ssm lucky to break even in 2011, page-9

This is a services company. We don't want them to have assets. Would you like them to build marble statues of all of their employees and put those down as net tangibles?

I expect a normalized return on equity against shareholder equity to come in around 12% within two years, and I further expect this company's sales to TRIPLE in a long term growth run that will extend at least four years, as various levels of NBN are built out.

This may not be a 10 bagger, but from where I bought it I expect 800% return.

MAH is a value play, selling near book. But return on equity is only 11% (SSM's 12% ROE looks a whole lot better when you are buying them at 1/3rd shareholder equity), and it's obviously going to suffer when the commodity boom ends. The chart looks nice. What do you think is the catalyst for them growing?