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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?


To: Ken W who wrote (2017)5/24/2003 5:05:03 PM
From: Crossy  Respond to of 23958
 
Ken,
thx for this find. NVDM does look intersting indeed. Application softwre management is an important niche and NVDM just went profitable.

If you subtract the liquidity from their stock price their implied adjusted Price/Sales ratio is around 0.3 or so. In software, profitable niche oligopoly players sometimes command PSRs of 3.0-5.0, some top contenders even more..

thx for this find,
I will include it in my "ABSURD VALUE PORTFOLIO". It certainly fits this description..

rgrds
CROSSY



To: Ken W who wrote (2017)5/24/2003 11:29:16 PM
From: JoeinIowa  Read Replies (1) | Respond to of 23958
 
Ken,

I was buying GORX about the same time you were on Friday. I guess thats why they traded 200K shares. LOL. I like the low float and the expansion into the generic market. Looking back at the last 4 quarters I was a little worried they may not show great growth from last years 4th quarter where they did around $3.7M. Where do you see the resistance points? Looked to me around $1.75, $2.25 and then maybe 4ish? Also the home page you get to from the Yahoo profile page is larger than life.

quicken.com

finance.yahoo.com

Joe