Busy Earnings Season & Eastern Over,
It is my favorite season running since I got so much corporation news to price and wave assetts.
To list just a few I have:
Nokia will give tomorrow some news, most likely reducing employees. I am long with it from Europe and from US, both. It is low level priced stock where downside start to be limited between 5 – 6 euros.
The biggest stake I have is Intel and for this reason my portofolio has been pretty wild over the passed week.
I still think it was kind of weird actually that INTC offered this low level price before for earnings report.
Today CSCO joined to that group where I see decent priced SOX names & potential bottom building.
From sellside CRM is one of my candidate to short, profits priced for next 280 years with it while each dollar it generates leaves only 4 cents to the company raises some question.
With these numbers it´s PEG ratio is 20 and it is likely most expensive stock exist in United States.
