Replies to post #2109 on Value Microcaps Motherboard

[lentinman]

CRK:

If you want to know what a Value Micro Cap looks like, chew on these. Some may quibble here or there, but they all basically fit the bill. Once you have looked at all these, you will (in the future) know one when you see one.

Len


VERY LOW PE BB STOCKS

These are the PE's (meaning price divided by last 4 quarters of earnings) of BB stocks that are below 9.

3.43 VFIN (I own)
3.66 KPCG
4.30 HCAR
4.57 BPTR
5.10 TMFZ
5.12 SVLF
5.63 UCIA
5.64 WGMGY (I own)
5.65 AHOM
5.70 DNDT
5.71 TREK
5.83 EZEN (I own)
6.13 MGRP
6.22 RIMS (I own)
6.25 IPII
6.33 EGAM
6.40 DGIX
6.43 AWRCF (I own)
7.53 TCCO (I own)
7.78 AOBO (I own)
8.23 WPEC
8.33 HEMA
8.40 IAIC
8.45 NIAG
8.79 PDGE (I own)
8.99 ACRG

[cl001]

I happen to own a lot of vnwi in 2003, this stock has a lot of hypes but its management sacks. In 2003 it has cash of about 1 dollar and promise to become profitable by the end of 2003, it never happens. Do you believe it will be cash flow positive by mid 2005? Well, it did buy some assets on the cheap using its cash but I will wait and see some real numbers to belive in the management again.
I was very lucky on this stock though, bought at about 1 and sold it at average 1.5. Got out before the long slide to hell.