NetLogic Microsystems, Inc. (NETL)

This met a high level screen to indicate a sell and strong underperform against its peers (other tickers in its industry). My 1st version of this spreadsheet devles deep into the company's balance sheet and recent income statements, combined with other relevant price data for the company including insider/institutional holdings, short interest, debt levels, etc.
I'm testing capabilities of this 1st version of my automated, valuation spreadsheet matched with my personal criteria and see how it holds up.

This is part of the mobile internet index that Cramer is touting I looked and figured what the hay its worth a shot to see if they grow they way he thinks they will. His thesis is that the mobile internet while be as big a game changer as the original internet was. Being a CTO I do not think it will be that big a movement but it will provide enough growth for his index to work just not be the huge bust out he thinks it will be. What your looking at is replacing every cell phone and laptop with a device that can connect to the internet at broadband speeds form just about anywhere in the US. The only problem I with his choice is that he left out HP and DELL and Lenovo the big laptop makers they will have a play and I am including them in my version of the index. It's been a flop so far but I have hopes.

next round of completely overpriced stocks. companies are overextended in their balance sheets & stock prices. Expect them to underperform the S&P 500.
VCI (already existing pick), VPRT, NETL, PAY, BLKB, LULU

When the overly optimistic FOMC says that household spending will be "constrained" by sluggish income growth, ongoing job losses, lower household wealth, and tight credit AND Shanghai stocks hit a seven-week low, then you know this bear market rally is finally over!

The 1929-1930 equity rally (coming out of The Great Depression) lasted 147 days and the market was up 46%. It has been the same amount of time since the March, 2009 low and we are up about the same percentage. It’s déjà vu (paramnesia), so prepare for a drop of about the same percentage (85%).

Design wins over the next two years should hit stride and continue above average PEG for the fowllowing three years

This company would have to massively grow earnings over the next few years to justify its current multiple, and in an environment where consumer spending on gadgets is slowing down I don't think that is possible.

(2009) Mid-Feb shares on loan: 10%; currently over 20% of shares on loan. The calls will drive this stock down before it recovers again.

I like the numbers on this one. Small company with good growth numbers. PE ratio is good, Return on Equity is nice, and my personal favorite is the low debt this company holds. I see this as a company that will not have much short term gain but the possible long term gain is good.

Tech recommendations from various TV experts (Kramer and other CNBC "guests") combined with Fed easing into the election year should put NETL in a comfy position as long as they keep customers such as Apple happy.

35

CSCO chewing them out

underperfomagic

It is over the back log of inventory and should eventially have good/great earnings figures. It swings more than $1.25 a day and therefore is also good to buy and sell short term as it goes up.

I believe it will reach $30-35.00 within the next few months.

short term turn around.

I'm just going on the P/E, haven't checked the financials.

NETL is awfully cheap right now and has a product that is at the top of its industry.

Will profit from broadband expansion; favorite of the Gilder Tech discussion board, which has been doing very well lately.

I'm getting this feeling that the semiconductor biz is finally bottoming out. I'm seeing it in stock after stock which is part of the sector. Why ask why? Why fight the trends I'm seeing on my chart.

I'm buying this one ASAP for the CAPS.