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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: TimbaBear who wrote (12838)7/23/2001 10:33:33 PM
From: jeffbas  Read Replies (2) | Respond to of 78633
 
timba, for what it is worth I strongly dislike CATS.

In my opinion, it is a small commodity chip producer, that spends far less than peers on R&D as a percent of sales (the lifeblood of such a company), with major, recent insider selling at the current price level. I suspect earnings have largely evaporated at this point, and much of cash flow as well. If I am going to invest in a commodity producer, in any industry, I want the biggest and strongest, not a small, weak one.

Three stocks I am watching but don't own are MONI, SBL and SFA. Any informed views are welcome.



To: TimbaBear who wrote (12838)7/24/2001 2:21:48 PM
From: Paul Senior  Respond to of 78633
 
Thanks for mentioning those 3 dividend payers, TimbaBear. I'll pass on them for now in favor of larger-caps that are paying dividends and that are selling at low (imo) prices also. In this market, I feel a little safer with larger companies. Not that that is right or the best tactic - but in the market of the past two days, I'd just want to feel that there's a little more security with bigger companies.

I'll check back later on CVR, CHMP, APL.

Paul S.


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