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To: The Ox who wrote (853)5/4/2012 1:53:20 PM
From: Sultan  Read Replies (1) | Respond to of 8239
 
MRGE reports on Tuesday.. Did not expect it to come down at these levels for sure but I tend to be too optimistic..



To: The Ox who wrote (853)5/4/2012 10:45:48 PM
From: richardred  Respond to of 8239
 
Thanks OX. Look forward to contributing here in whatever way. The market conditions can change so fast. I'm looking for some bargains and finding some like these IMO. Both added to my watch list today.

FWIW-In my scans of major % advances and declines today. Found some of my personal taste- IRF -International Rectifier Corporation- and DOLE -Dole Food Company corp. Both looking interesting to me.



To: The Ox who wrote (853)5/5/2012 3:00:52 AM
From: bruwin  Respond to of 8239
 
I see you've moved more into EBIX, TO. Hopefully you got in somewhere between $18 and $19.
It's next Q1 is due within about a month's time and it will be interesting to see what they report and how the 'market' reacts.
As we discussed, elsewhere, I'd say its current fundamentals look good.

Looking at several of its recent EPS numbers, and assuming a P/E of around 12, we could see its forward Price going to at least $22 to $24 in the medium term.

Best wishes ....



To: The Ox who wrote (853)5/9/2012 1:19:35 PM
From: The Ox  Read Replies (1) | Respond to of 8239
 
Dumped AMRS first thing this morning, too. Probably a kitchen sink type quarter but...boy was it ugly or You-Gee-Lee!!

Will give CIEN a little more rope but not too much. If it gets hammered on CSCO's earnings, it will likely hit our downside stop.

Thus far, only EBIX and RDN holding up reasonably well.

Seen nothing out of CYTK yet....