DUE DILIGENCE REPORT: POSTS 101-150, FOR FURTHER DISCUSSION
TOP PICKS
DAOU SYSTEMS INC (NASDAQ:DAOU)--DAOU designs, implements, supports and manages advanced computer network systems for hospitals
and other healthcare provider organizations. For the 9 months ended 9/30/97, revenues rose 41% to $27.2M. Net loss totalled $577K, vs. income of $583K. Revenues benefited from higher sales from outsourcing and network management services. Net loss reflects costs associated with the implementation of a regional sales structure and $684K merger expenses.
IPO: 12 Feb 1997; Price: $29.88; M/C $349.9M; '94 Revs $8.5M; '96 Revs $19.3M; 6 mo. fy '97 Revs ending June 30 $11.2M v. $7.5 same period fy '96 (+49.3%); '97 eps $.10; '98 eps $.62; 3-5 year eps growth est. 45%; Ind Growth Rate (same period) 18%; INDUSTRY: COMPUTER NETWORKS RANKED 10 of 60. $1.99 cash/share (11.7M shares); Debt 0%;
Stock price/data/chart/news quote.yahoo.com
Company Website daou.com
ORBIT/FR, INC (NASDAQ:ORFR)--ORBIT/FR, Inc. develops, markets and supports automated microwave test and measurement systems for the wireless communications, satellite, automotive & aerospace/ defense industries. For the nine months ended 9/30/97, revenues increased from $6.2M to $16.5M. Net income increased from $270K to $2.6M. Revenues benefitted from increased sales of microwave test and measurement systems. Earnings also benefitted from production efficiencies.
12 June 1997 IPO; Price: $16.13; M/C $96.75; Revs for 9 mo. ended 9/30/97 $16.5M v. $6.2M (same period '96); '97 eps $.74; '98 eps $1.02 (+37.8%); INDUSTRY ELEC MEAS INSTR RANKED 1 of 30; ROE 31.71% mrq; Cash $2.54/share; Debt/Equity .15
Stock price/data/chart/news quote.yahoo.com
Company Website orbitfr.com
AXSYS TECH (NASDAQ:AXYS)--AXYS designs, manufactures, and sells precision optical and positioning components and sub-systems, and electrical/electronic interconnect devices to the defense, commercial satellite, and semiconductor markets. For the nine months ended 9/30/97, revenues rose 40% to $90.5 million. Earnings from continuing operations before extraordinary item applicable to Com. rose from $1.2 million to $3.7 million. Results reflect acquisitions, growth in the space and defense markets and operating efficiencies.
Price: $18.69; M/C $76.9M; '95 Revs $65.2M; 6 mo. fy '97 Revs $63.2M; '97 eps $1.51; '98 eps 1.78; eps growth next 3-5 yrs. 20%; INDUSTRY: UNCLASSIFIED, RANKED 1 of 40. P/E 12.4; ROE 22.63; PSR .54; Cash $.17/sh; D/E 1.16.
Stock price/data/chart/news quote.yahoo.com
Company Website axsys.com
Runners-up: Polymedica Corp (PM); Cognos Inc (COGNF); MicroAge, Inc. (MICA).
Data/Information © 1998 marketguide.com, Yahoo!, Dailystocks, Telescan. |
