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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Galirayo who wrote (7729)5/10/2005 5:15:40 PM
From: Sergio H  Read Replies (5) of 23958
 
UFTP - report looks really good. Nothing sexy though. Nice pick up in earnings for slowest quarter despite rollout cost associated with new automobile deal. This is a small cap in an overlooked sector with insider ownership too large to make it of interest to institutional money. It's very attractive on fundamentals but it may take a while for this one to blossom.

IDSY - Lots of good stuff on their report. Cites new potential customers including possibilities in the car rental market now that Avis exclusivity has expired. Revenues from postal and govt. deal should start kicking in next q. Ray and Ken, please say WHEN for adding it back to folio. Clearstation gave us yesterday's closing price, not today's opening price on this morning's sale.

AIRM - Better numbers than last year after taking out exceptions and one time items, but still losing $. Ray and Ken, you guys decide if this is a hold or sell.

HOM - This one is JoeIowa's selection. Joe, please give us an update when possible. Hold or sell?

CSCO beats estimates yahoo.businessweek.com
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