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Strategies & Market Trends : Contrarian Investing
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To: jsabelko who wrote (184)9/16/2006 6:29:47 PM
From: gcrispin  Read Replies (2) of 4080
 
Hi Joby,

"Key to me is is this temporary and how long."

I would respectfully suggest that the US excessive expenditures that is impacting the company will not be temporary. Certainly the stock could bounce after such a dramatic fall. But usually profit warnings for tech stocks don't stop with the first press release.

The following post outlines stocks that I still hold.

Message 22604333

Of those I think IMOS is the most interesting at its price to earnings ratio. If you are interested you should listen to the latest CC, particularly the Q&A which is a discussion as to why the stock is so cheap.

BEL is a complete mess, as their business unexpectedly fell out of bed over the summer. However, they have new management with a significant ownership position, so I am continuing to hold my stock.

You also might be interested in CKSW, another software company. I have previously posted about the company and bruin and I have exchanged views on their financials. These posts could be found by using a symbol search of the public messages.

My other positions don't really fall into the contrarian/value category.

I didn't include UNT but was aware of them. I will listen to their latest investor presentation as well as look at the stock you mentioned.
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