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

To: Paul Senior who wrote (59697)	8/13/2017 2:10:56 PM
From: staring	Respond to of 78717

I started a position in NTES this week as well.

To: Paul Senior who wrote (59697)	8/19/2017 7:32:19 PM
From: Graham Osborn	Read Replies (2) \| Respond to of 78717

I was really on the fence on UBNT partly thanks to your feedback - I finally took a half-position on what turned out to be the day prior to earnings (I have to admit that I pretty much ignore earnings releases). I didn't really feel like buying more at the time and now that the price is up I have a convenient excuse not to. The high P/ Tb on this one still does not sit well in my stomach, but I think the company has good prospects if they stop the stupid buybacks they are doing and pay down their debt. Their P/ E needs to be adjusted upwards for debt. If they can do those things and Lazarus's recession materializes I might add later to round out a full position. Trying to remain sane in a crazy market..