Savvy Trades and Investments

[dmmm]

IEHC (7.25) up 17% on the best quarter in the history of the company. They filed an NT 10-Q but give "anticipated" numbers of $.30-.33 EPS on revs of $5-5.2M for 26+% yoy growth. I once looked back at the last 10 years of financials for this company and they have been growing steadily at upper single digits for over 10 years. Very nice ROIC in the 20s as well as nice return on incremental capital invested in the business. Downside is they are a very small company and some single customers account for a large percentage of their revs (Two customers account for 16%, so moderately concentrated). I will revisit my valuation tonite. IIRC I had them valued at close to $10, with these nice results they may be worth even more now.

As always this is not investment advice but a teaser to get people interested to do their own research.