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


To: Spekulatius who wrote (20462)1/13/2005 9:36:55 PM
From: Sergio H  Respond to of 78652
 
Spekulatius, OIIM does look appealing. I was curious on your viewpoint on the current interest already in the stock.
finance.yahoo.com

Looking at the insider, institutional and mutual fund holdings on OIIM implies that everyone is already at the party but the lights haven't been turned on yet.



To: Spekulatius who wrote (20462)1/19/2005 12:04:19 AM
From: Spekulatius  Read Replies (2) | Respond to of 78652
 
Bought a starter position ISIL. Investment rationale similar to OIIM. High gross margins, good cash flow, strong balance sheet interesting products but yet a lack of growth. If growth can be reignited the earnings leverage should be substantial and stock prices much higher. Downside on the other hand is fairly limited unless things are really falling apart.