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


To: Carey Thompson who wrote (31887)9/3/2008 11:25:20 AM
From: Jurgis Bekepuris  Respond to of 78753
 
GSIT - they have niche very fast SRAMs. Looks like they are doing fine for now. I would not bet for huge growth, but the company is still trading at 1.3 book or so, while being nicely profitable.

From your stocks I have some AXP and probably could add more in the future.

And what's the story with WDC? Don't these guys go BK once in couple years? ;)



To: Carey Thompson who wrote (31887)10/23/2008 5:29:11 PM
From: Jurgis Bekepuris  Respond to of 78753
 
I have added to AXP and PEP today. Sold my DD.