Wednesday, June 29, 2011

CWEI and EFII

Bought 'em.

EFII has 26-32%+ YoY sales growth for the last four quarters, triple-digit YoY earnings growth for the last three quarters and next quarter. Good analyst opinions and a tendency to trounce estimates. P/E of 31 dropping to 22.

CWEI has had 18-37% YoY sales growth for the last four quaters now. Returning to profitability with strong earnings will drop its P/E from 55 to 23. Estimates have been revised downward but next year's numbers are still strong. Institutional ownership is 44% of the floating shares with a 29% bias toward the buy side. Coming off of a bottom.

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