Seeking Alpha

Steve Reitmeister

 
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  • Steve Reitmeister
    AAPL is everyone's favorite stock. But that may be the problem. If everyone already loves it, then who will buy next to drive up the price?
    8/21/10
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      • Steve Reitmeister
        Studies show that in years following big stock market rises, the telecoms outperform. That is why I like IXP now... 4%+ yield doesnt hurt.
        8/21/10
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          • Steve Reitmeister
            DV is a top firm in this space. After regulations, weaker players will fold up and DV will stand tall. Any price under $50 is a bargain.
            8/21/10
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              • Steve Reitmeister
                TXN traditionally trades at a PE of 15+ and now its barely 10X. I don't care where we are in the semi cycle, this is a steal.
                8/21/10
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                  • Steve Reitmeister
                    SOL has already sold out production for 2011 leading to a HUGE increase in 2011 EPS estimates. That growth & PE of 4 says big upside.
                    8/21/10
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