GW,whait is your criteria for buying stock? Are you buying on fundmentals? or psychology? VTSS has had very strong insider sales,as has PAIR,most of these are beaten down stocks which I look at,but only when the fundamentals suggest panic selling has caused an overbought condition. I look to where the market has perceived risk wrong,but when there is insider sales,and not great fundamentals I tend to shy way. The company I should have loaded up on that has great fundamentals,which I am investigating right now is ANET. I think it may be in the right spot,it has very similar characteristics to HLIT. ANET has 5 major clients,HLIT has 10 major clients.ANET p/sales is good at 3.5,HLIT is very good at approx 2. ANET p/book is great at 1.7,HLIT is alright at about 4. ANET has 9 million shares out,HLIT has 11 million,good growth and accelerating earnings will cause these 2 stocks to explode upward.
Tim |
