Insiders Are Bullish on Jilted 3Com

Fears of how the economic slowdown in China will affect future revenue growth are undoubtedly keeping a lid on the company's shares. But the firm could have worse prospects than relying heavily on a country where 9% GDP growth constitutes a slowdown.

Though disappointed not to have a gain in my 3Com shares after seven months, the downside protection that 3Com's fundamentals have given its stock so far during this unprecedented stock market storm must be recognized as a measure of success.

When the pall dissipates, 3Com appears as good a bet as any to finally benefit from investors trusting value as a support, and growth as real.

This article was written by Jonathan Moreland, whose newsletter, "TheStreet.com InsiderInsights," parses mounds of data on insider trades to find investable ideas.