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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: gcrispin who wrote (22793)	1/13/2006 9:02:41 PM
From: Paul Senior	Respond to of 78751

gcrispin. Looks like doubling your position in FMD has worked for you. I've come to the conclusion that for me, I'm just not able to understand FMD's business model or the controversial situation it finds itself in. I figure for me, best that I exit the position. Which I did today.

To: gcrispin who wrote (22793)	5/6/2006 9:41:54 AM
From: gcrispin	Respond to of 78751

CKSW announced another contract win that includes a software license and service agreement. biz.yahoo.com In addition to the six contract wins announced in the third and fourth quarter of last year, CKSW announced wins with EON, the large European utility corp and Chubb Insurance at the CC call. Yesterday's PR and at least two more wins that have yet to be announced shows that this company is gaining traction in the scheduling software space. One compelling factor driving contract wins is greater productivity of workers and cutting the cost of transportation, something that every compnay is focusing on with high gas prices. Forward guidance by the company is at least fifteen percent top line growth in 06 Something that I look for in a stock like this is institutional support. With the Special Situations fund and Acorn International being the top two holders of the small-cap play, I feel more comfortable. nasdaq.com The company was cash flow positive last quarter and increased their cash balance to 14 million dollars. They essentially have fifty cents a share in cash, which isn't bad for a stock that is selling for 1.73. The company has little to no debt. I added to my position in the first quarter and expect this company to be trading above the 2.00 mark by the end of the year.

To: gcrispin who wrote (22793)	6/10/2006 9:52:13 AM
From: gcrispin	Read Replies (1) \| Respond to of 78751

I continue to hold my FMD shares. Not the value they were when trading in the twenties, but the company announced yesterday that they will exceed their projections of 25-30% growth for 2006 (ending June 30.) 2007 projections by JP Morgan gives this stock only a PE of 12 in terms of valuation. yahoo.reuters.com Many of the questions concerning the stock have been answered. They recently have signed agreements with BofA and JP Morgan and have continued to expand their client list with the signing of Key Bank. A heavily shorted stock, the short position has been decreasing since the Feb high with the price advance. I also view that as a positive sign. nasdaq.com