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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?


To: Sergio H who wrote (3270)2/3/2003 9:38:12 PM
From: JoeinIowa  Read Replies (1) | Respond to of 37387
 
Sergio,

EXAC is very close to being a member of the 20/20/20 club. 20 percent revenue growth, 20 percent earnings growth and a PE under 20.

Joe



To: Sergio H who wrote (3270)2/4/2003 1:39:35 PM
From: Crossy  Read Replies (2) | Respond to of 37387
 
Sergio,
while EXAC doesn't fit "absurd" value criteriae (Price/Book=3, PRice/Sales=2.18 using TTM numbers it's recent growth uptick is truly impressive. It should certainly outperform the market and I will include it in my thread portfolio. If the company can keep the gross margin in the high 60ies (right now 68%) then this could go a lot higher, maybe to mid 40ies..

rgrds
CROSSY