Hello Jay,
Thanks for the very clear and concise summary of the companies. At this time, I'm a bit tight on time, but will definitely check out the companies and have further discussions with you. Meantime, do post any events unfolding on the companies. You may want to check out GCM/TSE ($.80) and HYD/ASE ($2.30)... the two small-cap holdings now in my portfolip. GCM is an undiscovered gem (IMO ), with solid management track record (revenue and eps), in a software niche, global presence, no dilution, and growing over 30% a year. I've started a thread for GCM. HYD is a very aggressive growth oriented company, and profitable. It has been written by by a few newsletters, and one has a target price of $12!! (which is somewhat highly optimistic to me... I'll be happy with a double bagger within 2 years).
TTYL,
d |
