I don't know those, really I tend towards commodity related plays. Ag stocks, Gold, copper, oil, and the like.
You mentioned Allscripts, one medical play I have that had a nice move, went from ~18 where I got it to over 40....sold half at 36...is BMRN. Also a niche player, a targeted group for treatment. I don't know if I'd go out on a limb and call it a screaming buy at 40 but like Immersion it's a "free" play for me & I'm turning it into a long term hold.
I still hold NUAN, but aside from these & a few others I'm not much of a stock jockey. I couldn't go into too much depth on any given stock, my preferred plays are in the commodity markets.
I don't even recall exactly how IMMR popped up on my radar, probably read something somewhere.
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There is one stock I think may have good value & has a niche, it's SIMG. Have you heard of it? I believe because it's part of the semiconductor sector it's also down as a result of overall market conditions. |
