The Justa & Lars Honors Bob Brinker Investment Club Message Board

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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club

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To: Demosthenes who wrote (4568)	4/18/1999 1:52:00 AM
From: Lars	Read Replies (1) of 15132

D, >>> I am prepared to buy another 1000 of SFAM at 11 and MTSN at 6. What is going on here with these current prices? I've heard about gifts before, but SFAM redefines the word. Looking at a 5 year price graph is astounding. It is over 80% off its all time high of over 60. Do you really think we should buy a company in this sector this far off its highs with no debt, a Cur ratio of 9 and a huge installed base at the end of the worst recession in the history of the industry? Are you sure we should rush in like this? Shouldn't we wait at least until the stock is at 25 so that we know for sure that the world will indeed not end soon? >>> Great post. It makes you wonder what would happen if we get that correction. I am really looking forward to looking back at the runup in this sector. I am hoping the peak of the sector follows Marty Whitman's prediction; that being, the semis are going to exceed everyone's expectations in the next up cycle. If that is the case and the market as a whole is completely euphoric at the time I think some of these stocks will rise exponentially. I think Bob believes there is more upside too.

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