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

To: Spekulatius who wrote (49159)8/19/2012 10:32:31 PM
From: NikhilJog  Read Replies (2) | Respond to of 79177
 
i thought when i spoke about einhorn, i said "long term"...not what has happened in the last yr. On Dell, i will say it again - in 2 yrs people will regret not investing in this firm..

Interesting logic on Marvell. thanks.



To: Spekulatius who wrote (49159)8/20/2012 3:20:53 AM
From: Paul Senior1 Recommendation  Read Replies (1) | Respond to of 79177
 
MRVL. The company has a history of poor roe, and because of that, in my view the stock, even after its drop, doesn't seem very attractive to me. I'll pass.

If the company were to do something with its cash, I might consider revisiting.


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