HTCH
9 posts
The runway for a successful HTCH recovery is now significantly shorter due to the Thai flood disaster.
Here's why Covestor manager TenStocks likes Bank of America, Chipmos Technologies and Hutchinson Technology
Author: TenStocks Model: TenStocks Disclosure: Long HTCH Some years ago I began collecting little nuggets of wisdom as I came across them in the course of my work. Some of these nuggets are from famous investors like Buffett, Munger and Templeton. Some are from totally unknown independent investors, and some […]
TenStocks‘ eponymous portfolio strategy is based on deep value and special situation investments, hunting for opportunities trading at 50% of their estimated intrinsic value. On March 6, we published TenStocks’ discussion of Hutchinson Technology (HTCH). HTCH recently hit 52 week lows after falling 20.25% since 2/17 (as of 3/9) after […]
Author: TenStocks Covestor model: TenStocks Disclosure: Long HTCH, BAC * See important disclosures We added a new investment to the TenStocks Covestor portfolio at the end of February. This brings our current holdings to five. We are now approx 60% invested and 40% in cash. The new investment is Hutchinson […]