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Microcap & Penny Stocks : Rat dog micro-cap picks... -- Ignore unavailable to you. Want to Upgrade?

To: Bucky Katt who wrote (5197)	6/22/2001 1:15:27 PM
From: Crossy	Read Replies (1) \| Respond to of 48461

CCAM (CCA Industries) - Value Stock OTC/BB : $1.40, new 52week high I think this company aligns comfortably with your thread's purpose - small outstanding, profitable companies in the microcap segment Funnily, normally I am bigtime into techstocks but the compelling valuation of CCAM persuaded me to take a position around $0.90 Here are some facts: OTC/BB: CCAM (CCA Industries), now @ $1.40 PSR = 0.30, P/Book = 0.6, Debt/Equity = 0.04 (virtually debt free), EBITDA per share per year (TTM) = 0,60, Turned profitable last quarter ! Industry: personal care, beauty, otc health - Small competitor to Colgate Palmolive and others (DLI, PYX, The Dial etc.) This is an interesting company in the same industry : consumer non cyclicals. CCAM has 177 products. The company manufactures many health and beauty aids. Makes Oral healthcare products (Plus+White - dental white), Skincare (sudden change), Female analgesic products (Bikini Zone), Dietary products (mega 14, Mega T), Nail treatments (Nutra Nail), Depilatories (Hair Off), Sun Care (Solar Sense, Kid Sense), Lipsticks (Mood Magic) and Perfumes (Cherry vanilla, cloud Dance) This is another really interesting consumer related microcap company. They were relegated to the OTC/BB from NasdaqSC this January when the whole market was in the crapper but CCAMs fundamentals do look very good. Owning a bundle of bond securities (cash equivalent), trademarks. They became virtually debtfree last quarter. After succesfully completing a restructuring (finally !) and posting their first profitable quarter after 18 months: they posted 5 cents profit. (make that a potential to reach 0,20 annually and the stock costs less than $2). Gross margin has been climbing steadily, now almost 64%. Debt free company, turnaround completed, last quarter : EPS 5 cents. Coming quarter (2nd) usually the best in the year (saisonality). Last year the 2nd quarter posted $12m in revenues. If they can do 20% more this year that could mean $14m. Should be announced early JULY . Wal-Mart accounts for approx. 25% of their sales. CCAM appears ripe for a takeover but insiders control 45%. So the price has to be right. What's a "RIGHT" price ? Probably at PSR around 1, would be $5 ultimate target. Last year the company refused a takover offer at $2 Now if they can stay on their positive track then they could post the 5 cents any quarter from now. Would mean 20 cents per year and the stock is trading around $1.30 (implied PE of 6). PSR is also low around 0.23. Competitors on the big board with way more leverage and debt trade north of a PSR of 1. best wishes CROSSY