Optionable (OPBL - Cramer's Take - Stockpickr) is one of Kelly's favorite stocks. It is a $400 million market cap company that specializes in helping brokerage firms, trading firms, hedge funds and other institutions trade energy derivatives, energy futures and so on. Here's what the OTC Speculator has to say about Optionable, taken from the portfolio on Stockpickr:
The Nymex has agreed to take a 19% stake in the company. It is growing at 100%-plus year over year, with good earnings visibility because it reports trading volumes every month. The valuation might look high, but [the company] will grow into this valuation rather quickly once the next two quarters are announced. Fundamentals look very good, and there is a good chance that the company will either become listed on a bigger exchange or be bought out by the Nymex at some point in 2007.