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Strategies & Market Trends : Portfolio Construction - Individual Stocks
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From: richardred11/21/2006 1:04:08 PM
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AIRT-IMO-Good value for long term portfolio position.

Potential upside- Coming under tax loss selling pressure (good value)currently IMO. Small float,company announced stock buyback, insiders were buyers in current price range,balance sheet in good shape for this capital intensive business,possible buyout candidate by FED-X who sub contracts with them. Been adding on weakness. Have GTC orders in- been picking up shares piece meal. Next quarter expecting to see a pickup in business from strong seasonal shipping time. Weakness has been near close.

Downside- small scale, very specialized, limited markets with current fleet, major institutional selling, not very liquid, more selling pressure.

Income Statement
Revenue (ttm): 78.40M
Revenue Per Share (ttm): 29.348
Qtrly Revenue Growth (yoy): -6.60%
Gross Profit (ttm): 13.43M
EBITDA (ttm): 4.52M
Net Income Avl to Common (ttm): 2.50M
Diluted EPS (ttm): 0.94
Qtrly Earnings Growth (yoy): 161.40%
Balance Sheet
Total Cash (mrq): 6.55M
Total Cash Per Share (mrq): 2.453
Total Debt (mrq): 1.16M
Total Debt/Equity (mrq): 0.08
Current Ratio (mrq): 2.793
Book Value Per Share (mrq): 5.457
Cash Flow Statement
Operating Cash Flow (ttm): 3.73M
Levered Free Cash Flow (ttm): 3.33M
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