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Key Tronic Corp. Message Board

  • patientcontrarians patientcontrarians May 9, 2008 8:07 PM Flag

    Recent SEC filing

    Tieton Capital Management reported they increased holdings from 883,328 to 1,059,896 shares. The purchase brought their holdings to 10.57% (up from the previously reported 8.81%) and proves a portion of the April 30th volume was institutional buying - a positive sign indicating there may be more to come!

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    • Dimensional Fund Advisors is one of the savviest micro and smallcap value....value/growth stock buyers, IMO. Dimensional has a big stake in KTCC. I always like to see them on a stock. Once a stock increases beyond a real fundamental value, you typically don't see DFA around as it will book profits and find another value. When you see them heavy in one, at least their analysis says it remains a value company on a fundamental basis. Anyway, it's a positive from my perspective. Finally, my own analysis tells me that KTCC is an unusual value here and was a virtually unprecedented value in the lower to mid 2s recently.

      I acquired another stock, OCCF, heavily back at the first of the year in the mid to upper 3s as I did KTCC when it was in the mid 2s. OCCF has transitioned significantly price-wise and, if it gets a good report this next week, it could continue with its momentum. Even though it is now comfortably in the 6s, it is narrowly trading above its tangible book value, which is in the mid 5s. Comparatively speaking, KTCC remains well below its tangible book in the mid 4 area and has a good near-term outlook for profits which will add to its tangible net worth.....very similar fundamental traits to that of OCCF and yet still not getting any kind of equivalent recognition. KTCC was an incredible buy in the 2s, but I like it just as well here and have continued accumulating in the 3.50s. When it's done flagging (technically speaking), IMO, we might get some real action, given its price relative to its outlook and existing fundamentals.

    • Sounds positive to me too - institutional buying will help bolster share price if they continue to add to their holdings. (Wish I was a 10% owner in this one!) I guess there are some others reported to own 5% ... would have to check.

 
KTCC
10.03+0.29(+2.98%)Feb 26 4:00 PMEST

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