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

To: Jurgis Bekepuris who wrote (60604)	3/27/2018 4:59:34 PM
From: E_K_S	Read Replies (2) \| Respond to of 78742

Did a 35% add to my microcap USNU @ $0.34/share A profitable penny stock, not too common. Company has 7.8mln shares out w/ $3.5mln in sales growing at 10% and profitable. PE is 5.5 last time I checked. More importantly BV is growing. They made $0.06/share in 2016. Been following the company for over 2 years. Earnings are reported in next 10 days so adding to my position. We may get a surprise w/ some one time tax gain from new legislation. I will be looking at revenue growth from more patient surgeries. This is a value play but not known because it is too small to show up on the radar screens. You have to be a long term holder and/or sell after earnings release. I will take 50% off the table if this moves back up above $0.50/share. I did that last year w/ my $0.25/share shares. However, last few quarterly reports were pretty good. Management owns quite a few shares too. Since FCF is increasing, I will also see if management decides to open up another facility, pay down debt or even pay a dividend. The new tax legislation may/could help determine what they do. I believe they operate two facilities w/ the hospital as their partner. U.S. Neurosurgical Holdings, Inc. engages in the acquisition and operation of technologies in medical treatment and diagnosis, through its subsidiaries. It includes stereotactic radiosurgery centers, utilizing gamma knife technology, and holds interests in radiological treatment facilities. The company is headquartered in Rockville, MD. Three months ended September 30, 2017 Compared to Three Months Ended September 30, 2016 Patient revenue for the three months ended September 30, 2017 was $803,000, an increase of 11% compared to $722,000 the previous year. This increase in revenue was largely due to an increased number of procedures at NYU and a true up to the effective rate per procedure recorded in the third quarter of 2016. 10-Q: U.S. NEUROSURGICAL HOLDINGS, INC. Good Investing EKS

To: Jurgis Bekepuris who wrote (60604)	3/27/2018 6:04:34 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78742

This was posted in CoBF and I really enjoyed watching this google talk from François Rochon. He uses hybrid growth /value approach not unlike the Buffetology, but with more emphasis to growth: youtu.be 1) Companies frothing earnings in the mid teens or higher 2) Strong balance sheet 3) Proven management thwt they like after their own DD Seems simple, but they showed that they can be wrong for a long time and still come out OK. Companies that seem to meet what they are looking are DIS, GOOG and perhaps FB and CMCSA (CMCSA May not make their strong balance sheet criteria). Food for thought, because most of above are on sale right now (sort of).