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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: honjohn007 who wrote (21039)	9/24/2000 11:00:23 PM
From: Ken W	Read Replies (2) \| Respond to of 29382

Hi John, MFCO is an interesting company. Last Q sales and net as well as operating profit were up considerably. Year over year is down just a little, but not so much as to be a problem. NSI seems to be carrying the company and the company appears to be leaning toward concentrating on that segment of the business model vs the micro filter portion. Good move IMO. Cash is good. What cash was used was done so to pay a div. to shareholders and buy back stock, nearly 500k so far with another 500k slated to be bought. The stock trades at less than 2x book value with price to sales less then 1.0....also good. PE is a little high for right now,and ROE is a little low. (like ROE to be above 15%) SGA is down for last Q. (also a positive) MFCO is a very nice value company John. Nice find...now if it can just get some interest in the form of volume. There are soooooo many of these good companies out there it is unbelivable!!! In running just a simple scan last night I found 10 companies with growth rates of 25% trading at less then 15 PE's, trading under book value and have had 10 lastest Q's in the black. 10!, but all trading less than 100k shares per day...just no interest. All 10 companies trade between 10 and 20 bucks per share and should all be 40 to 50 dollar stocks based on FA alone. Ken