Value Microcaps Motherboard

[lbas]

ATPG

Cl001
Your post reminded me of the situation I had with MMR a few weeks ago where I thought the stock had gone up too far too fast. It has gone from from around 12 to 32 (where it is trading today) relatively quickly after it announced good earnings just like ATPG. I sold out of MMR at 26 thinking it was going to pull back but it has since kept on going. With oil at $120+, the market is rewarding companies that are executing.

Here's a comparison of the charts of MMR and ATPG.

http://finance.yahoo.com/echarts?s=atpg#chart2:symbol=atpg;range=2y;compare=mmr;indicator=volume;charttype=line;crosshair=on;ohlcvalues=0;logscale=on;source=undefined


Looks like ATPG's rise has not been as steep as MMR's, so maybe we can see more upside before the inevitable consolidation. I have a nice size long option position in ATPG that I am holding even though it has been tempting to take profits here.