|Added to TDC and BRKS today. TDC surprised me with good earnings. RE:bad guidance The stock faltered and continues weak . I have no problem with that, as the market is still growing for them, but slowing along with margins. IMO this ups the speculative appeal. TDC is a leader in the cloud space that competitors have targeted. Takeout talk has died down. Just the way I like it. IMO only a matter of time before rumors comeback. Beforehand, I thought HPC should have bought this company instead of Autonomy. I'm guessing SAP is a possible TDC hunter with Oracle a close second. Ironically, SAP the company Leo Apotheker came from before he went to HPC. |
BRKS-Earnings were ok, but I very much the Life Science segment going forward. Some good backlog with good momentum prospects. The Dividend, I expect to be maintained though it's current earnings are just about paid out fully. Good speculative appeal, IMO, although untimely.