05/31/2007 03:48 AM CDT Asked by Quantum Trading Strat.
selling usu and elon for large gains... adding to avnx

03/23/2007 18:29 PM CDT Asked by Quantum Trading Strat.
out of ONXX added to avnx & ccur

12/15/2006 21:54 PM CST Asked by Quantum Trading Strat.
The setup for FNSR continues to improve.

12/13/2006 18:46 PM CST Asked by Quantum Trading Strat.
TERN.pk buyout rumors could help several portfolio holdings. SEAC ARRS CCUR

12/10/2006 11:12 AM CST Asked by Quantum Trading Strat.
James -- this could be long discussion. Briefly, my own criteria I use P/B, PSR, P/cash flow & P/Net Cash & Investments -- all on relative valuation basis by sector.

I prefer GARP to pure deep value but will have 20-50% of my portfolio invested in pure deep value names. Even then I want to feel that there will be a resumption of Rev/Eps growth at some point. Or some catalyst to get the shares moving.

For example, COMS was deep value, now more of GARP name. USU MRVC ONXX PWAV IKAN are deep value. ARRS & FDRY are close and the rest are GARP.

For large cap names, AAPL was a classic deep value name until late 2004/2005. On my relative criteria YHOO has been skirting the edge of deep value with their huge investment portfolio & balance sheet strength.

Though INSP is classic deep value in that space, but lot of hair on that name.

If you don't think SPWR is grossly overvalued then CY is in the deep value realm and certainly was their $5 ago or lower. I still feel CY is deep value name.

12/09/2006 18:52 PM CST Asked by James Altucher
How do you define deep value?

12/08/2006 18:45 PM CST Asked by Quantum Trading Strat.
added ONXS & IDIX

12/06/2006 18:15 PM CST Asked by Quantum Trading Strat.
SEAC -- hit a nice EPS call. Would encourage anyone interested in the cable/telco sector to listen to call.

Lots of value on the balance sheet and improving Rev. trends.

12/05/2006 15:46 PM CST Asked by Quantum Trading Strat.
good qtr. from OPTM could benefit a few co's on this list.