Value Microcaps Motherboard

[stanu78]

That’s right MSGI… AHOM forward PE way lower…

I was just trying to pull your leg… or I guess I’m just pulling my leg… I know MDF “actual” PE is 13-15 (if excluding HMO potential, tax credit/deferred asset, and NOL benefit) .. though it is getting glower and lower each day.. (I’m just trying to be in denial for 1 day and assume MDF future is as rosy as 2004 result lol… after the last 5 days MDF stock movement, I guess I need that to keep me sane)
I think $2 should be the bottom for MDF…

I was so close to put money in AHOM below $2 (but that’s of course way before the great Q404 result is out)… and I never did… as I decide not to touch any company with GM kind of balance sheet (sorry to pick example of GM for AHOM) but you get my point…

I also avoided PYTM based on this reason (though I like PYTM a lot from PE perspective)…
Maybe I will change my investing behavior and start utilizing 5-10% of my portfolio for buying highly leveraged companies stock… as a correct amount of debt can increase the company ROE and shareholder ROI…

Stan