To All: I just completed a legnthy analysis of 34 companies with fairly good "value" credentials, and growth rates significantly exceeding PE. Some were companies I already followed, some were to picks from respected fund managers such as John Wallace or Ron Elijah (Robertson S), some from Red Chip Review. I tossed out a lot that did not have solid value characteristics.
I included traditional FA ratios (P/Sales, P/Book, P/Cash flow, profit margin, ROA, ROE, Growth/PE, current ratio, subjective assessment of EPS and Revenue growth, historical and projected growth rates, analyst rankings, evaluations by rating services, and insider trading. I did a similar review of less companies in November. Both times INCX was the clear winner. And not because I was previously long and stacked the deck. I bought at 23 due to the first analysis, and am very content to keep holding due to the second. FYI Scott
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