AVCI - Gaining share and revenues at a good clip (31% q-to-q last qtr), plenty of cash to get to profitability and priced, net of cash, at .56 times current sales.
WCOM - Plenty of cash flow to pay their "lots of debt" and still growing. Who said good companies had to be debt free?
ET - Controls large amounts of customer assets (assets, not trades per day, is the meaningful long-term metric for brokers), has diversified its service mix, and trades at a small fraction of its industry on price-to-book and price-to-sales. Could trim expenses though (like you said - the market). Debt? It's a financial.
SONE - Leader in its industry, loads of cash, growing nicely and, in spite of your misinformation, turned cash flow positive last quarter.
ELNK - even more loads of cash, growing, VERY predictable revenue stream, industry with pricing power (they just raised rates 10%), will be cash flow positive this qtr and GAAP profitable 1-2 qtrs later (cash cow after that), valued at less than $350 per subscriber.
Go hide in a cave with Fleck. There'll be riots in the street before it's safe to buy anything. Before you go, though, grab all the gold you can. ;-) |
