Wednesday, September 19, 2007

Big Movements for TRID and MDR

TRID crossed the $15 mark (almost hit $16) and MDR is up to $52+

TRID is a short squeeze in process. My personal account will be added to (thinking $20 the calls). A shame that this happened a few days after we exited, but there ya go.

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MDR continues to grow. I like MDR and want to buy back in, but I do think they are trading too high above their moving averages. FWLT, a play on similar market forces, is less frothy.
Comparing fundamentals of MDR vs FWLT:
Quarterly Revenue growth: 60% vs 35%
Gross Margins: 19% vs 15%
Operating margins: 10% vs 10%
P/E: 22 vs 29
Forward P/E 20 vs 20
P/S: 2.2 vs 2
Next quarter growth expectations: 22% vs 40%

1 Comments:

Anonymous Anonymous said...

Andrew, Do you know what direction does stock typically move on Quadruple witching day (tomorrow)? Cash out the gain today (thurdsay) or wait until Monday for the stock to go higher from short squeez? Thanks!

9:15 AM  

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