Value Microcaps Motherboard

[stanu78]

You are welcome Hweb. always glad to help others make some money...

I was planning to buy 5% ownership of CTON when it's still below .20 but I didn't...

I have 3 super micro cap (below $3M market cap), and I was thinking to up the stake to 5% on one of them and I pick the wrong ones apparently... (as of today CTON is the best performer out of those 3)

I'll just cross my figner that all 3 will appreciate as earning improves.

Yeah HWE it's encouraging to see even without the tax benefit (compare to last year) they are not down by much, in fact I think the earing is really strong...
It does surprise me... TOday's price action also surprise me.. but we can see the pattern that it peak during midday then drop a bit before recoverign some ground
we'll see if the pattern stays tomorrow.

IMO .60-.70 is the right price at this moment. the PE shown is 6 but if you calculate seasonality and also assuming that they have to pay full income tax, their PE will be at 10.
I don't think they deserve PE too much above 10 right now unless they show some growth (more backlog)

but I haven't include their book value and cash position which is very nice. I wished I bought a lot more ont his one.
Oh well you can't always be perfect... any gain is good I geuss...

Congrats on your CTON gain hweb.. again I'm glad that I can help...

Stan