SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Rande Is . . . HOME

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Rande Is who wrote (348)12/6/1998 12:25:00 PM
From: QuietWon   of 57584
 
Rande Is, good picks. Your board mentions undervalued co's - VARL is
very interesting for the following reasons (not a day trade tho - hold until Jan):

1. Provides components to NOKA, ERICY, LU (yes, LU), etc
2. VARL is like an ECM (electronic contract mfg)player like SLR, SANM, etc. and trend is towards outsourcing
3. Book Value (BV) in the $5 to $6 range - stock trades @ $6 1/2- 5/8
4. Float is under 4 mill shs

5. as NOKA, LU biz booming (see NOKA and LU on Friday??) follow the chain and see VARL do well. VARL sole provider to LU in Europe and LU is winning contracts in Europe now

6. it is profitable and has a low p/e

7. wireless market booming

8. signal processing mkt booming - see TXN lately?

Best to be in before a move, imo. I will be buying more each week until Jan. There could be announcements before Jan, too. Safe play with very little downside.

fnews.yahoo.com

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext