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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (37168)3/31/2010 7:37:23 AM
From: Dan Meleney  Read Replies (1) of 78748
 
re RGR...I normalized their sales and assumed the blip in G&A would take time to return to normal. I don't see a margin of safety here and in fact they seem a bit overpriced. I'll keep watching them; I like what I learned about them, I just want a better price, a lot better price.

I was also surprised by how many analysts are on their earnings call for a company under 300M. How small must market cap be to have no analysts?
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