Replies to post #69437 on InterDigital Inc (IDCC)

[captainslog]

We have a market that has a lot of value already priced in.

Interest rates are low
PE's are high
Stock Prices are moderate to high

These are not great ingredients for a big bull market. We are still hung over from the bubble bursting.

Good companies with great potential, cash on hand, in a growing market will do very well.

IDCC will do very well, IMHO. Much of the rest of the market will tread water for a while.

[TFWG]

Jai, if inventory had been down, that could mean a capacity problem, which means they'd have to borrow to expand, which means more debt, and you know what more debt means...better sell.