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Holding: VDSI

johnbougearel [75]

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Symbol Sector Return Exposure Trades Last Trade Status
VDSI Software -45.51% 
Long
2  05-Feb-08  Currently Holding
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30-Jan-08

vdsi

Holding Rationale for VDSI.

Revenues are rising somewhat parabolically since 2004. Operating margins have grown from 5% in 03 to 28% in the ttm and show no sign of cresting yet.  

 

The are expected to grow sales 32% and E 34% next year. This on top of the 97% E growth they averaged the past 5 yrs. Priced at 18, its 30 p/e is very attractive for such grwoth.

 

No debt for this small cap is another big plus in this environment that is unkind to levered companies. 

Tagged Stocks: VDSI

 

Posted at 08:24 in Holding Rationales  |   Permalink  |   Comments ()     |  Top

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Credibility in VDSI

johnbougearel

VDSI Long
Rank 23/31
Return -45.51% at 2008-12-01
Rank 23/31
Trades 2
Followers 12
 

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