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Here is a list of profitable microcap stocks that look good IMO. Most have very low floats (less then 10 million). Alot of them do not have a lot of volume but as the businesses grow the volume will come. These are long term buys IMO. Plus with such low floats some of these companies could do multiple forward splits!! It took a while to find these.
I can't buy all of them so I would like opinions on which ones you think are the BEST ONES!!
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these look pretty good osubucks, keep 'em coming - i always read your posts. made a nice profit on IPII thanks to your tip, and am looking to buy it back this week.
DXPE has some debt, but - still looks pretty good. what made DXPE and ALG stand out so much to you?
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keemsicle
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bmhc looks good.all their financials appear strong to me.
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hmm, FSM is appealing in some ways (most notably, trading under book); but has a few warts: check out their debt/equity: over 5! that is hefty. also, their profits have been shrinking, even as their revenues are increasing.
This is a line from their last 10Q: Our annual revenue for fiscal year 2003 increased $286.3 million, or 42.9%, since our fiscal year 2000. We expect our revenue to continue to grow and to exceed $1 billion during our 2004 fiscal year. Our strategic growth plan is designed to capitalize on the government’s heightened demand for IT services and it is our goal to double our revenue to $2 billion by 2007.
Here is a line from their 8-K filing less then a week before: “CR’s have become a way of life for our customers,” said Mr. Young, “but continued pent-up demand for IT solutions gives us great promise for continued growth in IT spending. Recently an industry and government study found that IT spending is expected to grow to $72.6 billion by the end of the decade from $59 billion in President Bush’s 2005 IT budget request. This fact, coupled with the ever increasing concern about securing networks and physical infrastructure and storing the vast amounts of critical data, leads us to believe that the growth estimates may be conservative.”
So according to my calculations if this stock takes on an evaluation like other IT stocks then this stock could be at $50 in 3 years if their plans happen.
[This message has been edited by osubucks30 (edited December 06, 2004).]
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PERY may be a good buy NOW. Investors have overreacted IMO to some of the recent news. Still forcasting earnings of $2.10- $2.20 for the year compared to $1.63 last year! That is over a 25% increase in earnings!
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the debt though, is one thing about PERY. market cap of $177M, debt $222M.
i bought more IPII today on the dip to 1.40. they also have some debt, but not this severe; and i just can't resist their ridiculously low PE and their growth prospects. you still holding this one, bucks?
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at first glance, i like CRV; looks pretty good, their financials are moving in the right direction. will definitely investigate some more.
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I haven't bought any yet. It was at $22 when I first posted this list. Now it is at $24.85. Over 12% gain! I am going to wait for a pull back.
The company also indicated that it is evaluating the possibility of investing in an ethanol production facility at one of several possible locations in its region.
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Adding ACRG to the list. Around 10.5 miilion shares. Revenues and profits have been rising for the past 4 years!!
Revenues: 2001- $136.4 MILLION 2002- $155.5 MILLION 2003- $161.8 MILLION 2004- $174.3 MILLION On pace to do close to $200 million in revenue this year.
NET INCOME: 2001- (1.4 MILLION).14 loss per share 2002- (.001 MILLION).00 per share 2003- $.5 MILLION .05 per share 2004- $2.4 MILLION .22 per share
I think it is a VERY GOOD LONG TERM BUY!! They have revenues of $109.6 MILLION with net income of $3.19 MILLION or .30 per share for first 6 months of 2005!!
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hefty debt, but - looks good, certainly the numbers are moving in the right direction. is on my watchlist, if it dips to 2.70-range might just pick some up. they had a nice last Q, would be good to see them duplicate that a few times, and to keep their GA costs down. will look into some more, thanks for the tip bucks
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CULS is another interesting one. Looks like they will have over $200 MILLION in revenue this year. Same store sales up over 10% for stores open at least 13 months! LOW PE AND VERY LOW FLOAT (around 4 million). Only thing is the future. They had hardly no growth from 1999-2003. But this year is going to be a record year for revenues and earnings.
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ALG is up over 25% since I posted the list. This is a very good LONG HOLD. Earnings forcast of $1.7 next year. A PE of 20 puts it at $34.
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here is some DD on AYSI for those interested....
Alloy Steel is a little hidden gem that has low outstanding shares, increasing sales, high profit margin (53% as per its last quarterly report) low float, major insider ownership (insiders own 74% of shares outstanding with the CEO owning 62.5% of them) and most importantly it is profitable!! In my opinion with sales to pick up through its expansion into the US and other regions the company is undervalued and it is currently not followed and not known publically due to its quiet position……making it a hidden gem at this time. The advantages of Arcoplate are spreading in the industry and the product is quickly making a name for itself due to its cost savings advantages to companies and its superiority over conventional wear plates.
Most of their sales have been as a result of word of mouth or repeat orders from past clients and now have appointed a major US distributor to help expand into the US market (http://www.wearplate.biz/ISS.asp). Its new plant/machinery should now be operational to meet future demand.
Overview (as quoted from the last 10QSB dated 16 Aug 04) We manufacture and distribute Arcoplate; a wear-resistant alloy overlay wear plate, through a patented production process. The patented process by which we manufacture Arcoplate enables us to smoothly and evenly apply overlay to a sheet of steel, creating a metallurgical bond between the alloy and the steel backing plate that is resistant to wear caused by impact and/or abrasion. We believe that, in the mining and mineral processing industries, wear is the primary cause of down time, the period when machinery is not in operation due to wear or malfunction. We believe that use of our Arcoplate product line will substantially lower down time and the resulting lost production of our customers and accordingly return a higher profit margin to the operation. We also intend to commercially develop the 3-D Pipefitting Cladder process; a computer driven and software based mechanical system for depositing a profiled layer of wear-resistant alloy onto interior surfaces of pipefittings, targeted for industrial use. With the increased demand for Arcoplate, management has taken the decision to concentrate all available resources to increase the production capacity of Arcoplate before continuing with the 3-D Pipe Cladder process.
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Just to through one out there...RNKE...Should be showing a profit by nest year. Just put $500 in. If it move could be a nice payoff.
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HouseGuest
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NMCX - $500 million 10Yr Contract!
NMC, Inc. Announces Sale of 137,939 Tons of the Concentrated Ore Inventory in Skull Valley, Arizona Wednesday December 22, 6:00 am ET $500 million sale over 10 years represents 26% of Skull Valley tonnage
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Performance of these stock picks since posting!
ANDE 46% GAIN CRV 14% GAIN AGH 9% GAIN BMHC 79% GAIN CMPP 13% GAIN DXPE 10% GAIN FSM 5% LOSS FTHR 60% GAIN STS 9% GAIN HGGR 16% LOSS WEYS 9% GAIN HORC 73% GAIN JAX 3% GAIN PERY 16% GAIN PSAI 17% GAIN QEPC 6% LOSS SF 10% LOSS GTSI 0%
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i am starting more and more to think that it is a good idea to pick a list of about 50 quality, profitable, microcaps, and put money into them. almost like a "quality microcap index fund". right now i only have about 25 stocks, but - would like to ramp up to 40-50 profitable, quality micros, such as these. i started a "model portfolio" spreadsheet of stocks such as these back in october, and has done quite well - better in fact than my actual portfolio.
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