding 100%s per year and swtx's biggest problem is they can't supply all the demand.
the one down side is that they expense their expansion start up costs and have given new meaning to "one time charges." recurring one time charges seems to sum it up.
the valuation is miniscule. i expect a $0.25 q within 12 months. i also expect a $15 to $20 stock price. since they are so diversified and their opportunities so great and their valuation so small, i really like the limited down side potential. this is my #1 stock. by far.
i also like tripos for the 1-2 year time frame with some speed bumps for the next 6 months.
genzl is another fav, though i liked it better at $7. still a steal at $8 for the 1-2 year time frame, imho.
lgnd on dips below $13 is another fav.
good luck. take a serious look at swtx. you might like what you see :-) |
