Replies to post #39815 on Value Microcaps Motherboard

[wadegarret]

networm- things are tougher now, but

I still think that there are some good plays out there, and I have found enough to keep me fully invested for now. I will say though, that it is much tougher to find the great values, and they aren't bringing in the same returns as they were just six months ago. It may turn out that the market for the micros could get so tough that I might go to the sidelines, but not yet. By the way, turns out that the two you mentioned- KSWW and GV are two of my largest holdings. Those are two of the best out there IMO. Wade

[littlejohn]

networm,,the board is for differences of opinion on valuation and potential...Numbers at hand are my primary consideration and I do leave many companies to early when they begin to move up...SFNL and WEGI are two small companies with decent financials now and room for more improvement..Still overlooked and likely undervalued...USOO and UVIH are two companies which are a little higher in price which have also recently posted decent numbers...The low floats in these two have shown how profit taking can easily effect them short term...But it doesn't change the numbers they have posted...Since I think we are seeing a potential peak in metals short term and seasonally, I have chosen to overlook the companies in this area now, while many are posting good numbers...How oil and gas prices stay up amidst plenty of supply currently also mistifyes me so I don't enjoy the fruits that those companies are generating...Just my own risk/reward assessment and everyone looks at things differntly...There are many good valuations in the VMC area now other than the few mentioned...And as always, imo only...GL...LJ