Lutz,
<<Thomas, would you buy now txcc? >>
Well, that depends on your time horizon. I'm a buy and hold type of investor, trying to think like an owner. If a good company story continues, I hold on and use volatility to accumulate more. So if I were not in TXCC already, yes, I'd still buy an initial position now because the story with TXCC is indeed good, and it is still a small cap stock that can potentially grow many-fold over the next 5 years.
I do not have an opinion about TXCC short-term movements, like over the next 1 or 2 months. Normally, they are random movements, influenced by all sorts of things. Longer term, the company fundamentals are important, and that's what I care about. The semiconductor industry is definitely in an up cycle now, and TXCC is nicely positioned because they cater to the very fast growing telecommunications sector.
Hope this helps,
Thomas |
