Very impressed with the bottom line this quarter, but more importantly, the forward guidance EPS numbers are way ahead of where I thought this company would be. In addition to having a $5 book to support the stock price, we now have real EPS numbers as well -- this company trades at something like a forward P/E of 3 or 4. Seems to me the best of all worlds, now if they can only do something to get a tad of publicity, maybe the stock will move - should be over $12 imo.
Very heavy volume this morning - and on the upside. Looks like we might have some funds accumulate -- and then they will issue their BDR upgrades. Could be a real nice, slow steady rise over the next few weeks/months. Think we may have lots higher to go, don't see how they can accumulate enough without the stock bumping the double digit area, and certainly the great fundamentals support a price in that ballpark.
The fundamentals are going to be great here. My hunch was on target. Ultimately, I believe this stock will be up at least 10 fold in a 3 year time frame if interdiction becomes mainstream and when the sentiment for tech becomes favorable. This stock still is off the radar screen so I would definitely accumulate it now while it is feasible.
BDR has vaulted to be my number one idea. strongest buys right now. I also like SHD, ASW, and GAI.
We just need a few small/micro cap funds to discover this stock. The fundamentals are about as good as any I have seen in my 20 years of technology investing. Terrific value, but now that value is accompanied by terrific growth as well, and both coupled by a tangible book value greater then the stock price. Wow! Anywhere in the single digits, BDR Looks fantastic however you value this company.