Back up to 7 today (admittedly on low volume). Still reasonably priced at trailing PE around 8, debt pretty low. A good buy-and-hold for the value part of a portfolio. Good potential for increasing sales overseas next few years.
I also like SNIC as a more speculative play in a rather different area of consumer electronics (DVD authoring software).
LEIX, our failed acquisition, languishing around 2.70, down from 8 when the acquisition was announced. Interesting recovery candidate at current price but debt is growing.
You might be right; Xmas doesn't look too hot overall; retailers ailing. Still, the type of products COBR sells should do at least decently in this environment. What do you think of the 5-mile two-way radio (PR 900- DX), described in the last quarterly as a "premium" (presumably high-margin) product? It sounds like a non-seasonal item that might add to earnings throughout '02.
Hope you get at least your 7.50 back.
I think that the peptides NZYM markets to other pharmaceutical firms who do different studies with this has a possiblity of success
in one of the studies. The price now is below its book value ($1.62). Its current ratio is 15. with 0 debt. It may be too risky. It is in the category of "penny stocks".
Pharmacological chemicals are rather far afield from this board but I did take a look at it. Other than the low debt what do you like about it fundamentally? Do you see it as an AIDS play or as having some connection to bio-warfare defence? Or do you just think it's undervalued right now? Stock has been in a slow, straight-line decline from $14 in 1997 to $1.45 today.
I've looked at various AIDS related medical stocks but haven't bought any at this point. I do have several other medical stocks, my favorite long-term one being AMMD (urological devices).