Replies to post #33278 on Savvy Trades and Investments

[researcher59]

POLA backlog declines are a concern and so is the weak stock action, although there should be strong support at the IPO price of $7 .... and it sounds like Q1 will look excellent y/y, but not sequentially.

Here's Michael T's backlog commentary -

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=129242447&txt2find=pola

[littlefish]

POLA, hweb- looksa bit expensive to me on the surface but a whole lot of guesswork given the very short SEC reported operational history. If you back out revs from backlog burn, they haven't been doing a ton of work and only have a little over $1 mill in PPE. If they start winning some Sizeale new work it could justify the current price to me but outside that it seems a bit risky currently. Could work out well with the recent margins.

Any idea why they don't apparently have competitor names in annual? Think it said it's a competitive industry..

All imo only and off cursory glance. Good luck.