Been my pleasure to share investing choices with Sword for over two years, as well as some excellent analysis. One thing I am SURE Sword knows is analog semi-conductor companies, especially SMTC and POWI.
If you're looking for one of Bullwinkle's famous "Hey, ROcky, watch me pull a rabbit out of the hat" tricks, you just found it. POWI was unfairly punished, it is a bargain at $45 range, since you are basically buying it at June/July prices.
If you have followed the analyst conferences, you'll know the recent price action is based in large part on recent anayst comments and reports from Bank America Robert Stephens re-iterating their position, and clarifying new business opportunities.
Simply put, if you like doublers, then I think you might want to get yourself some POWI. In the meantime, hello Sword, been a while since we spoke, hope you are well :o)
Regards, JB |
