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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (32098)9/19/2008 5:03:53 PM
From: Paul Senior  Read Replies (1) of 78652
 
Nice going, Grommit. If there was a time to be on margin, this was it.

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Grommit, I'm reviewing posts here on [t]TSL[/t]. Do you have an updated opinion on TSL that you can share? I've read Spekulatius' comment that TSL may be similar to semiconductor makers in that it can be a competitive business and one where supply catches demand and profits then plummet.

Business is still sunny though. New plant, new sales agreements. IF profits hold up, at current price stock may recover from its decline. I'm not prepared to call TSL a value stock, won't call it a garp stock either.(not enough growth info. It's only been public for about two years). Maybe a stock that could revert to higher prices at some point. I am considering entering ~$30 for just a very few shares.

finance.yahoo.com
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