Stock Opinions by Werner Muehelemann - Stockchase Experts
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143
Werner Muehelemann

On Stockchase since : Aug 2004

Vice President and Senior Portfolio Manager at ING Funds

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Werner Muehelemann Latest Top Picks...

Stock Opinions by Werner Muehelemann - Stockchase Experts

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TOP PICK
Produce jammers for roadside bombs. Have won a lot of contracts but haven't received the purchase orders, which is why the stock has come down. Latest quarter was a bit weak. Revenue that had been expected in 08 will probably come in 09. Trading at around 7X earnings. Will double earnings from 08 to 09. Reducing debt.
consulting
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Produce jammers for roadside bombs. Have won a lot of contracts but haven't received the purchase orders, which is why the stock has come down. Latest quarter was a bit weak. Revenue that had been expected in 08 will probably come in 09. Trading at around 7X earnings. Will double earnings from 08 to 09. Reducing debt.
consulting
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$2.400
Owned Owned
Yes

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TOP PICK
ADF Group(DRX-T) 

May 28, 2008

Manufactures huge steel products for high towers. Product is so specialized that there is not a lot of competition. Producing at about 50% capacity so there is good upside in terms of getting new contracts and increasing margins. Doing about 20% EBITDA margins and stock is trading at about 8X this year's earnings. Have good visibility in their backlog until about 2008/2009. Probably no debt by the end of the year.
metal fabricators
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Manufactures huge steel products for high towers. Product is so specialized that there is not a lot of competition. Producing at about 50% capacity so there is good upside in terms of getting new contracts and increasing margins. Doing about 20% EBITDA margins and stock is trading at about 8X this year's earnings. Have good visibility in their backlog until about 2008/2009. Probably no debt by the end of the year.
metal fabricators
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$4.060
Owned Owned
Yes

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BUY
Sierra Wireless(SW-T) 

May 28, 2008

Essentially do wireless modems for laptops. Probably has the most volatility in the Canadian market in terms of stock price and earnings. Competition is growing. Had great results in the recent quarter. Not expensive. Treat it as a trading stock, i.e. on a short-term basis.
electrical/electronic
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Essentially do wireless modems for laptops. Probably has the most volatility in the Canadian market in terms of stock price and earnings. Competition is growing. Had great results in the recent quarter. Not expensive. Treat it as a trading stock, i.e. on a short-term basis.
electrical/electronic
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$16.610
Owned Owned
No

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DON'T BUY
Main business is doing fibreglass tanks for gasoline companies. Some US states have laws that tanks must be fibreglass. Huge potential in North America. Has seen some sales ramp up and earnings have come up as well but not as well as the market expected. Expensive at 25X or 30X earnings. Would buy it at 15X earnings.
misc industrial products
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Main business is doing fibreglass tanks for gasoline companies. Some US states have laws that tanks must be fibreglass. Huge potential in North America. Has seen some sales ramp up and earnings have come up as well but not as well as the market expected. Expensive at 25X or 30X earnings. Would buy it at 15X earnings.
misc industrial products
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$8.490
Owned Owned
No

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BUY
One of the most interesting companies in the engineering and contracting space. Probably have one of the best histories in terms of profitability and margins. Very well managed. Long-term hold.
REAL ESTATE
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One of the most interesting companies in the engineering and contracting space. Probably have one of the best histories in terms of profitability and margins. Very well managed. Long-term hold.
REAL ESTATE
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$42.000
Owned Owned
No

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COMMENT
Main technology is trying to develop a drug for Alzheimer's. Have had good success to now. Still not a commercial product so there is still a lot of risk. Good potential. Has been looking at this one.
medical services
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Main technology is trying to develop a drug for Alzheimer's. Have had good success to now. Still not a commercial product so there is still a lot of risk. Good potential. Has been looking at this one.
medical services
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$1.050
Owned Owned
No

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BUY
Chinese company trading in Canada. Industrial powders used in technology consumer products like hard drives, etc. Not expensive at 12X earnings. Good growth. Fear is that if there is a slowdown in the US it might hurt sales. Good technology.
misc industrial products
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Chinese company trading in Canada. Industrial powders used in technology consumer products like hard drives, etc. Not expensive at 12X earnings. Good growth. Fear is that if there is a slowdown in the US it might hurt sales. Good technology.
misc industrial products
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$4.650
Owned Owned
Yes

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COMMENT
Zoomed(ZMD-X) 

May 28, 2008

Communication device going from doctor to pharmacy. Have had good success. Good customer base. Still at the early stages. A micro cap and still needs to be well financed in order to expand its technology to be used in every hospital in North America. Good track record to now.
electrical/electronic
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0 comments
Communication device going from doctor to pharmacy. Have had good success. Good customer base. Still at the early stages. A micro cap and still needs to be well financed in order to expand its technology to be used in every hospital in North America. Good track record to now.
electrical/electronic
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$0.390
Owned Owned
No

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DON'T BUY
Have a technology that is essentially fibre to the home. Seems to be better technology at lower cost. Still at the product testing part, so sales as yet. Could have good sales if it works and it becomes a leader. Investors became too bullish and that's why the stock has run up.
computer software/processing
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Have a technology that is essentially fibre to the home. Seems to be better technology at lower cost. Still at the product testing part, so sales as yet. Could have good sales if it works and it becomes a leader. Investors became too bullish and that's why the stock has run up.
computer software/processing
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$1.400
Owned Owned
No

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DON'T BUY
Technology that can be used in video games and in home movie theatres. They are going everywhere trying to sell the product. Product used to be very expensive and they are now trying to bring the costs down. Concept is nice. Question is, how much are people willing to pay to have this seeking while watching the movie.
Consumer Products
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Technology that can be used in video games and in home movie theatres. They are going everywhere trying to sell the product. Product used to be very expensive and they are now trying to bring the costs down. Concept is nice. Question is, how much are people willing to pay to have this seeking while watching the movie.
Consumer Products
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$0.410
Owned Owned
No

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DON'T BUY
Changing power systems of rail changers. Technology has been good but weren't able to make any profits. Have been selling at a loss. Trying to restructure and now that they have a financing in place they possibly can be more successful in getting sales. Would like to see some sales ramp up.
transportation equip & components
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Changing power systems of rail changers. Technology has been good but weren't able to make any profits. Have been selling at a loss. Trying to restructure and now that they have a financing in place they possibly can be more successful in getting sales. Would like to see some sales ramp up.
transportation equip & components
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$0.510
Owned Owned
No

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BUY
An earpiece technology company, which can be used for Bluetooth, hearing aid, etc. Signed something with Wal-Mart. Technology works great and they are having some success on the hearing protection side. Still to be seen as a mass-market consumer product. Speculative play.
Consumer Products
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An earpiece technology company, which can be used for Bluetooth, hearing aid, etc. Signed something with Wal-Mart. Technology works great and they are having some success on the hearing protection side. Still to be seen as a mass-market consumer product. Speculative play.
Consumer Products
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$0.275
Owned Owned
Yes

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TOP PICK
Waratah Coal(WCI-X) 

January 9, 2008

A thermal coal project in Australia. Still not producing. Have a huge land base. They have drilled and potentially found 1.7 billion tons. Will be a huge project. There is a port available but they need to find a partner to build a railway. Also need to get permitting.
other mines
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A thermal coal project in Australia. Still not producing. Have a huge land base. They have drilled and potentially found 1.7 billion tons. Will be a huge project. There is a port available but they need to find a partner to build a railway. Also need to get permitting.
other mines
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$2.120
Owned Owned
Yes

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TOP PICK
Allen-Vanguard Corp.(VRS-T) 

January 9, 2008

Made a big acquisition last fall, which essentially will more than double the company. They are guiding up $160 million of EBITDA. Trading at around 5X earnings and is extremely cheap. There are only 2 players.
consulting
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Made a big acquisition last fall, which essentially will more than double the company. They are guiding up $160 million of EBITDA. Trading at around 5X earnings and is extremely cheap. There are only 2 players.
consulting
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$4.440
Owned Owned
Yes

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DON'T BUY
2 Gold projects in northern British Columbia. Very big deposits. Stock came down because one of their projects had too high a capital cost. He is not a big believer of this area for the moment.
precious metals
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2 Gold projects in northern British Columbia. Very big deposits. Stock came down because one of their projects had too high a capital cost. He is not a big believer of this area for the moment.
precious metals
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Werner Muehelem

Vice Presi, ING Funds...

Price Price
$11.150
Owned Owned
Unknown

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