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


To: hoyasaxa who wrote (18421)1/13/2004 2:04:51 PM
From: - with a K  Respond to of 78511
 
>> Looking for a a good place to use cash

Granted, it's more of a growth story than a value story, but I've written up my reasons for taking a large stake in BEL starting here:
Message 19477110

It is down 4% today on no news that I can find, and I would consider adding if it drops to the 50DMA line if it wasn't my largest position already:

stockcharts.com[h,a]daclyiay[dd][pc20!b50!f][vc60][iut!Ub14!Lc20]&pref=G

I'm guessing the sell-off is with the general nature of the market today; some profit taking; and triple witching Friday coming up.

Snip from Grommit's post 11/25:

In US dollars -- base is $1.87 in 2005, best case is $5.12 in 2007. Other analysts had the same in 2005 ($1.75 or so) so I think the company is leading and helping them closely. I think there may be some upside to the 2005 numbers based on the tone of the latest earnings announcement and the solid backlog. I agree with the analyst who writes "the market opportunities are enormous, while barriers to entry are huge..."

A Jan. First Call report shows 1 analyst forecasts 25% growth. Forward PE is 12.8.

Strong Quicken rankings: quicken.com

Yahoo stats: finance.yahoo.com



To: hoyasaxa who wrote (18421)1/13/2004 2:39:53 PM
From: Paul Senior  Read Replies (1) | Respond to of 78511
 
hoyasaxa: fwiw, I see several media pundits have suggested AET as a value buy at current price.