3SOF

Good morning

Let's share some analysis and bring me some suggestions, particularly the ones that were left behind yesterday.

Thank you for your participation

LMNX - not on fire today, but was one of the ones I was interested in yesterday, daytraded then sold at 16 thinking it couldnt go higher, still curious about your opinion on it.

gigabeam (GGBM) wondering if it hit the bottom

APLX
Mkt Cap: $127k million
BRIEF: For the six months ended 30 June 2006, Applix, Inc.'s revenues increased 31% to $22.3M. Net income from continuing operations increased 5% to $2.5M. Revenues reflect higher sales from software license and increased professional services & maintenance revenue. Net income was partially offset by an increase in sales & marketing expenses, higher product development expenses and increased general & administrative expenses.

On fire today...

TSTC looks good

I bought ZONS and JACO pre-market after their earnings reports.

MIKR
Mk Cap: $71k mill
BRIEF: For the nine months ended 31 July 2006, Mikron infrared, Inc.'s revenues rose 20% to $26.5M. Net income rose 61% to $2.6M. Revenues reflect favourable product mix and higher sales volume. Net income also reflects higher operating margins and a decrease in interest expense due to reduction of debt. MIKR is engaged in designing & manufacturing non-contact temperature measurement devices and high-sensitivity infrared thermal imaging devices

Up 15%

LPSN
Mk Cap: $212k Million
BRIEF: For the six months months ended 30 June 2006, LivePerson, Inc.'s revenues increased 40% to $14.3M. Net income decreased 1% to $700K. Revenues reflect an increase attributable to revenue from new clients as well as increased revenues from existing clients. Net income was offset by higher cost of revenues, increased product development expense, higher sales & marketing expense and increase in general and administrative expense

Up 8%

please check DKAM David 

thanks in advance
Oliver

Quote from: tokyopua on February 09, 2007, 09:35:38 AM
LMNX - not on fire today, but was one of the ones I was interested in yesterday, daytraded then sold at 16 thinking it couldnt go higher, still curious about your opinion on it.

Hi Tokyo

Volume yesterday was pretty high, and the white marubozu was large enough to take the stock to a close above not only the 50 days SMA but also the 200 days SMA. Today's action looks just like a small correction, the short term trend is bullish. Moreover there's a gap to be filled at $18.85.

Fundamentally:

- Market cap is $520 M, so it exceeds our maximum threshold as you know (nevermind, it's a slight miss). The Company develops, manufactures and sells proprietary biological testing technologies with applications throughout the life sciences industry.
- Balance sheet is strong enough
- Revenue trend is positive, but just $53 M in revenues in 2006, which puts the revenue multiple at 10
- EPS of $0.05 in full year 2006 means the trailing earnings multiple is 313

Let me check the news that made it rise 29% yesterday:

• Luminex Corporation Reports Fourth Quarter and Year-End 2006 Results
PR Newswire (Wed, Feb 7)

There's no guidance on the press release. I consider the stock to be overvalued on a fundamental basis. It can rise some more due to short term momentum or it can go back down, I don't know.

Hi David.  CECE, I asked about this one yesterday. Thanks

Hi david,

What are your thoughts on Aens.ob?

Some fellow trader I follow are making a case for Gold to go parabolic.

Your thoughts on GSS

Thanks,

Scott

Quote from: njshiva on February 09, 2007, 09:39:48 AM
gigabeam (GGBM) wondering if it hit the bottom

The chart says "don't buy this stock, the trend is bearish". There has been a 44% rebound over the last 3 days from bottom to top, keep that in mind.

Fundamentally:

- Market cap is $17.6 M. The Company's primary business is to design, develop, sell, lease, install and service point-to-point communications links capable of transmission speeds at or in excess of a gigabit-per-second under the trade name 'WiFiber'.
- Balance sheet is nice, with $11.46 M in working capital. That's very good for a $17.6 M market cap company.
- Revenues are growing a bit, but losses too. The company lost $4.1 M in Q3 alone. If it continues this way it will burn that working capital quite quickly.

There are some positive developments and new contracts this quarter, so perhaps GGBM will be able to grow revenues and reverse those losses. But that's hard to know. If the company keeps losing money this way every quarter it will need to dilute shareholder's value a lot just to keep going.

It's a very risky bet. I would pass this one for now, but I'll keep an eye on it, the potential is big and the market cap is little.

Good luck

BCON