Forbes Best Small Companies Project: Part 2

This is a continuation of my search for the best small companies from the 200 listed in Forbes 2008.

You can refer to the results here: 1-15 | 16-32 | 33-70 | 71-130 | 131-160 | 161-200

The companies from 16-32 have yielded only 3 results.

  1. Strayer Education (STRA) – owns and operates universities and online courses
  2. j2 Global Communications (JCOM) – provides value added messaging and communication services
  3. Comtech Telecommunications (CMTL) – develops advanced communications solutions

None of them seems to be trading at a discount at this time and initially, I’m a bit skeptic about the moats of JCOM and CMTL.

Once all 200 companies have been filtered, I’ll sort by strength of moat and start further analysis from there.

View the graph below to see companies 16 through 32. For the upcoming posts, I’ll try to go through more in one go.

[tags]STRA, JCOM, CMTL, stock analysis [/tags]


No positions in any stocks at time of writing

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11 responses to “Forbes Best Small Companies Project: Part 2”

  1. George says:

    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.

  2. 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:


    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

  3. Jae Jun says:

    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.

  4. MKL says:

    I own CMTL (well, a fraction of it..) since 2000 and am interested in AAON, KTII, INSU, FLS in the same way – holding long.

  5. Jae Jun says:

    That’s fantastic. How did you come across it then and do you still think your original investment thesis still holds?

  6. MKL says:

    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.

  7. Jae Jun says:

    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.

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