View Full Version : ..one stock for your long term portfolio.$$$

09-04-2005, 10:13 AM
/images/graemlins/grin.gif...cree about 25/sh real big in light emitting diodes; and has other tech items in the pipeline...

the company is making money:

remember: the holy grail of energy saving is led's which emit light and virtually no heat and use very little electricity (energy)


this advice is worth the price ya paid for it:

cree what a bee-yoo-ti-full name



/images/graemlins/wink.gif /images/graemlins/club.gif

09-04-2005, 01:52 PM
scalf, why do you think this is a good stock for the long term?

09-06-2005, 11:17 PM
/images/graemlins/grin.gif cree makes led's which will be used more and more especially as energy costs increas...also heavy into big rectifiers; big potential downside is family has has a feud; but lately that has been patched up.

as i said in last post; cree is a profitable company...best guestmate i have is pe of about 18 at new years 2006


25/sh;;buy 400; it'll be a million in ten years; <maybe>; but hard to find a good argument for bankruptcy; they manufacture and sell products in deman with a 50% margin



do your own due diligence..


/images/graemlins/grin.gif /images/graemlins/spade.gif

09-06-2005, 11:28 PM
/images/graemlins/smile.gif for example; sniper; on fri sept 2, 2005, cree announced it was now two years ahead of it's plans for intensity from led's; even though it was using much the same technologl..

in other words: light emitting diodes create a very high lumen output per mA of current; you get a lotta light for little energy; think consumers might be interested??



/images/graemlins/laugh.gif /images/graemlins/club.gif

09-07-2005, 11:54 AM
This one looks really good. Bought some on Tuesday.

There's a good chance LEDs of some form will completely replace incandescent bulbs in the next 10 years. CREE is the market leader in terms of technology, and they'll be the ones to make LEDs bright enough and cheap enough for the consumer market. Until that day, they've still managed to keep market share and stay profitable in a commodity business, competing against low-cost East Asian manufacturers. IMO that really demonstrates the company's capabilities.

Seriously, with their growth prospects, this company should be trading at a 40 P/E. It is stupid cheap right now. I see very little downside and potentially huge gains.

09-07-2005, 12:10 PM
Except that actual growth (LTM this Q vs last Q) is slowing way down and is almost flat. Good company, the market just doesn't believe your LED outlook.

09-07-2005, 05:47 PM
Good company, the market just doesn't believe your LED outlook.

[/ QUOTE ]Well, the market is hardly omniscient. If I thought the market was always right, I'd put all my money in index funds. Great opportunities only occur when the market makes a mistake, and on this company I think it's making a big one.

09-13-2005, 01:01 AM
want to find where the markets making a mistake?

try MRH

09-13-2005, 07:37 AM
/images/graemlins/smile.gif kag:

i like the statement; we make money in markets because we value better than the mob; i think ya got a winner here..


/images/graemlins/tongue.gif /images/graemlins/club.gif

Dan Mezick
09-13-2005, 08:28 AM
I notice pundit Fred Hager is very big on this stock and has been for some time.

09-13-2005, 11:12 AM
I take it you think the market overreacted to Katrina's impact on MRH? Looks like they're expecting a $450M-675M hit, on a company that has $200M in cash and $200M/yr in revenues. They're going to have to do some heavy-duty borrowing or issue new stock.

There's probably some point where it would get cheap enough to buy, but that would be when the price/book, including the Katrina damage, was around or below 1.

Am I missing something?

09-13-2005, 08:46 PM


just cause hitler liked wagner; don't make it bad music..



/images/graemlins/confused.gif /images/graemlins/wink.gif /images/graemlins/club.gif

09-18-2005, 03:39 AM
youre not outthinking the market

they have alot more cash than that

arent liable for the entire damages amount- associated with berkshire and they OVERSTATE liability

issued stock

revenues will go up now