MPT Review is Louis Navellier's newsletter. It stands for Modern Portfolio Theory. He focuses on earnings momentum, price momentum, operating margins, relative strength, ROE, earnings surprises, strong growth, earnings reinvestment rate (in the company) and other similar metrics.
I have no idea why THQI is rated a sell. It could be the volatility, though. Navellier has been known to dump highly volatile stocks, regardless of fundamentals. He uses a computer system which automatically generates a rating on the stock, based on several factors. All I know is that he liked SMTC in 1996 on the way down to $3 (post split), but he dumped it after it had rebounded slightly from the bottom. It went on to increase 5-fold in the year following his sell rating. On the other hand, Navellier has done well over time.
For me, MPT stands for "Me Pick THQI." And me has been picking THQI for three years, and me has been satisfied with THQI. So I'll disagree with Lou on this one, as I did with SMTC in 1996. Besides, four brokerage analysts (who have historically been too conservative) all have STRONG BUY ratings. That certainly means something.
Todd
P.S. According to PSM, THQ is publishing Broken Sword 2 in May for the PSX. They also say that BASS Masters Tournament Edition is coming out in February and Danger Girl is coming out in Q2. I think they are wrong on the latter two predictions, but they may be right about #1.
Does anyone know anything about it? |
