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Strategies & Market Trends : Turnarund Investing

NOVS 0.0666

-16.0%

Aug 1 5:00 PM EST

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To: thatsnotluck who wrote (833)	4/30/2012 4:29:37 PM
From: Covenant	1 Recommendation Read Replies (2) of 1876

My most recent speculation is WDC. It is a turnarund after the floods in Thailand halted production in their facilities and supplier facilities. The margin of safety is being part of a duopoly after winning a very fierce competitive battle for the last couple of decades. The acquisition puts WDC in a leading position in solid state drives, the higher margin part of the industry. CASH is not so much a speculation as a value play. It is still turning arund from its brush with regulators a year and a half ago which was resolved last August. CASH currently trades at about 60% of the pre regulator price. The Call report should be available next week which should give a week to digest earnings and make position adjustments if warranted and liquidity is available before earnings are formally announced. Last year the call report was available on 4/6.

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