I’ve gone through director deals for the last week, and picked out some of the more substantial and interesting ones. Some of them look worth further investigation.
BRAM PER 11.6, 2012F +33.5%, 2013F +31.5%
DMGT PFCF 8.1, Yld 4.2%. High debt
MCRO PFCF 9.4, ROE 114%, Yld 3.9%
PFC PFCF 9.5, 2012F +22.4%, 2013F +17.8%
INVP PER 11.3, Yld 4.7%, 2013F +36.3%, 2014F +27.5%
KFX PER 10.6, 2012F +24.2%, 2013F 18.0%, Lots of cash
I own MCRO, and none of the others. Some of them sure do look interesting on first flush, though.
Mark Carter's blog 