ATI (long)
Larry Swing - Jul 29, 2004 - During the past ninety days, analyst estimates for FY 2004 have risen from -1.60 to -.53, FY 2005 estimates have risen from -.51 to .80. This quarter's estimates rose from -.34 to .09. This positive shift in consensus estimates is a bullish indication for the stock... Read More

CPTV (long)
Larry Swing - Jul 27, 2004 - Captiva helps to streamline the process of capturing data and delivering it in a useful form. They provide platforms that will automatically fetch and convert data from electronic and paper forms... Read More

TTMI (long)
Larry Swing - Jul 26, 2004 - TTMI's competitor, MERX, recently announced poor earnings. The earnings that were reported failed even to meet management's preannouncement expectations, which were announced in May. Both events significantly hurt TTMI's share price. The three-day low following the preannouncement was 18% below the close preceding the announcement. Likewise, the MERX's earnings announcement preceded a 20% three-day decline. Read More

MESA (long)
Larry Swing - Jul 22, 2004 - Our fundamental price target for the stock is $13.6/share. This is equivalent to a forward P/E ratio of 10, which we feel is appropriate given the prospects for growth, and the risks... Read More

DRL (long)
Larry Swing - Jul 20, 2004 - DRL appears to be significantly undervalued. Based on our analyses of the management, the historic revenue growth, the historic earnings growth, the prospects for growth, recent analyst revisions, the current mean investor's profile, the stock's valuations, and the competitive landscape, we expect the stock to trade up significantly in the coming year... Read More

JOSB (long)
Larry Swing - Jul 19, 2004 - JOSB has is well positioned in terms of financial stability, trades at low valuations, and has turned the corner in terms of revenue growth. We are very bullish on the stock. Read More

CAMD (long)
Larry Swing - Jul 15, 2004 - California Micro Devices (CAMD) appears to be undervalued. Management's recent initiatives have paid off, leaving the company in a favorable competitive position with great prospects for growth and a stable financial positioning. However, the market seems yet to realize this. The company is currently trading with a very low valuation. Read More

SNDK (long)
Larry Swing - Jul 13, 2004 - Sandisk has strong product lines that are exposed to several growth technology markets, including digital cameras, multimedia cellular phones, and USB flash drives. Historic growth rates have been strong, and management decisions appear to have been well made. The company benefits from multiple... Read More

CHK (long)
Larry Swing - Jul 12, 2004 - Amongst a group of other stocks, we mentioned CHK as a bullish play in this week's EAKL article. However, we feel that the stock is sufficiently favorably poised to warrant a place in the COTW... Read More

AH (long)
Larry Swing - Jul 8, 2004 - Armor Holdings, Inc (AH) is a provider of security systems, and the training and support necessary to operate them. The company produces products for governments, corporations, and individuals... Read More

CBO (short)
Larry Swing - Jul 6, 2004 - From 04/27/2004 to 05/10/2004, CBO crashed from 25.09 to 23.20. Volume during this decline was very high... Read More

NEXM (long)
Larry Swing - Jul 5, 2004 - NEXM has broken out of a trading range, and now has very bullish technical studies... Read More

MSFT (long)
Larry Swing - Jul 1, 2004 - Over the past three years, Microsoft's stock has proceeded through three phases. During the first of these, MSFT was highly correlated with the NASDAQ and had an alpha near zero; during the second, MSFT was highly correlated with the NASDAQ and had a positive alpha; during the third phase, MSFT had a moderate correlation with the index, and a negative alpha. We feel that the most recent phase is a result of irrational investor behavior resulting from the speculative rise in the NASDAQ, which led interest away from established companies, and towards story stocks... Read More