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Allen-Vanguard Corp. (VRS.TO)

COMMENT
A wide variety of security products. Very cheap. High quality management. Not sure if she would enter at this price.
TOP PICK
(A Top Pick Oct 25/06. Up 12.1%.) Electronic jammers to disarm roadside explosives. Got a good contract with Lockheed Martin.
TOP PICK
Makes jammers to foil roadside bombs. By the end of March they should have some insight into further contracts. Just got a $3 million contract from a new client. Earnings are expected to show a loss of two cents in February.
COMMENT
They have electronic counter measures for roadside bombs. Starting to get some traction in regards to contracts. Did a financing. Last quarter was fine, but the 1st quarter was not as good as the market expected. Likes it, but not enough to own it at this point.
TOP PICK
Sends signals that detonate roadside bombs. US have $1 billion set aside for technology of this type. This could double earnings.
BUY
Have technology on a device that jams the signal that sets off roadside bombs. Has some good upside to it.
TOP PICK
Thinks their product will sell very well in 2007. Manufacture electronic jammers to disarm roadside explosives. This is the only device that has met the specifications. Earnings are expected to be $.36 in Sept/07. Cheap.
BUY
Make sophisticated radio jamming devices. Hoping that they will get a near term contract. Speculative. A reasonable Risk/Reward on a “Go Up” or “Blow Up” opportunity. Does not rank well in his model.
WEAK BUY
Exposed to the security systems, but is having difficulty getting traction. They make interesting devices, particularily electronic jammers that would jam cell phone, garage door devices used to set off bombs. Their core business continues to struggle.
WEAK BUY
There are rumours that they are going to win a big contract. If they do, it should do very well but they have to get a more consistant, less lumpy revenue base. Last quarter was not that great. Watching it very carefully.
WEAK BUY
A very interesting company given how specialized their equipment is. The biggest problem he has is that it's an unproven business model. Did 2/3 acquisitions in the last 12 months. They were private companies, so can't get financial information on them.
BUY
Likes the stock. Showing good growth. Relatively cheap compared to comparable companies.
DON'T BUY
The main reason for the big revenue growth was because of an acquisition made. Fully priced.
WAIT
Stock has gone up a lot on expectation, not on earnings. Reporting tomorrow and if good earnings showed up, they would consider.
WEAK BUY
Earnings are 0 for Sept '04. Forcast for $0.25 for Sept '05. Made an major acquisition of an Irish firm which wioll have to be absorbed. Challenge is to get substantial contracts in '05.
Showing 46 to 60 of 62 entries