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


To: Jurgis Bekepuris who wrote (30795)4/29/2008 10:27:49 AM
From: Wallace Rivers  Read Replies (1) | Respond to of 78750
 
I watch Cramer for entertainment purposes as I stir the pots for dinner, and I think he may have come up with an idea worthy of a look see - APOG. Good PEG and excellent forward looking growth, average to above average financials. It's now on my watch list.



To: Jurgis Bekepuris who wrote (30795)4/29/2008 11:02:59 AM
From: Jurgis Bekepuris  Respond to of 78750
 
And here's the opposite of "cigar butt" - hmm, should we call it "cigar front"? ;) CREE. The macro outlook is potentially very bright (pun intended) with more and more businesses and consumers using LEDs. On the other hand, the management has consistently performed very poorly: ROE sucks, margins suck, growth is not really there, acquisitions are unclear. Could be a huge stock on macro outlook, but I will still skip it...