I am keeping an eye on Chicago Bridge & Iron (CBI). I am looking for a good entry point to add to my position.
Netflix (NFLX) looks expensive to me. A stock that is trading at more than 50 times this year’s earnings is not cheap by any valuation. I love the company but it’s just too darn expensive.
I have been pessimistic on Hewlett Packard (HPQ) since the departure of Mark Hurd. The stock is getting really close to being a buy at $38. At $35 a share, I would be comfortable owning HP.
