Stockchase Opinions

Peter Hodson Ceradyne Inc. CRDN-Q TOP PICK Nov 04, 2004

There's a huge shortage of supply of ceramic armour. Their visibility on earnings is probably good until early 2007.
$43.500

Stock price when the opinion was issued

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Have patented protection. Product is sold out until 2006. A growing market considering world events.
TOP PICK
This stock was a pick a year ago. This company is a body armour business and an advanced ceramics business. Great short recovery play. He bought the stock today.
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Trading at 10.5 X next year's earnings with excellent competitive advantages. Have a growing base of business. Very cheap.
PAST TOP PICK
(A Top Pick Mar 9/06. Up 5.5%.) Manufactures ceramic inserts for body armor, etc. Dropped because of shorting and rumours. Now recovering. Trades at 10.5 X earnings.