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Real-Money Stock Picks / Messed-Up Expectations Portfolio


Subject:  Re: Screen results Date:  12/13/2010  2:58 PM
Author:  nonzerosum Number:  99 of 1287

Thanks, very nice screen.

I bought MU recently. Very cyclical business, of course, that's the danger. But gobs of cash recently, and several positive Fool articles.

I also bought WDC together with their solid state rivals, SNDK, STEC, which I also think are cheap (or "were" - they popped nicely). Storage won't go away with video and multimedia, so I think the market is pricing too much margin erosion into them.

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