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.
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.
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.
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.