idea #23 cybx

I found this from AAII's "Fundamental Rule of Thumb Screen".  This one only screened so well because they posted a one time tax benefit that boosted EPS by $1/share.  Despite that, they are still cheap looking given their guidance to double revenue in 5 years.  They are growing into Japan.  They have a focused, simple, and easy to understand business model.

They have neat technology with a significant competitive advantage; they make a pacemaker device to control epilepsy.  It is recognized as an effective treatment when drugs and surgery don't work.  It is less recognized for it's positive "side effect," increases in awareness and improved mood.

Trading at 17x sustainable earnings, 17x operating cashflow.  Buying back convertible debt.  It looks like a great growth stock.  I doubt it will ever get too cheap... if it does it will be for some scientific reason that I likely won't figure out until I've lost all my money.