CREE

The Long and the Short of It All

(via measuredapproach.blogspot.com)

We are presenting a list of companies which we believe are currently mispriced, based on our estimate of fair value, by the market.

We develop our fair value ranges by projecting free cash flow out one year and estimating an appropriate FCF multiple based on our assessment of risk and the strength of the balance sheet.

Death of the traditional light bulb

(via ei-forum.com)

Did you know that the average LED produces three to four times more light that the traditional light bulb?

Meet the Men who Fleeced Enron

(via www.fool.com)

Article on the surviving Enron companies and their ultimate strong market returns. The key was buying firms at a discount to true value. Mark Papa of (EOG) and Richard Kinder of Kinder Morgan generated significant value from the leftovers of Enron. The article notes the secret was:1)buy valuable assets for less than they are worth,2)be patient,3)profit