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

To: rllee who wrote (36837)	3/4/2010 12:43:02 PM
From: MCsweet	Respond to of 78471

On MNDO, This is an Israeli tech company with a spotty record, but decent cash flows. It is definitely no longer a buy on a book value basis (ARPs settlement has already been paid to company and distributed to shareholders) --- we will have to see how well the underlying business generates cash. The potential 0.20 dividend has investors excited, but I am inclined to take more profits as the stock continues to rise. I don't whether they can continue that level of dividend indefinitely. I sold a little more today, but still have a fair-sized position left. I will be interested in seeing the upcoming report. At the very least, I'll probably keep a stub-sized position along the lines of Paul Senior. MC