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Sound Analysis - Also watch INUV

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bpvitale   Thursday, 10/21/10 01:07:17 AM
Re: Fat Tony post# 5
Post # of 16 
Sound Analysis - Also watch INUV

I agree that ValueClick and others in the industry/sector currently trade at multiples between 2-3 times price/sales and that ICLK is currently trading below the group, at roughly 1.6 times price/sales. I like CEO Mathews very much, have been following him for a couple of years now and think he's done an outstanding job.

For those who own it at lower levels, congrats, and i think the stock will continue to perform well as the company continues to roll out their new OSM platform.

Another small competitor that maybe worth paying attention to is INUV, a stock i've been buying over the last nine months. INUV just recently pre-announced two weeks ago and expects reveneus to jump 52% YoY to just over $14 million and a 23% increase secquentially. They've got a new management team in place and all the insiders continue to buy stock.

With $51 million in TTM revenues, INUV is currently trading at just 0.6 times price/sales, so if ICLK is undervalued 1.6 times price/sales and going higher, INUV may really be cheap (relative to the group).

And if we apply a 2.6x multiple, it puts INUV at around $1.50 per share.

Good luck.

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