Mike, you might be onto something here. KVHI is $345 MM in market cap and has analyst coverage (mostly buy ratings). More importantly they have earnings.
Impressive run up in the stock lately - it's trading at 53.4x 2004 consensus EPS of $0.58. That's not cheap by any measure, but this could continue to be a momentum play as earnings estimates (particularly 2005 EPS) are revised upward (as the economic outlook improves).
A little rich for my blood right now.
If you see it dip (when investors take money off the table) and the earnings outlook continues to be favorable, I might buy it.
You still fishing?
-WW
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