I don't know Mike, these IT Services companies can have a jump in earnings some years. Oakton went from 54M revenue in 2005 to 76M the year after, and from 114M in 2007 to 201M in 2008. They got their ROE up to 40% b4 the GFC hit. If they can recapture that b4 too long you're looking at a substantial increase in EPS.
I reckon I'll just stick em in my back pocket and forget about them for a while.....with one eye looking out for Black Swans of course!
OKN Price at posting:
$3.09 Sentiment: Hold Disclosure: Held
