TSTC: I know you listed the earnings release dates for all of these stocks but I do no recall the date for TSTC. I believe it was the 31st? Its only trading 16x earnings after today's drop. Do you see it popping above 20 after earnings?
TSTC
Earnings are likely coming out on
3/31, that's when they filed last year. Earnings are going to be strong, but I think a lot of people know this already ... heck, they basically told everyone how good they were going to be back in February when it rallied from $14 to $21.
So, all I can say is at these prices, you're better off having shares because down-side is minimal ... the only thing that could hurt the stock would be a crappy financing deal. Then the stock would sell-off, but that would only be temporary.
I have a moderate position that I'm holding thru earnings and will sell half on the earnings pop, which should hopefully drive it back over $20. Fair value now is well over $40, but they will be having a secondary at some point, so i'll need to know how many shares they're gonna sell before I can do the calculations.
Ball-parking $36 for now, likely by year's end unless they need to sell an excessive amount of shares.