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Wed, 06-18-2008, 12:06 PM
#31
I've had my reservations about Visa.
Their IPO was supposed to be a way to help the current credit crisis, and that its market capitalization relative to its growth potential is nothing to compare to Mastercard's when they went IPO. Personally, I think its overvalued, especially with a PEG of 1.82.
Also a Fool article about it:
http://www.fool.com/investing/divide...07_linkdefault
My recommendations:
INFN (Infinera)
Infinera is a company that focuses on efficiency for setting up fiber optic networks. Yesterday the stock dropped 25% in light of lowered quarterly projections. Personally, I think it oversold.
NFLX (Netflix)
Netflix has been one of my more profitable investments, and with good reason. They are the big dogs for video rentals, and are single-handedly responsible for Blockbuster's downfall. They have recently released the Roku Box, which I understand has been selling out of stock as of late.
CSE (CapitalSource)
Money lender to businesses, they've obviously been hit by the credit crisis. Not only is it still undervalued, but it also has a 16% dividend yield (which is....pretty insane).
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