OT Ramblings- Ignore if you only want to hear about IOM
DELL I can't make up my mind. It's a great company headed up by a dynamic young CEO and enjoys a great relationship with The Street. However, it's PE is at a level where it looks as if any further price appreciation could be sluggish. On the other hand, look at AOL which has been running like a bulldozer for 6 months right into the stratosphere. Is DELL the next AOL with a PE in high double or even triple digits? I'm playing it safe, and doing the INTC thing. Heavy. I'm Up 18% in my INTC purchase, and plan to ride it out for the next couple of months.
QGLY and Zinc. Well, QGLY as we all know by now holds the exclusive patent on the only homeopathic zinc formula that has been clinically proven TWICE to reduce cold symptoms by 40%. It is also NOT a candy, unlike some of the competition. This is very important, as some other competitors (Halls Vicks etc.) try and offer competing products and miss the point, as well as the formula.
Zinc, up until Cold-Eeze, was almost entirely unpalatable in doses necessary to have any effect in cold relief. Quigley has tried successfully to minimize this foul taste with its patented zinc-glutonate formula. But results vary. Someone posted here that they hated the taste. I myself find the taste neither foul nor great, mostly neutral. Certainly palatable. But I have yet to suffer from a bad cold since I've known about Cold-Eeze. And that, is the truth.
QGLY trailing PE 8.8 Price $12 7/16 THIS IS A BARGAIN. 52 week high- $23 52 week low- $7 11/16
Earnings Up 600% last year.
They have just now started to expand internationally through Merck.
The price is declining due to the upcoming Summer, and forward looking statements that caution that the mild Winter here in the Northeast could affect earnings this coming Q. I'm still trying to figure out what the price will do as Summer nears. Maybe Up. Maybe down. This is why I'm not selling, as I look forward to more announcements of international expansion.
Accumulate now. |