Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Mao II who wrote (25172)	4/11/1999 10:23:00 AM
From: Jeff Jordan	Read Replies (1) \| Respond to of 50167

CPQ MaoII, Yeah...it will be interesting. It would have to drop below $20 for me to reconsider buying. And I wouldn't be buying on fundamentals. I like to consider where the price will be in 12 months and from 20 one could possibly have a decent return even if it only hit Friday's close. The real problem for me is; is that the best use of my capital for the next 6-12 mos? Most likely not. But if I could achieve a 50% return in 6mos. that falls into my investment strategy. But of late I have outperformed myself.<g>The problem is clearly management....revenues are good...the following is the problem: Return on Equity (TTM) -26.86 Return on Assets (TTM) -14.34 Return on Investment (TTM) -25.54 Gross Margin (TTM) % 23.07 Operating Margin (TTM) % -8.54 Profit Margin (TTM) % -8.80 if the company can improve here the stock could easily double....it definitely has a challenge here. I think investors with a very long horizon will do great. The 5yr chart still looks excellent. I'm glad I haven't gotten any grief yet about "too many shares" comment.<g> Jeff