Flow International Corp (NASDAQ:FLOW)

CAPS Rating: 4 out of 5

The Company designs, develops, manufactures, markets, installs and services ultrahigh-pressure water pumps and UHP water management systems.

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2
Player Avatar TSIF (99.95) Submitted: 12/9/2011 11:34:15 AM : Underperform Start Price: $3.44 FLOW Score: +7.54

Flow International Corp stock price has been at the low range of it's travels. It's quarterly EPS fluctuates between a negative penny or two and now a positve $0.05. They are upbeat on their international business, but down, as can be expected on government business. While the 30% pop today leaves the share price well off the 52 week high I think it's excessive and partially fueled by short covering. I haven't done well lately "shorting the pops" here on CAPS, but I can't resist trying on a very low cap equity with weak margins and low cash flow it this economy that is still "living on" a 2010 stock issue. I'll look at them again and their growth this quarter if their price drifts back down.

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Member Avatar Teacherman1 (47.56) Submitted: 12/9/2011 11:46:26 AM
Recs: 1

I agree it is unlikely to stay this high and has already dropped some, but since I bought it at $2.00 and am up 61%+ in real life at the time I am posting this, I think I will go ahead and hold it to see how things play out over the long run. I was up 72% at the time you "red thumbed" it.

I hope you don't mind if I hope you are wrong.:)

Member Avatar TSIF (99.95) Submitted: 12/9/2011 11:53:15 AM
Recs: 1

Teacherman1, you're one Fool that I'd love to prove me wrong!!! Of course we could both win here if I bank my points in a week or so and this bases near my close and starts to climb nicely for you.

I know you're more a long than a trader, but in these cases, it's sometimes good to book some gains and look for reentry. Especially this time of year when you can sell something else in your portfolio that you are losing on and balance the capital gains.

Overall you have a nice entry on this one and if they can keep up the pace it could make a nice long term investment. All the best, I might join you on an upthumb if this retraces sufficently!

TSIF

Member Avatar Teacherman1 (47.56) Submitted: 2/10/2012 1:10:53 PM
Recs: 0

When are you going to yell "Uncle" on this one?

Just end your pick, take your lumps, and then make up your measly points loss as it keeps going up.

This is too good a company, with fantastic products to go your way:).

Member Avatar TSIF (99.95) Submitted: 2/10/2012 6:39:14 PM
Recs: 0

Teacherman1, I do wish you well on your real life call, but in my mind this one is still overvalued for now. It's riding the waves of the market right now. If risk reenters the market as I think it will then it will correct harder than the S&P. It's margains just aren't there yet for this level and investors aren't loyal. I do think you're building a nice base here and it looks like a promising long term play.

I certainly won't get greedy when I book my green points in the next three months, possibly in the next three weeks! ;)

Game on still! ;)

Member Avatar Teacherman1 (47.56) Submitted: 2/12/2012 11:41:09 AM
Recs: 0

Not that they are the "experts" on every thing, but would it surprise you to know that MOTLEY FOOL ASSET MANAGEMENT LLC, took a new 500,000 + share position in FLOW in the last Quarter?

Of course, this was after I picked it:).

You don't think they poached off of me, do you:)?

You are right that they could dip back down in the intermediate term, but for the longer term, they are a winner.

JMO and worth exactly what I am charging for it.

Oh, in case you didn't notice, I am up just short of 100%:).

Game on still!;)

Member Avatar TSIF (99.95) Submitted: 5/9/2012 10:24:52 AM
Recs: 0

I ran away at 3:45. It has been trending down the last week or so more than the market. This one doesn't meet my volume metrics to play down and your opinion is too much respected. I did hit my timeline, but just barely!!! ;)

I'll call this one a draw!!??? ;)

Best of luck!!!

Member Avatar Teacherman1 (47.56) Submitted: 5/10/2012 10:29:01 AM
Recs: 0

Ok, it's a draw. :)

You did get some points from it.

Actually, I wish it would have gone back down so I could buy some more.

Good luck with MEA.

Member Avatar TSIF (99.95) Submitted: 5/10/2012 2:04:04 PM
Recs: 0

If it drops much below $3.45 it will go back down. I'm not a hard core gap advocate, but it's pushing its gap and while I think it over reached on an up market, it will pay back proportionally in a down market. You may get your chance to buy more lower.

I'm glad I'm on the right side of the fence with you on MEA. The low volume calls are not good for swing trades on CAPS and I'm hoping to hold MEA longer. I do like some longs in my portfolio when I'm not playing the earnings calendar. Good luck!

Member Avatar Teacherman1 (47.56) Submitted: 5/10/2012 3:37:02 PM
Recs: 0

Dang. I didn't know your pitches carried this much weight.:)

The bottom dropped out on no news and huge volume.

Wonder who gave up on them?

Anyway, I got my wish, so I bought a little more to hold for the longer term.

I still think they have a fantastic product and over time they will continue to come into greater use.

There is another company in the metal cutting business I like as well, but unfortunately they are private.

Will be interesting to see what happens with the markets when Europe burps again.

Member Avatar TSIF (99.95) Submitted: 5/10/2012 6:23:23 PM
Recs: 0

There were 4.5 Million shares traded the two days it jumped from $2.50 to $3.50 in December. You had 8X the daily volume today at 1.6 Million shares. Could be someone dumping, but more likely the power of the gap. This was what I was betting on when I downthumbed it, but it was a long time in coming. If so, you have a few more unloyal holders. You could drop to $2.60-$2.80 if the market stays depressed. It's really hard to evaulate and buy into companies at this stage. The market volitility doesn't allow it. All the best! I'll stop pitching it down, even if it spikes again! Low volume is tricky!

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