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Just looked at the numbers for some of the cash rich/negligible debt small cap seq's. It would appear that the train is pulling out but has not left yet for only SVGI. So, naturally I bought SVGI yesterday and today. Here's how they stack up----1) Rise from Lows so far is ASYT 112%, EGLS 65%, SFAM 62%, BRKS 46%, COHU 41%, SVGI 37%-----2) P/Bk is now ASYT 1.37, EGLS 1.41, COHU 1.20, BRKS 1.01 and SVGI 0.51----3) EPSR (Price less net cash/Sept qtr annualized sales) is now ASYT at 1.47 EGLS at 1.32, SFAM at 0.70, COHU at 0.70 and SVGI at 0.37 (I deducted 13% off SVGI's June qtr sales to est Sept).------4) Price/ Net Net Working Capital is now ASYT at 1.82, COHU at 1.52, EGLS at 1.86, SFAM at 0.81 and SVGI at 0.77.----------Since all the other trains would seemed to have left, I suspect SVGI won't be far behind, not withstanding that 'everyone' seems to 'hate' them. ----In the case of some like ASYT, the train may well back up! |
