http://stockmarketbeat.com/blog1/2006/04/28/ceradyne-follow-up/ Our beat: The stock market. Our job: Beat it. Thu, 28 Aug 2008 20:53:26 +0000 http://wordpress.org/?v=2.2.1 http://stockmarketbeat.com/blog1/2006/04/28/ceradyne-follow-up/#comment-4749 Stock Market Beat » Blog Archive » Ceradyne Raises Guidance Fri, 03 Nov 2006 00:13:40 +0000 http://stockmarketbeat.com/blog1/2006/04/28/ceradyne-follow-up/#comment-4749 [...] Although the stock rallied sharply to close above $47, that still is a multiple barely above 9x next year’s earnings. Although investors are clearly skeptical that the company can generate much more growth (as we have written previously) it is also hard to imagine the shares declining much farther until earnings actually do level out or decline. The author may hold a position in the securities discussed. The author's current holdings are as follows: Long: Intuit (INTU) put options; Nasdaq 100 (QQQQ) put options; Bookham (BKHM; Ballard Power (BLDP); Syntax Brillian (BRLC); CMGI (CMGI); Genentech (DNA); Ion Media Networks (ION); Lion's Gate (LGF); Three Five Systems (TFS); Adobe Systems (ADBE) call options; Ceradyne (CRDN); IShares Japan (EWJ); StreetTracks Gold (GLD); Starbucks (SBUX); U.S. Oil Fund (USO); Plantronics (PLT) call options; Short: Lion's Gate (LGF) call options; Dell (DELL) put options; Ceradyne (CRDN) call options; Plantronics (PLT) put options; [...] […] Although the stock rallied sharply to close above $47, that still is a multiple barely above 9x next year’s earnings. Although investors are clearly skeptical that the company can generate much more growth (as we have written previously) it is also hard to imagine the shares declining much farther until earnings actually do level out or decline. The author may hold a position in the securities discussed. The author’s current holdings are as follows: Long: Intuit (INTU) put options; Nasdaq 100 (QQQQ) put options; Bookham (BKHM; Ballard Power (BLDP); Syntax Brillian (BRLC); CMGI (CMGI); Genentech (DNA - Annual Report; Ion Media Networks (ION); Lion’s Gate (LGF); Three Five Systems (TFS); Adobe Systems (ADBE) call options; Ceradyne (CRDN); IShares Japan (EWJ); StreetTracks Gold (GLD); Starbucks (SBUX); U.S. Oil Fund (USO); Plantronics (PLT) call options; Short: Lion’s Gate (LGF) call options; Dell (DELL) put options; Ceradyne (CRDN) call options; Plantronics (PLT) put options; […]

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