Savvy Trades and Investments

[maxluke1]

APT - At its current price the stock is back to where it was before the Ebola outbreak. The Ebola run-ups make the stock nice to trade, but what's more interesting to me is that even without the Ebola orders, they are probably at a point where they will continue to post 0.05-0.07 quarters in 2015 and beyond.

With that said, they will likely post a 0.10 quarter or higher on the new orders (link: http://finance.yahoo.com/news/alpha-pro-tech-ltd-announces-210000994.html) they received for protective gear/infection control (like the .10 quarter they posted in 2009). During that 2009 run, institutional ownership also increased from 10% to 20%, which could provide a boost to the stock as well. These new orders may continue into Q1 and beyond.

I'm uncertain how much the flu season affects their orders, but that is a potential catalyst as well. The company is shareholder friendly and since 2007 they have reduced the share count from ~24,000,000 to ~18,000,000 through buybacks. Their building supply business is stronger than it's ever been and is growing at a decent pace and, provided there isn't softness in residential construction, it will continue to grow. I wish they were a bit more transparent (e.g. no conference calls), but I like the risk-reward here and I'm very interested to see the price action in the new year.