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

To: Sergio H who wrote (49877)	10/24/2012 9:39:10 PM
From: E_K_S	Respond to of 78751

For the EKS$ value I used the analyst 2013 avg estimate of $1.59/year (which is their best consensus guess for 2013 EPS). Using that number yields an EKS$ fair value of $21.81/share. I would not think that the analysts would include one time tax gains and/or any other one time gains in their estimates. The thing that attracted me to this investment are their high margins form the (1) leases and (2) the technicians that provide the professional services. I am still researching the company to see if they can sustain these annual revenues and/or have "organic" growth opportunities in (1) the sector and (2) perhaps other markets. If so, their business model is sound and BV should grow accordingly. Notice BV growing every year for past 5 years. They are growing their Book Value which supports the current share price. Book Value Pretty consistent Cash Flow even if you back out the one time gain. It's the cash flow machine that attracts me to this investment especially with the recent sell off. Remember this is a small cap w/ plenty of room to continue it's growth selling at less than 6 PE. I see value in this name. EKS