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Posted

"maybe whitney had to dump his stock?"

 

I don't think so. I did not hear of Bill Ackman dumping is!

 

What a puppet! I simply could not believe him pumping JC Penney this week following Ackman reco.

 

Cardboard

Posted

 

What a puppet! I simply could not believe him pumping JC Penney this week following Ackman reco.

 

 

AND laying out the BRK-case for the fiftieth time...  :D

Posted

On other hands, producers of hard-disk drive manufacturing equipment like XRTX, IVAC might benefit for next few quarters. XRTX will be involved in fixing stuff for WDC in Thailand but I suspect that companies will be adding capacity outside of Thailand first to add the capacity quickly. In my opinion, 35-40% of the capacity getting affected due to flooding is very huge.

 

XRTX said they were having trouble keeping up with the orders after this catastrophe and the stock is cheap even after the recent runup. One thing to consider though is that they have a storage business that might suffer from this bottlenecks.

 

  • 2 months later...

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