July 28, 2008
On Vacation
Small Cap Play: Iteris
Small Cap Play: The Female Health Company
On Cemex
With a P/E of under 7, there is no doubt that this stock is cheap on a valuation basis, however, this is one of those stocks that may not recover until the housing market recovers, just like Home Depot.
July 25, 2008
Natus Medical Featured Again at Small Cap Investor
"In line with its technical breakout, Fasciocco reports that BABY recently upgraded its earnings outlook for the year. The Street, he says, now looks for profits to soar 48% to $0.69 a share from $0.47 a year ago. The stock also sells with a P/E ratio of 31, he says. Next year, analysts expect a 27% gain in net to $0.88 a share."
Insiders and institutions have been buying as well.
Garmin A Cheap Buy
July 24, 2008
On Terex
"Give it a PE of 10, it’d be a bargain at $70. Or, by discounting cash flows, it’s easy to make a case for a $90 stock. But no, this one could have been purchased all day long today, at $50."
Then, the Fool has two articles, here and here that briefly mention the company. Most importantly, each articles discloses that the Fool owns shares of the company.
Two independent entities believe the company is undervalued. It may be time to pull the trigger on this one.
The Fool In Love with Bed Bath and Beyond
This may be a value play, but the stock may not recover until the economy does.
Hold PetMed Express to $15
The Case for VmWare
The two biggest points of the article for me are:
1. 42% growth and a forward P/E of just 28 is cheap.
2. International revenues grew 68% last quarter. This is going to be the growth story for Vmware.
July 23, 2008
Buffalo Wild Wings Featured at Small Cap Investor
From the article: "Buffalo Wild Wings right now sells at $1.35/$1.40. Next year it’s expected to earn $1.65 to $1.70 — so about 24% growth. The stock is about $32 and if this is going to be a 25% grower through the recession, this stock will probably go to $45. "
Nautus Medical Featured at Small Cap Investor
"The earnings are $0.65 and $0.85 for 2008 and 2009, respectively, and the stock is about $20. But this should be a $30 to $40 stock in a year."
$73 Price Target on Nucor
"Long-term steel contracts, constant cost-reduction efforts, higher steel prices, lower interest rates, strong cash flow position and a dominant acquisition strategy inspire our optimism with respect to Nucor Corporation's performance in the coming quarters."
Update on Exelixus
July 22, 2008
Looking at AuthenTec
The company recently has had its products integrated into ASUS PCs and Fujitsu mobile phones.
American Oriential Bioengineering
Evergreen Solar is Full of Energy
July 21, 2008
The Fool Owns Shares of Infinera
I'm not familiar with this company, so I did some digging. Seeking Alpha has a short article on the company that was published in June. Of note the article mentions:
"Infinera's PIC technology may have a 4-5 year lead time over its competitors;"
I found an article at the Fool that was written on the same date. It goes on to say:
"Infinera holds technical and cost advantages over many alternatives, giving it a good moat and solid standing against much larger competitors."
It sounds as if this company has quite a wide moat as well as solid long term growth prospects. I will have to keep an eye on this one.
Acquisition to Drive MIPS
The stock is currently trading at just under $4.00 a share and has shed over 50% of its value from its 52 week high.
Publicly Disclosed Motley Fool Hidden Gems Picks
Sotheby's (BID)
(MF Article for BID)
Under Armor (UA)
(MF Article for UA)
Simpson Manufacturing (SSD)
(MF Article for SSD)
Hurco (HURC)
(MF Article for HURC)
Ceragon Networks (CRNT)
(MF Article for CRNT)
Natus Medical (BABY)
(MF Article for BABY)
Sun Hydraulics (SNHY)
(MF Article for SNHY)
Landec (LNDC)
(MF Article for LNDC)
International Bancshares (IBOC)
(MF Article for IBOC)
Cryptologic (CRYP)
(MF Article for CRYP)
RC2 (RCRC)
(MF Article for RCRC)
New York & Company (NWY)
(MF Article for NWY)
Sadia S.A (SDA)
(MF Article for SDA)
Ceragon Networkds (CRNT)
(MF Article for CRNT)
Heartland Payment Systems Inc. (HPY)
(MF Article for HPY)
LoopNet Inc. (LOOP)
(MF Article for LOOP)
FoamFactor Inc. (FORM)
(MF Article for FORM)
Middleby Corp. (MIDD)
(MF Article for MIDD)
Genesee & Wyoming Inc. (GWR)
(MF Article for GWR)
inVentiv Health, Inc. (VTIV)
(MF Article for VTIV)
Portfolio Recovery Associates Inc. (PRAA)
(MF Article for PRAA)
II-VI Inc (IIVI)
(MF Article for IIVI)
Montpelier Re Holdings Ltd. (MRH)
(MF Article for MRH)
Buffalo Wild Wings Inc. (BWLD)
(MF Article for BWLD)
MVC Capital Inc. (MVC)
(MF Article for MVC)
Rofin-Sinar Technologies Inc. (RSTI)
(MF Article for RSTI)
Volcom Inc (VLCM)
(MF Article for VLCM)
Dawson Geophysical Co. (DWSN)
(MF Article for DWSN)
Blackboard Inc. (BBBB)
(MF Article for BBBB)
Chipotle Mexican Grill (CMG-B)
(MF Article for CMG-B)
Atheros Communications Inc. (ATHR)
(MF Article for ATHR)
Coinstar Inc. (CSTR)
(MF Article for CSTR)
Zumiez, Inc. (ZUMZ)
(MF Article for ZUMZ)
First Marblehead Corp. (FMD)
(MF Article for FMD)
Flamel Technologies SA (FLML)
(MF Article for FLML)
Mueller Water B (MWA-B)
(MF Article for MWA-B)
United Fire and Casualty Co. (UFCS)
(MF Article for UFCS)
Oyo Geospace Corp. (OYOG)
(MF Article for OYOG)
Vail Resorts Inc. (MTN)
(MF Article for MTN)
Cabela's Inc. (CAB)
(MF Article for CAB)
Hercules Offshore, Inc. (HERO)
(MF Article for HERO)
Otter Trail Corp (OTTR)
(MF Article for OTTR)
Ctrip.com International Ltd. (CTRP)
(MF Article for CTRP)
July 18, 2008
Under Armor A 10 Bagger?
They also disclose that UA is a Hidden Gems and a Rule Breaker pick. The Fool as a company also owns shares of UA.
$38 Price Target on LogiTech
July 17, 2008
$65 Price Target on Abbott Laboratories
"ABT will deliver double-digit EPS growth through the end of 2012, driven by strong sales of the anti-inflammatory for rheumatoid arthritis and psoriasis, Humira, and the company's rapidly growing vascular business. Several new drug applications have recently been filed with the Food and Drug Administration (FDA), which should accelerate sales in the pharmaceutical business."
July 16, 2008
$15 Price Target on Emergent BioSolutions
Disclosure: I own shares of Emergent? Why? They are a profitable company that sells the only FDA approved anthrax vaccine to the government. They are using those profits to develop other potential blockbuster vaccines. Click here to see my previous coverage of Emergent.
Heartland Payment Systems: A MF Hidden Gems Pick
Interactive Intelligence: A MF Rule Breakers Selection
July 15, 2008
$37 Price Target on Tractor Supply Company
"TSCO shares are down over 45 percent in the last twelve months and over 22 percent year-to-date. This sell-off was due to difficult macro conditions including higher food and energy prices, weak consumer confidence, and declining home prices. Put simply, consumers have fewer dollars to spend in retail stores."
Sanmina: High Risk, High Reward
"The current stock price is under $1.10 (as of Monday's close) but Sanmina has $1.63 per share in cash. The company trades at a mere 0.07 price to sales with a $2.18 per share book value. It is no wonder that institutions own 83% of the float. Furthermore, insiders bought in February on the open market at $1.64 & $1.68 per share. Furthermore Institution Earnest Partners has increased its stake from 26MM to 35MM per SEC filing 7/10/2008."
Keep an Eye on Limited Brands
If you want to pick up shares, the stock will also pay a 4.00% dividend yield while you wait for it to go up.
July 14, 2008
Insider Buying at Sigma Designs
"Foolish newsletter associate advisor Stan Huber, in the April 2008 issue of Hidden Gems Pay Dirt. "I think Sigma is likely to trade close to $40 by the end of 2008," Stan said. "Management was willing to issue more equity at $46 some months ago, and that is usually a sign of where it considers the stock to be fully valued.""
The Fool notes in the disclaimer that Sigma Designs is a Rule Breakers and Hidden Gems Paydirt recommendation.
The Fool Owns AXP
Dow Chemicals: A Value Play
Warren Buffet through Berkshire Hathaway has an equity position in Dow Chemical. ValuePlays has an article on Dow CEO talking about the new company. Today, Dow is trading thirty cents away from its 52 week low, has a PE below 11 and sports a 5.3% dividend yield.
ValuePlays also goes on to talk about how at today's price, it is a better deal than Buffet got.
July 8, 2008
On Vacation
$27 Price Target on El Paso
"El Paso's onshore future looks solid. With an average production weighted reserve to production ratio of 10 years, the company should be able to maintain high single-digit growth rates into the next decade. The E&P is forecasted to grow production between 8%-12% over the next three to four years. This, coupled with favorable oil and gas prices, should lead to higher margins and earnings growth and will offer investors continued strength in the near term."
July 7, 2008
GeoEye: Falling Star
GeoEye has been featured on this blog before.
July 3, 2008
Legg Mason: Unloved and Undervalued
$37.50 Price Target on Akami
July 2, 2008
A Hearteningly Cheap Rule Breaker
July 1, 2008
Anesiva Still at a Great Value
I found another article on the company that was written in May where they give the stock a $12 price target.