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he magic words have been said, the inventory problems are a thing of the past, they got a (modest) upgrade, and now it appears that the IPTV market is taking off. And we still haven’t seen much competition from Broadcom, an argument that played a big role in the sell of last year.

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We haven’t written a lot about this company as nothing much has happened, but underneath, things seem to be improving. We called earlier that 15 would be the bottom, it went a little below that, but we have left these distressed levels and some dosis of guarded optimism is warranted.

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Just a quick review. 

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We haven’t written a lot about this company lately, as not much has happened. We argued earlier that it would probably form a bottom around $15. It temporarily went a little lower, but it has bounced back and the stock is now sitting against it’s 50 day moving average. Here’s the chart: What’s been going [...]

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Well, we expected some of our stocks to rebound, and that’s what they did. Healthy rebounds in TSL, DRYS, SIGM, and EFUT. 

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In our latest post on Sigma yesterday, we argued that Sigma is leveraging it’s core capabilities. We can no give several examples from this from their conference call transcript. It gives us a considerable amount of confidence that we’re near (or perhaps even at) the lows, while we believe significant upside still exists. 

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Our other two plays are having a little bit of a difficult time, one more than the other.

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Trina Solar first. This now looks like breaking support levels. It’s entirely sectoral, and as we reported the last couple of days, suddenly the sector is snuggling up to oil prices. So another drop in oil, another drop in the solars. Any reason for a sell-off.

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We haven’t written about it for some time. We advised you to buy at $20, it had a nice run up, but now it’s running down again and we’re approaching that $20 level. Tomorrow, earnings will come out and we will get a lot more clarity. Here is the graph:

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Our puppies doing well. 

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