SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Motorola (MOT)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Bill Wolf6/22/2011 6:12:09 PM
   of 3436
 
2 Buys and 1 Sell From Private Capital Management's Mutual Funds

Technology sector: Buy Motorola Mobility Holdings (MMI). PCM added $40 million to its $540 million position from the previous quarter, including adding a new $21 million position in SAIC Inc. (SAI), a provider of scientific engineering system integration and technical services, primarily to U.S. government entities. a new $23 million position in Motorola Mobility Holdings (MMI), a manufacturer of wireless handsets, set-top boxes and video distribution systems for home, network and telecom markets. MMI is an attractive buy as it trades at a forward 15 price-to-earnings (P/E) based on fiscal year 2012 earnings, and it is projected to grow revenue and margins strongly in the near term. Furthermore, analyst targets for MMI are in the mid-$30s to $40 range. BMC trades at a forward 16 P/E, which is mid-range based on its historic P/E range. It has been up strongly 60% in the last year while revenues and earnings are up only in the teens.

seekingalpha.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News