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


To: gcrispin who wrote (21057)4/6/2005 8:09:25 PM
From: James Perry  Respond to of 70985
 
gcrispin, I now have taken a close look at your choices mentioned in 2057, and agree that all have value. I will tuck a little of each into my portfolio, though in truth I believe Enpath is the one most likely to be a multi-bagger. I always buy with a long term view, but I look at my age and feel that I probably won't be able to wait for some of them.



To: gcrispin who wrote (21057)4/20/2006 10:05:31 AM
From: gcrispin  Respond to of 70985
 
In reply to my previous post, I have sold a majority of my ARDI. I currently hold only 2000 shares. My purchase price was around 3.5 and have sold for an average of 5.85. I added to my position in CKSW, an ARDI competitor, as I think it is a better value based on its enterprise value.

I still hold IMOS and NPTH. IMOS should have a good first quarter and record sales for 2006 and sells for a PE of less than 10. My average price is 5.00.

NPTH came out with stellar first quarter results. As previously stated, the stock is my largest holding and, though not as great a value, this company has many growth opportunities ahead. They have stated they have more opportunities than resources. It is a small, illiquid OTC stock, but I really I like the market cap, management, and the opportunities it has in its business. I also think the new CEO will increase margins as he has in the past. Currently the largest mutual fund owning the stock is the Wasatch Value Fund with over 700,000 shares.

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