AMS
I've been buying AMS sub $3.90 this week. here is what I like.
1) Although not incredibly cheap, based on q1 earnings of .05, there was some one time items (costs) in there, and two site were shut down. In reality they are probably on a .08-.10 run rate right now.
2) The pipeline of proton centers seems very exciting we seen what just one of these do for the bottom line what will multiple do. I think on and announcement of a new one the stock could run into the 5's maybe more. Even as is in the 2nd half i suspect they will be cranking out .10 quarters and a growth stock like this deserves a 15 multiple, hence I feel FV in the short-run is $6 but this has potential to be a multi year winner if they execute with possibility of opening of more proton centers.
Conclusion: As one knows I'm normally a low PE guy, but this one it doesn't take too long or too take too many leaps why it is very undervalued at current prices, and the potential with these proton centers in my opinion is enormous. will add more on weakness. All is just my opinion, and I could always be wrong though.
