TLCM...
did anyone see this
Current Recommendations: 12/31
Strong Buy: TLCM
Bought at 21 13/16, will buy more all the way up to 70.
TLCM is wireless components mfg for CDMA cellular phones, as CDMA gains popularity such as QCOM skyrocketing, TLCM should
benefit from that too. Its balance is so sweet if anyone has a look at it. On the stock side, short position 0.5 percent of its float, what it
means is that pro shorters afraid of this one, and yet two analysts are following and pounding it. With all that, we believe TLCM should at
least go to 90 at near term.
Bottom line, we know CDMA is going to be huge coming years, TLCM is supplying CDMA, with market cap. only 256M, it deserves to have
a much higher market cap., we think that its market cap. should be 3x at current level, even at 75, it's still under 1 billion that is only
1/130 of QCOM, afterall, it will benefit from CDMA's popularity globally. We rate it strong buy again on Jan. 03. |
