Joe--
Ever taken a look at KTII? It manufactures material handling equipment for electrical/chemical/food/detergent/pharmaceutical/plastic/paper industries. Trades very thin, market cap only $250M. Last four quarters has reported eps growth of 69%, 33%, 65%, and 105%; sales growth has been 22%, 13%, 51%, 46%. It's trading at a PE only 17, seems very cheap.
TWIN is another one. It designs, manufactures, and sells power transmission equipment to various industries. Has a PE of 18. Last 4 quarters has grown eps 280%, 48%, 129%, and 98%. Sales have grown 17%, 33%, 30%, and 35%. Sure seems like cheap growth.
SYNL another. it manufactures welded pipe/piping systems from corrosion resistant metals for chemical, mining and other markets. Has a PE of 24. Last 4 quarters has grown eps 41%, 267%, 167%, and 409%. Has grown revenue by 13%, 27%, 12%, and 23%.
Just wondering what criteria you use on screens to make your picks. Probably proprietary information, but inquiring minds like to know <g>.
Pino |
