James, Josh, Jeff, Marie, Bill, and all RSYS investors,
I subscribe to CML and I find many of your responses to RSYS being the CML Stock of the month rather curious. (I have read through RSYS's thread, thank god it was short)
A stock I have been in since the beginning of the year, CTN, Centennial Technologies, was also recently deemed a buy by Carlton Lutts (CML's editor) and I, for one, am nothing but overjoyed at the news.
I agree with many here that the CML exposure will increase the volatility of the STOCK, yet with the increased volatitly, the less than informed new posters to your thread (please don't include me), the day-traders, etc. something else will occur. Profit and exposure.
CML spent two (2) very detailed pages going over RSYS and what it does. He summarily opined/predicted that RSYS would be THE winner of the embedded chip market.
With a small float, 8 mill shares, and a REAL presently happening story and, most importantly, a fiscal relationship with Intel, RSYS has a great story to tell. I believe the CML exposure will be noting but bountiful for both you and RSYS.
Why bemoan the fact that you will make you 8-9 bagger in four months rather than four years.
Please remember the CML has been around for over twenty years. CML constantly preaches a buy and hold strategy. It only recommends selling if the stock drops 20% below you puchase price or if relative strngth weakens which CML feels is a sign of future earnings problems. The reason for the volatility is that after CML subscribers get in, and their friends get in, and the "I heard on the web" investors get in, and the day-traders get in, investors start realizing incredible profits and sell causing small float stocks to become volatile. However, many of you, having gotten in at a fraction of the present price will always be in a profit area once the volatiy begins.
ASND, IOMG, PAIR, ZOLT, and yes (I can't believe I am saying this) even PRST, all are great companies with cutting edge technology primed for high-growth in the coming years. A CML recommendation does NOTHING to effect a companies future outlook, therefore, if your belief in RSYS's future is real ignore the oncoming high PE.
I firmly believe any RSYS's volatility will occur after many of you early investors have made 300-500%, if not more, on RSYS.
The problem really isn't the CML letter, which as I said religiously subsribes to the buy and hold strategy - hey, they are still in ASND - but all those who come after, as CML has an incredible track record and these newsletters/analysts all follow the winners in their fields.
Two (2) questions:
1 - Someone here, I believe Marie, indicated that the embedded chip market was going to be $20 billion in future years. Where could I find info regarding this industry's yearly growth rate, expected revenue, etc.?
2 - Josh, any more recs, because buddy if you were in this in the single digits, "you are da' man."
Stephen |
