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Strategies & Market Trends : The New Economy and its Winners
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To: Doren who wrote (57030)5/9/2014 11:21:11 PM
From: Asymmetric  Read Replies (1) of 57684
 
>First there are plenty of people around here smarter than me.

LOL - I think you are plenty smart enough - and smartness in
stock picking is overrated to me. I think being patient and being
disciplined, are actually much more important to being
successful. Plenty of smart people regularly get their heads
handed to them.

I know you didn't ask for it, but here's my 2 cents:

CREE - it appears there is concern about other players entering
into it's sandbox....From their last report their sales have doubled
but their profits haven't really increased. So they've been good
about growing the business, but I guess the street wants to see
more of it's revenue drop to the bottom line, which if other
competitors are coming in (ie the Chinese) will be hard to do.

FEYE - 91 million shares get released when lockup expires on
May 21. Enough said. If the stock were to fall back to it's IPO
price of $20, or close to it, say within 10%, I'd consider maybe
buying a few shares. There's been so much technical damage
to the stock that I got to believe it'll be hard for the stock to
make much headway back up.

ILMN - Forward PE of 54, and 22% of shares are shorted.
Great company and technology, but where people are
overpaying for future growth IMHO.

PRLB - don't know anything about this one.

That's it.
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