Peter Imhof
Enterprise Group
E-T
HOLD
Oct 24, 2013
Likes this story. It has done well. In the service sector you are never going to get a really high multiple. All of these stocks have moved up and look really cheap on a valuation metrics but he wouldn’t expect valuations to move up a ton. He has taken a little bit of money off the table.
Very high margins, using nat gas instead of diesel for generators in its power division. Power division is growing quickly. Chart is beautiful, more room to run. Anticipates a $4-5 stock.
Likes this story. It has done well. In the service sector you are never going to get a really high multiple. All of these stocks have moved up and look really cheap on a valuation metrics but he wouldn’t expect valuations to move up a ton. He has taken a little bit of money off the table.