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Toby, ICMT has far more visibility than HCOM, which I follow in part because its niche relates to my professional focus: insurance. I also post on the HCOM board here at SI, which you may want to look at, if you are interested in HCOM. I see HCOM as a special niche turnaround play on insurance sales on the Internet through agents and financial institutions such as credit unions and banks. ICMT is quite different, and appeals because of its relatively low price-to-sales ratio relative to its growth rate and potential.
My experience, as a person with 20+ years experience as a lawyer counselling insurance company operational managers, is not comparable to that of many others, so my pick between ICMT and HCOM would be meaningful only to myself.
Fortunately, I am able to invest in multiple issues, and don't have to make the choice you hypothesize. Were I only able to invest in one issue, it would probably be something else entirely. Probably Qualcom.
Doug (long ICMT, HCOM and QCOM) |
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