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: Spekulatius who wrote (19207)5/13/2004 8:58:41 PM
From: Spekulatius  Read Replies (2) of 78652
 
Portfolio update bought ELX, sold 40% of MEDI
I bought some ELX. Stock has retreated due to disappointing guidance. Nice growth and decent valuation PE around 16). Market leader in Fiber channel host bus adapters for storage solutions. I also looked at QLGC, a competitor with similar valuation (or even more favorable, once cash is backed out) but decided to buy into ELX because of stronger growth. Both have strong ratings from S&P.

No reason to sell part of my MEDI shares other than i was overweight and want to diversify.
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