Coat of Blues

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382% Model portfolio performance for 2005!

Coat of Blues
at 2006-03-22 12:07:04

BCSI pre-announced negatively this morning and the market cap took a 39% haircut; given that BCSI is one of the high-flying high expectations/high multiple stock. Company provided absolutely no details regarding the miss (that never helps in negative pre-announcements) The really interesting educational lesson coming out of this pre-announcement was the importance of leverage. BCSI had

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Last 10 Posts


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