Sharing Knowledge in Smallcaps

[timhyma]

OK- here is my thoughts:

APNB.ob has possibilities if they move to more the dairy cattle, and become the "standard" in bovine testing

CNWT- crossed off due to 71x book, and in a dime a dozen sector

IMNY- crossed off due to 14x book, and low growth plus it is a tech stock

LPTN- crossed off due to negative book vealue, bad cash burn rate compared to revenue

PRLS- Maybe, if nothing else to invest in. Only because zero debt, and a good cash position. They need to show a profit to gain interest, imo.


TSYS- crossed off due to 5x book, low growth, 2x cash debt

THK- has possibilities, but has a debt issue. If they are appling the 47% growth to manage debt, then maybe. Definitely worth further research.

UCNN.ob- crossed off due to 10x book, negative growth and debt