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Strategies & Market Trends : Value Investing
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To: gizwick who wrote (57285)5/16/2016 12:10:15 PM
From: bruwin  Read Replies (1) of 78907
 
" ... was taken to task by some here for recommending it"

Shouldn't let that cramp your style. "Each to his own", as they say {;-)

If you've done well out of the way you've interrogated and chosen stocks, then I'd say that there shouldn't be a reason for you "to change course".

Looking at CETX's last Annual it shows a nice Top Line Revenue increase of just over 19%, but Bottom Line is up by only 3.7%. Most of the Revenue reduction appears to be at the CoS level where the CoS/Revenue is up from ~67% to over 71%. SG&A/Rev. has reduced from ~26% to about ~24%, which is a positive.

If a greater percentage of the Top Line gets to the Bottom Line, especially as the Revenue increases as we've seen and as you predict, then there shouldn't be a reason for the 'market' not to like the stock ...



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