Forum | Old School Value

Mon, 16 Nov 2009 03:38:25 +0000

I agree. This company reminds me of KTII. A solid company going about its business that no one cares for or even knows about.

Forum | Old School Value

Sun, 15 Nov 2009 21:14:26 +0000

This stock has looked attractive to me, as well. Before their latest earnings, my buy level was around $6.25-6.50. It looks like I might have missed out on this one, but need to crunch the numbers on the latest report. This is definitely potential investment material, though.

Best wishes,

Jim

Forum | Old School Value

Sun, 15 Nov 2009 03:59:56 +0000

well from when I last valued the company, I saw the intrinsic value at around $14-$16 so your MOS looks to be about right.

SVT doing a good job. A solid government contract and the ability to meet their needs is an awesome thing. Once you get a contract with the government you are in their books so future business will also likely come your way and open the door to other opportunities as well.

I'll need to go through the quarterly report.

Forum | Old School Value

Fri, 13 Nov 2009 17:01:30 +0000

Earning just came out for SVT

Net income up
Cash increase
Account Rec decrease
Cap ex about the same compare to last quater

overall great results, not sure if I did this right Jae, but i went ahead and plug in 1.4 for FCF just based on the current quater with 0% growth and I still get a 38% MOS