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

To: James Perry who wrote (21055)4/5/2005 9:22:22 PM
From: gcrispin  Read Replies (2) | Respond to of 71230
SMTS certainly has an impressive growth record, but at nine times sales, it doesn't qualify as a value stock for me. Please correct me if I'm wrong, butI also think the 17 PE is a bit misleading as they will now start paying taxes in 2005.

However, I appreciate the time you spent outlining our choices and I have three that I have recently purchased and continue to think are values. There are two that I have mentioned on this board: ARDI and IMOS. I have also been buying NPTH, which is the market leader in venous introducers. This is a micro-cap that is fairly illiquid. They had a recent ruling by the FDA that will delay their new steroid-eluding epicardial lead, but this new product has been approved in Europe for one company. I also think that their proprietary advanced delivery catheters that will be targeted initially at the atrial fibrillation (“AF”) ablation and carotid stenting markets could be successful products. These are large markets that could substantially add to a company with expected sales of 32 million and a market cap of roughly 48 million.