How much in the bank?

[Assertn]

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).

[Animeniax]

Beyond the numbers, I'm looking at real life circumstances. With the economy the way it is at present, everyone is using credit cards to give themselves some breathing room, and Visa is the largest credit card company with more acceptance and name recognition than any other card out there. They will have an advertising blitz when the Olympics arrive, where once again they are the only card accepted.

Regardless of the outcome of litigation and possibly restructuring merchant fees, Visa will continue to make money. They have little to no debt, limited expenses, and basically it's a pure revenue maker, if not at the rate that Wall Street predicts.

The Fool article is a good read, but it asks more questions than it helps to answer.

[Assertn]

Great companies are definitely important, but they are only one variable in the overall equation.

Microsoft is another great company, however its stock price hasn't grown in the past 8 years. All they've got going for them is a 1.5% dividend yield...you can do better than that in a money market account.

Edit: Woot....just increased my position in CSE. I couldn't resist.