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Re: Michael Anderson post# 13173

Tuesday, 01/22/2013 4:18:10 PM

Tuesday, January 22, 2013 4:18:10 PM

Post# of 18067
Hi Michael,


Don't have too much time to write but here is my list:

HURC - Euro recovery, low valuation, sector, and Asia sales growth make this one of my favorite 'safe' picks. I was fortunate to get in just before the recent strong Q so you'll be chasing a bit.

PBSV - found on value investing board. Low valuation and growth.

VSEC - low valuation but watch out for the sequestor. Recent insider buys (if I recall now correctly).

NTGR - this is one of my longest-held stocks ... not a great value but like the sector and growth potential.

EGY - my first wildcard. Been holding this so long I need to revisit the details!!

SPMD - follwed Glen on this one but you'll be chasing a bit.

EORBF - quite a bit of good news on this miner and lots of enthusiasm on the value miners board with the stock price still depressed somewhat. They've soon be having actual sales so this is not nearly as speculative as AMY.























hi m
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