Mr Pink, Mr Bond has done his research and would like a second opinion.
I refer Mr Pink to my posts elsewhere on CCRO and CRLS, two stocks which have been hammered by the markets due to the loss of development contracts (most likely out of their control and unrelated to service issues). They are in an industry (contract research - the leader being QTRN) which is enjoying strong growth. I believe the markets have over-reacted, and these stocks are under-valued.
I also bring my posts on CVD to Mr Pink's attention. CVD is QTRN's closest competitor (CVD is a Corning spin-off with good press from its clients, check out "Centrewatch", an industry review), but CVD is trading at 25x consensus 98 earnings vs peer group's 35x (composed of AAII, CVD, IBAH, KNDL, PRXL, PHX.TO, PPDI, QTRN), and QTRN's 49x 98 earnings. CVD is a spin-off which has never achieved the ratings of its competitors, but consistently achieves/exceeds EPS forecasts.
I seek Mr Pink's views.
Yours thankfully in advance
Mr Bond |
