Stockchase Opinions

Robert FloydStratos GlobalSGB.TOTOP PICKFeb 01, 2002

Improving their cash flow. Getting new contracts. US navy is a sponsor.
$10.35

Stock price when the opinion was issued

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HOLD
Being acquired by CIP Canada. Doesn't think this story is over yet. Believes there will be a competing bid.
WEAK BUY
Has competition within their space. Provide communication to remote regions for military, etc. Recently made an acquisition. Expects more consolidation in the space. Numbers have been disappointing. Fairly good value at this price.
COMMENT
Has been crushed to a level where he will take a look at it.
HOLD
An interesting play. Missed their numbers and management execution has been horrible. The only reason to pay attention to it right now is as an activist shareholder to get new investors involved in a new management team. Wants to see one more quarter.
DON'T BUY
Latest earnings were a huge disappointment with a -21%.
DON'T BUY
Management should have done a better job on their guidance of growth for this year. Overpromised. Disappointing first-quarter.
PAST TOP PICK
(A top pick Dec 8/03. Up 2.3%.) Still likes it. Has big contracts with the US Air Force, etc.
DON'T BUY
Disappointing quarter last week, stocks dead money short term.
DON'T BUY
Showed another disappointing quarter last week. Also gave a warning. Probably dead money for a while.
BUY
Had a great quarter. Guidance was good. In a great space. Ultimately a takeout target.
TOP PICK
Has had a bit of a checkered past. Some of their acquisitions did not work out. Have refocused and doing very well. Earnings are continuing to grow.
TOP PICK
(A top pick Sep 22/03. Down 3%.) Alliant sold a good portion at a discount, which hurt the stock. Earnings look very strong going forward.
BUY
Have sold their Alliance holdings. Now in cleaner territory. Reasonably attractive price.
BUY
The leading company in the feeding of satellite communications. At a good level.
TOP PICK
Extremely cheaply. Alliance is selling their control position. Recommendation is to buy the receipts. You pay for half position now and when Alliance is approval to sell theirs, you pay for the balance. Numbers have been extremely strong.