Comments on: Forbes Best Small Companies Project: Part 2 http://www.oldschoolvalue.com/blog/stock-analysis/forbes-best-small-companies-project-part-2/?source=rss Perform Stock Valuation Automatically Sat, 11 Feb 2012 19:05:47 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Jae Jun http://www.oldschoolvalue.com/blog/stock-analysis/forbes-best-small-companies-project-part-2/comment-page-1/#comment-1487 Jae Jun Mon, 09 Feb 2009 18:10:48 +0000 http://www.oldschoolvalue.com/blog/?p=240#comment-1487 I see. When I came across CMTL, I was skeptical of its competitive advantage over the long run but now that I think about it again, a company with such good numbers must have some sort of moat which has enabled them to keep up its operations and still profit. I see. When I came across CMTL, I was skeptical of its competitive advantage over the long run but now that I think about it again, a company with such good numbers must have some sort of moat which has enabled them to keep up its operations and still profit.

]]> By: MKL http://www.oldschoolvalue.com/blog/stock-analysis/forbes-best-small-companies-project-part-2/comment-page-1/#comment-1480 MKL Mon, 09 Feb 2009 11:30:17 +0000 http://www.oldschoolvalue.com/blog/?p=240#comment-1480 I don't know, Jae, what my original investment thesis was, other than that it was a company that made money providing a service in a growing niche and it continued to spend its resources looking for new ways to provide service and value to its customers and do it well and consistently. It was not a glamour stock, spending its energies seeking attention. Is that what you mean? And in the same way, I admire AAON, KTII, INSU, and FLS. I don’t know, Jae, what my original investment thesis was, other than that it was a company that made money providing a service in a growing niche and it continued to spend its resources looking for new ways to provide service and value to its customers and do it well and consistently. It was not a glamour stock, spending its energies seeking attention. Is that what you mean? And in the same way, I admire AAON, KTII, INSU, and FLS.

]]> By: Jae Jun http://www.oldschoolvalue.com/blog/stock-analysis/forbes-best-small-companies-project-part-2/comment-page-1/#comment-1475 Jae Jun Mon, 09 Feb 2009 04:14:23 +0000 http://www.oldschoolvalue.com/blog/?p=240#comment-1475 That's fantastic. How did you come across it then and do you still think your original investment thesis still holds? That’s fantastic. How did you come across it then and do you still think your original investment thesis still holds?

]]> By: MKL http://www.oldschoolvalue.com/blog/stock-analysis/forbes-best-small-companies-project-part-2/comment-page-1/#comment-1473 MKL Mon, 09 Feb 2009 00:36:16 +0000 http://www.oldschoolvalue.com/blog/?p=240#comment-1473 I own CMTL (well, a fraction of it..) since 2000 and am interested in AAON, KTII, INSU, FLS in the same way - holding long. I own CMTL (well, a fraction of it..) since 2000 and am interested in AAON, KTII, INSU, FLS in the same way – holding long.

]]> By: Jae Jun http://www.oldschoolvalue.com/blog/stock-analysis/forbes-best-small-companies-project-part-2/comment-page-1/#comment-889 Jae Jun Mon, 01 Dec 2008 03:44:16 +0000 http://www.oldschoolvalue.com/blog/?p=240#comment-889 Thanks, that forum is quite active and full of interesting ideas. Although it doesn't fit with my criterias it is interesting nonetheless. I'll see what I come up with on ANSS and see whether it makes my list. Thanks, that forum is quite active and full of interesting ideas.
Although it doesn’t fit with my criterias it is interesting nonetheless.

I’ll see what I come up with on ANSS and see whether it makes my list.

]]> By: armin fields http://www.oldschoolvalue.com/blog/stock-analysis/forbes-best-small-companies-project-part-2/comment-page-1/#comment-888 armin fields Mon, 01 Dec 2008 03:14:38 +0000 http://www.oldschoolvalue.com/blog/?p=240#comment-888 Hey Jae: I analyzed # 41-50 of the Forbes 200 as part of a project that assessed the Quality of each stock according to the concepts of Better Investing (long-term, fundamental investing in growth stocks). I thought Ansys (ANSS) was the best of this bunch and, if you’re interested, you can read my assessment here: http://community.compuserve.com/n/pfx/forum.aspx?tsn=21&nav=messages&webtag=ws-naic&tid=32854 I also have a blog where I use BI’s main tool, the Stock Selection Guide (SSG), to analyze individual growth stocks: http://arminfields.wordpress.com I fully analyzed ANSS on 10-5-08; scroll down 4 posts past the Table if Contents to “Assessing Ansys (ANSS).” Armin Fields Hey Jae:

I analyzed # 41-50 of the Forbes 200 as part of a project that assessed the Quality of each stock according to the concepts of Better Investing (long-term, fundamental investing in growth stocks). I thought Ansys (ANSS) was the best of this bunch and, if you’re interested, you can read my assessment here:

http://community.compuserve.com/n/pfx/forum.aspx?tsn=21&nav=messages&webtag=ws-naic&tid=32854

I also have a blog where I use BI’s main tool, the Stock Selection Guide (SSG), to analyze individual growth stocks: http://arminfields.wordpress.com

I fully analyzed ANSS on 10-5-08; scroll down 4 posts past the Table if Contents to “Assessing Ansys (ANSS).”

Armin Fields

]]> By: Jae Jun http://www.oldschoolvalue.com/blog/stock-analysis/forbes-best-small-companies-project-part-2/comment-page-1/#comment-887 Jae Jun Sun, 30 Nov 2008 22:29:54 +0000 http://www.oldschoolvalue.com/blog/?p=240#comment-887 Email sent :) Email sent :)

]]> By: George http://www.oldschoolvalue.com/blog/stock-analysis/forbes-best-small-companies-project-part-2/comment-page-1/#comment-885 George Sun, 30 Nov 2008 22:18:08 +0000 http://www.oldschoolvalue.com/blog/?p=240#comment-885 Thanks for submitting this post for the upcoming Festival of Stocks. Please consider supporting the Festival of Stocks by volunteering to host an upcoming edition. See http://www.valueinvestingnews.com/festival-of-stocks for details. Contact me if you can help. Thanks for submitting this post for the upcoming Festival of Stocks. Please consider supporting the Festival of Stocks by volunteering to host an upcoming edition. See http://www.valueinvestingnews.com/festival-of-stocks for details. Contact me if you can help.

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