CARRIER ACCESS (CACS)

[Kirk]

CACS in Businessweek: "explosive growth" - reasonable valuation


FEBRUARY 10, 2004
Smaller Stocks, Bigger Gains

James Oberweis of Oberweis Securities looks for companies with "explosive growth" -- at least 30% -- and reasonable valuations

"The key is to find small companies with the potential to do better than any of the benchmark averages." That sums up the investment strategy of James Oberweis, president of Oberweis Securities, which manages micro-cap, mid-cap, and emerging-growth portfolios. Currently, he expects small caps to perform approximately in tandem with larger-cap stocks. He looks for companies with innovative products and services and growth of at least 30% -- plus reasonable valuations. And he finds an above-average concentration of such stocks in technology and health care.

One of Oberweis' choices in health care is HealthExtras (HLEX ), and a medical company he likes is Kensey Nash (KNSY ), which developed the Angio-Seal, used to seal punctures made during cardiovascular procedures. He has a variety of tech favorites, including Carrier Access (CACS ) in telecom switching and aQuantive (AQNT ) and Ask Jeeves (ASKJ ) in online marketing.

Full Article: http://www.suite101.com/discussion.cfm/investing/43383/105-106