The Enterprising Investor's Guide weekly market commentary newsletter for August 30, 2010.
We doubt that the CEOs stock sale has much to do with his view of the company going forward, and is most likely do to external factors. However, at Ockham we have an Overvalued stance on ANF at the current price level. We may raise our view of this stock to Fairly Valued or neutral if they can continue to quickly grow fundamentals or it the price were to fall into the high $20’s given current fundamentals.
The Enterprising Investor's Guide weekly market commentary newsletter for August 23, 2010.
We will be very interested to see if Intel will begin to integrate security enhancements into its hardware or if they will leave the McAfee division as a solely software product. Powering and protecting computers (in a general sense) is a business we do not see slowing down anytime soon. There is no doubt that Intel has taken a major step towards growth continued growth with this deal, and if the stock falls much further we sense a buying opportunity.