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2014 has been great for Tech stocks. 37 out of 194 stocks in my watchlist grew more than 25% this year.Most of the stocks were already overpriced and the level of exuberance just increased. As a Value investor I would just ignore them. But 6 of those 37 stocks were value plays that were trading below my valuation and bounced back to their true valuation. Following are the details
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1. HPQ : Stock moved from $27 to $40 in the year 2014. Had valued it for $39. 2. Western Digital : Stock moved from $82 to $110 in the year 2014.Had valued it for $107. 3. Broadcom : Stock moved from $30 to $43 in the year 2014.Had valued it for $35. 4. Amphenol : Stock moved from $44 to $55 in the year 2014. Had valued it for $55. 5. Omnivision : Stock moved from $17 to $27 in the year 2014. Had valued it for $30. 6. Omnicell : Stock moved from $25 to $33 in the year 2014. Had valued it for $31. |
