ATYT (long)
Larry Swing - Nov 30, 2004 - During the past year, management in ATYT has changed: The CEO resigned to make way for the COOs' ascension, and the CFO announced his plans for retirement... Read More

NFP (long)
Larry Swing - Nov 29, 2004 - We believe that NFP is well positioned for future stock price appreciation, based on our positive evaluation of insider transactions, institutional transactions, analyst forecasts, comparative valuations, and absolute valuations... Read More

RECN (long)
Larry Swing - Nov 25, 2004 - For the most recent full fiscal year (FY), RECN grew revenues by an astounding 62.5%. Similarly, earnings grew by 94.4%. While much of this growth is a result of a reaction to Sarbanes Oxley, and is likely to drop off somewhat in the next fiscal year, much of the growth was due to other business segments. We believe that the market is attributing too much of the growth to a transient surge in SO work, and that this has resulted in RECN being undervalued. Read More

CTSH (long)
Larry Swing - Nov 15, 2004 - Revenues have grown at a torrid pace, analysts are projecting ever-higher EPS, and institutions are buying. Additionally, the technical scenario is positive... Read More

FLEX (short)
Larry Swing - Nov 11, 2004 - FLEX is in an unfavorable technical and fundamental position... Read More

CECO (long)
Larry Swing - Nov 9, 2004 - Several catalysts now point to stock price appreciation for CECO... Read More

CORI (long)
Larry Swing - Nov 8, 2004 - After dropping from a 2000 high of $32.81 to a 2003 low of $0.61, CORI rose to $8.15 in 2004. The stock has consolidated for the past year, and now trades at $4.86. While we don't expect a repeat of the 1236% one-year rise to $8.15, we do believe that the company is undervalued, and expect positive abnormal returns over the coming year... Read More

AMAT (short)
Larry Swing - Nov 4, 2004 - AMAT has formed a very large bear flag with negative volume and money flow. Combined with the demonstration of weakness Wednesday, this pattern is a strongly negative indication... Read More

HUG (short)
Larry Swing - Nov 2, 2004 - The stock has broken down from a long term positive trend, and is now consolidating within a bear flag. On Monday, the stock fell near the support line of this bear flag on very high volume. A break below support would be a negative sign. Furthermore, the stock has bearish money flow... Read More

SANM (long)
Larry Swing - Nov 1, 2004 - SANM has grown revenues at an extremely strong pace over the past five years, despite the revenue declines suffered by some competitors (CLS). The stock has not followed suit, however; after reaching a high of 60.50 in mid 2000, the stock fell to a low of 1.52 in 2002, recovered to 15.51 in early 2004, and is now trading at 8.00. We believe the most recent decline to be largely unjustified... Read More