SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?


To: Galirayo who wrote (8527)7/2/2005 8:46:36 AM
From: Sergio H  Read Replies (3) | Respond to of 23958
 
Security Stocks

Baron's article includes two stocks we've mentioned; NICE and IDSY.

The table:

'05/ Est. Market
Recent YTD '05 '06 EPS Value
Name Ticker Price Price Gain P/E Growth (mil) Description
SIGNALS AND SURVEILLANCE
Nice Systems ADR NICE $38.95 24.5% 24.5 31% $612 Israeli video- and audio-surveillance systems
Verint Systems VRNT 32.21 -11.3 31.0* 24 1,021 Software for surveillance, communications intercept and analysis
SCREENING AND SCANNING
Allen-Vanguard VRS CN C$4.20 -16.8 76.4 536 C$102 Canadian firm targets chemical, biological and nuclear attacks
Amer Science & Engnr ASEI 43.05 4.5 21.5** 60 $361 X-Ray inspection systems and radioactive-threat detection
OSI Systems OSIS 15.83 -30.3 263.8 383 259 Advanced neutron cargo-inspection systems
Mercury Computer MRCY 27.42 -7.6 22.5 23 574 Computers used in luggage screening
RAE Systems RAE 3.18 -56.4 53.0 83 183 Chemical- and radiation-detection monitors
TRACKING INDIVIDUALS, MATERIALS
Cogent COGT 28.92 -12.4 45.9 32 2,466 Fingerprint identification systems
Fargo Electronics FRGO 20.23 35.0 27.3 15 256 Printers of secure ID cards
Hexcel HXL 16.92 16.7 56.4 203 921 Advanced materials for armor protection
I.D. Systems IDSY 15.56 -16.6 81.9 111 120 Real-time tracking of physical assets
Identix IDNX 5.05 -31.6 NM 108 449 Devices to 'read' fingerprint and facial IDs
LaserCard LCRD 5.80 -44.7 NM 45 66 U.S. immigration and other secure ID cards
IT AND SERVICES
CACI Int'l CAI 63.40 -6.9 22.9 14 1,898 Classified services for the U.S. Intelligence community
First Advantage FADV 23.42 14.8 26.6 27 546 People background checks and security clearances
SRA Int'l SRX 34.80 8.4 34.5 23 1,871 IT services for intelligence agencies

*For fiscal year ending Jan. '06
**For fiscal year ending March '06

Sources: Thomson Financial/Baseline; Bloomberg