You want a big cap name, sick of my small crap dice rolls?
Look no further than [[GLW]].
All you need to know: there is a shortage of glass substrates, most commonly used in LCD screens. Apparently, demand for LCD’s is so ridiculous, so absurd, prices are going higher. The #1 maker of the LCD glass, GLW, will enjoy better-than-expected margins. Write that down.
In addition, the largest contract manufacturer of LCD’s, [[AUO]], will enjoy margin expansion too.
As for my small crappers:
I’m feeling RFMD and ENTR right here, right now. RFMD is a straight up chips in handsets play. But ENTR is special. If they execute their business plan flawlessly, the stock will be multiples higher than where it trades today. Their technology is the next evolutionary step in the development of the digital set top box. So you know, they are presenting at a JMP Securities conference today. Listen to the webcast here.
Also, I am a big fan of oil here. The set up is pretty insane and I think the small cap oils are readying to BTFO. Within the space, I like ERX, FTK, SU and maybe a little WRES.
Finally, should STAR continue to dip, I want to get long the name, especially since they own the CDMA core router market. And, by the way, CUZ,, ATHR, NGD and TWI are noteworthy too.
Comments »