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: epicure who wrote (24809)9/11/2006 6:31:19 PM
From: Paul Senior  Read Replies (1) of 78748
 
COGT, yes, still holding my few shares.

That lumpy revenue has bothered me. I just hope they have a viable product, and they've not saturated the market. I'm no expert in the product/company/key managers/sector. I bought because profit margins look so good (when they have sales -g-).
Does seem like more sales are coming in, so that's a good sign.
I didn't add at stock lows ... too unfamiliar with the the business to have the confidence to add on an assumption the good times would return.

When it dropped to about $10/sh and with cash about $4/sh and no ltd, maybe I got it wrong, and it was a decent value bet then.

(I bought as a speculation $18, so I'm not doing well with this one.)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext