TOP PICK
British Columbia effectively pays for the capital costs of building the casinos out of the receipts/winnings. Also get compensated for free drinks/food that are given. Earnings estimates have dropped slightly but feel they will grow on to $1.12 in '04 up to $1.77 in '05 against a 22 PE.
TOP PICK
(A Top Pick Oct 8/04. Up 18%.) Estimating a 3 X increase in earnings over last year. Year over year sales up 107% and earnings up by a factor of 9. The biggest challenge is the pending NTP lawsuit which could go either way.
DON'T BUY
Ranks in the bottom 10% of their data base. Earnings estimates have come down 7% in the last 90 days.
HOLD
Ranks 461 out of 700 in their data base, borderline bottom 40%. Earnings estimates have gone down by about 10% in the last 3 months. Year over year sales are flat and earnings up 8%. Expected to have growth. Should continue to benefit from offshore outsourcing.
DON'T BUY
Ranks 347 out of 700 in their data base, which is a neutral position. Year over year sales growth so, so at 4% and earnings growth up 15%.
BUY
Ranks in the top 15% of the data base. Year over year sales are up 25% and earnings up 17%. Keen on the internet gaming side in the software. Owns Chartwell instead which offers a better bang for a buck.
BUY
Keen on the internet gaming side in the software. Prefers this company over Cryptologic as it offers a better bang for a buck.
BUY
Ranks in the top 25% of the data base. Earnings estimates have been shaved by about 10%. Year over year sales are up 5% and earnings up 20%.
PAST TOP PICK
(A Top Pick Oct 8/04. Up 12.5%.) Feels there's good opportunities for them as they broaden their business beyond the PC's. Getting cell phone contracts. Ranks in the top 25% of the data base.
PAST TOP PICK
(A Top Pick Oct 8/04. Down 12%.) Has ben a disappointment. Reduced their earnings lower than expected. Longer term thinks there is still opportunity, but have sold their holdings recently.
DON'T BUY
The merger with Info Logic makes sense because Versatile by itself has not been able to get much traction by growth. Once you put all the numbers together, there doesn't seem to be a lot of net income left over. Fully valued.
WEAK BUY
Not part of their data base although they do own. Offers dialysis for oil/gas refineries. Looks cheap based on the forcasts for 2005. Extremely speculative.
DON'T BUY
Not expected to earn any money. In the bottom 2% of the database. Year over year sales are down 43% and earnings down 71%.
DON'T BUY
From a techno analysis view it has given an intermediate BUY signal when the stock was around $4.15. It is expected to announce revise, revise, revise earnings.
DON'T BUY
Has historically struggled in spite of a variety of different managers being on the scene. Ranks neutral at 347 of the data base model. Year over year sales is bland at 4% although earnings is up 15%.