Not successful in finding good investment opportunities in this sector. Wants sustainable competitive advantage, good valuations and good technicals. This one’s valuations have dropped enough that he will be taking a look at it.
Involved in the security sector. Performed much better some time ago. Some of the small caps are having a bit of trouble. They need to show more contracts. Earnings tend to be a little on the spotty side.
This company is involved in high security. It is in the bottom 1-2% of the database. He has doubts. It is interesting technology but there are better places to be.
In the bottom 10% of his database. Earnings have been shaved by 5% in the last 90 days.Year over year earnings growth is down 22%. They are forecasted to lose $.09 in '05.
Likes the technology, management and balance sheet. Have some good customers and getting good penetration. A little early to get real excited as to where it can go.
Likes their technology. Have very high profile customers like Bloomberg and the Bank of China. Had a tough year last year. Could do well going forward.