Thursday, August 17, 2006

 

Good Times

This is getting fun.

By the way, every time the market feels "fun" to me, we soon thereafter tank for a day or two. So, don't be shocked or amazed if the sellers put some capital reserves to work-- in an effort to drive prices lower.

Anyway, here are a few stocks that are ramping:

CRM,COGT,NVEC, GEMS, AMD, GYMB, XVE, CNXT, CTXS, RIMM, SLAB, SIGM, SIRF, HPQ, PMCS, PXLW, RACK, CHINA, OSTK, TZOO, REDF, FFIV, TUTS, EGHT, TLAB, BKHM, MW, FORD, EZPW, GGR, CNR, ERS, LDG, ACAD, NBIX, MED, VSTA, AFFX, CUTR, MDT, NITE, KR and AXR.

NOTE: I am hearing some positive chatter on BMHC.

# posted by Broker A @ 10:55 AM
Comments:
you hear any discussion on Tekelec, TKLC? They're a perpetual candidate, but recently:

- 2 private equity guys bought up 21% of company
- chairman is aged 77 and influences another 9%
- company has ridiculous amounts of cash (30+ % of market cap)
- been troubled, underperforming, new CEO (with M&A experience, I recall) in a consolidating industry (telecom equip)
- stocks drifting up recently.

Private equity OUGHT to buy 'em, but I don't know if anythings cooking. You hear anything?

Thanks
# posted by Anonymous Anonymous : 1:31 PM
 
Jerome:

Can't say I have. But, the stock looks pretty good.
# posted by Blogger Broker A : 1:58 PM
 
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