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jasenj1 (34.23)

May 2008

Recs

0

Dear Diary

May 16, 2008 – Comments (2) | RELATED TICKERS: ATNI , GRMN

Closed out a few winners that took a dip today in an effort to "lock in" some points - and improve my percentage.  Will likely add them back in if they move up again.  [more]

Recs

0

What to do about NTE?

May 05, 2008 – Comments (1) | RELATED TICKERS: NTP

Nam Tai Electronics posted their Q1 results today and things do not look good to my eye.  Sales fell 23% YoY, influenced primarily by a 51% fall in their telecom business.  You can read the gory details in any of the summaries available on the Web.  Their guidance isn't very upbeat, either, with mumblings about restructuring costs, labor regulations in China, Bird Flu, and other gloomy things.  Yet they still pay out a $0.22 dividend, which is good money - and helps offset any decline they may have in stock price.  [more]

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