Stock Opinions by Brian D. Pow MBA - Stockchase Experts
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Brian D. Pow MBA @

On Stockchase since : Dec 2007

Vice President, Research at Acumen Capital Finance Partners

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Stock Opinions by Brian D. Pow MBA - Stockchase Experts

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DON'T BUY
Route 1 Inc.(ROI-X) 

March 12, 2008

Only had about $750,000 in cash in November but they have done a financing for $7 million. 283 million shares outstanding. Recent $5 million loss. Seems to be a lot of promise but would like to see the delivery before he would look at it.
computer software/processing
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0 comments
Only had about $750,000 in cash in November but they have done a financing for $7 million. 283 million shares outstanding. Recent $5 million loss. Seems to be a lot of promise but would like to see the delivery before he would look at it.
computer software/processing
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0 comments
Brian D. Pow MB

Vice Presi, Acumen Capital Finan...

Price Price
$0.065
Owned Owned
No

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DON'T BUY
Trading at about 8 or 9 times revenue, which is pretty expensive. Technology is interesting, but you want to see greater uptake. Wait till there is more traction and the company grows into its market cap.
electrical/electronic
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0 comments
Trading at about 8 or 9 times revenue, which is pretty expensive. Technology is interesting, but you want to see greater uptake. Wait till there is more traction and the company grows into its market cap.
electrical/electronic
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Brian D. Pow MB

Vice Presi, Acumen Capital Finan...

Price Price
$0.230
Owned Owned
Unknown

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BUY on WEAKNESS
This has been one of his Top Picks for a number of years. Great top and bottom line growths. Very diversified geographically. Did about 35 million sales in their last year and looking for 53 million this year, throwing off $0.12 in earnings.
computer software/processing
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This has been one of his Top Picks for a number of years. Great top and bottom line growths. Very diversified geographically. Did about 35 million sales in their last year and looking for 53 million this year, throwing off $0.12 in earnings.
computer software/processing
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Brian D. Pow MB

Vice Presi, Acumen Capital Finan...

Price Price
$2.400
Owned Owned
Yes

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WATCH
Do technology basically for fleet trafficking. A GPS technology. Had a great contract with Volkswagen in Brazil but it fell apart on them. Have been clawing their way back into the marketplace. There is a big contract overhanging the stock and details are slowly coming out on it.
electrical/electronic
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0 comments
Do technology basically for fleet trafficking. A GPS technology. Had a great contract with Volkswagen in Brazil but it fell apart on them. Have been clawing their way back into the marketplace. There is a big contract overhanging the stock and details are slowly coming out on it.
electrical/electronic
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Brian D. Pow MB

Vice Presi, Acumen Capital Finan...

Price Price
$3.200
Owned Owned
Unknown

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TOP PICK
A consolidator of agricultural dealerships. John Deere is their focus but also have 5 Bobcat dealerships. Farmers are buying new equipment because all their input costs are becoming more expensive.
misc consumer products
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0 comments
A consolidator of agricultural dealerships. John Deere is their focus but also have 5 Bobcat dealerships. Farmers are buying new equipment because all their input costs are becoming more expensive.
misc consumer products
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Brian D. Pow MB

Vice Presi, Acumen Capital Finan...

Price Price
$19.600
Owned Owned
Yes

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TOP PICK
Rents portable housing to the oil/gas industry. Have long-term contracts. Benefiting from the tar sands opportunities in Alberta. Year-end results look very strong. Expects about $50 million in consolidated revenues for 08. Payout ratio of only about 57%.
other services
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Rents portable housing to the oil/gas industry. Have long-term contracts. Benefiting from the tar sands opportunities in Alberta. Year-end results look very strong. Expects about $50 million in consolidated revenues for 08. Payout ratio of only about 57%.
other services
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Brian D. Pow MB

Vice Presi, Acumen Capital Finan...

Price Price
$13.740
Owned Owned
Yes

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BUY
Produce Transformers that are used in different industries. Greatest success of late has been in the wind power and mining industries. Recently did an acquisition to expand their product offering. Has been in his watch list. Very strong management with good opportunities.
electrical/electronic
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Produce Transformers that are used in different industries. Greatest success of late has been in the wind power and mining industries. Recently did an acquisition to expand their product offering. Has been in his watch list. Very strong management with good opportunities.
electrical/electronic
0 0 0 0 0
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Brian D. Pow MB

Vice Presi, Acumen Capital Finan...

Price Price
$16.300
Owned Owned
No

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COMMENT
RussellRussell Breweries(RB-X) 

December 19, 2007

A fairly early stage public company. Didn't pass his metrics on earnings and profitability, but seemed to be doing okay in their little niche. The real challenge is that it is a niche brewery and how they would grow themselves. Deserves to be on a watch list.
breweries/beverages
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A fairly early stage public company. Didn't pass his metrics on earnings and profitability, but seemed to be doing okay in their little niche. The real challenge is that it is a niche brewery and how they would grow themselves. Deserves to be on a watch list.
breweries/beverages
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Brian D. Pow MB

Vice Presi, Acumen Capital Finan...

Price Price
$0.420
Owned Owned
No

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DON'T BUY
Allen-Vanguard Corp.(VRS-T) 

December 19, 2007

Had some significant top line growth, but had some significant write offs relating to the acquisition they did. They are hinging a lot of their business on some major US contracts. At this price, it is worth watching.
consulting
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0 comments
Had some significant top line growth, but had some significant write offs relating to the acquisition they did. They are hinging a lot of their business on some major US contracts. At this price, it is worth watching.
consulting
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Brian D. Pow MB

Vice Presi, Acumen Capital Finan...

Price Price
$5.080
Owned Owned
No

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HOLD
Recently guided that 08 revenue would probably double. The stock has responded favourably to it. When the stock moves that strong, you have to sit back and let it settle down. Has a very interesting opportunity in the whole affinity program.
other services
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Recently guided that 08 revenue would probably double. The stock has responded favourably to it. When the stock moves that strong, you have to sit back and let it settle down. Has a very interesting opportunity in the whole affinity program.
other services
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0 comments
Brian D. Pow MB

Vice Presi, Acumen Capital Finan...

Price Price
$3.400
Owned Owned
Unknown

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DON'T BUY
GLG Life Tech(GLG-T) 

December 19, 2007

They market a natural sweetener, which doesn't give the insulin response that sugar does. Available in health food stores. Worth watching.
food services
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0 comments
They market a natural sweetener, which doesn't give the insulin response that sugar does. Available in health food stores. Worth watching.
food services
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0 comments
Brian D. Pow MB

Vice Presi, Acumen Capital Finan...

Price Price
$4.500
Owned Owned
No

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TOP PICK
Supply airborne surveys for primarily the mining industry. Has had some very good growth. Recently did an acquisition that expanded their technology from a rotary type business to a fixed wing business. Leading edge technology. Very profitable. Last quarter exceeded his expectations. He is looking for $47 million in sales next year with $.18 in earnings. Trades at about 19X forward earnings.
mining services
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Supply airborne surveys for primarily the mining industry. Has had some very good growth. Recently did an acquisition that expanded their technology from a rotary type business to a fixed wing business. Leading edge technology. Very profitable. Last quarter exceeded his expectations. He is looking for $47 million in sales next year with $.18 in earnings. Trades at about 19X forward earnings.
mining services
0 0 0 0 0
0 comments
Brian D. Pow MB

Vice Presi, Acumen Capital Finan...

Price Price
$3.150
Owned Owned
Yes

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TOP PICK
Has been a growth story based on supplying software to the mining industry to help them with working with smaller workforces and maximize the mineral deposits. Cash flow positive. Good top line growth. Made an acquisition in the last year to help diversify their business.
computer software/processing
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0 comments
Has been a growth story based on supplying software to the mining industry to help them with working with smaller workforces and maximize the mineral deposits. Cash flow positive. Good top line growth. Made an acquisition in the last year to help diversify their business.
computer software/processing
0 0 0 0 0
0 comments
Brian D. Pow MB

Vice Presi, Acumen Capital Finan...

Price Price
$2.350
Owned Owned
Yes

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WAIT
Flight data recorder, but much more sophisticated. Used by airlines to basically record the performance of the airplanes. Gives real-time feeding to satellite networks. Still early stages from a revenue perspective. Not quite cash flow positive but getting near so. Has moved up, so let it consolidated a bit.
Transportation
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0 comments
Flight data recorder, but much more sophisticated. Used by airlines to basically record the performance of the airplanes. Gives real-time feeding to satellite networks. Still early stages from a revenue perspective. Not quite cash flow positive but getting near so. Has moved up, so let it consolidated a bit.
Transportation
0 0 0 0 0
0 comments
Brian D. Pow MB

Vice Presi, Acumen Capital Finan...

Price Price
$0.830
Owned Owned
Unknown

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