Hi Jack & all - 1st, hope everyone is hanging tough. But remember, great fortune and great losses are only money, please don't forget to live life by worrying too much about the market!
Jack, thx for the write up. While most of it is a repeat, and regulars here know about it --- and has debated about it at length previously :) --- it is a good recap for the newcomers [if there are newcomers <VBG>!]
Since I am investing in CEGE for the long term, barring any new development that may alter my view of CEGE, I am not too worried about repeating the p/e mantra. One should be mindful that having a low p/e [good in this case for CEGE] may actually scare off a lot of *growth* investors. Yes, I still see CEGE as a super growth stock, albeit it has great fundamentals too! The minute people tell me CEGE has only cash and no growth, it is the time for me to sell. Just my personal preference, of course.
best, Bosco |
