News Focus
News Focus
Followers 80
Posts 7897
Boards Moderated 0
Alias Born 10/15/2003

Re: shmolton post# 66

Thursday, 12/04/2003 1:05:28 PM

Thursday, December 04, 2003 1:05:28 PM

Post# of 27843
I do tend to stick to stuff under 5 but its a rule of thumb not a rule.

I actually looked at NTST when it was in the 4's and took a pass unfortunately as it turns out.

Historically I thought dhb looked like a well run company I ultimately shied away from it based on their union problems.

Its been awhile since I looked at them closely but on the surface my immediate concerns would be their eroding margins over the past year. I would also have some concerns about the recent trend in sga expense growth which is just about the first thing I look at. I also have not been a fan of the amount of revenue derrived from one source.

On the other hand I could see why you would find it attractive. Their PE is not unreasonable. The orders seem to be rolling in from the DOD and given the high profile that has been given to outfitting the soldiers with the latest and greatest equipment it may continue for awhile. That could give you a double and change from here I suppose.

It doesn't make me cringe but it doesn't excite me either which actually describes most everything that I am looking at nowadays.



When posting on VMC boards all postings should have a symbol in the header and if foreign please post both US and Foreign symbols.

Discover What Traders Are Watching

Explore small cap ideas before they hit the headlines.

Join Today