Semi, all four of these stocks (ALSC, TXCC, ASYT, TQNT) are good picks and should do well when things turn around. I personally hold all but TXCC. As for ALSC, this is one of the more difficult stocks to predict. ALSC still looks good on the surface, despite losing a substantial amount of value due to MV declines in a number of it short-term holdings. Book value was like $17 at 12-31-00. Another cheap and beaten down semi stock is CATS. They seem to have their act together and have $2 in cash plus earnings having been ramping up over the past several quarters (.23, .40, .50 and .35) and they are selling for $4.81. Figure that one out. And of course, don't ignore MTSN, as like many, I believe it will make one a nice return over the next couple of years. Good luck and remember that pigs get fat and hogs get slaughtered. I wish I would have applied that old saying last March.
Eddie |
