Replies to post #30052 on The Black Box

[Alexander]

I do trade it, but overall i'm very long on Beas.

IMO, the uptrend is firmly in place. Expectations embedded in Bea's stock price are still pretty low.

Competitively, Bea is still seriously underestimated....yet that's why it makes such a compelling investment by the investment community. Few are expecting this company to grow much faster than 15%....IMO, growth in the next years will be much higher coupled with higher operating magins

alexander

[Alexander]

As you probably have noticed, i'm cautious about stocks that reflect hyper growth or that are loved by Wall Street. Doesn't mean they can not go up, but i have seen to many disasters in the past with Wall Street darlings.

Bea has been out of favour for a couple of years. Only recently has sentiment started to improve...I think we are just in the initial stages of that improvement.