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Strategies & Market Trends : Value Investing

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From: geoffrey Wren	6/7/2010 2:41:02 PM
	Read Replies (2) of 78672

VNDA trading for less than cash. Now I recall in the Internet boom when this was common enough, and often a warning sign. But this seems more benign. Burn rate is not so high. They have three eggs in the basket, rather than just one, and if the one drug now approved does even moderately well they will be taking in good royalties. Thompson Creek (TC) trading at $8.60 probably a good Molybdenum play now. Estimates are for over $1 in earnings this year and $2 in earnings for 2011. They have recently expanded capacity. Unless the price of moly dives 30%-50%, they should be in good shape. Right now concerns about chinese demand for Moly seem to be hurting stock. Anyone have opinions on these two? Anyone who bought CPWM on my tepid endorsement some months back should get out now with their 5 bagger. Never pulled the trigger on it myself, but so it goes. I am keeping my buy rec on DDT, which pays 9%, and I believe is safe. NNN seems pretty solid, a REIT paying 7%.

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