Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (2806)	4/7/1998 6:01:00 PM
From: Ken W	Read Replies (1) \| Respond to of 29382

Sergio aka Amigo Sergio: I would like to HUMBLY submit, ORBT: Orbit International Developers, mfg and sales of electronic display, flat panel LCD. and power units. 395 employees. Wholly owned Subsid. Behlam Electronics. 6.2 million shares outstanding 4.0 million shares float 1.9 million shares insider owned 800K shares owned by index fund Dimentional Fund Partnered with NEC which provides glass for the flat panel display. IBD eps. 11 rel. 91 Acc/Dis A ROA 10.73% ROE 34.57% Cash 0.52 Beta 0.52 13% Profit margin eps year end .30 vs 1996 year end .53 on Sales eps year end .30 vs 1996 year end (.89) Net income 4th Q. eps 0.7 vs (.01) 1996 on Net income. 472K net. I spoke with Mr. Mitch Binder (CFO) on April 6, 1998 516-435-8300 email pats@orbitfr.com Mr. Binder was very informative and helpful. I conducted the conversation in a Q and A format. Here we go. Q. Coverage by analyists? None outside, presently. Q. Trade Shows? Behlam just completed one in Washington state held by the NAVY. There was interest in their Fire Control and Radar screens. Q. Plans for IR/PR? Currently in talks with a PR co. Q. More aquisitions? Currently looking at two opportunities that will expand the co. commerical market as presently the co. has to rely too much on military contracts through Behlam. The core business of the co. is in display for fire control and radar. The co. wishes to expand more into the comerical field due to the downsizing of the mil. Q. Current backlog. Roughly the same as last year at 16 million. Q. 1st Q earnings? Will be out 1st week of May. Definitly will beat 1st Q 1996. Q. New contracts or products. Soon to be released announcement of award for 1.5 million to replace the current boards on the floor of the trading floor of the NYSE. Looking forward to entering the commerical field very aggressively. Mr. Binder was very upbeat about the co. as a turnaround situation, having sold off the money losers and focusing on the commerical aspect of the co. operations. The stock as of today is selling at 13 times earnings. With a standard 20 PE and at trailing earnings of .30 IMO this should be selling around 6.00. Ken W