SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (19715)9/22/2004 10:30:53 PM
From: Spekulatius  Read Replies (2) | Respond to of 78665
 
re BUD -
not a value stock but not as expensive than it used to be. The stock has been weak lately which is strange, since most analyst have a positive rating (overweight, buy) on this stock. This implies risk to me if downgrades occur, which i have seen happening frequently after a stock declines. i do acknowledge that my argumentation sounds a bit circular here, but I am careful with stocks that a starting to decline and have strong institutional backing (still) - i rather buy when analyst have thrown in the towel at that point, the stock is held by stronger hands. I'll keep BUD on my watch list but i think it may go lower to the mid 40's where it has more support, guessing from the charts.



To: Paul Senior who wrote (19715)9/23/2004 10:18:34 PM
From: Madharry  Respond to of 78665
 
I purchased shares Cryptologic CRYP . I was wondering if anyone else has looked at this one. Seems to be the leader in internet gambling software (poker anyone?) and sells for 10x earnings net of cash. company announced some type of buy-back in recent days. there are undoubtably some skeltons in the closet or it would not be this cheap. I just dont know exactly what they are.