Got momentarily excited about Cyberonics today following a Zacks.com blurb on NASDAQ.com from my Yahoo! news filter ( Cyberonics Approves Share Buyback – Analyst Blog ). The PEG is a bit higher than I like, but 0 debt and good margins got me interested. Then I looked at the insiders all cashing in their options the last few months, several Foolish thumbs-downs and one quick analysis on the Fool and I decided to get less excited unless there is (another) big pullback…then re-research.
Archive for January, 2013
An article on TechCrunch is getting some traffic thanks to a LinkedIn link. While the general topic of Cisco exiting the consumer market is useful information to consider, the writer gives a very misleading argument about for the value of the consumer market for network hardware “The story in CE these days is BYOD”. BYOD is exactly why big security and network appliances will be big business. The home user could care less if their network is secure (check your neighborhood wifi spots for “Linksys” and you’ll see).
I’m not decided on whether this was a good or bad move for Cisco, but I’m leaning towards good thinking back to IBM selling off the laptop division to Lenovo.
I came across CYBX via my news watch for stock repurchases. At a quick glance the numbers looked like an opportune time to jump in, but my Foolish friends (well, not really friends, you know, they don’t even know me, but I’m not a stalker, even though I walk by their headquarters twice a week currently as part of my day job commute) have a very different tale to tell of inflated cash flow and suspicious news reports. Even I look at one insider buying and selling on the same day and wonder why they can’t cash in their options like everyone else.
A few years ago I would have bought the news. Now, I blog the muse. Go figure.
While the title of the blog is Cheap, Lazy Investing, the URL does start with money, and a friend of mine says that investing in one’s own happiness has the highest return. To that end, I check a series of sites everyday for bargains (and one just to get a daily drawing entry). They are listed below. The order is the order in which they were added to my daily check reminder and not any other order:
etc., etc. Point missed is that I don’t follow Sam Collins much because most of his pitches are either for pennies or are a bit late to be of much value for small time folks like me. Not so today in his QUALCOMM pitch at Investor’s Place. I looked at QCOM a few years ago and didn’t act on it. Still might not if the pullback doesn’t happen, but I like the numbers now at a slightly lower entry point of around $62.00.