KTCC is one of my favorite holdings and is my fourth largest position presently. They are an electronics contract manufacturer. They have been growing nicely as they add new customers and as the economy recovers which is driving growth in electronics manufacturers. They are guiding for fiscal Q2'11 (ending December 2010) diluted EPS of $0.17-$0.20 and fiscal 2011 diluted EPS of $0.75-$0.85. They have a strong balance sheet with tangible BV of $6.03. I think KTCC could easily be a $10 stock in the next 12 months which would be a 56% increase from the present price.