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Messages - pangya007

#1
Stock Picking / Re: BLUE
December 12, 2007, 05:30:24 AM
RETURNING TO PROFITABILITY...INSIDER BUYING...MULTI-BAGGER     

TARGET: $3+ NEXT SUMMER.......ONLY 5M SHARE FLOAT..

- BLUE's NEW CEO HAS ESTABLISHED AND IS EXECUTING AN AGGRESSIVE RESTRUCTURING PROGRAM AIMED AT RETURNING THE COMPANY TO PROFITABILITY AND STEADY GROWTH:

* STAFF REDUCTIONS AIMED AT SAVING $700K/QUARTER OR 12c/SH/YR.....GUIDANCE CALLS FOR RETURN TO PROFITABILITY THIS QUARTER

* FOCUS on ANTIK DENIM, TAVERNITY SO, and YANUK FASHION JEANS

* SIGNED DEALS TO SELL ITS JEANS AT MACY's, DILLARDS, AND MANY OTHER HIGH END FASHION STORES

- RECENTLY RECEIVER ALMOST $3M FROM IRS SHORING UP ITS BALANCE SHEET

- COMPETITOR TRLG UP HUGE TODAY ON STRONG EARNINGS/HEALTH OF SECTOR

....AN INDUSTRY ANALYST WROTE THIS ABOUT BLUE TURNAROUND LAST MONTH:

?We like Glenn a lot. He has turnaround experience and he is a very bottom-line, no-nonsense kind of guy. If anyone can turn this company, he can,? said Beder.

To increase sales, Palmer has decided to focus on growing Antik Denim?Blue Holdings? largest business?in the department store channel, rather than in the brand?s customary high-end specialty store base. For spring ?08, Antik Denim will begin selling at Macy?s East and Dillard?s doors for the first time. Palmer believes the Macy?s business will reach $5 million within a year. The jeans will be priced from $158 to $198 at retail, down from the $200 to over $300 that were the former retail prices.

?The whole premium market has come down, and you need to be priced according to the market you?re retailing in,? pointed out Palmer.

While the move may alienate tastemaking specialty boutiques, Beder believes it?s a smart initiative considering Blue Holdings? financial position. ?Right now is not the time for management to overlook any potential revenue-generating opportunities,? he said.

Additionally, Palmer is refocusing Antik Denim and Taverniti So on core products and moving away from the fashion-heavy looks the brands were known for. The company is also implementing EDI replenishment systems for its core styles at department stores.

To that same end, Blue Holdings is relaunching its Yanuk brand as a non-premium denim and sportswear range for fall ?08, with retail prices ranging from $89 to $125. The company hopes to reach sales of $3 million to $4 million in the first season.

The company?s overseas sales have mirrored weakness domestically, with international sales contributing 20.9 percent of revenue in the first three quarters of 2007, versus 30 percent a year ago. To jump-start that business, the company recently signed a new three-year Canada license for Antik Denim, is in negotiations for a Japan license for Yanuk, and is close to announcing deals for Taverniti So in England, the Far East and the Middle East, according to Palmer.

To cut costs, Blue Holdings has eliminated $2.4 million in annual payroll expenses, or over 35 jobs, since Palmer joined the company. ?The cuts came from across the company. We are right-sizing; there was a lot of fat,? he noted bluntly.

The company also shuttered its nascent Life & Death brand and is reexamining its deal to launch a label with Will.i.am of the music group Black Eyed Peas. However, the company has still not decided whether or not to close its two freestanding stores in L.A. and San Francisco, as it previously announced it would.

Despite the daunting challenges facing Blue Holdings, Palmer is confident the company can regain its footing. Its top-priced Taverniti So line continues to sell well at retailers like Saks Fifth Avenue, Neiman Marcus, H. Lorenzo and Atrium, he noted

ABOUT BLUE:

Blue Holdings, Inc., through its subsidiaries, engages in the design, development, marketing, and distribution of fashion jeans, apparel, and accessories for women, men, and children. The company's products include jeans, jackets, belts, purses, and T-shirts. It sells its products under Antik Denim, Yanuk, U, Life & Death, Faith Connexion, and Taverniti So Jeans brand names in the US and overseas.

#2
RETURNING TO PROFITABILITY..60c/SH CASH....IPTV, VoIP, CELL, VIDEO, CABLE

6-mo Target: $3++

Nasdaq's Radcom Corp., member of the very successful Israel RAD telecom conglomerate, could be the best under-the radar stock under $1. Do your DD on this one before the "January effect" makes it a lot more expensive to own

RDCM has stated last month that with recent moves implemented during the last 2 quarters that it will return to profitability in the current, or 4Q 2007.

RDCM has 60c/share cash and no debt. With a float of only 8M shares, RDCM could easily climb back to $3+ if it can demonstrate its return to profitability.

In a recent interview by Frost and Sullivan an executive at RDCM said:

..."The current state of the market in which we are involved is one in which opportunities abound. Market demand is booming and we see many opportunities because we handle almost all technologies, wireless and wireline, you name it: VoIP, IMS, IPTV, UMTS, and CDMA.."

Commenting on the 3Q 2007 results, Mr. David Ripstein, RADCOM's President and CEO, said, "During the past two quarters, we have been carrying out activities designed to return the Company to profitability as quickly as possible, including a cost-cutting program on the one hand and a program for expanding our sales on the other hand. Though our sales for the third quarter were still low, we have succeeded in expanding our sales pipeline substantially and are now working to close a number of short-to-medium term opportunities. We have strengthened our distributor network, especially in the Far East. In addition, we are now adding a new dimension to our sales effort through the pursuit of strategic OEM partnerships with top-tier equipment vendors. We believe these strategic partnerships have the potential to significantly improve our access to opportunities that our current channels have been unable to afford us."

Mr. Ripstein continued, "To accelerate our return to profitability, we have implemented a cost-cutting program, including a 23% reduction of the workforce and structural changes throughout the Company, a painful but necessary process. In making these cuts, we have been careful to maintain our strong sales- and customer-focuses. The program has already reduced our expenses, but we expect to realize its full benefits starting in the first quarter of 2008.

"With streamlined expenses, a strengthened customer focus, an expanded pipeline of sales opportunities and more effective sales channels, we are positioned to benefit fully from our clear product and technology advantage. We are working to return to profitability as quickly as possible and to realize the Company's true potential."

It appears that the company strategy is working. RDCM announced the following major contract win during the 4th quarter to be reported next month:

http://biz.yahoo.com/prnews/071029/ukm02...

A major insider purchased 263,300 shares at $1.5 in May, 2007. The insider now owns over 20% of the company. I have to assume that he knows more than I do about this company to spend almost half a million dollars in it.

About RADCOM

RADCOM develops, manufactures, markets and supports innovative network test and service monitoring solutions for communications service providers and equipment vendors. The Company specializes in Next Generation Cellular as well as Voice, Data and Video over IP networks. Its solutions are used in the development and installation of network equipment and in the maintenance of operational networks. The Company's products facilitate fault management, network service performance monitoring and analysis, troubleshooting and pre-mediation. RADCOM's shares are listed on both the Nasdaq Global Market and the Tel Aviv Stock Exchange under the symbol RDCM.

#3
Stock Picking / Re: HAUP is hopping!!
December 12, 2007, 05:25:53 AM
HAUP WILL REPORT RECORD EARNINGS NEXT WEEK AND LAUNCH SEVERAL NEW PRODUCTS AT THE CES SHOW NEXT MONTH.

HAUP ALWAYS RALLIES BETWEEN NOVEMBER and FEBRUARY (SEE CHART).

HAUP's SALES OVER 50% OF ITS PRODUCTS OVERSEAS.....HUGE IN CHINA/ASIA.....WEAK DOLLAR WILL HELP EARNINGS....STRONG VISTA ADOPTION WILL HELP TOO

35C/SH NET INCOME FIRST 9 MO OF 2007.....$1.5/SHARE CASH ...ZERO DEBT...4.5M SHARE FLOAT....P/E of 10 ...P/S LESS THAN 0.3

1.2M SHARE BUYBACK PROGRAM.....NEW PRODUCT(S) RELEASE JUST AHEAD PER COMPANY. HAUP USUALLY RELEASES BLOCKBUSTER PRODUCTS AT THE CES SHOW NEXT MONTH.

TARGET:$8 IN FEB 2008


HAUP HIGHLIGHTS:

- Record revenues of $84M for the first 9 months of 2007 compared to $75M in 2006

- Record net income of 35c/share first 6 moths of 2007 compared to 25c/share in 2006

- Market cap: $38M

- $1.3/share cash....up from $1.1/share last year

- ZERO debt

- 4.5M share float

- P/E about 9

- P/S less than 0.4

- Consistent double-digit profitable growth

- No dilution since 1997

- Leader in digital and analog PC tuners worldwide

HAUP's digital tuners are now integral part of many OEM products , and blue chips such as MSFT, AAPL, and DELL.

HAUP tuners are also integral part of ReplayTV and other consumer electronics offerings.

HAUP is one the pioneers of digital tuners and other digital technology and as such is a natural fit for today HDTV and PC society.

HAUP's USB TV tuners are compatible with Elgato's EyeTV software, bringing TV and PVR functionality to both Mac and Windows users.

EyeTV allows Hauppauge TV stick owners to watch as well as record TV on a Mac, browse the program guide, export video to iPods, drag-and-drop recording to playlists, and record one program while watching another recording with picture-in-picture.

ABOUT HAUP:


Hauppauge Digital, Inc. (NASDAQ:HAUP - News) is a leading developer and manufacturer of digital TV and data broadcast receiver products for personal computers. Through its Hauppauge Computer Works, Inc. and Hauppauge Digital Europe subsidiaries, the company designs and develops digital video boards for TV-in-a-window, digital video editing and video conferencing. The company is headquartered in Hauppauge, NY, with administrative offices in New York City, California, Singapore, Taiwan, Ireland and Luxembourg, with sales offices in Germany, London, Paris, The Netherlands, Sweden, Italy, Spain and Singapore.
#4
TARGET: $20++ IN 2009

SMTX will be a huge winner in 2008 and beyond. Read why:

SMTX expects to be debt free by the end of fiscal 2008. This means that in 2009 and beyond SMTX could earn about $1/share net income.

- 4Q and FY 2007 will be profitable per CEO comments during the 3Q 2007 earnings release/CC.

- The company had warned that the past 2Q and 3Q 2007 would be relatively weak. Despite weak 2 Q and 3Q,the company will end 2007 with 28 - 32c/share net income

- The company also said that revenues,margins and net income will return to normal in the current quarter (4Q 2007 to be reported in January). Guidance calls for $70M 4Q revenues and net income of 8 - 12c/share. Not bad for a company with anout $25M market cap with annualized revenues of about $250M.

- SMTX currently pays 35c/share/year in interest. After 2008 SMTX will realize over $1/share net income since the company expects to be debt free by the end of fiscal 2008

SMTX will likely triple in a quarter or 2. The stock has traded above $8 in 2007.

SMTX's CEO already said that 4Q will be profitable and will return to higher margins after a hick-up in 3Q that caused this unreasonable sell-off.

For 2008 I expect net income of 40 - 60c/share. The company has decreased it's long-term debt in half to little over $20M in just a few quarters and expects to be debt free in 2008. This is an amazing accomplishment.

The following was said on SMTX's 3Q earnings release:

"Through continuing focus on debt reduction, the Company generated over $10 million in positive cash flow largely through lowering working capital levels", stated Jane Todd, Senior Vice President Finance and Chief Financial Officer. "Our total debt level at quarter end of $23.1 million is at its lowest in eight years."

"For the fourth quarter, we expect to substantially increase sequential revenue, although we are unlikely to attain the record level in the fourth quarter of 2006. We also expect to return to satisfactory margin and profitability levels", stated John Caldwell, company CEO.

ABOUT SMTX

SCTC Corp. (Nasdaq: SMTX) provides integrated electronics manufacturing services. The company offers various supply chain services, including product design, procurement, prototyping, advanced cable and harness interconnect, high-precision enclosures, printed circuit board assembly, test, final system build, supply chain management, packaging, global distribution, and after sales support.

The company also provides enclosure and precision metal fabrication, cable assembly, interconnect, and engineering design services. SMTC Corporation offers its services to original equipment manufacturers and technology companies primarily in industrial, computing and networking, and communications markets worldwide. The company was founded in 1985 and operates in the United States, Canada, Mexico, and China.