“Datawatch Corp (DWCH). Approximately 150,200 shares changed hands, a 2,659.6 percent increase over its 65-day average volume. The shares rose $.11 or 3.2 percent to $3.51.”
Historical listing of posts for potential ideas
Working on a list of all prevous ideas posted but the above does give you titles and links to the original posts
The purpose of the list will be to help find/identify over reactions
NUTR: Nutraceutical International Corp
Back in 2009 I posted NUTR as part of a “How to Interpret Insider Transactions”
http://seekingalpha.com/article/130846-how-to-interpret-insider-transactions?source=qp_article
Last week's insider buys reminded me that the stock has operational and value creating potential. NUTR has not kept up with the market movement and can present an opportunity.
Copied from the Seeking Alpha post on April 2009
Nutraceutical (NUTR) has successfully created shareholder value with a sensible capital allocation strategy. ROIC before taxes has averaged an enviable 21.58% for the past 4 reported fiscal years but has fallen to 13.81% for the most recent year end. The drop is not due to the margin compression that has actually risen from 52.56% in 2004 to 54.40% 09/08. The lower ROIC is directly attributable to SGA increasing 31.87% from 2004 coupled with sales improving 18.56% forcing operating margins to decline. But based on ROIC NUTR solidly outperforms its publicly held direct competitors: Schiff Nutrition (WNI), Natural Alternatives (NAII), NBTY (NTY), Natural Alternatives International (NAII) or Mannatech Inc (MTEX). At this point the profitability for NUTR is significantly higher than its peers and represents a bargain price with a current EBITDA/EV at 25.20%. Historical it has managed to keep its capital structure clean with a relatively constant outstanding share count over the past several years. The solid financial health is supported by years of well managed strong FCF.
