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Strategies & Market Trends : Value Investing

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To: MCsweet who wrote (51415)	8/29/2013 6:21:37 PM
From: E_K_S	Read Replies (2) of 78658

Hi McSweet - The two following stocks were suggested as value buys today on the mIRC #smallcaps chat board. I have done some preliminary research and both look like good value candidate stocks. You mentioned PFIN in an earlier post so I was looking to your thoughts on that one. I also like LBMH as a small cap value/growth play w/ a 7% dividend to boot. goo.gl P&F Industries Inc. (NasdaqGM: PFIN) - 6.90 Down 0.47(6.38%) Liberator Medical Holdings, Inc. (OTC BB: LBMH)- 1.62 Up 0.03(1.89%) ------------------------------------------------------------------- PFIN has a PE of 5, low debt profile with LT debt only 2.63x annual net income and selling at .87x TBV, Earnings have been spotty for PFIN but positive the last two years as they restructure and downsize/restructure divisions that continue to lose money. ---------------------------------------------------------------------------------- LBMH has a PE of 14.7, low debt profile with LT debt only 0.48x annual net income, positive growing earnings since 2010 and generates sufficient cash flow to fund a 7.5% dividend (w/ only a 17% payout ratio). The exciting story for LBMG is their revenue growth. They are in a sector that should continue to grow too. Management has done a pretty good job of growing BV too. Seems like a bargain at 14.7 PE. (Note: You have probably have seen their late night commercials for urological catheters and diabetic supplies. Here is another one too) I have no position in either but have set a GTC order for LBMG on any pull back for a starter position. Opinions are welcomed as these candidate stocks are small caps and may/could do well in any sustained recovery but both have two different stories. One is a restructure (PFIN) story while the other (LBMG) is a growth story in a huge future growth market, health care. EKS

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