Maliflower73/iStock via Getty Images
Value Investing Is At Its Core The Marriage Of A Contrarian Streak And A Calculator.
- Seth Klarman
I had recalled a quote about the market that I couldn't quite place that said something to
Frequency Electronics: The Upturn In Business Is Not Yet Reflected In Price
Summary
- Frequency Electronics has announced a series of contracts totaling $44 million in a single month, which, if delivered as intended, could significantly increase revenue.
- Management expects gross margins to reach 50% within the next year, which, combined with the revenue growth, could lead to substantial earnings growth.
- A change in management in 2022 has led to a significant increase in revenues, margins, and profitability.
Gilead Investments concentrates on microcap and nanocap companies, focusing on finding tiny companies who have a near or mid-term catalyst that is likely to move shares higher. That search relies on historical trends in financials, information in public filings, economic data, industry events and the like to find opportunities others may have missed.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of FEIM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.