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


To: Mattyice who wrote (37952)5/20/2010 10:55:06 PM
From: Paul Senior  Respond to of 78462
 
Matt Monday. Welcome to the thread.

With such great returns on equity and the way sales seem to be increasing, this InterDigital might - I guess - require some good knowledge as to what its products are and if there's a sustainable competitive advantage with them.

While the stock might meet some criteria for a value buy, given the recent drop in stock prices, I find there are many other value candidates that seem equally or more attractive.

So for me, I'll pass. I'm just not one to dig deeper right now to see if I want to buy it.

Nice quarterly report though

finance.yahoo.com



To: Mattyice who wrote (37952)5/21/2010 11:15:29 AM
From: Jurgis Bekepuris  Read Replies (1) | Respond to of 78462
 
I posted a bunch of questions on IDCC board ( Message 26555167 ). The earnings and valuation look attractive, but I wonder if they are sustainable. I guess market is voting "No", but I'd like some opinions from experts on SI. :)