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Posts by chrisjr

mind blowing, anyone own the name?
Green across the board today
I like their fantasy hockey setup.
YHOO
Fully invested as well. Still waiting for my tax return, the majority of those proceeds will probably be put in MU.
Taking a look at MU. Greenlight bought more in the face of sellside downgrades (Nomura, Drexel). Trading at 52wk lows which implies 7-9x fwd earnings. Bull case is summarized as follows: - The stock is cheap 7 - 9x forward earnings estimates. - The industry's oligopolistic structure reduces the odds that there will be over production. - Even in the midst of the relatively weak DRAM environment, Micron will make somewhere between $3 and $3.25 EPS this year and $4 a share...
Glad the trade worked out for you. Not sure why the stock was moving north today, only news I see what the report that a few funds bought $900MM of shares in Q1.(http://www.seattletimes.com/business/technology/valueact-ex-buffett-manager-buy-stakes-in-precision-castparts/). I'm long at $205.
Fair, but there are also loads of activist investors that go long and aim to shake up management. Happy to get along for the ride on those.
What's the duration?
The first "most helpful" review on AMZN is hilarious:http://www.amazon.com/MONEY-Master-Game-Financial-Freedom/dp/1476757801
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