July 28, 2008
On Vacation
Sorry to disappoint all five readers of this blog, but I'll be on vacation until next Monday. There should be a lot more to write about since not everyone has reported earnings yet. Until then....
Small Cap Play: Iteris
Iteris has been featured here before and today I ran across a new article on the company. The company has been growing and reports earnings tomorrow.
Small Cap Play: The Female Health Company
I came across The Female Health Company, the makers of the "female condom." I could only find one article on the company. This appears to be a small cap that is on the rise and may potentially be a buy-out candidate, but could pose a risk since they are only a "one trick pony."
On Cemex
Zacks says that Cemex is a sell today, but readers of the Fool know that they are bullish on the stock. It is a Stock Advisor and Global Gains recommendation. The Fool also owns shares of the stock.
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.
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
Nautus Medical (BABY) has been featured a second time at smallcapinvestor.com. From the article:
"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.
"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
Zacks has an article on Gamin, where they call the stock cheap and claim that it is well positioned against other players in the GPS market.
July 24, 2008
On Terex
During my usual reading today, I came across three articles on Terex (TEX). The first one is at Seeking Alpha which claims that the stock is a bargain under $50. From the article:
"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.
"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
In an article that mentions Bed Bath and Beyond (BBBY), the Fool discloses that it is a Stock Advisor, Inside Value Recommendation, and The Fool owns shares of the stock. The stock may appear cheap on a valuation basis, but I would think that fragrant soaps and lotions may be one of the things that gets cut as households tighten their belts.
This may be a value play, but the stock may not recover until the economy does.
This may be a value play, but the stock may not recover until the economy does.
Hold PetMed Express to $15
Zacks has an article on PetMed express saying that although there appears to be many growth opportunities for the company, the cite high industry competition the reason to hold shares. They give the stock a $15 price target.
The Case for VmWare
Stockpickr has an article on VmWare claiming that "The dip into the $30s creates a buying opportunity that won’t happen again."
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.
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
SmallCapInvestor has an interview with Mary Lisanti, a 28 year veteran of small cap growth research and investing, where she talks about her favorite small cap stocks (registration required to read the entire article). Buffalo Wild Wings is one of the stocks mentioned in the interview.
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. "
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
SmallCapInvestor.com has an interview with Mary Lisanti, a 28 year veteran of small cap growth research and investing (registration required to see the entire article). One of the stocks that she likes is Nautus Medical (BABY). From the article:
"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."
"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
Zacks has an article on Nucor, where they give the stock a six month $73 price target. From the article:
"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."
"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
The Fool has an update on Exelixus. As disclosed at the end of the article, it is still an active pick of their Rule Breakers service. The Fool also owns shares.
July 22, 2008
Looking at AuthenTec
Seeking Alpha has an article on AuthenTec (AUTH), the world’s leading provider of fingerprint sensors and solutions to the wireless, PC and Access Control markets.
The company recently has had its products integrated into ASUS PCs and Fujitsu mobile phones.
The company recently has had its products integrated into ASUS PCs and Fujitsu mobile phones.
American Oriential Bioengineering
Zacks is out with a report of strong growth prospects at American Oriential Bioengineering. They have a $16.00 price target on the stock.
Evergreen Solar is Full of Energy
Zacks has an article on Evergreen Solar where they give the stock a six month target price of $12.00.
July 21, 2008
The Fool Owns Shares of Infinera
According to this article, the Motley Fool owns shares of Infinera, which they have also selected as a Rule Breakers Pick.
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.
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
Zacks is out with an article today claiming that the recent acquisition of Chipidea will drive margin growth for MIPS technologies (MIPS). Zacks has a buy rating on the stock and a $6.00 price target.
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.
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
The following stocks have been publicly disclosed as Motley Fool Hidden Gems picks. I do not know if any of these stocks are still active selections:
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?
The Fool writes that they believe Under Armor has the potential to one day turn into a 10 bagger with its "top-notch brand, miniscule valuation, and a market opportunity that's immense."
They also disclose that UA is a Hidden Gems and a Rule Breaker pick. The Fool as a company also owns shares of UA.
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
Zacks has an article today on LogiTech (LOGI) and gives them a six month price target of $38.00. Wasn't Microsoft rumored to buy them out?
July 17, 2008
$65 Price Target on Abbott Laboratories
Zacks has an article out today that gives a $65 price target on Abbott Laboratories (ABT). From the article:
"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."
"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
SmallCapInvestor has an article on Emergent BioSolutions and gives the stock a $15 price target (registration required to view the entire article). The author does not provide a financial analysis on the company, but talks about the company's anthrax vaccine (BioThrax) and other products that are in Stage II trials such as their typhoid vaccine candidate and hepatitis B vaccine candidate.
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.
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
As disclosed in this post, Heartland Payment Systems is a Motley Fool Hidden Gems pick. At $21.75, it is trading well below its 52 week high of $33.00. The stock pays a 1.70% dividend as well.
Interactive Intelligence: A MF Rule Breakers Selection
As disclosed in this post, Interactive Intelligence is a Motley Fool Rule Breakers selection. The stock is down over 65% for the past year and over 43% over the past 30 days on lowered outlook.
July 15, 2008
$37 Price Target on Tractor Supply Company
Zacks has a $37 price target on Tractory Supply Company. The stock is trading around $29 today. From the article:
"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."
"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
Seeking Alpha has an article about Sanmina, saying that the stock is a bargain at current prices. From the article:
"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."
"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
The Stock Masters has an article on Limited Brands, owner of Victoria's Secret and Bath and Body Works. Although the stock is near its 52 week low, they argue that there is still room for the stock to fall.
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.
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
The Fool has an article which notes that significant insider buying took place last week with Sigma Designs shares. From the article:
"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.
"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
As disclosed in this post, the Motley Fool owns shares of American Express. The stock is trading less than $1.00 from its 52 week low, has a PE of 11 and has a 1.8% dividend yield.
Dow Chemicals: A Value Play
It's good to be back. Let's get to the good stuff:
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.
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
For the three people who read this blog, I will be on vacation beginning tomorrow and won't be able to post new articles until Monday.
$27 Price Target on El Paso
Zacks has an article on El Paso Corp, which they give a $27 price target. From the article:
"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."
"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
The Fool has an article on GeoEye today where they comment on the stock's 7% slide last week. They claim that there is ample growth opportunities ahead for the company and that the sell off is unwarranted. They disclose at the end of the post that this stock is a Rule Breakers selection.
GeoEye has been featured on this blog before.
GeoEye has been featured on this blog before.
July 3, 2008
Legg Mason: Unloved and Undervalued
In this article, the Motley Fool discloses that they own shares of Legg Mason. The stock hit a new 52 week low today. The stock also pays a 2.20% dividend.
$37.50 Price Target on Akami
Zacks has an article on Akami where they give the stock a $37.50 price target and warn that lower growth may occur due to increased competition in the content delivery space.
July 2, 2008
A Hearteningly Cheap Rule Breaker
The Fool has this article today about CV Therapeutics, one of their Rule Breaker recommendations that has been down 66% since 2005. A financial analysis of the company's enterprise value is calculated in the article.
July 1, 2008
Anesiva Still at a Great Value
Zacks is out today with an article on Anesiva, a small bio-pharmaceutical company. The article calls the stock "relatively unknown to Wall Street. The shares are significantly undervalued, misunderstood, and poised for a big run over the next several quarters."
I found another article on the company that was written in May where they give the stock a $12 price target.
I found another article on the company that was written in May where they give the stock a $12 price target.
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