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I am a investor focusing primarily on undervalued microcap growth stocks.
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  • 2015 Investments

    AAPL-Big earnings growth on product refreshes and continued return of cash to shareholders. 17.5x PE very cheap

    AMOT -21.3x PE Net income increased 394% to $4,115,000 or $0.45 per diluted share for the quarter ended September 30, 2014 compared to $833,000 or $0.09 per diluted share for the quarter ended September 30, 2013. Revenues for the quarter increased 162% to $65,280,000 compared to $24,876,000 last year with sales to U.S. customers up 233% and foreign sales up 81%. Bookings for the quarter ended September 30, 2014 were $66.7 million compared to $25.0 million for the third quarter of 2013 or an increase of 167%. Also pays a small dividend of .42%

    APT 16.5x PE Al Millar, President of Alpha Pro Tech, commented, "New orders for the month of October were higher by $1 million compared to historical levels. Earnings growth stock.

    BDR- Upcoming contract with DirecTV. 584K net income last quarter on market cap of 16.8 million. Big earnings growth quarter over quarter.

    BRK.B 18x earnings. More defensive stock at fair value. Invest your money with the greatest investor of all time Warren Buffett . Has great businesses like railroads and insurance. Has the ability to get good deals for tax purposes.

    CAMT 24x earnings They are in the business of Semiconductors and 3D printers. 2 big growth sectors.

    CDZI $CDZI 1.5 billion in revenue potential. 20% net margins= $300 million net income. 10x earnings= 3 billion MC=$172 PPS Current price $11.18

    COP/CVX Oil majors undervalued with nice 4% dividend yields.

    DIS-Good earnings growth. They own ESPN which is growing nicely. New Marvel and Star Wars movies in the pipeline. Their animated movies have become great again(Frozen). Economy getting better so that's good for their theme parks.

    FSI - Good earnings growth. 10-18%% reduction in water evaporation with their products. Very cheap 5x PE

    GILD- 17x PE Estimated 20% 5 year growth rate. New Hep C drug just came online.

    INSY- Biotech with good pipeline and good earnings growth.

    INTT- 14x PE Balance sheet improving every quarter. Excellent cash flow.

    MNDO- 16x PE 6% dividend yield

    MTEX-10x PE Excellent earnings growth

    NVEE-18x PE NV5 Revenue up 69% and Net Income up 85% to Record Levels in Third Quarter 2014 Infrastructure company should see continued growth on upgrades to infrastructure with tax revenues increasing every year.

    PFHO-17x PE Excellent earnings growth. Just initiated a buyback equal to 7.5% of their float.

    TRIL- Biotech with good data on cancer trials. Potential 5-10 bagger.

    Dec 31 5:11 PM | Link | 9 Comments
  • Investment Research

    Everything you need to know is free. I try to look at everything available about a stock. I use Yahoo Finance, SA, OTC markets, YouTube, Twitter, and iHub. Type in a stock symbol on Twitter with the money sign before it. See what people are talking about. I look at the numbers first like profit, revenue, and share count. I generally like companies that file with the SEC so you know their information is accurate. Then I start reading boards and Twitter. Crowdsourcing information from other investors is a very effective way of investing and picking up information you might've missed. 100 investors analyzing a stock is way better than one. Sometimes there's good information on iHub. You just need to look at peoples past calls and see who has the best track record. If multiple people with really good track records are all invested in a stock it's usually a good sign. Check out the company's website; call their transfer agent to get updated numbers. Good management is another thing to look at. Try to keep your emotions in check as well. You will analyze better if you don't think companies can do no right or wrong. Changing your opinion when positive or negative issues arise is crucial. Hopefully this helped. Good luck with your investments.

    May 29 4:00 AM | Link | 4 Comments
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