A couple of exemplary companies at the moment on my radar that I may miss being on the sidelines due to the Infosys nature of stock (high growth but equally high PE multiple).
First is in the United States. Where Food Comes From Inc. It provides Organic Certification, Labelling, Third Party Verification http://wherefoodcomesfrom.com/
WFCF is still a small cap at 65 Million USD market cap. The company will be engaged in McDonalds tracking and verification program and has lions share of market.
On the face of it quite dear, 6 times revenues and 100 times earnings.
Second is an Australian company, just noticed today, makes organic baby food (Just as no patient bets low on brain surgeon, no parent bets low on infant food).
The company is wiping out its competition with revenue growth of 150{3da602ca2e5ba97d747a870ebcce8c95d74f6ad8c291505a4dfd45401c18df38} in the previous year and net profit growth of 450{3da602ca2e5ba97d747a870ebcce8c95d74f6ad8c291505a4dfd45401c18df38}. The company came with an IPO last year and is 7 times up since. A rare IPO stock that was not overpriced. Needs more research. Bellamy is nearing 800 million MCAP, 5 times revenues and 85 times earnings. If the growth continues at even 1/3rd of the current years’ pace (always hard to look ahead), then the stock looks quite cheap. Company has positioned itself for growth in Hong Kong and China.
http://bellamysorganic.com.au/
What is evidently clear is the potential of the sector.
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