HSR notes...here is a mention from some guy quoted in Zacks:
tealth Stocks the SHOULD be on Your Portfolio Tracker
Stealth Stocks the SHOULD be on Your Portfolio Tracker
CHICAGO, March 25 /PRNewswire/ -- Stealth Stocks breed stealth profits as
evidenced by Dennis Slothower's 45.4% average gain on 4 out of his 5 March
recommendations. That was three weeks ago! Today, the man who buys stocks out
of the news is in the news with his lucrative insights and recommendations.
For the complete report and more in-depth market commentary, visit
featuredexpert2.zacks.com
(Photo: newscom.com )
Here are the highlights from the Featured Expert column:
Action Performance Companies, Inc. (NYSE: ATN)
Consumer Company Zooms With NASCAR
If fast action is what you are looking for, look no further than Action
Performance Companies, Inc. (NYSE: ATN) $37. ATN is engaged in the design and
sale of licensed motor sports collectibles and consumer products. The
company's products include die-cast scaled replicas of motorsports vehicles,
apparel, and souvenirs. Action has racked up sales of $357 million over the
past twelve months alone. In fact, revenues reached a first-quarter record of
$84.1 million, up 65.3 percent from $50.9 million in the first quarter of
fiscal year 2001.
ATN has a projected 22.5-percent five-year growth rate. At this rate of
growth, this stock has an intrinsic value of $178 in this time period and
$50 per share in the near term. I recommend buying this stock on any pullback
in the low $30s and then it's off to the races!
Sector Watch
With all the talk of a possible war with Iraq, it shouldn't be any wonder
that Aerospace and Defense stocks are strong on a relative strength basis. The
stock I am most impressed with in this sector is United Defense Industries,
Inc. (NYSE: UDI). United Defense Industries, Inc. is engaged in the design,
development, and production of combat vehicles, artillery, naval guns, missile
launchers, and precision munitions used by the United States Department of
Defense and more than forty foreign militaries. I also like General Dynamics
(NYSE: GD), which makes land and amphibious combat systems for the Department
of Defense.
Turn in Tech Will Signal Start of Rally
Another strong company in this sector is Cubic Corporation (Amex: CUB),
whose products include equipment for use in customized military range
instrumentation, training and applications systems, communications and
surveillance systems, and HF and VHF/UHF surveillance receivers.
Speculators in the Defense sector my want to take a close look at Hi-shear
Technology Corporation (Amex: HSR) $3.00, which designs and manufactures high
reliability pyrotechnic, mechanical, and electronic products for the aerospace
industry, specifically for launch vehicles, strategic missiles, advanced
fighter aircraft, and military systems.
The Residential/Commercial Builders sector also is showing superior
relative strength. D.R. Horton, which I highlighted in last month's issue, is
my favorite stock recommendation in this sector. I also like Hovnanian
Enterprises, Lennar Corp, Beazer Homes, and Crossmann Communities.
Your stocks may not make headlines, but your returns certainly can just
like Dennis Slothhower's whose March picks are already up over 45%!
featuredexpert3.zacks.com
It is my opinion that HSR is well positioned in many ongoing and legacy programs for various Gov't departments and they are now paying more attention to their own in house products. The numbers are there to support a much higher price and I think we will get that price when the 10-k, year end release comes out...and this year it will be on time. Quite an opportunity here imo... |
