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.
Technology Stocks : Axon Enterprise, Inc. (AXON), formerly Taser Intl.
AXON 637.64+1.3%12:01 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: im a survivor who wrote (532)2/4/2005 12:27:49 PM
From: John Carragher  Read Replies (1) of 974
 
Who's breaking the rules today?
Of course, there's Google (Nasdaq: GOOG), which I'd contend is the consummate Rule Breaker. We can debate valuation all day long, but Google's a mere baby, and already it's a verb for Pete's sake.

Then there's Taser (Nasdaq: TASR). That's right, I said it. Is the stock dramatically undervalued? No, but we're still talking about a market cap of less than $1 billion -- even after rising thousands of time in value. Profit margins are generous at 27%, and cash flow from operations clocked in at around $13 million. Folks are scared stiff -- even after a painful sell-off.

The fact is, beyond periods of real mania, most investors don't like to pay up for growth -- even unbridled growth. Unless you get in at the very bottom -- like David did with AOL in 1994 -- it is almost always painful to buy these stocks. Which is precisely why, in the right situation, buying these mavericks -- these Rule Breakers -- can turbocharge your returns.

Fair warning: Admit that you're eyeing Taser and people call you crazy. Is buying Taser a little risky? Darn right it is. Taser is no place for the emergency cash or the college fund. On the other hand, where's the Pepsi to Taser's Coke? Great growth stocks are never cheap, and there's a funny thing about people: They're often wrong.

snip from rule breaker fools.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News