Not if you're looking at my positions and watchlist.
Trades: I bought EGHT stock, and calls for CF and SCCO. I should have waited.
VECO got a 15.6% haircut today after a downgrade by Citi to "hold". For this year, there is another hold rating, one buy, and two overweights. Veeco's P/E is falling from 11 to 7 with recent sales growth just under 300% YoY and triple digit earnings growth. It looks like the sales and earning are going to flatten out next year, but the estimates are holding well. I'm gonna pick up some of that.
Reversal alerts: (2), BBW & PTC. PTC might be okay but seems fully valued.
Subscribe to:
Post Comments (Atom)
No comments:
Post a Comment