Ed-
MORP is a good company with loyal customers, but I have not looked closely at their numbers lately, so do not know why bottom line is up so much more than top line. I am not presently in MORP, but may buy in the future. It is on my watch list.
WNDR was a tremendous quick hit for me also, though I was sorry to see them get bought out since the long term gain could have been tremendous. But Siebe got a good deal, and we came out well also.
If you liked WNDR, you might also like National Instrument (NATI), which is in a similar line of business, though they make hardware as well as software. But NATI is not cheap now, so I am not in it yet, either. WNDR had the advantage of being cheap and poised for growth. NATI only has the latter, but they are very dominant in their market (software-based test instruments) and it is obviously a market that will continue to grow. NATI is also on my watch list.
But getting back to MORP: As I said, I do not have a firm handle on their numbers, but I am using their products on several projects at work. Their equipment and software is first rate. From this point of view, MORP is a safe place to be--they're not going to be knocked out of the market all of a sudden.
I will try to chew on their numbers and post something in coming weeks, because I am also interested. Hope this helps a little, in the meantime.
Good investing,
Wright |
