Seeking Alpha

Ted Graham's  Instablog

Ted Graham
Send Message
Edward Graham is Senior Analyst/Consultant, previously responsible for all healthcare positions in the UBS U.S. Small Cap Funds. He has 13 years of buy-side experience in Healthcare with a specialty in Medical Devices and Biotech investing. While at UBS, he developed a unique biotech investment... More
  • IMAX- time to trim again 0 comments
    Sep 30, 2010 7:40 AM | about stocks: KCI, IMAX, TIVO, DXCM, HOLX, ARTC
    IMAX has corrected and bounced back since my last post.  Now is the time to continue to take profits if you are still long.  3D will have tough comps in 2011 and the market will trounce high P/E stocks once again.

    The stock has had an incredible run and consumers have proven the value of 3D with their pocketbooks.

    Put your money in lower P/E stocks that show signs of life like KCI, HOLX, TIVO, DXCM and ARTC.  Details to follow on these names.

    18x next years earnings with earnings growth below 10% makes this stock residing in an unjustifiable valuation range.

    Disclosure: I am long ARTC, TIVO, and KCI
    Themes: MEDIA, HEALTHCARE Stocks: KCI, IMAX, TIVO, DXCM, HOLX, ARTC
Back To Ted Graham's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers

StockTalks

  • Market ends the year higher. 1. Q3 earnings beat expectations. 2. GOP wins in Nov. 3. Obama cuts taxes. 4. $ managers play catch-up.
    Oct 9, 2010
  • Advice to IMAX - Breakout Avatar's impact on financial results.
    Feb 1, 2010
More »

Latest Comments


Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.