Zeev, just wondering if you had a chance to look at TKER. Something seems to up with this one, trading like a stock whose fundamental story has changed.
PLAY Zeev did around 44 mil revenue. The float is about 6 mil. and the outstanding shares are 22 mil. Insiders own over 72%. It's not @ 30 but should be. It's trading @ 19 now. Lockup expiration is in March. I think, like Google that insiders are already dumping. So, why do I feel my age posting on this board. I ask that after having a very good French Moulis 2000 from a very good smallviticulteur-2000.
My favorite for a LT hold (not a quick trade) is Watts Water Technologies (WTS). It is a small-cap ($1 billion market cap) and is one of the few pure plays in the sector. Over the past several years, they have divested themselves of all other extraneous businesses to focus solely on their water-related businesses.
At present, WTS is attractively valued. Mario Gabelli is the largest institutional shareholder and he is a reasonably astute value investor (excluding his love affair with media stocks).