- TICC - own but plan to buy more when it finds a bottom
- KOG - the drillers are on hold while oil stays below $90
- OCN - owned it, like it, but letting it settle after last week's bounce
- REGN - coming off of a relative low - looking in it
- KORS - recently sold off from new high, reports tomorrow morning
- DDD - running strong, P/E falling from 69 to 42, institutional selling
- ALXN - coming off of a hard sell-off.
Monday, November 12, 2012
Growth Screen
The screen du jour yields (lowest forward P/E first):
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John,
ReplyDeleteThanks for you comments about my stocks.
I like TICC on paper a lot especially the dividend, but I will stay away because although there were a lot of insider buys in 2011, the overall insider ownership is too small for me for a company paying 13% dividend, I would think the insiders would be all in. I like DDD, I have seen demos of 3D printers on TV and they are amazing. Would not be shocked if HPQ buys DDD. I got some more MSFT today at $28.31. Ballmer says Surface sales were modest and the stock tanks. Funny thing is that the Surface sales are not even a factor in their future earnings, Windows 8 is, but not the Surface itself. You mentioned they do not have a killer product but you should look at their SmartGlass app. It uses the Xbox to control the TV using Ipads, or Win 8 phones. I think the next Xbox will be the must have product, I am guesing but the next Xbox might have Windows 8 on your TV with hand waving control to control, Web access, TV, and music. This will be a must have for kids and kids control the family purse strings.