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Stock Opinions by Howard Sutton

COMMENT
Software that uses wireless networks for protocol middleware. Has about $1.50 per share. Expects it to be profitable in the back half of 2008. Dropped because of management change and the backlog going into 2009. Fairly safe risk/reward profile.
Business Services
WAIT
Has GPS technology. Didn’t win the Brazilian contract for tracking stolen vehicles. Very high anticipation for growth. There’s talk of some big contracts coming down the pipe. He is watching.
electrical / electronic
BUY
Electronic counter measures for jamming explosives. Pull back was due to multi vendors supplying the military. Just won contracts with General Dynamics (GD-N) and the UK. Cheap on a valuation basis. Risk on the downside is pretty good.
consulting
COMMENT
Electric cars. Trying to find a battery that will provide the energy for a longer period of time. Likes what they are doing but they are early.
Automotive
COMMENT
Virtual technology primarily in the IT space. Microsoft (MSFT-Q) is coming out with their version this fall. This space will get a lot more competitive.
computer software / processing
TOP PICK
Hardware and software that digitizes courtrooms. Old world of courtrooms, stenographers, etc. will be moved into the new millennium. Won the US Dept of Immigration contract. European countries are mandating that courtrooms will have to be fully digitized which will be over $1 billion 5 to 8 year contracts.
electrical / electronic
TOP PICK
Market share of about 10% in Canada, 5% US and 3% UK. (About 1.5% globally.) Has a huge opportunity in Europe and the rest of the world. With the iPhone now being subsidized you are getting smart phones at the same price as high end cell phones..
electrical / electronic
TOP PICK
A double short on the triple Q. He uses the QID calls (a proxy of the NASDAQ) as a cheap insurance proxy against a fall in the market.
investment companies / funds
BUY
Software that recovers lost/stolen laptops. Some disappointments in how quickly it was ramping and the stock pulled back. Just announced they are getting in the mobile space for managing/erasing files on handhelds. Risk/reward is looking pretty good.
computer software / processing
COMMENT
Extremely large clients and pretty sophisticated software for fault detection to help monitoring primarily for semiconductor companies. Doing some flat-panel display work. The biggest hindrance is 1) it's a tough market for semiconductors and 2) it is too small and needs mass. Need some M & A.
computer software / processing
COMMENT
Upgrades metallurgical grade silicon. The key advantage they have is cost. The supply/demand for solar is way out of whack. This will be corrected in a couple of years. The question is, can they go from 400 metric tons this year to 14,000 metric tons by 2010. If they can do that and keep costs under control, this would be a Buy.
misc industrial products
COMMENT
When you look at the earnings, this looks really cheap. Doesn't own it, but thinks he should revisit it.
consulting
BUY
The patent trolling/licensing sector took a hit because of a fear of a patent reform bill. It now looks like the bill is stalled and will not be going through. Has about $1 in cash. Has the capital to execute. So cheap, the downside is limited with potential upside.
electrical / electronic
DON'T BUY
Takes Texas instruments and chips and programs/customizes them for unique applications. There are better opportunities.
Telecommunications
DON'T BUY
Software company that helps other companies develop software and manage portals. Their challenge is to have a trigger that will move them forward. They have wonderful software and wonderful customers, but they have to ramp revenues.
computer software / processing
Showing 1 to 15 of 302 entries