BTUI
Did I forget to mention DELL? Another large cap, past leader that is not going any where soon.
BTUI, a sm
all cap (unfortunately I do own) reported very strong earnings last night with a lukewarm outlook. Stock run up in front of earnings and it appears that it will give back all and more. While disappointed, I wonder if the management is playing UPOD. Although the stock remains cheap, valuation really does not matter in current market condition. BTUI happens to be in a very weak sector (Semi), industry (tech), and uncertain market (lower growth, inflation, Fed, geopolitical, mid-term election etc). I am holding this one for valuation and growth for now.
BTUI, a sm
all cap (unfortunately I do own) reported very strong earnings last night with a lukewarm outlook. Stock run up in front of earnings and it appears that it will give back all and more. While disappointed, I wonder if the management is playing UPOD. Although the stock remains cheap, valuation really does not matter in current market condition. BTUI happens to be in a very weak sector (Semi), industry (tech), and uncertain market (lower growth, inflation, Fed, geopolitical, mid-term election etc). I am holding this one for valuation and growth for now.
posted by ZIGZAG at 7/21/2006 08:51:00 AM
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