Comments on: 2009 Best Small Companies Part 2

By: Jae Jun

Jae Jun — Thu, 26 Nov 2009 21:02:22 +0000

I always liked DLB because it is more mainstream and in far more products. DTS has more software related products which you buy while royalties makes up a lot of revenue for DLB. I believe earnings royalties is one the best business models out there. It’s so profitable.

Interesting point about SCHS and MHP. Education material providers may well be more contrarian than a school. Just one thing Im thinking about is that SCHS, MHP and related companies will compete with each other for the actual schools to buy or use their products.

SYNA is very interesting because the way the tech trend is going, it’s all towards touch devices. Everything is turning towards touch. Navigation systems in the car, portable GPS, phones, mp3 players, computers etc etc

Just a question about RET. What is your opinion on small to mid caps that give dividends? Personally, I’m not a fan. It just shows that they either don’t have much opportunity to grow and there is a lot of potential for management to be pig headed because they don’t want to cut it when they really should.

By: D

Thu, 26 Nov 2009 19:07:24 +0000

I have watched DLB for a while too. I liked the company, but i seemed to like DTS more. Not sure what the difference is since they both seem to offer similar products and sometimes both have their names on brands. I didn’t buy because i didn’t see tangible value and am poor at gauging ‘growth value’.

The second comment i had was comparing schools, which i agree seem to trade at unjustified multiples, to something like SCHS or perhaps MHP?

I never knew what SYNA did but its interesting to know and should be lots of growth in that area.

Have a look at one Canadian retailer, just to compare with JOSB, and let me know what you think? RET.a is a ladies retailer which was hit hard but is bouncing back.

By: Jae Jun

Jae Jun — Thu, 19 Nov 2009 02:24:14 +0000

Actually you may be onto something. Apollo looks interesting and cheap when comparing price to value.

By: Andy

Andy — Wed, 18 Nov 2009 15:06:32 +0000

You think that Apollo is an overvalued education company?

By: Jae Jun

Jae Jun — Tue, 17 Nov 2009 20:29:36 +0000

Thanks Salsero. I’m glad you are enjoying this review of the companies.

By: Salsero

Salsero — Tue, 17 Nov 2009 04:35:02 +0000

Thanks. I am very much enjoying your review of these companies.