G-TA: Thursday 05/04/2006

[eliteG]

G-TA will be open around 10:30am 


Potential high quality penny play for today

PKCY - GREAT, GREAT fundamental story will finally get volume from news today!  This news is a deal with Del Monte.. this is following a deal with Oracle.. and significant strengthening of the balance sheet. 

Michael brought this up a few days ago.. he loved it and as you guys know he is big-time fundamental guy but I was not sure about technicals..yet.. well technicals have developed and today should create a volume burst which should break the local high @ ~.08.. could be a gigantic move!!

We want you guys to know about this ahead of time  .. you are at ground level!

Del Monte Fresh Produce NA Signs Agreement with Park City Group to Enhance Its Customer Relationships
Thursday May 4, 7:00 am ET
Major Food Industry Supplier Establishes Relationship with Park City Group's Professional Services Division
http://biz.yahoo.com/bw/060504/20060504005134.html?.v=1

Park City Group Substantially Strengthens Balance Sheet
Friday April 28, 7:00 am ET
Reduced Interest Expense to Have Dramatic Impact on Earnings
http://biz.yahoo.com/bw/060428/20060428005096.html?.v=1

Oracle and Park City Group Sign Licensing Agreement
Thursday April 27, 7:01 am ET
Patent Licensing to Become Significant Revenue Source for Park City Group
http://biz.yahoo.com/bw/060425/20060425005158.html?.v=1

[eliteG]

Also hot today from our portfolios 

CHID and GV remain on fire showing some pre-market action.

GLBL - from 3sof, potentially a great grab today as it released stellar earnings and it is not gapping nearly enough.  If you grab the gap make sure to put a tight stop ~16.20.  We bought 15.80.

NSTC - from 3sov, amazing value stock got mentioned in IBD.. 12.88 breakout.. we bought 11.71.

Get in on these plays at the right time!!  Try our free trial!

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[Michael]

Hi G,

Yes I love Park City Group. It has all the ingredients for success.

The company is founded by Randall K. Fields, a very successful entrepreneur. He co-founded Mrs. Fields Cookies and grew the business from $200,000 to more than $100 million in revenues and grew its store base to over 650 stores.

He saw a huge opportunity for software systems to manage perishable food department operations. As all good entrepreneurs he pioneered the development of ActionManager software systems to provide innovative management solutions for Mrs. Fields Cookies.

This was the start of Park City Group. Toady the company has some of the largest retailers and consumer brands on their customer list:

• Home Depot
• Tesco
• Del Monte
• Dodge's Store

To mention a few.

The licensing of the intellectual property to Oracle does not only provide a potential very significant revenue stream for the company (remember the market cap is only around $20 million) but is also recognition from a major player of the uniqueness of PKCY solution. To quote Randall Fields:

We believe that there is a very substantial opportunity for licensing parts of our intellectual property. When people think of license agreements, they normally think in terms of licensing software. While that certainly represents one source of revenue for us, what makes this agreement unique is that we have licensed the intellectual property itself. This represents a new and separate source of revenue for us. The licensing of a patent has much broader implications and as such the size of these agreements can be significant

The restructuring of the Balance sheet has reduced the interest cost very significantly and the company has already posted a profit. From the April 28 press release:

The Company earned $1.8 million on $4.8 million of revenue in the first six months of this year and this reduction in debt will have a meaningful impact on net income going forward as well. We are a much stronger company as a result..

We will see when PKCY will be on fire but this is highly explosive material so watch out

[eliteG]

Lets see whats out there 

[garym]

G--mega volume on uncn yesterday. 

What do you think--possible bottom?

[nica33]

Hi G!! THE MAN!!!  

I want your opinion for SELA, NXG and GBN.  I have these 3.

Thanks!

[OneStockMind]

Not in CHID but looking to get in. I think .90 would be a good entry since MA 5 is .89 and that's also the previous high from a couple of days. Right?
A little surprised that NMKT news didn't really move it so far.
I'm holding HEC and AMEP... is oil run over?

[dhiraj19]

EliteG,
Any opinion or TA on CGR ?
- Dhiraj

[eagerlearner]

morning G  , thx for all the great picks, just wish i got in GV ... is it still ok to get in?
can u take a look at BRVO? the chart finally looks very bullish in my opinion.
Thanks !

[Adam]

G MAn,

Good morning!  GEMS?? what do you think??
FLSH what do you see on this as well?  Thanks

[bigdogs99999]

Two I have been watching - ENZN and GW.  What do you think?  You might also again look at BBC...others may be interested...an odd situation that I have picked up some serious change on this week

[bmarc4211]

G,

What is your opinion on ISV?  Thanks.

[eliteG]

G--mega volume on uncn yesterday. 

What do you think--possible bottom?

UNCN - yes volume is acting correctly for supportwatch closely though I would not enter till it can show the price can move up.. in fact maybe even wait for 50ma to break.. but good eye garym

Hi G!! THE MAN!!! 

I want your opinion for SELA, NXG and GBN.  I have these 3.

Thanks!

SELA climbing nice, healthy.. stop under 20ema if you aer comfortable with risk
NXG great stock.. hopefully will consolidate for a bit and then headed higher.. probably will not wait for 20ema to catch up
GBN - its a gold stock.. i guess it looks ok.. i remember looking at financials and not being pleased

Not in CHID but looking to get in. I think .90 would be a good entry since MA 5 is .89 and that's also the previous high from a couple of days. Right?
A little surprised that NMKT news didn't really move it so far.
I'm holding HEC and AMEP... is oil run over?

CHID - pick it up where-ever you can.. looks it will recover today.. perhaps into a hammer.. expect to see this trading over 2 soon!  .90 would be incredible 
NMKT - yep still no volume
HEC and AMEP - for now these oil plays are quiet.. i think they will be back just watch that volume

[eliteG]

just going to do a quick lockdown.. so I can catch up with requests 

[eliteG]

EliteG,
Any opinion or TA on CGR ?
- Dhiraj

CGR - looks great.. it will continue most likely but I would wait till breakout.. no need to money sleeping

morning G , thx for all the great picks, just wish i got in GV ... is it still ok to get in?
can u take a look at BRVO? the chart finally looks very bullish in my opinion.
Thanks !

GV - white candle factory is at it again.. GV could run away here but it is due for some pause at least.. so since you didnt get a prime buy, I say wait it out or let it go.. there will be more like this 

BRVO - yes eager! this has potential.. I would not enter here though.. only on a bit of a retrace or the best imo would be that it pauses around .8.. builds a flag and then breaks out with volume... you know what even a buy here may be good.. good eye

G MAn,

Good morning! GEMS?? what do you think??
FLSH what do you see on this as well? Thanks

GEMS volume isn't supporting this move higher.. but may just rise on this low volume.. i would stop it just below the 20ema

FLSH may be setting up for a move after that gap up but I would wait it out for now.. 35 must be broken on volume at this point

Two I have been watching - ENZN and GW. What do you think? You might also again look at BBC...others may be interested...an odd situation that I have picked up some serious change on this week

ENZN - yes very nice.. buying opportunity today.. stop no lower than 8.20.. thx for the heads up
GW - looks ok for being in a hot sector.. i would hold off
BBC - volume decreased.. may set up some nice shorts

G,

What is your opinion on ISV?  Thanks.

ISV - done with its discovery phase.. now it must build a solid base.. i would let it go until the base is done unless this is a long-term investemnt.. the base shouldn't go lower than 1.70ish