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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: MCsweet who wrote (34797)7/22/2009 6:33:31 PM
From: MCsweet  Read Replies (3) | Respond to of 78748
 
I'll throw out BDR as another microcap value possibility.

Stock is selling well below book (near net assets) with a PE of 10 or so. Management seems to have turned company around for the moment.

The CEO personally went bankrupt last year and there is a huge potential overhang of his shares in a bankruptcy trust. I think this could be keeping a lid on the stock. If the company addresses this and/or the stock get liquidated in the market, I would think the stock would rally significantly on its improving fundamentals.

Risks are a reversal of recent earnings trend and/or a slow steady drip out of CEO stock.

MC

PS: I'm not getting much feedback recently on these microcap ideas. If anyone actually gets anything out of these ideas lett me know (public or private), otherwise I'll just save the time and space and keep them to myself.



To: MCsweet who wrote (34797)10/27/2009 4:07:18 PM
From: Paul Senior  Read Replies (2) | Respond to of 78748
 
ABIX meets my simple requirements for a value distributor. I'll step up for few shares now.

finance.yahoo.com

Perhaps ABIX might benefit from the stimulus funds being released.

abatix.com



To: MCsweet who wrote (34797)6/3/2010 6:16:31 PM
From: MCsweet  Respond to of 78748
 
RCMT,

If any you of board member bought RCMT in the low 1's on my recommendation and were lazy or smart enough to hold on, it just got a buy-out offer for 5.40.

Unfortunately, I sold all of my shares already :(.

That and MNDO are a reminder why I should keep a small stub position ala Paul Senior.

MC