3Com Corporation (COMS)

All Comments on COMS

  • commenter
    sunsetlover
    Aug 04 08:22 PM
    Nine Stocks Selling Under $3 a Share [view article]
    Good point Gamesix. More than half of COMS's total assets are intangibles!

    Tip: Institutional investors don't look at Book Value...for good reason!...only MBA schools do :)     Reply
  • commenter
    silveraxis
    Aug 04 04:58 PM
    My Website
    Nine Stocks Selling Under $3 a Share [view article]
    Things will be challenging at CDE for quite some time. Palmarejo is the key to unlocking value but there is about a 1-in-100 chance that initial results will live up to the hype. In other words, there should be plenty of opportunity in the months ahead to buy CDE at fire sale prices. Once Palmarejo is a stable producer and the stock is over $3.50, I'd consider that a safe buy zone. Between now and then, this is a trading stock. Reply
  • commenter
    sieraromero
    Aug 04 09:10 AM
    Nine Stocks Selling Under $3 a Share [view article]
    CDE is way undervalued in just about any measure of evaluation. In 2-3 years is an easy tripple bagger. Reply
  • commenter
    User 52095
    Aug 04 08:15 AM
    Nine Stocks Selling Under $3 a Share [view article]
    CDE reports Friday - we will see if it is under three dollars for long.......... Reply
  • commenter
    User 69935
    Aug 03 04:46 PM
    Nine Stocks Selling Under $3 a Share [view article]
    ... down a dollar, but could go up three. They are reputable companies which are good for the speculative accounts. Such companies are most likely to appreciate by the end of January of 2009. Reply
  • commenter
    singh
    Aug 03 02:32 PM
    My Website
    Nine Stocks Selling Under $3 a Share [view article]
    NAPS missed by you how come? it's buyout target trading below cash in my own opinion Reply
  • commenter
    GAMESIX
    Aug 03 02:07 PM
    Nine Stocks Selling Under $3 a Share [view article]
    Book Value can be very deceiving in measuring value. It includes intangible assets(like goodwill) that are worthless were the company to go under.

    Try tangible net worth and see how some of the above then appear.

    Once upon a time I held shares in an outfit known as Boston Chicken aka Boston Market. It's price to book was .10 before it went chapter 11.

    The shareholders got nada.

    Things are not always what they appear to be.     Reply
  • commenter
    rexquondamre
    xquefuturus
    Aug 03 10:08 AM
    Nine Stocks Selling Under $3 a Share [view article]
    This is an article? I don't think so. Reply
  • commenter
    User 81960
    Jul 30 04:41 PM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    YOU HAVE TO MANY STOCKS TO FOLLOW.
    ALL YOU NEED IS SOMETHING LIKE THESE.
    CHK / CSCO / EMC / FCX / GE / HAL / IPI / MON / MRVL / MSFT / RIMM / T / TEVA / V / WB / YUM.
    JUST 16 STOCKS TO FOLLOW.
    THEN YOU CAN DO YOUR HOMEWORK ON EACH .     Reply
  • commenter
    RIO
    Jul 24 10:08 PM
    3Com Corp.: Undervalued by Half [view article]
    COMS SHOULD BE BOUGHT OUT BY NOVEMBER 2008, THERE IS EVERY STRONG INDICATION FROM THE INSIDERS Reply
  • commenter
    Deco
    Jul 24 10:07 PM
    3Com Corp.: Undervalued by Half [view article]
    So Randy,what ru saying,where would u value COMS now?
    Thanks     Reply
  • commenter
    Randy Fay
    Jul 24 12:57 PM
    My Website
    3Com Corp.: Undervalued by Half [view article]
    Remember, the market can stay irrational longer than you can stay solvent. Funny 3com is mentioned as perhaps the most textbook case of irrational pricing.
    On March 2, 2000, 3Com sold 5 percent of its stake in Palm to the public through an IPO for Palm. Pending IRS approval, 3Com planned to spin off its remaining shares of Palm to 3Com's shareholders before the end of the year. 3Com shareholders would receive about 1.5 shares of Palm for every share of 3Com that they owned, thus the price of 3Com should have been 1.5 times that of Palm. Investors could therefore buy shares of Palm directly or by buying shares embedded within shares of 3Com. Given 3Com's other profitable business assets, it was expected that 3Com's price would also be well above 1.5 times that of Palm.

    The day before the Palm IPO, the price of 3Com closed at $104.13 per share. After the first day of trading, Palm closed at $95.06 per share, implying that the price of 3Com should have jumped to at least $145. Instead, 3Com fell to $81.81.

    The day after the IPO, the mispricing of Palm was noted by the Wall Street Journal and the New York Times. The nature of the mispricing was easy to see, yet it persisted for months.

    In cases of equity carve-outs, a negative "stub value" indicates an extreme case of mispricing. The stub value represents the implied stand-alone value of the parent company's assets without the subsidiary, a projection of what the company will be worth after it distributes these shares.

    In the case of Palm and 3Com, after the first day of trading, the stub value of 3Com, representing all non-Palm assets and businesses, was estimated to be negative $63, a total of negative $22 billion. Since stock prices can never fall below zero, a negative stub value is highly unusual.     Reply
  • commenter
    ChiCav13
    Jul 24 10:45 AM
    3Com Corp.: Undervalued by Half [view article]
    Completely agree -- the company has done a nice job to position itself overseas (especially China)... they are going to own China like Cisco owns the US.

    Long COMS     Reply
  • commenter
    fxtrader07
    Jul 18 06:20 AM
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    4-5 index etfs probably would do it as well. don't tell me you can keep track and properly analyze and follow all of your holdings. way too many.
    zero value added.     Reply
  • commenter
    Ames
    Tiedeman
    Jul 13 10:49 PM
    My Website
    3Com Beats Estimates [view article]
    This stock is a complete dog. Reply
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