WAIT
U.S. Congress voted against Internet gaming, but there is a question if the Senate has enough time to pass legislation. Ranks 323, middle of the pack of his database. Appears cheap at 10 X PE. Earnings expected to grow from $1.71 to $2.26, a 32% earnings growth rate. Wait for Oct/Nov to see what happens very
BUY
Earnings growth is pretty good. Has slipped in his database to 287. Earnings expected to go from $1.34 to $1.92. Have been successful in enforcing their patent and expects it to continue to be. At 12 X PE it is attractive.
BUY
Ranks 51 in his model, which is in the top 10%. Earnings expected to go from $.50 to $.75. Have a huge amount of recurring revenue. A non-cyclical company.
WAIT
Have very interesting training simulation programs for helicopters and repair. Not in his database.
BUY
Long-term play because satellite replacement cycle is one that continues. Earnings expected to grow from $.28 to $.34. Some of their end customers have announced some big contracts that could be positive for this company. Ranks in the top 1%.
DON'T BUY
The outlook continues to be murky. Ranks 577. Earnings dropped 29%.
WAIT
A leader in its area. Estimates have been shaved by about 9% in the last 90 days. Ranks 509, bottom 30% of the database. Earnings expected to drop from $1.34 to $.89 currently in then grow to $1.08 in the coming year. Looking out 3/6 months for a possible entry point.
TOP PICK
Light of uncertainty in the marketplace. 50 Day moving average has crossed over the 200 Day moving average.
TOP PICK
Has a backlog and is gearing up to the health side. Analysts are expecting earnings of $.04 this Friday. Earnings for 06 are expected to increase from $.16 to $.25 in 07.
TOP PICK
Cheap and has a reasonable amount of cash. Hoping management will change the losses on the European side.
DON'T BUY
Earnings expected to grow from -$.23 to -$.19 and then to -$.12 in 2008. Ranks in the bottom 10% of his database.
PAST TOP PICK
(A Top Pick Jan 12/06. Down 2%.) Ranks in the top 25%. Overall P/E is 16 X’s. Earnings growth of 39%. Still likes.
PAST TOP PICK
(A Top Pick Jan 12/06. Up 41%.) Have announced a buyout for a cash.
PAST TOP PICK
(A Top Pick Jan 12/06. Down 3.8%.) Sold because of market concerns. Looking to buy it back, but is probably 1/2 months too soon. Ranks neutral at about 282. Earnings expected to go from $.35 to $.44 and then to $.57 in 2008.
WAIT
Ranks 598 putting it in the bottom 10%. Earnings estimates have been shaved by about 12% in the last 90 days. Concerns include extremely long day sales outstanding with some of it stretching out well over a year. New CFO will hopefully improve this. Likes the overall long-term trend and will wait for the next earnings report.