Thursday, May 3, 2007

TSRA beat

my May 45call is going to do good tomorrow.

this one is a long term pick, I believe it has great future

Update: sold my call@1.55 not the best price, however almost doubled, nothing to complain.
I will do more analysis before opening new position on TSRA

6 comments:

Taikonaut said...

I like your long-term picks...However, isn't the PE of TSRA a little bit too high? This one reminds me WFR. Their prices contain too much high expectation....Just my 2 cents.

robin said...

well, if they can show fast growth in the forseeable future, the current valuation is not off the line.
the most important thing is its business model is so efficient and high margin business, from my preliminary research, I buy its fast growth story and believe it will be a superb player in this field. especailly from my understanding of memory business and CIS business, companies like MU, OVTI needs Tessara's tech to stay above the competition.

Taikonaut said...

我还是喜欢买losers...PE低的。可能是受Ben Graham/Warren Buffett 影响比较大。

robin said...

Graham,Buffett,Lynch,Fisher
一个都不能少

Taikonaut said...

Lynch好像是喜欢找别人不注意的股票,比如啥做墓地生意的公司。
Fisher呢?

robin said...

http://en.wikipedia.org/wiki/Philip_Arthur_Fisher

Buffett自己私下说,90%是follow Fisher,
10%才是Graham