Hi folks,
I'll return to full-time posting soon, but I wanted to tell you that NCES, THQI, NOV, RADAF, LUFK, POWI, TMAX, PURW and many others that I follow closely are experiencing strong business trends right now. The selloff in the stocks is a long-term buying opportunity, and they have been unjustly killed. In fact, many of these are trading at single digit P/Es, despite long term growth rates averaging ~30%.
You want sympathy? I understand. Before today, my portfolio was down 40% from early July. Ouch!
With good companies, time does heal all wounds. Hang tough, everyone.
Todd |
