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07May2001
This is the watch list for the week of May 7th. Overall, it is a good mix and has some good companies. There are 8 stocks (no OTC) in the regular screen with the best of the bunch being: ASKJ, HCEN, ONVI for the short-term; BLZN, WBVN for the near-term; and ERTH for the long-term hold. There are 17 more stocks (two OTC) in slightly desynthesized (early arrivals and/or stabilized volume) screen and the best of this bunch are: COSN, ONVI for the short-term; AVGO, BNBN, DDRX, DTAS, NCNT for the near-term; and RGEN for the long-term hold. --- This list is updated at the end of every week and there is a spreadsheet download available (in .xls & .slk formats) at various locations on the net (ask a fellow IPer in the chat room). Each stock has a market capitalization of less than $500 million, a float of no more than 66.7% of outstanding shares, and a share price of $5 or less. When it goes above $5, it is removed from the list.
Possible Screen Deals [weekly cycle]:
REGULAR SCREEN
ASKJ (NasdaqNM $2.24/sh) Ask Jeeves, Inc. develops and deploys online personal service infrastructure to provided real-time access to information, products and services allowing for an intuitive interaction with customers. I bought some of this a couple of weeks ago. This stock has an estimated long term earnings growth rate of 50%. The price to book value ratio is near 0.2x. ASKJ appear to have higher than normal cash levels (cash per share exceeds price per share). There have been several of news releases out on this company lately.
BASI (NasdaqNM $4.20/sh) Bioanalytical Systems, Inc. is a contract research organization, provides research and development resources through both its services and products to pharmaceutical, medical device and biotechnology companies. This stock has strong insider buying activity and a low float. The current P/E ratio is over 100x (too high). The liquidity level is fair.
BLZN (NasdaqSC $0.24/sh) Blue Zone, Inc. is currently engaged in two principal lines of business: website development and strategic consulting services and development of media software products. BLZN conducts its business through its subsidiaries, Blue Zone Productions Ltd., Blue Zone Entertainment Inc. and Blue Zone International Inc. The Company is currently developing a software platform called MediaBz, a family of applications that will allow broadcasters to manage their television, radio and print content and permit them to transmit that content to consumers through a variety of outlets. I bought some of this last week. This stock has heavy institutional buying activity. Volume on Friday was almost 6x normal.
ERTH (NasdaqNM $3.10/sh) EarthShell Corporation is engaged in the licensing and commercialization of proprietary composite material for the manufacture of disposable packaging for the foodservice industry, such as hinged-lid containers, cups, plates, trays, and bowls. Volume on Friday was 2x normal.
HCEN (NasdaqNM $0.18/sh) HealthCentral.com provides online healthcare content and the ability to purchase health-related products online to consumers through the Company's network of websites. HCEN also designs, hosts and maintains websites for healthcare institutions. I bought some of this last week. There is an earnings announcement on May 15th. The price to book value ratio is near 0.5x. The cash level appears high (cash per share exceeds price per share). Volume on Friday was 2x normal. There are rumors out on the message boards that CMGI will take the company at near $1.50 per share. We shall see!
MIMS (NasdaqNM $3.60/sh) MIM Corp. is a pharmacy management organization that provides services to the pharmaceutical health care industry and employers and that promotes the cost-effective delivery of pharmacy benefits to plan members and the public. The current P/E ratio is over 60x (too high) and the liquidity level is fair.
ONVI (NasdaqNM $0.98/sh) Onvia.com is a business-to-business emarketplace for small business buyers and sellers, providing a single source destination where small businesses can buy and sell services, exchange information and access productivity tools. This stock has: an estimated long term earnings growth rate of 100%; extremely heavy institutional buying activity. In other words, somebody really likes this company! I guess they should with a price to book value ratio of around 0.5x. Cash levels appear to be high (cash per share exceeds price per share).
WBVN (NasdaqNM $0.12/sh) Webvan Group, Inc. is an Internet retailer offering same-day delivery of consumer products, with an initial focus of food, non-prescription drug products and general merchandise. This stock has: an estimated long term earnings growth rate of 27%; and very heavy institutional buying activity. The price to book value ratio is 0.05x (very low). Cash levels appear to be high (cash per share exceed price per share).
DESYNTHESIZED SCREEN
AERN (OTC $0.95/sh) AER Energy Resources, Inc. focuses on the research and product development of zinc-air battery technology with a focus on disposable batteries and the commercialization of the technology through alliances with battery manufacturers. I have played this stock before.
AVGO (NasdaqNM $3.50/sh) AvantGo Inc. provides software and services that enable and enhance the use of Internet-based content and corporate intranets to mobile devices, including personal digital assistants and Internet-enabled phones. This stock has very heavy institutional and strong insider buying activity.
BNBN (NasdaqNM $2.26/sh) Barnes & Noble.com, Inc. (B&N.com), a wholly owned subsidiary by Barnes & Noble, is an online retailer of books and complementary information, entertainment and intellectual property-based products. I bought some of this last week.
COSN (NasdaqNM $3.16/sh) Cosine Communications, Inc. develops, markets and sells a communications platform designed to enable network service providers to rapidly deliver computer applications and communications services from within their networks. This stock has an estimated long term earnings growth rate of 30%. This stock has very heavy institutional buying activity. Trade volume on Friday was 5x normal, and block volume was 2x normal. There have been some takeover rumors as of late with bets on the acquirer being Cisco or Juniper Networks.
DDRX (NasdaqNM $0.75/sh) Diedrich Coffee Inc. is a specialty coffee roaster, wholesaler, retailer and franchisor that operates 102 retail units located in California, Colorado and Texas. DDRX also sells light food items like bagels, scones, pasteries, and sandwiches. I bought some of this last week. This stock has strong insider buying activity. The debt level is moderate and the liquidity is fairly low. Volume on Friday was 3x normal.
DTAS (NasdaqNM $4.38/sh) Digitas Inc. is an Internet professional services firm, helping clients define how the Internet can be used to create competitive advantages, helping clients build Web sites, databases and linkages, and providing marketing services. This stock has: an estimated long term earnings growth rate of 25%; and strong institutional buying activity. Volume on Friday was almost 3x normal.
HYPR (NasdaqNM $2.21/sh) HyperFeed Technologies, Inc. provides real-time and delayed securities quotations and news to professionals and consumer markets worldwide. This stock has strong insider buying activity.
ITGR (NasdaqSC $4.65/sh) Integrity, Inc. is engaged in the production, distribution and publishing of music cassette tapes and compact discs, printed music and related products, primarily by direct to consumer marketing and wholesale trade methods. ITGR produces Christian music ranging from praise and worship music, its largest category, to other styles of adult contemporary Christian music and children's music. I owned some of this stock over a year ago. The volume is low and there appears to be a pull back in the share price.
IIXL (NasdaqNM $1.77/sh) iXL Enterprises, Inc. is business and technology consultancy that helps companies use the power of emerging technologies and advanced business strategy to build stronger, more profitable relationships with their customers, employees and business partners. I bought some of this last week. This stock has: an estimated long term earnings growth rate of 25%; very heavy institutional and very greedy insider buying activity. In other words, somebody must know something! Press releases have been virtually nil for the past couple of months, other than for earnings announcement.
IFUL (NasdaqSC $2.05/sh) MathSoft, Inc., operating as Insightful Corporation, is a leading supplier of software and services for predictive analysis, data mining, and business intelligence. Its customers include most of the major financial services, biotechnology, pharmaceutical, high tech manufacturing and telecommunications firms throughout the world in addition to a large number of research institutions in government and academia. This stock has very strong insider buying activity.
NCNT (NasdaqNM $0.83/sh) Netcentives Inc. is a provider of marketing infrastructure technologies and services designed to help businesses acquire, motivate and retain customers, partners and employees. This stock has heavy institutional buying activity. The price to book value ratio is very low at 0.1x. The cash levels appear to be high (cash per share exceeds price per share).
QPDC (OTC $1.50/sh) Quality Products, Inc., is a holding company and has only one subsidiary. The Company's sole operating subsidiary is OPI Multipress, Inc, a manufacturer of hydraulic presses and accessories. The debt level appears to be high.
RGEN (NasdaqNM $2.30/sh) Repligen develops new drugs based on naturally occurring peptides and proteins for autism, organ transplantation and immune system diseases. I bought some of this last week. This stock has strong insider buying activity.
STEC (NasdaqNM $2.82/sh) Simple Technology, Inc. is an independent provider of standard and custom memory solutions, with products based on dynamic random access memory (DRAM), static random access memory (SRAM), and Flash memory technologies.
TIXX (NasdaqNM $0.44/sh) Tickets.com, Inc. is a source of entertainment tickets, event information and related products and services through retail stores, telephone sales centers, interactive voice response systems and the Internet. The price to book value ratio is around 0.4x.
USWC (NasdaqNM $3.78/sh) U.S. Wireless Corp. has developed a network-based location system designed to enable wireless carriers and others to provide their customers with value-added location-based services and applications. Volume on Friday was almost 4x normal.
VRGE (NasdaqNM $3.99/sh) Virage, Inc. is a provider of software products and application services that enable media and entertainment companies, enterprises and consumers to catalog, manage and distribute their video content over the Internet and intranets. This stock has an estimated long term earnings growth rate of 77%.
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14May2001
This is the watch list for the week of May 14th. Overall, it is a good mix (no OTC) and has some decent companies. There are 12 stocks (no OTC) in the regular screen with the best of the bunch being: HCEN for the short-term; and BLZN & COSN for the near-term. There are 16 more stocks (no OTC) in slightly desynthesized (early arrivals and/or stabilized volume) screen and the best of this bunch are: SNKI & TIXX for speculators; NETP, ORAL for the short-term; ONVI for the near-term; and BGO, EDGR, RGEN for the long-term hold. --- This list is updated at the end of every week and there is a spreadsheet download available (in .xls & .slk formats) at http://stockscreens.foray.com.sg . Each stock has a market capitalization of less than $500 million, a float of no more than 66.7% of outstanding shares, and a share price of $5 or less. When it goes above $5, it is removed from the list.
Possible Screen Deals [weekly cycle]:
REGULAR SCREEN
ASTM (NasdaqNM $0.97/sh) Aastrom Biosciences, Inc. is developing automated clinical systems designed to enable therapeutic procedures using living cells in the treatment of cancer and other diseases and in the restoration of normal tissues. Company has more than sufficient liquidity to meet current debt obligations. Total debt is virtually nil.
BASI (NasdaqNM $4.08/sh) Bioanalytical Systems, Inc. is a contract research organization, provides research and development resources through both its services and products to pharmaceutical, medical device and biotechnology companies. This stock has modest insider buying activity, a low float, but low volume. The current P/E ratio is over 99x (too high).
BLZN (NasdaqSC $0.20/sh) Blue Zone, Inc. is currently engaged in two principal lines of business: website development and strategic consulting services and development of media software products. BLZN conducts its business through its subsidiaries, Blue Zone Productions Ltd., Blue Zone Entertainment Inc. and Blue Zone International Inc. The Company is currently developing a software platform called MediaBz, a family of applications that will allow broadcasters to manage their television, radio and print content and permit them to transmit that content to consumers through a variety of outlets. The company has more than sufficient levels of liquidity to meet current debt obligations. Total debt is virtually nil. Volume on Friday was 2x normal. This stock has heavy institutional buying activity.
COSN (NasdaqNM $2.32/sh) Cosine Communications, Inc. develops, markets and sells a communications platform designed to enable network service providers to rapidly deliver computer applications and communications services from within their networks. The estimated long-term earnings growth rate of 30% and the price to book value ratio is low at 0.8x. Liquidity levels are very good and the cash level appears high (cash per share exceeds price per share). This stock has heavy institutional buying activity. Rumor on this company are still out there.
HCEN (NasdaqNM $0.20/sh) HealthCentral.com provides online healthcare content and the ability to purchase health-related products online to consumers through the Company's network of websites. HCEN also designs, hosts and maintains websites for healthcare institutions. The price to book value ratio is low at 0.6x. The cash level appears high (cash per share exceeds price per share). There are rumors out on the message boards that CMGI will take the company at near $1.50 per share. Earnings will be announced on May 15th and they should be good: the last 4 quarters HCEN has met the estimates once and significantly beat the estimates three times. Volume on Friday was at 2x normal. Looking for very heavy volume and some upward price pressure this week. We shall see!
INMX (NasdaqNM $4.79/sh) InforMax, Inc. is a global provider of bioinformatic software solutions for the analysis and interpretation of genomic, proteomic and other biomolecular data. Institutional buying has been extremely heavy (ate up 1/3rd of the float) in the past quarter. Liquidity is very good and can cover current debt more than 10x. The price spiked 26% on 6x normal volume on Friday. There was no real news out! Keep an eye on this one and don't blink too long!
IVIL (NasdaqNM $0.99/sh) iVillage Inc. operates an online network of sites tailored to the interests and needs of women and is engaged in the development of programming material for distribution through online service providers and the Internet. Institutional buying has been heavy. The price per book value ratio is very low at 0.3x and the cash level appears high (cash per share exceeds price per share).
KANA (NasdaqNM $1.91/sh) Kana Communications, Inc. develops, markets and supports customer communication software products and services for e-businesses, allowing these companies to manage high volumes of inbound and outbound e-mail and Website-based communications. The estimated long-term earnings growth rate is 15%.
MNDO (NasdaqNM $2.58/sh) MIND C.T.I. Ltd. develops, manufactures, and markets real-time billing and customer care software for Voice over Internet telephony service providers to meet demand such as authentication, authorization, accounting and reporting. Company has high liquidity in relation to current debt. Total debt is virtually nil.
OMNY (NasdaqNM $2.96/sh) OmniSky Corporation offers a wireless service under the OmniSky brand for use on handheld mobile devices, enabling subscribers to access and navigate the Internet, send and receive e-mail messages and securely conduct e-commerce transactions. Institutional buying has been extremely heavy. The price dropped of 25% on 5x normal volume on Friday. This could be a bounce play once it settles. Look for more downdraft at the beginning of the week, then check for bounce mid-week.
SOMN (NasdaqNM $2.99/sh) Somnus Medical Technology designs, develops, manufactures and markets innovative medical devices utilizing a proprietary radio frequency technology for the treatment of upper airway disorders. This company has been taken over for $3.11 per share Cash. Watch for dips in price and play the swing. If it drop toward the $2.75 level buy in and take profits at $3.
USWC (NasdaqNM $3/sh) U.S. Wireless Corp. has developed a network-based location system designed to enable wireless carriers and others to provide their customers with value-added location-based services and applications. The price to book value ratio may be too high at 5x.
DESYNTHESIZED SCREEN
ABLE (NasdaqSC $2.90/sh) Able Energy Inc. is a holding company. Their operating entities are engaged in the retail distribution of, and the provision of services relating to fuel oil, propane gas, and natural gas through a marketing alliance agreement with AllEnergy Marketing Company LLC, a division of New England Electric Systems, Inc. Volume on Friday was 18x normal but still low.
AEGN (NasdaqNM $4.25/sh) AeroGen, Inc. specializes in the development, manufacture and commercialization of products for the controlled delivery of drugs to the lungs. Drugs can be delivered via a fine mist (aerosol) to the lungs to treat breathing-related (respiratory) conditions such as asthma, and through the lungs to the bloodstream (systemically) to treat diseases or conditions outside of the lungs such as diabetes. Institutional buying has been very heavy and liquidity is sufficient to pay immediate debts. Volume on Friday was 2x normal.
ALDN (NasdaqNM $3.78/sh) Aladdin Knowledge Systems Ltd. is engaged in securing digital content, from applications software to Internet use and access. Aladdin develops and markets three lines of security token-based software security systems: HASP, Hardlock and MicroGuard. Institutional buying has been heavy and the price to book value ratio is low 0.7x.
BGO (Amex $0.27/sh) Bema Gold Corporation is a mining company engaged in the mining and production of gold and the acquisition, exploration, and development of precious metal properties in Latin America, the Russian Federation and the western United States. Estimated long-term earnings growth is 23% and the price to book value ratio is very low at 0.2x. Volume on Friday was almost 3x normal.
DATC (NasdaqNM $1.21/sh) Datatec Systems, Inc. and its subsidiaries are in the business of providing technology deployment services and licensing software tools to support enterprises in the delivery of complex IT solutions. Insider buying has been decent. This company has a high debt load. Volume of Friday was 3x normal.
EDGR (NasdaqNM $2.27/sh) EDGAR Online, Inc. is an internet based commercial provider of business, financial and competitive information contained in corporate filings made by public companies with the SEC. Estimated long-term earnings growth rate is 35%. Insider buying has been heavy. Volume on Friday was 11x normal which is typically low.
ITGR (NasdaqSC $4.60/sh) Integrity, Inc. is engaged in the production, distribution and publishing of music cassette tapes and compact discs, printed music and related products, primarily by direct to consumer marketing and wholesale trade methods. ITGR produces Christian music ranging from praise and worship music, its largest category, to other styles of adult contemporary Christian music and children's music. I owned some of this stock over a year ago. The volume is low and there appears to be a continued pull back in the share price.
IPIC (NasdaqNM $4.75/sh) Interneuron Pharmaceuticals Inc. is a biopharmaceutical company engaged in the development and commercialization of a diversified portfolio of product candidates, including multiple compounds in late-stage clinical development. The price to book value ratio is very high at 9x. The price spiked up 13% on Friday.
IFUL (NasdaqSC $2.19/sh) MathSoft, Inc., operating as Insightful Corporation, is a leading supplier of software and services for predictive analysis, data mining, and business intelligence. Its customers include most of the major financial services, biotechnology, pharmaceutical, high tech manufacturing and telecommunications firms throughout the world in addition to a large number of research institutions in government and academia. This stock has very strong insider buying activity. The trading volume is low.
NETP (NasdaqNM $2.06/sh) Net Perceptions, Inc. is a provider of real time personalization and precision marketing software solutions for Internet and multi-channel retailers. NETP's solutions are designed to help retailers understand customers individually, optimize product assortments, prices and inventories and offer the right product to the right customer at the right price. Estimated long-term earnings growth rate is over 47% and the price to book value ratio is very low at 0.3x. Liquidity is more than sufficient to pay current obligations. The cash level appears high (cash per share exceeds price per share) and institutional buying has been very high. Volume on Friday was 2x normal.
ONVI (NasdaqNM $0.94/sh) Onvia.com is a business-to-business emarketplace for small business buyers and sellers, providing a single source destination where small businesses can buy and sell services, exchange information and access productivity tools. Volume was much lower than normal last week. This stock has: an estimated long-term earnings growth rate of 100%; very heavy institutional buying activity. In other words, somebody really likes this company! I guess they should with a price to book value ratio of around 0.5x. Liquidity is sufficient to meet current debt obligations. Cash levels appear to be high (cash per share exceeds price per share).
ORAL (NasdaqNM $3.30/sh) OrthAlliance, Inc. provides practice management services or consulting services to orthodontic practices throughout the U.S. ORAL manages the business aspects of the Allied Practices and provides capital for its development. Estimated long-term earnings growth rate is 15% and the price to book value ratio is low at 0.6x. Debt appear a little high but it is typical of this industry (dental/medical practice).There is an earnings announcement and conference call scheduled for May 15th.
PCTL (NasdaqNM $4.07/sh) PictureTel Corporation develops, manufactures, markets and services visual communications and collaboration software that enables users to hold face-to-face meetings through a telephone. Volume on Friday was 6x normal.
RGEN (NasdaqNM $2.35/sh) Repligen Corporation develops new drugs based on naturally occurring peptides and proteins for autism, organ transplantation and immune system diseases. This stock has strong insider buying activity. Liquidity more than meets the current debt obligations.
SNKI (NasdaqSC $0.55/sh) Swank manufactures, sells and distributes men's jewelry, belts, leather accessories and suspenders and women's jewelry, all available through retailers worldwide. Price to book value ratio is extremely low at 0.1x but the debt level is a little on the high side. The price spiked up 37.5% and volume on Friday was 6x normal. Volume is typically low. I'm looking for this company to get acquired for a song and a dance (market cap of $3 million). SNKI could be a good match for one suitor that I know of which is based in the Dallas area. They have the same type of products.
TIXX (NasdaqNM $0.49/sh) Tickets.com, Inc. is a source of entertainment tickets, event information and related products and services through retail stores, telephone sales centers, interactive voice response systems and the Internet. The price to book value ratio is around 0.4x.
Week of May 7th Regular Screened Stocks
ASKJ (NasdaqNM $2.24/sh) Ask Jeeves, Inc. -> HOLDING
BASI (NasdaqNM $4.20/sh) Bioanalytical Systems, Inc.
BLZN (NasdaqSC $0.24/sh) Blue Zone, Inc. HOLDING
ERTH (NasdaqNM $3.10/sh) EarthShell Corporation
HCEN (NasdaqNM $0.18/sh) HealthCentral.com HOLDING
MIMS (NasdaqNM $3.60/sh) MIM Corp.
ONVI (NasdaqNM $0.98/sh) Onvia.com HOLDING
WBVN (NasdaqNM $0.12/sh) Webvan Group, Inc. HOLDING
Week of May 7th Desynthesized Screened Stocks
AERN (OTC $0.95/sh) AER Energy Resources, Inc.
AVGO (NasdaqNM $3.50/sh) AvantGo Inc.
BNBN (NasdaqNM $2.26/sh) Barnes & Noble.com, Inc. HOLDING
COSN (NasdaqNM $3.16/sh) Cosine Communications, Inc. HOLDING
DDRXD (NasdaqNM $3/sh) Diedrich Coffee Inc. HOLDING
DTAS (NasdaqNM $4.38/sh) Digitas Inc.
HYPR (NasdaqNM $2.21/sh) HyperFeed Technologies, Inc.
ITGR (NasdaqSC $4.65/sh) Integrity, Inc.
IIXL (NasdaqNM $1.77/sh) iXL Enterprises, Inc. HOLDING
IFUL (NasdaqSC $2.05/sh) MathSoft, Inc.
NCNT (NasdaqNM $0.83/sh) Netcentives Inc.
RGEN (NasdaqNM $2.30/sh) Repligen Corporation HOLDING
STEC (NasdaqNM $2.82/sh) Simple Technology, Inc.
TIXX (NasdaqNM $0.44/sh) Tickets.com, Inc.
USWC (NasdaqNM $3.78/sh) U.S. Wireless Corp.
VRGE (NasdaqNM $3.99/sh) Virage, Inc.
Still Following these Stocks!
MICRO-CAPS & SMALL-CAPS
@ I am following this group of Short- & Intermediate-Term stocks from May 1st, 2001 through June 30th, 2001. This list is updated at the end of every even month (Feb, Apr, Jun, Aug, Oct, Dec), except in a down market (end of each month). Each stock has a market capitalization of at least $50 million, but less than $1.5 billion. The Micro-Cap stocks have PEG ratios of 1.2x or less and the Small-Cap stocks have PEG ratios of 1.3x or less. They are:
Micro-Cap [2or1-month cycle for stocks with market caps between $50 million & $500 million]: AOS ACTM ANS CLKB LENS DFS DK EPEX GDYS HAKI IEE IMSC MTCH MOVI ODFL OVRL PDQ QFAB RACN RRC ROFO SWM SRR TSO This group of stocks have a projected long-term earnings growth rate range from 10% to 88%. Now Holding LENS MOVI RRC
Small-Cap [2or1-month cycle for stocks with market caps between $500 million & $1.5 billion]: CASY CHRS LIN MTX STLD SSSS TMBR TGI UDI> This group of stocks have a projected long-term earnings growth rate range from 10% to 21.9%.
I have an eye out for:
CLKB (ClarkBardes Holdings) has 21% projected earnings growth rate and some insider buying activity
EPEX (Edge Petroleum Corp.) low PEG ratio of 0.2%, has 25% projected earnings growth rate and some insider buying activity
LENS (Concord Camera Corp.) 30% projected earnings growth rate, has high institutional buying, has low debt load, and high levels of liquid assets in relation to near-term debt obligations
DK (Donna Karan International) had high institutional buying and had low debt load..this one is been acquired…hopefully a sweetened offer will come along
ORVL (Overland Data, Inc.) has an 88% projected earnings growth rate and no debt
RRC (Range Resources Corp.) has a low PEG ratio 0.3x and a projected earnings growth rate of 20%.
SRR (Stride Rite Corp.) has a 20 % projected earnings growth rate and very low debt.
MID-CAPS & LARGE-CAPS
@ I am following this group of Long-Term stocks from March 1st, 2001 through June 30th, 2001. This list is updated semi-annually (end of Jun & Dec), except in a down market (end of each quarter). This group of stocks typically does not change from month to month, but over a period of time. Each stock has a market capitalization of at least $1.5 billion. The Mid-Cap stocks have PEG ratios of 1.4x or less, and the Large-Cap stocks have PEG ratios of 1.5x or less. They are:
Mid-Cap [6or3-month cycle for stocks with market caps between $1.5 billion & $5 billion]: BC DBD MGA JWN PCP IQW UDS(taken-over) GWW This group of stocks have a projected long-term earnings growth rate range from 11% to 15%.
Large-Cap [6or3-month cycle for stocks with market caps greater than $5 billion]: AL BR CNI NWL PCZ> This group of stocks have a projected long-term earnings growth rate range from 10.8% to 13.5%. Now Holding NWL
I have an eye out for:
BC (Brunswick Corporation), which seems to be coming out of a rut and is on the move
MGA (Magna International), has very high institutional buying and a very low debt load for a consumer cyclical company
GWW (W. W. Grainger, Inc.) has high institutional buying
CNI (Canadian National Railway), has high institutional buying
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21May2001
This is the watch list for the week of May 21st. Overall, it is a fair mix (one OTC that looks dangerous) and has some decent companies. There are 8 stocks (no OTC) in the regular screen with the best of the bunch being: BGO & HCEN for the short-term; and OMNY & SKYM for the near-term. There are 14 more stocks (one OTC, look-out) in slightly desynthesized (early arrivals and/or stabilized volume) screen and the best of this bunch are: NETP & ORAL for the short-term; SMDK for the near-term; and VRGE & WQNI for the long-term hold. --- This list is updated at the end of every week and there is a spreadsheet download available (in .xls & .slk formats) at http://stockscreens.foray.com.sg . Each stock has a market capitalization of less than $500 million, a float of no more than 66.7% of outstanding shares, and a share price of $5 or less. When it goes above $5, it is removed from the list.
Possible Screen Deals [weekly cycle]:
REGULAR SCREEN
ASTM (NasdaqNM $1.06/sh) Aastrom Biosciences, Inc. is developing automated clinical systems designed to enable therapeutic procedures using living cells in the treatment of cancer and other diseases and in the restoration of normal tissues. Company has more than sufficient liquidity to meet current debt obligations. Total debt is virtually nil. Friday volume was 2x normal.
ABLE (NasdaqSC $3.90/sh) Able Energy Inc. is a holding company. Their operating entities are engaged in the retail distribution of, and the provision of services relating to fuel oil, propane gas, and natural gas through a marketing alliance agreement with AllEnergy Marketing Company LLC, a division of New England Electric Systems, Inc. Average volume is low.
BGO (Amex $0.38/sh) Bema Gold Corporation is a mining company engaged in the mining and production of gold and the acquisition, exploration, and development of precious metal properties in Latin America, the Russian Federation and the western United States. Estimated long-term earnings growth is 23% and the price to book value ratio is very low at 0.3x. Friday Volume was 10x normal.
HCEN (NasdaqNM $0.26/sh) HealthCentral.com provides online healthcare content and the ability to purchase health-related products online to consumers through the Company's network of websites. HCEN also designs, hosts and maintains websites for healthcare institutions. The price to book value ratio is low at 0.6x. The cash level appears high (cash per share exceeds price per share). Volume on Friday was 2x normal. There are rumors out on the message boards that CMGI will take the company at near $1.50 per share. We shall see!
INMD (NasdaqNM $4.70/sh) IntegraMed America, Inc. is a physician practice management company specializing in women's reproductive health care, with a focus on infertility and assisted reproductive technology services. The current P/E ratio is over 9x (seems fair). Average volume is low.
OMNY (NasdaqNM $2.72/sh) OmniSky Corporation offers a wireless service under the OmniSky brand for use on handheld mobile devices, enabling subscribers to access and navigate the Internet, send and receive e-mail messages and securely conduct e-commerce transactions. Institutional buying has been extremely heavy.1/3 of the float was gobbled up by institutions in the past quarter.
OPUS (NasdaqNM $0.18/sh) Opus360 Corporation provides Internet-based enterprise software that enables businesses to procure and manage professional services, consultants and systems integration services. The price to book value ratio is very low at 0.13x. This one has several class-action lawsuits.
SKYM (NasdaqNM $2.81/sh) SkyMall, Inc. is an in-flight catalog company which markets and sells a broad selection of premium merchandise provided by participating merchants, including major catalog companies and specialty retailers. The price to book value ratio is high at 6x. Volume on Friday was 6x normal.
DESYNTHESIZED SCREEN
ADGO (NasdaqNM $1.23/sh) Adams Golf, Inc. manufactures and markets premium quality, technologically innovative golf clubs. ADGO's products include the patented line of Tight Lies fairway woods. Average volume is low.
ACOM (NasdaqNM $2.54/sh) AGENCY.COM Ltd. is an international professional services firm, providing clients with an integrated set of strategy, creative and technology services that take them from concept to launch and operation of their Internet businesses. Estimated long-term earnings growth is 15% and the price to book value ratio is low at 0.5x. Company has more than sufficient liquidity to meet current debt obligations. Total debt is virtually nil.
BASI (NasdaqNM $4.06/sh) Bioanalytical Systems, Inc. is a contract research organization, provides research and development resources through both its services and products to pharmaceutical, medical device and biotechnology companies. This stock has modest insider buying activity, a low float, but low volume. The current P/E ratio is over 99x (too high).
DATC (NasdaqNM $1.08/sh) Datatec Systems, Inc. and its subsidiaries are in the business of providing technology deployment services and licensing software tools to support enterprises in the delivery of complex IT solutions. Insider buying has been decent. This company has a high debt load. Volume of Friday was 3x normal.
GPOL (OTC $0.55/sh) Giant Group Ltd. has discontinued all operations and is currently reviewing the various sources of action to take with respect to the Company. The price to book value ratio is very low at 0.3x. Why the high price? This company is being taken private at 50 cent per share expiring May 23rd. Be very careful here! If I lived in Canada, I would short it! Average volume is low.
IVIL (NasdaqNM $1.05/sh) iVillage Inc. operates an online network of sites tailored to the interests and needs of women and is engaged in the development of programming material for distribution through online service providers and the Internet. Institutional buying has been heavy. The price per book value ratio is very low at 0.3x and the cash level appears high (cash per share exceeds price per share).
MFW (NYSE $3.85/sh) M&F Worldwide Corp. is a holding company that conducts its operations through its wholly owned subsidiary, Pneumo Abex Corporation. MFW produces a variety of licorice flavors from licorice root, licorice flavors produced by others and certain other ingredients. Approximately 2/3rds of their licorice sales are to the worldwide tobacco industry for use as flavoring and moistening agents in the manufacture of American blend cigarettes, moist snuff, chewing tobacco and pipe tobacco. M&F Worldwide also sells licorice to worldwide confectioners, food processors and pharmaceutical manufacturers for use as flavoring or masking agents. In addition, MFW sells licorice root residue as garden mulch under the name Right Dress; and they manufacture and sell other flavor products and plant products, which include natural roots, spices, berries and botanicals that are used in food, tobacco, pharmaceutical and health food products.The price to book value ratio is very low at 0.3x. Company has more than sufficient liquidity to meet current debt obligations. Total debt is virtually nil. Sounds okay but there is a battle brewing with the management team and a large shareholder. There is some court action on horizon. The fight is over the acquisition of some shares of another company. Look at the latest press releases before you take a chance at this one!
MIMS (NasdaqNM $4.20/sh) MIM Corp. is a pharmacy management organization that provides services to the pharmaceutical health care industry and employers and that promotes the cost-effective delivery of pharmacy benefits to plan members and the public. The current P/E ratio is over 75x (too high) and the liquidity level is fair.
NETP (NasdaqNM $1.55/sh) Net Perceptions, Inc. is a provider of real time personalization and precision marketing software solutions for Internet and multi-channel retailers. NETP's solutions are designed to help retailers understand customers individually, optimize product assortments, prices and inventories and offer the right product to the right customer at the right price. Estimated long-term earnings growth rate is over 47% and the price to book value ratio is very low at 0.2x. Liquidity is more than sufficient to pay current obligations. The cash level appears high (cash per share exceeds price per share) and institutional buying has been solid.
ORAL (NasdaqNM $3.19/sh) OrthAlliance, Inc. provides practice management services or consulting services to orthodontic practices throughout the U.S. ORAL manages the business aspects of the Allied Practices and provides capital for its development. Estimated long-term earnings growth rate is 15% and the price to book value ratio is low at 0.5x. Debt appears a little high but it is typical of this industry (dental/medical practice). Volume on Friday was 7x normal.
PCTL (NasdaqNM $3.99/sh) PictureTel Corporation develops, manufactures, markets and services visual communications and collaboration software that enables users to hold face-to-face meetings through a telephone. Volume on Friday was more than 2x normal.
SMDK (NasdaqNM $3.02/sh) SmartDisk Corporation designs, develops and distributes products that enable consumers to easily share digital data among advanced consumer electronics products, PCs and the Internet, utilizing the 3.5-inch floppy drive found on most PCs. Estimated long-term earnings growth is 20% and the price to book value ratio is very low at 0.6x.
VRGE (NasdaqNM $4.44/sh) Virage, Inc. is a provider of software products and application services that enable media and entertainment companies, enterprises and consumers to catalog, manage and distribute their video content over the Internet and intranets. This stock has an estimated long term earnings growth rate of 77%.
WQNI (NasdaqNM $2.32/sh) WorldQuest Networks, Inc., an international Internet telephony company, sells virtual prepaid calling cards through its interactive Website, and transmits long distance calls at discounted rates through its Internet and traditional networks. WQNI also markets and sells its WebOrganizer, an intelligent address book and calendar that enables customers to make domestic and international phone calls and send faxes online from anywhere in the world. Estimated long-term earnings growth is 50% and the price to book value ratio is very low at 0.5x. Company has more than sufficient liquidity to meet current debt obligations. Total debt is virtually nil.
Week of May 14th Regular Screened Stocks
ASTM (NasdaqNM $0.97/sh) Aastrom Biosciences, Inc.
BASI (NasdaqNM $4.08/sh) Bioanalytical Systems, Inc.
BLZN (NasdaqSC $0.20/sh) Blue Zone, Inc. -> HOLDING
COSN (NasdaqNM $2.32/sh) Cosine Communications, Inc. -> HOLDING
HCEN (NasdaqNM $0.20/sh) HealthCentral.com -> HOLDING
INMX (NasdaqNM $4.79/sh) InforMax, Inc.
IVIL (NasdaqNM $0.99/sh) iVillage Inc.
KANA (NasdaqNM $1.91/sh) Kana Communications, Inc.
MNDO (NasdaqNM $2.58/sh) MIND C.T.I. Ltd.
OMNY (NasdaqNM $2.96/sh) OmniSky Corporation
SOMN (NasdaqNM $2.99/sh) Somnus Medical Technology
USWC (NasdaqNM $3/sh) U.S. Wireless Corp.
Week of May 14th Desynthesized Screened Stocks
ABLE (NasdaqSC $2.90/sh) Able Energy Inc.
AEGN (NasdaqNM $4.25/sh) AeroGen, Inc.
ALDN (NasdaqNM $3.78/sh) Aladdin Knowledge Systems Ltd.
BGO (Amex $0.27/sh) Bema Gold Corporation
DATC (NasdaqNM $1.21/sh) Datatec Systems, Inc.
EDGR (NasdaqNM $2.27/sh) EDGAR Online, Inc.
ITGR (NasdaqSC $4.60/sh) Integrity, Inc.
IPIC (NasdaqNM $4.75/sh) Interneuron Pharmaceuticals Inc.
IFUL (NasdaqSC $2.19/sh) MathSoft, Inc.
NETP (NasdaqNM $2.06/sh) Net Perceptions, Inc.
ONVI (NasdaqNM $0.94/sh) Onvia.com -> HOLDING
ORAL (NasdaqNM $3.30/sh) OrthAlliance, Inc.
PCTL (NasdaqNM $4.07/sh) PictureTel Corporation
RGEN (NasdaqNM $2.35/sh) Repligen Corporation -> HOLDING
SNKI (NasdaqSC $0.55/sh) Swank, Inc.
TIXX (NasdaqNM $0.49/sh) Tickets.com, Inc.
Week of May 7th Regular Screened Stocks
ASKJ (NasdaqNM $2.24/sh) Ask Jeeves, Inc. -> HOLDING
BASI (NasdaqNM $4.20/sh) Bioanalytical Systems, Inc.
BLZN (NasdaqSC $0.24/sh) Blue Zone, Inc. HOLDING
ERTH (NasdaqNM $3.10/sh) EarthShell Corporation
HCEN (NasdaqNM $0.18/sh) HealthCentral.com HOLDING
MIMS (NasdaqNM $3.60/sh) MIM Corp.
ONVI (NasdaqNM $0.98/sh) Onvia.com HOLDING
WBVN (NasdaqNM $0.12/sh) Webvan Group, Inc. HOLDING
Week of May 7th Desynthesized Screened Stocks
AERN (OTC $0.95/sh) AER Energy Resources, Inc.
AVGO (NasdaqNM $3.50/sh) AvantGo Inc.
BNBN (NasdaqNM $2.26/sh) Barnes & Noble.com, Inc. HOLDING
COSN (NasdaqNM $3.16/sh) Cosine Communications, Inc. HOLDING
DDRXD (NasdaqNM $3/sh) Diedrich Coffee Inc. HOLDING
DTAS (NasdaqNM $4.38/sh) Digitas Inc.
HYPR (NasdaqNM $2.21/sh) HyperFeed Technologies, Inc.
ITGR (NasdaqSC $4.65/sh) Integrity, Inc.
IIXL (NasdaqNM $1.77/sh) iXL Enterprises, Inc. HOLDING
IFUL (NasdaqSC $2.05/sh) MathSoft, Inc.
NCNT (NasdaqNM $0.83/sh) Netcentives Inc.
RGEN (NasdaqNM $2.30/sh) Repligen Corporation HOLDING
STEC (NasdaqNM $2.82/sh) Simple Technology, Inc.
TIXX (NasdaqNM $0.44/sh) Tickets.com, Inc.
USWC (NasdaqNM $3.78/sh) U.S. Wireless Corp.
VRGE (NasdaqNM $3.99/sh) Virage, Inc.
Still Following these Stocks!
MICRO-CAPS & SMALL-CAPS
@ I am following this group of Short- & Intermediate-Term stocks from May 1st, 2001 through June 30th, 2001. This list is updated at the end of every even month (Feb, Apr, Jun, Aug, Oct, Dec), except in a down market (end of each month). Each stock has a market capitalization of at least $50 million, but less than $1.5 billion. The Micro-Cap stocks have PEG ratios of 1.2x or less and the Small-Cap stocks have PEG ratios of 1.3x or less. They are:
Micro-Cap [2or1-month cycle for stocks with market caps between $50 million & $500 million]: AOS ACTM ANS CLKB LENS DFS DK EPEX GDYS HAKI IEE IMSC MTCH MOVI ODFL OVRL PDQ QFAB RACN RRC ROFO SWM SRR TSO This group of stocks have a projected long-term earnings growth rate range from 10% to 88%. Now Holding LENS MOVI RRC
Small-Cap [2or1-month cycle for stocks with market caps between $500 million & $1.5 billion]: CASY CHRS LIN MTX STLD SSSS TMBR TGI UDI> This group of stocks have a projected long-term earnings growth rate range from 10% to 21.9%.
I have an eye out for:
CLKB (ClarkBardes Holdings) has 21% projected earnings growth rate and some insider buying activity
EPEX (Edge Petroleum Corp.) low PEG ratio of 0.2%, has 25% projected earnings growth rate and some insider buying activity
LENS (Concord Camera Corp.) 30% projected earnings growth rate, has high institutional buying, has low debt load, and high levels of liquid assets in relation to near-term debt obligations
DK (Donna Karan International) had high institutional buying and had low debt load..this one is been acquired…hopefully a sweetened offer will come along
ORVL (Overland Data, Inc.) has an 88% projected earnings growth rate and no debt
RRC (Range Resources Corp.) has a low PEG ratio 0.3x and a projected earnings growth rate of 20%.
SRR (Stride Rite Corp.) has a 20 % projected earnings growth rate and very low debt.
MID-CAPS & LARGE-CAPS
@ I am following this group of Long-Term stocks from March 1st, 2001 through June 30th, 2001. This list is updated semi-annually (end of Jun & Dec), except in a down market (end of each quarter). This group of stocks typically does not change from month to month, but over a period of time. Each stock has a market capitalization of at least $1.5 billion. The Mid-Cap stocks have PEG ratios of 1.4x or less, and the Large-Cap stocks have PEG ratios of 1.5x or less. They are:
Mid-Cap [6or3-month cycle for stocks with market caps between $1.5 billion & $5 billion]: BC DBD MGA JWN PCP IQW UDS(taken-over) GWW This group of stocks have a projected long-term earnings growth rate range from 11% to 15%.
Large-Cap [6or3-month cycle for stocks with market caps greater than $5 billion]: AL BR CNI NWL PCZ> This group of stocks have a projected long-term earnings growth rate range from 10.8% to 13.5%. Now Holding NWL
I have an eye out for:
BC (Brunswick Corporation), which seems to be coming out of a rut and is on the move
MGA (Magna International), has very high institutional buying and a very low debt load for a consumer cyclical company
GWW (W. W. Grainger, Inc.) has high institutional buying
CNI (Canadian National Railway), has high institutional buying
=======
29May2001
This is the watch list for the week of May 29th. Overall, it is a fair mix (one OTC) and has some decent companies. There are 10 stocks (no OTC) in the regular screen with the best of the bunch being: BGO for the short-term; EFCX & QXLC for the near-term; and MYPT & ZOOX for the long-term. There are 14 more stocks (one OTC) in slightly desynthesized (early arrivals and/or stabilized volume) screen and the best of this bunch are: DLIA & VSTY for the short-term; HBI & SMNS for the near-term; and WAVE & WQNI for the long-term hold. --- This list is updated at the end of every week and there is a viewable browser layout and spreadsheet downloads available (in .xls & .slk formats) at http://stockscreens.foray.com.sg . Each stock has a market capitalization of less than $500 million, a float of no more than 66.7% of outstanding shares, and a share price of $5 or less. When it goes above $5, it is removed from the list.
Possible Screen Deals [weekly cycle]:
REGULAR SCREEN
ASTM (NasdaqNM $1.93/sh) Aastrom Biosciences, Inc. is developing automated clinical systems designed to enable therapeutic procedures using living cells in the treatment of cancer and other diseases and in the restoration of normal tissues. The price to book value ratio is high at 7x. Company shows no debt, very high liquidity to cover current debt. Volume was nearly 6x normal.
BGO (AMEX $0.32/sh) Bema Gold Corporation is a mining company engaged in the mining and production of gold and the acquisition, exploration, and development of precious metal properties in Latin America, the Russian Federation and the western United States. Estimated long-term earnings growth is 23% and the price to book value ratio is very low at 0.3x. Company shows no debt. Volume was 2x normal on Friday.
EFCX (NasdaqNM $3.86/sh) Electric Fuel Corporation is engaged in the design, development and commercialization of its proprietary zinc-air battery technology for portable consumer electronic devices such as cellular telephones, laptop computers, personal digital assistants and camcorders, as well as for electric vehicles and defense applications. The Company's Consumer Batteries Division develops disposable primary zinc-air batteries as a substitute for lower performing and initially more expensive rechargeable batteries. The Electric Vehicle Division focuses on fleet applications of the zinc-air battery system. The Defense and Safety Products Division develops other uses of the battery technology. The Company is primarily operating through Electric Fuel Ltd., a wholly owned Israeli subsidiary. The price to book value ratio is high at 5x. Company shows no debt. Last week EFCX announced a plan to form a dedicated Electric Vehicle company, and the new wholly-owned subsidiary, to be called Electric Fuel Transportation Corp. will focus on commercializing Electric Fuel's zero-emission Zinc-Air all-electric hybrid transportation system.
ZOOX (NasdaqNM $3.60/sh) Gadzoox Networks, Inc. provides hardware and software products for storage area networks, or SANs. Its SAN products are designed to leverage the capabilities of fiber channel technology to enable enterprises to better manage the growth of mission-critical data by overcoming the limitations of the traditional captive storage architecture. Estimated long-term earnings growth is 40%. Volume was 6x normal on Friday.
GNOM (NasdaqNM $4.94/sh) Genomica Corp. is a provider of software products and services that are designed to enable pharmaceutical and biotechnology researchers to accelerate the drug discovery and development process. Company shows no debt, very high liquidity to cover current debt.
IVIL (NasdaqNM $1.67/sh) iVillage Inc. operates an online network of sites tailored to the interests and needs of women and is engaged in the development of programming material for distribution through online service providers and the Internet. The price per book value ratio is low at 0.6x. Company shows no debt.
MYPT (NasdaqNM $1.39/sh) MyPoints.com, Inc., offers advertisers the ability to target internet users enrolled as members of its direct marketing and loyalty programs. MYPT's programs awards members reward points from responding to advertisements. Estimated long-term earnings growth is 46% and the price to book value ratio is low at 0.4x. Volume was 1.5x normal on Friday.
QXLC (NasdaqNM $4.12/sh) QXL ricardo plc ADS, formerly QXL.com, is a pan-European auction company (the European rival to U.S. online auctioneer eBay) that conducts consumer-to-consumer and business-to-consumer auctions across 12 countries in Western Europe: the United Kingdom, Germany, France, Italy, The Netherlands, Norway, Denmark, Spain, Poland, Sweden, Finland and Belgium. QXL conducts business in 11 languages and 12 currencies. The Company's online auction facilities enable buyers to bid on a wide selection of merchandise, from computer software and hardware, consumer electronics, household appliances and collectibles to travel-related items and sports equipment, which are sold by members, Merchant Partners and the Company itself. The price to book value ratio is very low at 0.2x. Company shows no debt. Volume was extremely high at 56x normal on Friday. That same day the company reported a smaller loss for its fiscal fourth quarter ended March 31st and announced a new partnership with Microsoft. The agreement will make QXL's services available over the software maker's Windows XP operating system and instant messaging service Windows Messenger.
RVST (NasdaqNM $1.78/sh) Ravisent Technologies Inc. is an IP licensing company providing digital audio and video software solutions, as well as technology to personal computer original equipment manufacturers (PC OEMs), empowering them to deliver highly competitive, cost-effective products with a strong time-to-market advantage. Ravisent's software allows personal computer manufacturers to address digital multimedia formats, such as digital versatile disks (DVD), digital video recording (DVR), direct broadcast satellite (DBS), its European counterpart, digital video broadcasting (DVB) and high-definition television (HDTV). The price to book value ratio is low at 0.7x and the P/E ratio is over 20x. Company shows no debt.
SKYM (NasdaqNM $2.85/sh) SkyMall, Inc. is an in-flight catalog company which markets and sells a broad selection of premium merchandise provided by participating merchants, including major catalog companies and specialty retailers. The price to book value ratio is high at 6x. Company shows higher than normal debt in relation to equity. Volume on Friday was 3x normal.
DESYNTHESIZED SCREEN
ADGO (NasdaqNM $1.66/sh) Adams Golf, Inc. manufactures and markets premium quality, technologically innovative golf clubs. ADGO's products include the patented line of Tight Lies fairway woods. Company shows no debt. Typical volume is low, but was 2x normal on Friday.
LLB (AMEX $0.58/sh) CompuTrac, Inc. develops, markets, services and supports integrated computer systems and software applications designed for law firms. The price to book value ratio is fairly low at 0.7x. Company shows no debt. Typical volume is low, but was 4x normal on Friday.
DLIA (NasdaqNM $3.74/sh) dELiA*s Corporation is a direct marketer of casual apparel and related accessories for women between the ages of 10 and 24. DLIA offers an assortment of recognized and emerging brands of teen apparel and accessories, and dELiA*s own branded products. Estimated long-term earnings growth is 35% and the price to book value ratio is high at 7x. Institutional buying has been very heavy. Earnings results are due out on June 6th.
EPRE (NasdaqNM $4.18/sh) ePresence, Inc. delivers e-business services based on leading-edge Internet and directory technology. EPRE's Worldwide Services Division provides Internet solutions that build customer intimacy. Estimated long-term earnings growth is 40% and the price to book value ratio is fairly low at 0.7x. Company shows high liquidity in relation to current debt. Volume was 2x normal on Friday.
HBI (NYSE $2.68/sh) HomeBase, Inc. is a retail company with 89 stores in 10 western states. The Company currently has 84 HomeBase home improvement stores, which average more than 100,000 interior square feet, with an adjoining outdoor nursery. The Company also operates five House2Home home decorating superstores in California and Nevada, which also average more than 100,000 interior square feet, with an adjoining outdoor nursery and garden center. The Company is in the process of converting the vast majority of its HomeBase stores into House2Home stores over the coming months. The price to book value ratio is low at 0.5x. Insider buying has been heavy.
MILT (NasdaqSC $1.75/sh) Miltope Group, Inc. is engaged in the design, development, testing and manufacture of computers and computer peripheral equipment that must operate under demanding environmental conditions. Total debt in relation to equity is high. Typical volume is very low.
MTIC (NasdaqNM $2.15/sh) MTIC designs, manufactures, markets and services data storage solutions including solid state disk systems, fault tolerant RAID disk arrays, tape libraries and storage management software. The price to book value ratio is fairly low at 0.7x.
WAVE (NasdaqSC $0.91/sh) Nuwave Technologies Inc. is a development stage enterprise engaged in the development, manufacturing and marketing of products which improve picture quality in set-top boxes, televisions, VCRs, camcorders and other video devices. Company shows no debt, very high liquidity to cover current debt. Typical volume is low.
XING (NasdaqNM $4.50/sh) Qiao Xing Universal Telephone Inc. is principally engaged in the manufacturing and sales of telecommunication terminals and equipment in China, including primarily corded and cordless telephone sets, under the trademark of Qiao Xing. Typical volume is low, but was 8x normal on Friday.
SMNS (NasdaqNM $1.50/sh) Seminis, Inc. is a developer, producer and marketer of vegetable and fruit seeds. Seminis uses seeds as the delivery vehicle for its agricultural technology. Seminis develops seeds designed to reduce the need for chemicals, increase crop yield, reduce spoilage, offer longer shelf life and create tastier foods with better nutrition. Estimated long-term earnings growth is 33% and the price to book value ratio is very low at 0.2x. Volume was 2x normal on Friday.
SNHK (NasdaqNM $4.40/sh) Sunhawk.com Corporation is an Internet-based digital asset management company. The Company provides digital asset management technology, content preparation and enhancement and a digital distribution infrastructure for the secure delivery of proprietary digital products over the Internet. Currently, its primary product is digital sheet music. Through its internally developed proprietary technology, Solero, customers are able to view, play, print and store the encrypted digital sheet music file. The Company also sells its technology solutions to owners of proprietary digital products interested in selling their content over the Internet. Typical volume is low, but was 6x normal on Friday.
VCLK (NasdaqNM $3.19/sh) ValueClick, Inc. is a provider of performance-based Internet advertising solutions for publishers of Websites and online advertisers. The Company focuses on an advertising model known as cost-per-click or CPC, in which an advertiser only pays the Company, and the Company, in turn, only pays a publisher of a Website, when an Internet user clicks on an advertiser's banner advertisement. Company shows no debt, very high liquidity to cover current debt. Typical volume is low.
VSTY (OTC $0.54/sh) Varsity Group, Inc., formerly VarsityBooks.com Inc., is an online retailer of new college textbooks and provides marketing services for businesses interested in reaching the college market. Recently, the Company expanded its online offerings to include scholarship opportunities, free e-mail, and job and career information. Estimated long-term earnings growth is 50% and the price to book value ratio is low at 0.5x. Insider buying has been heavy. Company shows no debt, very high liquidity to cover current debt. Volume was 4x normal on Friday. Last week, VSTY announced that the roster of schools participating in its eduPartners program has grown to approximately 90 schools, including private middle and secondary schools, colleges and distance learning institutions. Participating schools sign exclusive, multi-year agreements to have Varsity Group operate their school bookstore online at VarsityBooks.com.
WQNI (NasdaqNM $2.76/sh) WorldQuest Networks, Inc., an international Internet telephony company, sells virtual prepaid calling cards through its interactive Website, and transmits long distance calls at discounted rates through its Internet and traditional networks. WQNI also markets and sells its WebOrganizer, an intelligent address book and calendar that enables customers to make domestic and international phone calls and send faxes online from anywhere in the world. Estimated long-term earnings growth is 50% and the price to book value ratio is low at 0.6x. Company has more than sufficient liquidity to meet current debt obligations. Total debt is virtually nil. Typical volume is low, but was nearly 2x normal on Friday.
Week of May 21st Regular Screened Stocks
ASTM (NasdaqNM $1.06/sh) Aastrom Biosciences, Inc.
ABLE (NasdaqSC $3.90/sh) Able Energy Inc.
BGO (AMEX $0.38/sh) Bema Gold Corporation
HCEN (NasdaqNM $0.26/sh) HealthCentral.com -> HOLDING
INMD (NasdaqNM $4.70/sh) IntegraMed America, Inc.
OMNY (NasdaqNM $2.72/sh) OmniSky Corporation
OPUS (NasdaqNM $0.18/sh) Opus360 Corporation
SKYM (NasdaqNM $2.81/sh) SkyMall, Inc.
Week of May 21st Desynthesized Screened Stocks
ADGO (NasdaqNM $1.23/sh) Adams Golf, Inc.
ACOM (NasdaqNM $2.54/sh) Agency.com Ltd.
BASI (NasdaqNM $4.06/sh) Bioanalytical Systems, Inc.
DATC (NasdaqNM $1.08/sh) Datatec Systems, Inc.
GPOL (OTC $0.55/sh) Giant Group Ltd.
IVIL (NasdaqNM $1.05/sh) iVillage Inc.
MFW (NYSE $3.85/sh) M&F Worldwide Corp.
MIMS (NasdaqNM $4.20/sh) MIM Corp.
NETP (NasdaqNM $1.55/sh) Net Perceptions, Inc.
ORAL (NasdaqNM $3.19/sh) OrthAlliance, Inc.
PCTL (NasdaqNM $3.99/sh) PictureTel Corporation
SMDK (NasdaqNM $3.02/sh) SmartDisk Corporation
VRGE (NasdaqNM $4.44/sh) Virage, Inc.
WQNI (NasdaqNM $2.32/sh) WorldQuest Networks, Inc.
Week of May 14th Regular Screened Stocks
ASTM (NasdaqNM $0.97/sh) Aastrom Biosciences, Inc.
BASI (NasdaqNM $4.08/sh) Bioanalytical Systems, Inc.
BLZN (NasdaqSC $0.20/sh) Blue Zone, Inc. -> HOLDING
COSN (NasdaqNM $2.32/sh) Cosine Communications, Inc. -> HOLDING
HCEN (NasdaqNM $0.20/sh) HealthCentral.com -> HOLDING
INMX (NasdaqNM $4.79/sh) InforMax, Inc.
IVIL (NasdaqNM $0.99/sh) iVillage Inc.
KANA (NasdaqNM $1.91/sh) Kana Communications, Inc.
MNDO (NasdaqNM $2.58/sh) MIND C.T.I. Ltd.
OMNY (NasdaqNM $2.96/sh) OmniSky Corporation
SOMN (NasdaqNM $2.99/sh) Somnus Medical Technology
USWC (NasdaqNM $3/sh) U.S. Wireless Corp.
Week of May 14th Desynthesized Screened Stocks
ABLE (NasdaqSC $2.90/sh) Able Energy Inc.
AEGN (NasdaqNM $4.25/sh) AeroGen, Inc.
ALDN (NasdaqNM $3.78/sh) Aladdin Knowledge Systems Ltd.
BGO (AMEX $0.27/sh) Bema Gold Corporation
DATC (NasdaqNM $1.21/sh) Datatec Systems, Inc.
EDGR (NasdaqNM $2.27/sh) EDGAR Online, Inc.
ITGR (NasdaqSC $4.60/sh) Integrity, Inc.
IPIC (NasdaqNM $4.75/sh) Interneuron Pharmaceuticals Inc.
IFUL (NasdaqSC $2.19/sh) MathSoft, Inc.
NETP (NasdaqNM $2.06/sh) Net Perceptions, Inc.
ONVI (NasdaqNM $0.94/sh) Onvia.com -> HOLDING
ORAL (NasdaqNM $3.30/sh) OrthAlliance, Inc.
PCTL (NasdaqNM $4.07/sh) PictureTel Corporation
RGEN (NasdaqNM $2.35/sh) Repligen Corporation -> HOLDING
SNKI (NasdaqSC $0.55/sh) Swank, Inc.
TIXX (NasdaqNM $0.49/sh) Tickets.com, Inc.
Week of May 7th Regular Screened Stocks
ASKJ (NasdaqNM $2.24/sh) Ask Jeeves, Inc. -> HOLDING
BASI (NasdaqNM $4.20/sh) Bioanalytical Systems, Inc.
BLZN (NasdaqSC $0.24/sh) Blue Zone, Inc. HOLDING
ERTH (NasdaqNM $3.10/sh) EarthShell Corporation
HCEN (NasdaqNM $0.18/sh) HealthCentral.com HOLDING
MIMS (NasdaqNM $3.60/sh) MIM Corp.
ONVI (NasdaqNM $0.98/sh) Onvia.com HOLDING
WBVN (NasdaqNM $0.12/sh) Webvan Group, Inc. HOLDING
Week of May 7th Desynthesized Screened Stocks
AERN (OTC $0.95/sh) AER Energy Resources, Inc.
AVGO (NasdaqNM $3.50/sh) AvantGo Inc.
BNBN (NasdaqNM $2.26/sh) Barnes & Noble.com, Inc. HOLDING
COSN (NasdaqNM $3.16/sh) Cosine Communications, Inc. HOLDING
DDRXD (NasdaqNM $3/sh) Diedrich Coffee Inc. HOLDING
DTAS (NasdaqNM $4.38/sh) Digitas Inc.
HYPR (NasdaqNM $2.21/sh) HyperFeed Technologies, Inc.
ITGR (NasdaqSC $4.65/sh) Integrity, Inc.
IIXL (NasdaqNM $1.77/sh) iXL Enterprises, Inc. HOLDING
IFUL (NasdaqSC $2.05/sh) MathSoft, Inc.
NCNT (NasdaqNM $0.83/sh) Netcentives Inc.
RGEN (NasdaqNM $2.30/sh) Repligen Corporation HOLDING
STEC (NasdaqNM $2.82/sh) Simple Technology, Inc.
TIXX (NasdaqNM $0.44/sh) Tickets.com, Inc.
USWC (NasdaqNM $3.78/sh) U.S. Wireless Corp.
VRGE (NasdaqNM $3.99/sh) Virage, Inc.
Still Following these Stocks!
MICRO-CAPS & SMALL-CAPS
@ I am following this group of Short- & Intermediate-Term stocks from May 1st, 2001 through June 30th, 2001. This list is updated at the end of every even month (Feb, Apr, Jun, Aug, Oct, Dec), except in a down market (end of each month). Each stock has a market capitalization of at least $50 million, but less than $1.5 billion. The Micro-Cap stocks have PEG ratios of 1.2x or less and the Small-Cap stocks have PEG ratios of 1.3x or less. They are:
Micro-Cap [2or1-month cycle for stocks with market caps between $50 million & $500 million]: AOS ACTM ANS CLKB LENS DFS DK EPEX GDYS HAKI IEE IMSC MTCH MOVI ODFL OVRL PDQ QFAB RACN RRC ROFO SWM SRR TSO This group of stocks have a projected long-term earnings growth rate range from 10% to 88%. Now Holding LENS MOVI RRC
Small-Cap [2or1-month cycle for stocks with market caps between $500 million & $1.5 billion]: CASY CHRS LIN MTX STLD SSSS TMBR TGI UDI> This group of stocks have a projected long-term earnings growth rate range from 10% to 21.9%.
I have an eye out for:
CLKB (ClarkBardes Holdings) has 21% projected earnings growth rate and some insider buying activity
EPEX (Edge Petroleum Corp.) low PEG ratio of 0.2%, has 25% projected earnings growth rate and some insider buying activity
LENS (Concord Camera Corp.) 30% projected earnings growth rate, has high institutional buying, has low debt load, and high levels of liquid assets in relation to near-term debt obligations
DK (Donna Karan International) had high institutional buying and had low debt load..this one is been acquired…hopefully a sweetened offer will come along
ORVL (Overland Data, Inc.) has an 88% projected earnings growth rate and no debt
RRC (Range Resources Corp.) has a low PEG ratio 0.3x and a projected earnings growth rate of 20%.
SRR (Stride Rite Corp.) has a 20 % projected earnings growth rate and very low debt.
MID-CAPS & LARGE-CAPS
@ I am following this group of Long-Term stocks from March 1st, 2001 through June 30th, 2001. This list is updated semi-annually (end of Jun & Dec), except in a down market (end of each quarter). This group of stocks typically does not change from month to month, but over a period of time. Each stock has a market capitalization of at least $1.5 billion. The Mid-Cap stocks have PEG ratios of 1.4x or less, and the Large-Cap stocks have PEG ratios of 1.5x or less. They are:
Mid-Cap [6or3-month cycle for stocks with market caps between $1.5 billion & $5 billion]: BC DBD MGA JWN PCP IQW UDS(taken-over) GWW This group of stocks have a projected long-term earnings growth rate range from 11% to 15%.
Large-Cap [6or3-month cycle for stocks with market caps greater than $5 billion]: AL BR CNI NWL PCZ> This group of stocks have a projected long-term earnings growth rate range from 10.8% to 13.5%. Now Holding NWL
I have an eye out for:
BC (Brunswick Corporation), which seems to be coming out of a rut and is on the move
MGA (Magna International), has very high institutional buying and a very low debt load for a consumer cyclical company
GWW (W. W. Grainger, Inc.) has high institutional buying
CNI (Canadian National Railway), has high institutional buying
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