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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: marc ultra who wrote (3071)1/29/1999 1:58:00 AM
From: Kirk ©  Read Replies (1) | Respond to of 15132
 
A plug pulling by them would be cool.... Get some more shares for under $10 perhaps if that happens? I doubt BB will do anything other than eliminate or lower the $18 entry point.

Interesting book I am reading on contrary investing. Says miss earnings for a high flier like Msft or Dell and earnings get hammered.

Miss earnings on a dog and people just yawn and say "yup, another flea. Give me a beer. Burp. What else is new?" Utek might fit that category...yawn...down a buck.

Beat expectations on a dog and get huge rewards, hence Lam doing well as it loses money.

My guess is Utek is a buy on extreme weakness and hold until they make expectations then watch it go. Probably some nice time diversity in a portfolio.

regards
Kirk