Basically, if you look at the news on Cube, then look at all the co's and industries mentioned about Cube, its subsidiaries, etc. that's all you need to do. Sounds simple, but you'll find yourself in a 'web' as there is a lot of info out there.
In the research I've done, I've looked at other co's, doing the same, especially ATYTF and it's offshoots, and BRCM, GIC, SFA, Panasonic, BCST, CMIC, etc etc.
You'll find a lot of interconnectons and overlaps of one or more market spaces for one co vs another co.
I really like ATYTF and think it gets little respect, but ppl in the US are starting to realizae what the co has. I really loved it when last Sept the one US analyst said it was a sell and would go from $13Cdn to $8Cdn. Well, ATY beat estimates then and hung around $16Cdn then $17. Then in January it CRUSHED estimates is now about $26Cdn - so much for that analyst - he didn't understand ATY is in the set-top box market [won the contract with the #1 set-top box maker GIC (ATY beat BRCM for the contract)], the workstation market [deal with SUNW and i bet others], the HDTV/MPEG market, etc.
The market for techs looks crappolla at the moment so tread carefully. I'm taking profits ruthlessly. I'd rather miss some profits by selling too early than take losses based on hoping the stock moves in the direction I want.
Bon chance, Susan. |
