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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (33363)2/28/2009 7:43:06 PM
From: Jurgis Bekepuris  Read Replies (2) of 78648
 
SNDA - Nobody on this thread cares about SNDA, but it's one of the few stocks in positive territory for 2008/2009. They reported good results for 2008. IMO though the company is fairly valued to a bit overvalued here. Great balance sheet. Earnings/EV are OK, but not great. Expected return is not great unless one makes optimistic assumptions, like continued 25% growth and similar ROE. I lightened a bit here, I may lighten even more from an oversized position.

I bought some MSFT in 16.x range.
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