BOSTON EXIT
ALDA
Sold my BXS (26.27) and replaced it with ALDA (25), a small cap with tremendous growth. The company is growing at more than 50% and currently traded at less than 20X of its 2005 EPS. Clean balance sheet with a lot of cash, regular dividend, plus special dividend in December. The company is rather small (about 100 million market cap) and there is very little coverage.
CUX
I also opened a very small position on CUX. I will add more if it remains under 10. I believe this is severely under-valued, although all international plays are at this point.
Sold my BXS (26.27) and replaced it with ALDA (25), a small cap with tremendous growth. The company is growing at more than 50% and currently traded at less than 20X of its 2005 EPS. Clean balance sheet with a lot of cash, regular dividend, plus special dividend in December. The company is rather small (about 100 million market cap) and there is very little coverage.
CUX
I also opened a very small position on CUX. I will add more if it remains under 10. I believe this is severely under-valued, although all international plays are at this point.
posted by ZIGZAG at 11/30/2005 10:24:00 PM
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