Aerosappy - Cool list of interesting stocks -
a few comments from the fundamental side -
shorts -
SHLR Schuler is a homebuilder. Price is 1.15 X book value - if there is real estate bought before 1993, the actual value could be really high. Some analyst decides to do some work, points out that they own A,B, C acreage that 's worth $$$ totaling 2.5 X times book value.... May not be a good short candidate without investigation.
ITMN - Don't know enough about this but they target TB. Huge amount of drug resistant TB in Former Soviet Union, REALLY worriers public people - more than AIDS. TB Can spread rapidly, kill lots of peole quick. Basically, my fear is this is a potentially explosive sector, an even if their product is poor, the stock could take off or get taken over.
longs -
JNIC - Fiber channel for storage area networks - could be a winner. No Debt, looks like founders own a lot of stock, lots of cash...anybody know about these guys ?
Best Regards, energyplay |
