IMO, the Seeking Alpha comments on JLWT is a good summary of the undervaluation of JLWT. The next two months should be interesting--with the annual report due out next week and then the first quarter. It looks like JLWT could easily book over $100 million in revenue for 2011 and with higher profitabilty now that they seem to be focused on higher margin business.
From the Seeking Alpha report:
Janel World Trade (JLWT), however, has apparently yet to be discovered, as the stock price is at its 52 week lows of $0.25 (JLWT price on Dec. 22 is $0.30). At this late juncture in the year, tax loss selling is most likely a contributing factor to the recent weakness, as there has been no negative news. However,the company has pre-announced that their soon-to be-released fourth quarter and annual report for 2010 (ended Sept. 30) will show a minimum of $87 Million in revenue (a record year).
Additionally, JLWT announced the company had purchased logistics assets from Ferarra International Logistics with annualized revenue of $7 Million in October--too late to contribute revenue in fiscal year 2010, but just in time for a full quarter's contribution for the first quarter 2011 ending Dec. 31. JLWT's first quarter (due to be filed Feb. 14) looks to compare very favorably with last year's first quarter (still in recession) and with Ferrara's additional revenue.
With most industry analysts forecasting strong growth in world trade from China, South Asia and Central and South America, along with the Eurozone's need to expand their exports, logistics companies are poised for continued increases in revenue and profitability. The key is to identify those company's whose stock price have already discounted 2011's prospects and move to those yet to be fully valued.
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