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


To: richardred who wrote (59701)8/30/2017 12:28:21 PM
From: richardred  Respond to of 78729
 
RE- ASV Aside from my previous comment. IMO this barely small cap company will benefit by way of distributors replacing inventory for the Hurricane Harvey clean up. Yes, there are big resourceful competitors, but this is a pure play. Of coarse, this could also go underwater the way some of my energy stocks have due to the storm. I thought the earnings were quite good this past quarter >20 cents .08 estimate next Qtr.. RE-CC If the company can expand it's distribution network the way it's planning. Bringing in added stimulus in light of hurricane Harvey. IMO A year out 2018 I think a forward PE of 10X earnings is reasonable. Thoughts?




To: richardred who wrote (59701)11/1/2017 2:36:47 PM
From: Paul Senior  Read Replies (1) | Respond to of 78729
 
re AVT. I'll take a little more here.

Regarding ASV -- that's too tough for me to see, so I pass.