Picks of the quarter Message Board

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Strategies & Market Trends : Picks of the quarter

ATHR 5.530

-9.5%

Nov 21 9:30 AM EST

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To: Elroy who wrote (9380)	4/23/2010 1:40:10 PM
From: Jatin Kadakia	Read Replies (1) of 20435

Please invest 20% each in: RVSN - Trading neaarly at cash, no value given to business. Cisco's purchase of competitor amounted to some loss of Cisco revenue but street has over-punished the stock. SWIR - Purchase of Wavecom (which nearly killed it) is starting to pay off. M2M is expected to grow and SWIR is well positioned to take advantage. PCS - All big carriers entered pre-paid market but are not getting anticipated traction and perceived competition to PCS is not really materilizing. Expect PCS to continue to grow. Better earnings and balance sheet than LEAP or Sprint. CSPI - purely a speculative play. trading way under cash and book. OPXT - Also speculative. Has not caught up with other optical plays. Strong YEN has been affecting the share price. Now that the Japanese govt is pushing for weaker Yen (to increase exports), it should help. Thanks for managing the contest. Good luck to all. Disclosure - I own all these in my personal account(s). There are many other candidates which I own but we are only allowed five so I intend to stay with these considering the contest time frame. --JK

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