Nelson- the market is crazy right now
Yes I think ESIO has 20% upside, but I sold that. I think USCR has 20% upside, but I sold that. Thing is, the market is super fickle right now, and my opinions on what to be in are changing almost daily. My opinion on USCR is predicated largely on the tax bill passing. Thing is, it isn't definite yet, and a couple senators were unsure yesterday. ESIO I am having some conflict with, as I felt from the beginning around $21 was full value after listening to the CC, plus it's moving super sluggishly lately, as if investors have had a change of heart. R59 convinced me it was worth more, but I am still skepticle.
Nelson I do think USCR is a great stock, but for now I like AAOI, HCLP, and MU better. I have watched USCR for around a year now, and I doubt very much it makes any big moves to $90+ in the short term. However if it falls back under $80, I will likely get back in.
