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The Company designs, develops, markets and supports open standards-based hardware and software security systems that manage and secure access to information assets.
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TMFBreakerBeth (79.48) Submitted: 6/09/06 6:49 PM : Start Price: $7.88 VDSI Score: 40.39
This company is in the business of data security. It is fast growing with almost no long-term debt. Sounds like a winner to me.
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TMFBreakerBeth (79.48) Submitted: 11/07/06 11:36 AM
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Oh, how I wish I bought some shares in my real portfolio on the day I wrote this comment . . . [sigh].
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TMFBreakerBeth (79.48) Submitted: 2/22/07 11:12 AM
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Oh, how I really, really, really wish I bought some real shares now!
TheGarcipian (99.40) Submitted: 5/31/07 9:34 PM
Hi Beth,Tip-toe into it. Put a one-third or one-fourth position in on VDSI today and see how it goes. Yes, the forward P/E is pretty high at 31, but look at that RoA of 27% and the RoE of 43%. Margins are in the neighborhood of 20%, which is decent for a mixed software/hardware company. Gotta love that year-over-year and quarterly revenue growth though; both are at or well-over 100%. And virtually no debt. Very nice. Plus, with a 30%+ inside ownership, I think management is aligned with the shareholder interests. So, tip-toe right in; I don't think it's too late. I'm adding this to my CAPS stocks, and might very well add some real money to it via my real-world portfolio. Thanks for pointing out this stock to me by being its leading scorer on CAPS.--GarSource: http://finance.yahoo.com/q/ks?s=VDSI