SAFM (long)
Larry Swing - Aug 27, 2004 - SAFM recently reported strong earnings - $1.69/share, but simultaneously suggested that earnings for the rest of the year would be weak, due to low chicken product prices. They projected full year earnings of 4.85 to 5.35; this implies Q4 earnings of 0.53/share to 1.03/share. The stock dropped 23% on the news... Read More

ACF (long)
Larry Swing - Aug 26, 2004 - We believe that ACF will continue its fundamental turnaround, and that investors will begin to reward the company with higher valuations as fundamentals stabilize and confidence in the company is restored... Read More

RSTI (long)
Larry Swing - Aug 25, 2004 - On the heels of much good news, RSTI has since partially recovered from an extended stock price slide. However, we believe that the good news is not yet fully built into the stock, and that the shares remain undervalued. Read More

TTMI (long)
Larry Swing - Aug 24, 2004 - Stocks within the printed circuit board sector have declined greatly in recent months, led down by disappointing results from competitors (MERX). However, we believe that TTMI is in a superior position to most of its competitors, and that valuations are now too low, despite the industry risk... Read More

OVTI (long)
Larry Swing - Aug 23, 2004 - We believe the recent share price decline to be an overreaction to the recent news events, and the shares to be significantly undervalued... Read More

POT (long)
Larry Swing - Aug 19, 2004 - A company with low valuations and a dominant position in a market undergoing drastic demand and commodity price increases... Read More

EPIC (long)
Larry Swing - Aug 17, 2004 - The most recent analyst initiations on the stock have all been very positive - one over weight, and two strong buys. This is important, since analyst initiations are generally more accurate than analyst changes (they are typically longer, and represent a more thorough research effort). Two of these initiations were made at higher than current prices... Read More

CD (long)
Larry Swing - Aug 16, 2004 - Analyst estimates have remained essentially unchanged, the most recent quarter's earnings came in above consensus expectations, and management has raised it' expectations for the year's earnings. Nevertheless, the stock has dropped roughly 15% from recent highs. We believe that this is a buying opportunity... Read More

RKY (long)
Larry Swing - Aug 12, 2004 - After a rapid decline, the stock stabilized slightly, and declined again at a slower rate. On Wednesday, the stock rose sharply. This sharp rise was accompanied by a bullish crossing of the fast stochastic over the slow stochastic while they were in oversold territory. We view this combination of events as very positive... Read More

ATVI (long)
Larry Swing - Aug 10, 2004 - We believe the stock to be moderately under-priced, and expect that several short and intermediate-term catalysts will propel the stock over the next few months... Read More

NKBS (long)
Larry Swing - Aug 9, 2004 - We believe that NKBS is significantly undervalued. We expect that the market will begin to revalue the company to more favorable levels when an earnings turnaround begins... Read More

EBAY (short)
Larry Swing - Aug 5, 2004 - EBAY's technical signals are overwhelmingly negative... Read More

HDWR (long)
Larry Swing - Aug 3, 2004 - In light of the company's strategic, regulatory, and financial positioning, we believe HDWR to be significantly undervalued. Our fundamentally based price target for the stock is $35/share. We base this on our projections of 17.5% EPS growth, and a forward P/E ratio of slightly less than 17.5. Read More

SIR (long)
Larry Swing - Aug 2, 2004 - Sirva is the leader in relocation services, handling an average of more than 1,000 per day. The company operates in 40 countries. Customers include governments, corporations, and individuals. The company has a market capitalization of 1.65 billion... Read More