>>>> Steve, do you consider CKFR a long-term hold, possibly a takeover candidate someday? E*Trade? Any of the financial houses? Even AOL? Yahoo? Amazon?
Or is their business model easily duplicated?
Just a little crazy, just wondering... <<<<
No, I don't see CKFR as a long term hold for me. It has been a good investment though over the last 2 months... I do think they are a possible takeover candidate. The stock is really not that high as far as valuation goes and they are in a unique position regarding Bill Presentment. I am in no way an expert on CKFR... The SI thread is very lively with numerous experts who have dissected the company in all ways imaginable. I personally prefer the larger cap internet stocks that have proven themselves to be winners (not that CKFR hasn't!).... My style is companies like AOL, YHOO, CMGI, ATHM, AMZN, etc .... mixed in with large old techs like DELL, CSCO, MSFT, INTC, SUNW, etc.... this type of approach has worked very well for me. Hopefully, it will continue.... |
