I have few more for you and may be you decided whether to keep or not. But here are my picks..
1. YRCW - #4 trucking company. Operationally improving. Getting better deals with labor union in terms of pay and benefit and this has helped them to reduce significant expenses. A 1 billion dollar company sitting under the market cap of less than 100 million.
2. ESI - ESI is similar to CECO. ITT tech. They teach valuable courses- like Computer science, network security, linux, database, ett etc - all needed for the next generation of computer labors - nursing for retired people- drafting for manufacturing designs etc as well as Business Admin. 60 years old company. They have seen this type of industry fever before and they'll get out of it. They have enough of margin if you pay a very close attention to what they have (very undervalued assets).
3. COH - Coach is a global brand that many still don't realize it is. Coh is the already a top brand for middle class women all around the world. Watch COH grow from 14 billion to more than $50 billion in the next 5 years. COH is not only popular in the US. I word the wrong word "popular".
4. PRMW - Pay attention to this company. You won't believe that I have their product and it stopped working after a week. That's the worst part of this company. Their product is not reliable. However, I see their product in places like Costco and Office Max. Which tells me that their distribution network is great, compared to their production network. If they improve on quality, PRMW will be a multi baggers in couple of years. Their revenue is increasing. Just keep in the watch list for any company information.
