Thanks littlefish for checking out POLA. Agreed it's hardly a deep discount value play or anything. Those are getting impossible to find with the markets at record highs, especially among listed stocks. But when you consider POLA's huge growth in 2016 and expected strong growth in 2017 and 2018, their healthy profitability & expanding gross margins, and the decent chunk of cash on the balance sheet...I think the stock is a bargain below $8.
Sure hasn't worked out so far. I don't care what their IR guy told me. Something seems to have happened at the Roth conference. Stock down on heavy volume every day since. After looking good in the $9.30's earlier in the week. Now the stock has to go up 18% just to get back to where it was trading on Monday. Hard to believe this drop is all on no news. In a very positive tape this week too. Maybe it's nothing. People love to sell at the lows and chase at the highs in this market. We'll see. Could really use a positive PR on this one to right the ship.
As for listing competitors in the 10K, that seems to be hit or miss when it comes to microcaps. Some list specific companies that are competitors. Many do not. At least in my experience.
p.s. Any thoughts on AYSI? Not sure if you still own/follow that one. Big turnaround last quarter. Seems like the numbers could get even better with the improving mining industry. Could have some favorable comps coming up. This one is a tremendous value play. Of course AYSI management doesn't seem to care about shareholders, so the stock will always trade at a hefty discount. I still think if the revenue/earnings last quarter are sustained (and maybe even improved upon), this one could double or more before yearend.
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