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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area

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From: jayt7/30/2006 4:22:05 PM
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To all the market masters :

I was doing a little portfolio evaluation yesterday for a friend of a friend and came across two interesting holdings. First was BRLI which I am not interested in, but I did notice the upside trend and the hedgies that are involved I believe will take it higher.

Now the one that intrigued me was WRLS - Tellular Corp.

profile:
finance.yahoo.com
key stats:
finance.yahoo.com
comparison metrics:
finance.yahoo.com

Of course they are valued the way they are probably for the obvious reasons....EBITDA,Operating Margins, Net Income, and EPS are all poor. However, I suspect this could change over the next two quarters as they have recently had order inflows of @27m and a new line of credit facility established.
Stock has been in a steady downtrend for quite some time. If they can execute and make it show on the bottom line then maybe they can achieve at least a 1 psr making it a double from here.

bigcharts.marketwatch.com

Also note that considerable options have been exercised by insiders near current market prices.
sec.gov

I am not "tuned" into this sector, so any comments from someone in the know are very much appreciated.
** Since the market is still in a confirmed downtrend bets of this nature can prove to be detrimental to one's 'folio.

Respectfully - JT

** Thorough DD has not been done on this play to convince me of a position. Just an observation of potential at the moment.
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