Thursday, February 22, 2007

VCLK

Just read the VCLK quarterly release. Fairly impressive numbers. Could be a good play for the latter portion of 2007. Currently, it has a high multiple which I'm not willing to pay for going into the slow season. However, two solid quarters of good results and possible guidance and I might jump back in. I suspect this will cool off a couple of points at which re-entry will be attractive.

No comments: