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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

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To: The Ox who wrote (4440)	10/28/2015 11:12:11 AM
From: Return to Sender	Read Replies (2) of 8239

Ox, I don't think MRVL is anything near best of breed in what they do. I also think 2016 is likely to be very bad for stocks. Right now it's difficult to find any stocks selling below book value in the semiconductor industry. MRVL is one of those few stocks. Due to the amount of negativity that showed up in the put to call ratio, Investors Intelligence Poll among other things last month we have a good enough bottom that one more high is likely for a lot of the market. I don't think the SOX will hit a new high however. My plan right now is to sell MRVL into upcoming market strength. If I am right about next year being bad then there will be a lot better run companies than MRVL to choose from for further gains in 2016/17 going forward. I believe that there will be lots of stocks selling below book value at that time. RtS

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