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Friday February 03, 2012
Money manager's small cap buys
by Jim Oberweis Jr., editor The Oberweis Report Small-cap growth stock valuations are cheap, and like most things in life, economies are cyclical, even if this is a long and painful one. For the rare, brave contrarian with a reasonably long time horizon, that spells opportunity. The mean P/E of the Oberweis Universe, which is comprised of companies growing faster than 30% with market caps under $1 billion, fell from 25 at the end of 2010 to an exceptionally low 15 right now. AuthenTec (AUTH) is a leading provider of security and identity management technologies for consumer, enterprise and government applications. AuthenTec’s customers include some of the world’s leading PC and wireless device manufacturers and their suppliers, such as Acer, Dell, Hewlett-Packard, Lenovo, LG Electronic, and Samsung. 
AuthenTec’s Embedded Security Solutions products are used in communication and network products to ensure data privacy and content protection. In the company’s latest reported third quarter, sales increased approximately 89% to $19.3 million from $10.2 million in the third quarter of last year. AuthenTec reported earnings per share of $.04 in the latest reported third quarter versus a loss in the same quarter of last year. Clients of Oberweis Asset Management own approximately 370,000 shares. These shares may be appropriate for risk-oriented investors. SXC Health Solutions Corp. (SXCI) is a leading mid-market provider of pharmacy benefit management (PBM) services and healthcare information technology (HCIT) solutions to the healthcare benefit management industry. The company offers one of the most technologically advanced platforms to assist payers and providers in managing the complexity and reducing costs of their prescription drug programs and dispensing activities. As of their latest reported quarter, the company held in excess of $400 million in cash on the balance sheet, equating to over $6 per share. In the company’s latest reported third quarter, sales increased 170% to $1.23 billion; SXC reported earnings per share of $.44 in the latest reported third quarter versus $.28 in the same quarter of last year. Clients of Oberweis Asset Management own approximately 143,000 shares. These shares may be appropriate for risk-oriented investors. Learn more about this financial newsletter at Jim Oberweis Jr.'s The Oberweis Report. 
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