Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: James Clarke who wrote (18270)	12/30/2003 10:54:24 PM
From: Area51	Read Replies (1) of 78525

I'll play: Safe pick that I would consider investing 25% of my portfolio in still with good capital gains potential: TMR. I actually have 20% invested here and would like it to run up so I can cut it back some. [If I was entering here I would limit it to a normal position (<5% for me) as there is more risk at $6 then there was at $3 and $4 where I accumulated most of my shares.] Good natural gas play, low production costs, rapidly improving balance sheet. I believe the natural gas story (that average NG prices above $3.50 per mcf are with us for the next several years), and have faith that TMR can significantly increase production in 2004. High risk\ high reward pick: CORV - bought Broadwing at a good price and is shooting for cash flow neutral by mid 2004. Minimal debt. CORV original business of telecom equipment is hibernating (but telecom equipment market may recover in 2005/2006) HIgh risk honorable mention pick: SATC (Fuel cell\ UPS related pick, that got some refinancing after third quarter and appears to be also turning the corner to cash flow neutral. Thanks to everyone for the interesting ideas, and have a prosperous New Year.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next