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4:19 am
November 15, 2009


Jae Jun

Admin

posts 1453
3

I don't like companies with lots of goodwill and intangibles as well. Just proof that management overspends a lot of money.

My margin of safety is always at least 50% with net nets or other turnaround stocks so I'll let you know my thoughts tomorrow when I have more time to give a better opinion.

11:49 pm
November 14, 2009


eldinril

Member

posts 25
2

I recently looked at ITI, as well. It certainly has potential. My biggest hang-up about the stock is the amount of goodwill and intangibles on its balance sheet, but that is just me. My personal preference would be to see it drop to around $1.32 for the margin of safety that I prefer.

Best wishes,

Eldinril 

3:08 pm
November 14, 2009


kai fann

Member

posts 16
1

traffic management company.

current price $1.48

EPV=4.73

DCF=3.84

After 5 quarters of finished good inventory build up since 3/2008, first quarter of reducing finshed good inventory 9/2009.

Heavy insider buying 8/2009.

business turning around?
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