Skillsoft is an educational provider to small to medium sized businesses.  The numbers are healthy, a small cap company (730 million), increasing revenue and income, and a PE under 13.  The stock price has been hit with the downturn as the past 6 months has seen a 28% decrease in price.

However the operatunity for SKIL is in the market turmoil.  The reasons are simple, a small cap & work force.  A small cap company has a much greater ability to adapt to new technologies and business models and SKIL is spending about half of there profits into R&D – uncommon for most US companies today.  The work force across almost all sectors is changing, with change comes training, especially the kind of training Skillsoft provides to small and medium size companies who will redefine how business is done over the next 5 years.

Recap: this small cap will adapt to the new markets quickly because of their managable size and they will provide new services to new business who will have a lot of training ahead.