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Technology Stocks : STOCKS FOR THE COMING CONFLICT
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To: Fudd who wrote (1430)11/1/2001 10:59:57 AM
From: Carl R.  Read Replies (3) of 3054
 
Here's a stock that fits in nicely with this thread: PVAT.

1. It is a microcap defense stock.
2. It is one of the top 100 military suppliers worldwide.
3. It has been consistently profitable and cash flow positive. It has been growing through acquisition, borrowing money and paying cash, then paying off the loans. As a result sales growth has come in jumps.
4. It has conservative books - even though it has substantial writeoffs of intangibles due to the acquisitions it never shows "pro forma" earnings, and therefore the reported earnings understate cash flow by about $.05-.06 per quarter.
5. They have show declining margins in recent years due to a slowdown of sales into the intelligence market. They had forecast a pickup of sales into that market in 2003, but it would appear likely that intelligence sales could explode soon, thus causing an expansion of both top line and margins.
6. Consistent insider buying long term, and get this, heavy insider buying on September 10th.
7. Big contracts announced in April-May for delivery by the end of the calendar year promise a finish for the calendar year.
8. Hugely positive money flow over the last two years shows pattern of accumulation.
9. Factoring in the intangibles, I project "pro forma" earnings in the $.40-.60 range for the next 12 months, so the stock still has room on the upside.
10. Products include fast digital signal processing equipment, controls for helicopters, ruggedized handheld computers among others.

I believe that this company will benefit from economic changes since Sept. 11th.

Carl
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