Quote:
Originally Posted by Mori****a System
Wanted to update my value/long portfolio.
Present value/Long holdings: AGO, ANAT, GRVY, MRVL, REGI, AAPL, PRSC
Exited ANAT, 1 YR 14% gain, still super undervalued. What a great defensive stock.
The earnings report and ensuing conference call from AGO was incredible and I think they still has massive upside.
GRVY is as written above.
MRVL has a lot of potential, not only because of Einhorn's thesis, but because the CMT infringement suit is a joke. See:
http://www.marvell.com/company/legal/
I work in the patent field, and points 6-8 are the biggest reason why the damages ruling is a complete joke. Nowhere in the history of U.S. patent law has damages ever been assessed for products made and sold outside of the U.S. for infringement on a U.S. patent, and it sets the kind of completely non-sensical precedent that will get smacked down by the appeals court. Even if CMU has them dead to rights and on willful infringement and the appeals court agrees with the 50c royalty rate (all extremely unlikely), at most that is $540 million, and this is assuming everything goes correctly for CMU otherwise (domestic sales - if they are considered to be domestic + triple damages for willful infringement). That will be the absolute worst case scenario IMO, and so unlikely that the appeals ruling will be a catalyst for them.
REGI is blowing my expectations out of the water with today's earnings. Hoping for multiples on that one.
AAPL per Naj's thesis.
PRSC per ahnuld's thesis. Going to slam a lot more into PRSC.
Also considering AXTI, which I have been shadowing for about a year. Anyone have any thoughts on them?
Last edited by Morishita System; 03-04-2013 at 08:50 PM.