IRI 0.60% 82.5¢ integrated research limited

When to Catch a Falling Knife

  1. 23,924 Posts.
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    I have been watching IRI for two years.
    I bought a little in the Feb correction.
    The SP went back up towards $4 , but surprisingly not as convincing as I expected.
    Somebody knew. All the posters were very happy with the stability and easrnings.
    But this morning , the first report that stopped a long line of high EPS growth.
    So I bought. These are my reasons.
    1. No debt on BS
    2. Long history of high EPS growth
    3. No management change
    4. No mention of contract loss to a competitor
    5. It may be a TIMING issue, the fall in EPS

    and

 
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