3SOF

SIMC keeps moving up ahead of earnings on 8/15......radar it

http://stockcharts.com/charts/gallery.html?simc

They were great. I bought a bunch at $3.44. My average now is $3.92 and I could not be happier. I own 52K shares an I am keeping them until they go to $6+. This is a great buyers market if you have the cash.

Good luck

TARGET: $15+ in 2008

SIMC will report 2Q 2007 next week. The recent nasty market has SIMC trading near the 52-week low making it a great buy under $6.

On May 15, 2007 SIMC reported 10c/share 1Q 2007 net income vs. 8c/share in 1Q 2006.

Revenues were $31,407,512, up 44% from $21,822,731 in the same period in 2006.

Despite this significant improvement, SIMC management was not very happy with these results and expects improvements in every quarter of 2007 and beyond.

Sam Russell, Chairman, commented, "Although the first quarter of 2007 showed a 44% increase in sales over the first quarter of 2006, our performance did not meet the internal goals we had set as a management team. Some of our plans for vertical integration of products had been delayed due to customer review and acceptance. We believe that these delays are temporary, and we will see the increased benefit of this integration throughout the rest of 2007."

Jim Cramer recently stated:

......"I've locked in some partial profits on positions that have good strength ....... and added to positions such as Micronetics Wireless (NOIZ:Nasdaq) and Simclar (SIMC:Nasdaq). .."

Why woulD Jim Cramer even know about tiny SIMC?...I believe it is  because SIMC is a growing and superbly managed company making money every year ......recession or  no recession.


+++++SIMC INVESTMENT HIGHLIGHTS:

* Market cap: $35M

* Est. 2007 Revenues: $120M

* Estimated 2007 Net Income: 40 - 60c/share

* 1.6 Million Shares in Float

* Profitable in 10 of 11 years (2001 was the exception)

* Insiders own 75% of the company.

* SIMC has over a dozen manufacturing plants in the US, Europe, China, and Mexico

SIMC recently acquired Litton InterConnect (now Simclar Interconnect), a profitable division of Northrop Grunman. This is a a world-leading supplier of high-performance backplane interconnect solutions to major blue-chip customers in markets as diverse as network, wireline and wireless infrastructure, defense, aerospace, and electronic data processing.

The Ozark Newsstand recently reported that Simclar Interconnect inked a deal under which it would move its operations and 115 jobs in Springfield, MO, to Ozark, MO.

The city of Ozark granted Simclar a generous tax incentive under which the company will lease machinery and equipment for $1 per year for five years. Simclar will receive roughly $500,000 in tax credits. This incentive package is an additional 15c/share to SIMC's bottom line going forward.



About Simclar:

Simclar, Inc. (Nasdaq: SIMC) is a contract manufacturer of electronic, instruments, and electro-mechanical products. The Company's products are manufactured to customer specifications and designed for original equipment manufacturers (OEMs) and distributors in the data processing, telecommunications, aerospace, defense, national security, instrumentation and food preparation equipment industries.

Always do your own DD and invest at your own risk

RECENT 3STOCKSONFIRE VIDEO ANALYSIS ON PFSW:

http://www.stocksonvideo.com/forum/index.php?topic=79.0&ref=video


* pfsw.pdf

For those of you you who like low floaters BLUE @ $0.92 might just be a huge surprise in just a few quarters. The company has a new CEO and new and stronger management.

The stock plunged recently to under $1. IR says that they don't know the reason for the collapse and that they are on track to meet guidance given last quarter which is to be profitable for 2007.

With only 3M shares on the float any upside surprise on earnings next week can turn this undervalued company into a huge % gainer.

TARGET: $1.5+ AFTER EARNINGS on 8/14/2007


..........PFSW HIGHLIGHTS...............

- AMAZING eCOST DIV. TURNAROUND!!!

- $450M REVENUES

- $45M MARKET CAP

- STRONG BALANCE SHEET

- POISED TO RETURN TO PROFITABILITY

- On July 9, 2007 PFSW surprised the street by announcing that on August 14, 2007 its eCOST division will report $26 M in revenues for Q2 2007. This a 19.25% revenue growth from Q1 2007.

- In a previous CC management estimated that with its new cost structure, online retailer eCOST would be profitable when it reached $25M in revenues.

- The poor eCOST performance, after being acquired in early 2006, was the main reason for PFSW losses and poor stock performance. Prior to the eCOST acquisition PFSW traded North of $3.

- The eCOST turnaround is very timely as the strongest season for this division, the Holiday season, is coming up.

- The eCOST turnaround is due to a focused effort by management to improve its  performance by improving customer service, product selection, marketing results, etc..

- In Q1 2007 PFSW predicted that for the whole group it expects to net EBITDA of $8 to $10M for 2007. PFSW reported an EBITDA of only $2.5M for 2006. This is a 300% to 400% improvement!!!

- In Q1 2007 PFSW reported EBITDA of $0.8M

- Based on the above, PFSW will have to average about $2.5M to $3.0M in EBITDA for 2Q, 3Q, and 4Q  to meet its guidance for 2007 .

- Should PFSW report an EBITDA of $2.5M for 2Q 2007 on August 14, 2007 it will beat 2Q 2006 EBITDA loss of $0.7M by 500%.

PFSW generates about $450M/year in revenues and its market cap is only $46M!.

Fair value has been estimated to be $6 based on comparables should  PFSW return to consistent profitability as it did prior to the eCOST acquisition.

PFSW has a solid balance sheet and solid fundamentals. I expect that it will be trading North of $3 after Christmas. Even at $3, PFSW would still be trading at a deeply discounted P/S of about 0.3.


ABOUT PFSW:


PFSweb develops and deploys integrated business infrastructure solutions and fulfillment services for Fortune 1000, Global 2000 and brand name companies, including third party logistics, call center support and e-commerce services. The company serves a multitude of industries and company types, including such clients as LEGO, Riverbed, Fathead, CHiA'SSO, FLAVIA� Beverage Systems, Hewlett-Packard, International Business Machines, Hawker Beechcraft Corp. (formerly Raytheon Aircraft Company), Rene Furterer USA, Roots Canada Ltd., and Xerox.

Through its wholly owned eCOST.com subsidiary, PFSweb also serves as a leading multi-category online discount retailer of new, "close-out" and manufacturer recertified brand-name technology and consumer electronics for consumers and small to medium size business buyers. The eCOST com brand markets approximately 100,000 different products from leading manufacturers such as Apple, Canon, Citizen, Denon, Hewlett-Packard, Nikon, Onkyo, Seiko, Sony, and Toshiba primarily over the Internet and through direct marketing.

TARGET: $1.5+ AFTER EARNINGS on 8/14/2007


..........PFSW HIGHLIGHTS...............

- AMAZING eCOST DIV. TURNAROUND!!!

- $450M REVENUES

- $45M MARKET CAP

- STRONG BALANCE SHEET

- POISED TO RETURN TO PROFITABILITY

- On July 9, 2007 PFSW surprised the street by announcing that on August 14, 2007 its eCOST division will report $26 M in revenues for Q2 2007. This a 19.25% revenue growth from Q1 2007.

- In a previous CC management estimated that with its new cost structure, online retailer eCOST would be profitable when it reached $25M in revenues.

- The poor eCOST performance, after being acquired in early 2006, was the main reason for PFSW losses and poor stock performance. Prior to the eCOST acquisition PFSW traded North of $3.

- The eCOST turnaround is very timely as the strongest season for this division, the Holiday season, is coming up.

- The eCOST turnaround is due to a focused effort by management to improve its  performance by improving customer service, product selection, marketing results, etc..

- In Q1 2007 PFSW predicted that for the whole group it expects to net EBITDA of $8 to $10M for 2007. PFSW reported an EBITDA of only $2.5M for 2006. This is a 300% to 400% improvement!!!

- In Q1 2007 PFSW reported EBITDA of $0.8M

- Based on the above, PFSW will have to average about $2.5M to $3.0M in EBITDA for 2Q, 3Q, and 4Q  to meet its guidance for 2007 .

- Should PFSW report an EBITDA of $2.5M for 2Q 2007 on August 14, 2007 it will beat 2Q 2006 EBITDA loss of $0.7M by 500%.

PFSW generates about $450M/year in revenues and its market cap is only $46M!.

Fair value has been estimated to be $6 based on comparables should  PFSW return to consistent profitability as it did prior to the eCOST acquisition.

PFSW has a solid balance sheet and solid fundamentals. I expect that it will be trading North of $3 after Christmas. Even at $3, PFSW would still be trading at a deeply discounted P/S of about 0.3.


ABOUT PFSW:


PFSweb develops and deploys integrated business infrastructure solutions and fulfillment services for Fortune 1000, Global 2000 and brand name companies, including third party logistics, call center support and e-commerce services. The company serves a multitude of industries and company types, including such clients as LEGO, Riverbed, Fathead, CHiA'SSO, FLAVIA� Beverage Systems, Hewlett-Packard, International Business Machines, Hawker Beechcraft Corp. (formerly Raytheon Aircraft Company), Rene Furterer USA, Roots Canada Ltd., and Xerox.

Through its wholly owned eCOST.com subsidiary, PFSweb also serves as a leading multi-category online discount retailer of new, "close-out" and manufacturer recertified brand-name technology and consumer electronics for consumers and small to medium size business buyers. The eCOST com brand markets approximately 100,000 different products from leading manufacturers such as Apple, Canon, Citizen, Denon, Hewlett-Packard, Nikon, Onkyo, Seiko, Sony, and Toshiba primarily over the Internet and through direct marketing.

HAUP, the world's No. 1 designer/producer of digital and analog tuners for Apple and PC throughout the world announced on August 6, 2007 that it will buyback stock up to 1.2M shares.

HAUP is consistently profitable growing revenues and net income at double-digit rates for the last 4 years. HAUP is currently extremely undervalued trading at a P/E less than 10 and less than 0.5 times  sales.

HAUP always explodes in the 2nd half of the years as TV/HDTV fans load up on HAUPs innovative and reliable tuners.

The Company also noted that from the middle of June 2007 through August 3, 2007, it has repurchased 50,000 shares at a cost of approximately $255,600. The Company has now repurchased 657,547 shares under the plan.

Chief Financial Officer Gerald Tucciarone stated, "In light of the Company's financial growth since this plan was launched in 1996, it was appropriate at this time for the Company to increase the number of shares which can be repurchased."


HAUP HIGHLIGHTS:

- Revenues of $60M for the first 6 months of 2007 compared to $51M in 2006

- Net Income of 35c/share first 6 moths of 2007 compared to 21c/share in 2006

- Market cap: $48M

- $1.1/share cash....ZERO debt

- 4.5M share float

- P/E about 9

- P/S less than 0.5

- Consistent double-digit profitable growth

- No dilution since 1997

- Leader in digital and analog PC tuners worldwide

HAUP has been enjoying consistent double digit revenue grow for several consecutive quarters. One reasons is that it is a global company and its financial performance does not depend on a particular region of the world.

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

LOOKS LIKE PFSW WILL START MOVING UP. 

MY TARGET IS $3+ BY FEBRUARY 2008

I EXPECT UPGRADES IN DAYS TO COME. YESTERDAY RESULTS ARE A LOT STRONGER THAT 1Q 2007 WHEN BEXP WAS TRADING AT $6.5+

BEXP reported strong earnings AH today beating revenue and net income estimates by a significant margin.

Without the one-time $6.5 million non-cash ceiling test impairment charge ($4.1 million after-tax) on oil and gas properties the net income is 12c/share......This is 50% higher than analysts' expectations.

BEXP exceeded revenue estimates by a mile....BEXP Reported $36.6M 2Q revenues.

Analysts estimate: $28.34 - $34.4M.

BEXP increased cash and cash equivalents by $5.1M

MANAGEMENT COMMENTS

Gene Shepherd, Brigham's Chief Financial Officer commented, "In the second quarter, we saw a continuation of the production ramp we experienced in the first quarter 2007, with our second quarter volumes up 12% sequentially and up 27% over prior year volumes. Furthermore, our second quarter volumes exceeded the high end of our updated production guidance range of 46 MMcfe per day that we had issued in late June.

Exclusive of the non-cash ceiling test impairment charge, this production ramp combined with our ability to control our costs contributed to one of the strongest quarters financially that the company has experienced."

HUGE NEWS!!!!


Hauppauge Digital Approves Increase in Stock Repurchase Plan

Monday August 6, 2:54 pm ET

Repurchase authorization increased from 850,000 to 1,200,000 shares

HAUPPAUGE, N.Y.--(BUSINESS WIRE)--Hauppauge Digital, Inc. (NASDAQ: HAUP - News) announced today that the Board of Directors has authorized an increase in the number of shares which can be repurchased under the Company's stock repurchase plan.

The Company's stock repurchase plan, initiated November 8, 1996 and extended by the Company's Board of Directors on December 17, 1997, authorized the Company to repurchase up to 850,000 shares of the Company stock. At the Company's August 3, 2007 Board Meeting, the Company's Board of Directors approved an increase in the number of shares which can be repurchased under the plan to 1,200,000. There is no time limit on this repurchase plan.

The shares may be repurchased in the open market or through privately negotiated transactions The amount and timing of any stock repurchases will depend on various factors, such as management's assessment of the Company's capital structure and liquidity, the market price of the common stock compared to management's assessment of the stock's underlying value, and applicable regulatory, legal and accounting factors.

The Company also noted that from the middle of June 2007 through August 3, 2007, the Company has repurchased 50,000 shares at a cost of approximately $255,600. The Company has now repurchased 657,547 shares under the plan.

Chief Financial Officer Gerald Tucciarone stated, "In light of the Company's financial growth since this plan was launched in 1996, it was appropriate at this time for the Company to increase the number of shares which can be repurchased."

BEXP BOUNCING FROM $4.5 BOTTOM..........

KEEP AN EYE ON HAUP......EARNINGS THIS WEEK.

keep an  eye on BEXP today. Earnings AH.....CC tomorrow morning. Any positive comments and the stock will fly. 4M shares short as of 7/10/2007 ...or 50% of the public float can provide the fuel for a massive explosion.