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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (16528)3/3/2003 4:47:35 PM
From: Jurgis Bekepuris  Read Replies (2) of 78486
 
Bought CDT today. This one is a small interesting tech. They are marginally profitable right now, but if they manage to come back to at least reasonable profitability, the stock should show good returns. This could be one of the James Clarke's "ROE black holes" though - high ROE for some time, but never comes back. :-)

Paul, I think you mentioned it too at some point. Don't remember if you bought or not.

Jurgis
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