Time to invest in Hot Growth? – Part 2 Thursday, September 13, 2007
Posted by ei-forum in US Traded Stocks.trackback
As promised, today we continue going through the Business Week Hot Growth top 100 list by tackling N*51 to 100.
First of all, here are some links:
Like yesterday, the first thing we tried to do was see if any of these companies was trading at an acceptable P/E Ratio and therefore excluded all candidates that were over 10. These are the companies that made the shortlist:
As you can see, the list is much shorter than yesterday. Does anything stand out? Well, we do have two companies that are both linked to the offshore marine sector: GLF and TDW… however, what caught our attention was that Mohnish Pabrai has a position in USAP (link).
As our readers know, Mr. Pabrai is an exceptional investor who focuses on making big bets on companies that have a lot of upward potential BUT minimum downside, as he says: “Head I win; tales, I don’t lose much!”. Bottom line, if Pabrai invested in this company, we feel that it definitely justifies a closer look!
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