Mike - great website!
I would like to put forward two ideas for the thread to evaluate and comment on, the first a micro-micro cap, the second a large cap name with NONE of the traditional "value" characteristics:
1) IPLS (IPL Systems) pops up on a PSR screen, but admittedly few others. IPL soon will become Andataco in the post merger form. I am of the opinion that with Andataco's marketing expertise and the recent hires from EMC Corp., this company, with all its inherent risks as a micro cap turnaround situation, will succeed in its niche in the data storage industry.
2) Rubbermaid, though having a PE ratio considerably above its norm of historical growth, will benefit from decreasing raw material costs, and recent strategic cost cutting measures. From a gut standpoint, I believe the Rubbermaid franchise is worth more than the current stock price.
This being said about both stocks, they remain "show me" stocks, as can be witnessed in their charts.
Any comments and discussion would be most appreciated.
Disclaimer: I have long positions in both stocks. |
