SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (19031)4/7/2004 12:53:16 PM
From: Steve168  Read Replies (1) of 78670
 
Paul and Dale, thank you for your thoughts on AMPH.

My model is telling me the market is very dangerous right now - the most risky time in over a year. I am selling on every rally with my holdings, and have more than half in cash, adding short positions on AMR, WWCA, PCS, etc. I stopped buying anything because there is simply no bargain I can find. The tide already lifted all boats. Those stocks appear to be relatively undervalued now could be even more undervalued later this year - remember when we were buying ALVR at 1.86, DUSA at 2.5, PCYC at 4.5, all were 30-50% discount to cash value with no debt. They can go very undervalued.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News