Small Cap Focus

الموضوع في 'السوق الأمريكي للأوراق الماليه' بواسطة Day_trading, بتاريخ ‏19 فبراير 2005.

  1. Day_trading

    Day_trading موقوف

    التسجيل:
    ‏28 أغسطس 2004
    المشاركات:
    1,931
    عدد الإعجابات:
    0
    مكان الإقامة:
    kuwait
    من خلا اشتراكى فى بريفنق فى هذا القسم نادر مايذكرون شركة وبعدين ما ترتفع
    تابعوها
    وهذا تقرير عنها
    =======================================


    Small Cap Profile: Convera (CNVR):

    [BRIEFING.COM -- Robert J. Reid] Search stocks have been hot lately, especially lower profile names like GuruNet. Also, the NY Times paid a hefty price for About.com this morning which could fuel interest in the space. Convera is gaining exposure to search and is well below the radar. Combine that with the co's increasing focus on national security, defense, law enforcement and intelligence gathering community and this name is worth keeping on the radar for traders. We view this as more of a trading idea, than a play on fundamentals. The stock chart is favorable as it slowly has been moving to a new 52-week high and broke above resistance in the 4.80/5.00 range.

    Background
    Convera (CNVR 5.35 unch) licenses software for mission-critical enterprise search and categorization solutions. Its flagship product, RetrievalWare, provides highly scalable, fast, accurate and secure search across more than 200 forms of text, video, image and audio information, in more than 45 languages.

    If you have any ideas, comments, or questions, please email rreid@briefing.com.

    Key Points
    Repositioning: The co is in the midst of a restructuring that could make it quite an interesting company when it emerges.
    Higher ended First, its flagship product, RetrievalWare, has unique capabilities for govt agencies, the media, entertainment and publishing arena and the life science sector. However, going forward, the co expects to focus a substantial amount of resources on further penetration of the high-end and lucrative national security, defense, law enforcement and intelligence gathering community.
    Second and perhaps more interestingly, the co has been applying portions of its existing technology to searching and indexing information on the World Wide Web.
    This next-generation search technology achieved its initial development milestone in Oct 2004 by creating an "Alpha" stage, search platform for open-source Web content.
    Milestone Reached: This index now contains more than 1 billion documents.
    The co expects to launch a service offering during the next two quarters. The offering may be used in concert with RetrievalWare or with an organizations existing internal application to create an integrated portal offering "blended" results from both Intranet and open-source searches.
    Expense adjustments, including a workforce reduction, facility consolidations, reduced marketing related expenses and decreased other general operating costs, are in support of the co's efforts to reach profitability and as such are expected to position its RetrievalWare business to reach net income profitability. The restructuring is expected to result in annualized savings of $10 mln, which is large for a company of this size.
    Co has $22.7 mln in cash/inv with no long term debt. For the 9 months ended Oct 31, co posted sales of $23.3 mln, which was down year over year as the co navigates its restructuring into higher end markets.
    Bottom Line: Search stocks have been hot lately, especially lower profile names like GuruNet. Also, the NY Times paid a hefty price for About.com this morning which could fuel interest in the space. Convera is gaining exposure to search and is well below the radar. Combine that with the co's increasing focus on national security, defense, law enforcement and intelligence gathering community and this name is worth keeping on the radar for traders. CNVR may be a bit risky for investors, although the $10 mln savings is a big deal. We view this as more of a trading idea, than a play on fundamentals. The stock chart is favorable as it slowly has been moving to a new 52-week high and broke above resistance in the 4.80/5.00 range.
    CNVR -- One Year Chart



    [​IMG]
     
  2. تركي2000

    تركي2000 عضو محترف

    التسجيل:
    ‏7 يونيو 2004
    المشاركات:
    4,350
    عدد الإعجابات:
    1
    مكان الإقامة:
    جدة
    ابو راشد

    والله السهم مؤشراته ممتازة واتجاه تصاعدي ومسوي اختراق حلو


    بس ما قلت لي يابو راشد

    لما يتطرقون الى سهم هل ارتفاعه في نفس اليوم والا في المستقبل

    يعني هل كمضاربة ام سوينق


    تحياتي

    وبالله اذا فيه غيره نزله في المنتدي واعتبرني احد قراءك يابو راشد
     

    الملفات المرفقة:

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      حجم الملف:
      56.6 KB
      المشاهدات:
      166
  3. Day_trading

    Day_trading موقوف

    التسجيل:
    ‏28 أغسطس 2004
    المشاركات:
    1,931
    عدد الإعجابات:
    0
    مكان الإقامة:
    kuwait
    هلا ياتركي غالبا لما يذكرون الشركة اما يجيها اب جريد والا ينزل عليها خبر كويس يرفعها من 3 الى 10%
    شرايك مو نسبة معقولة بعدين هذولا ما يحطون حيالله شركة
     
  4. تركي2000

    تركي2000 عضو محترف

    التسجيل:
    ‏7 يونيو 2004
    المشاركات:
    4,350
    عدد الإعجابات:
    1
    مكان الإقامة:
    جدة
    ابو راشد وش ذا

    تلعب علي يابو راشد انت :D

    ابو راشد قلنا الارتفاع في نفس اليوم او كسوينق

    والا والله لازعلك عليك واشترك في بريفنق وانا انزل الاسهم في المنتدي قبلك

    :D
     
  5. Day_trading

    Day_trading موقوف

    التسجيل:
    ‏28 أغسطس 2004
    المشاركات:
    1,931
    عدد الإعجابات:
    0
    مكان الإقامة:
    kuwait
    هلا تركي والله سوينج والا بنفس اليوم السهم يعني تصيرله قفزات
     
  6. Day_trading

    Day_trading موقوف

    التسجيل:
    ‏28 أغسطس 2004
    المشاركات:
    1,931
    عدد الإعجابات:
    0
    مكان الإقامة:
    kuwait
    هذى اسهم جديدة تكلمو عنها هالمرة زايدين الكيلة :D


    Small Cap Profile: Anthrax Plays

    [BRIEFING.COM -- Robert J. Reid] A couple of anthrax-related scares this week reminds us of the potential danger of an anthrax attack. More developments like these would spur investors to support companies that seek to mitigate a potential catastrophic event. An anthrax scare this week closed three mail facilities and prompted nearly 900 workers to take antibiotics, but it appears to have been a laboratory error. Also, the NY Times reported on a confidential Dept of Homeland Security memo identifying a dozen possible strikes, including an aerosol anthrax attack. We divide the sector into biotech and non-biotech for traders to keep on the radar screen.

    Non-Biotech
    TVI Corp. (TVIN 4.98): A supplier of rapidly deployable first responder systems including chemical and biological decontamination systems, infection control systems and powered air respirator systems for individuals. In 2004, the co grew sales an impressive 39% yoy to $37.9 mln and the co is profitable. In Q4, the co sold more isolation and infection control systems than in any previous quarter. Balance sheet is solid with $13 mln in cash/inv, or about $0.50 per share, with zero long term debt. Another indication of the health of the company is that the stock moved from the bulletin boards to the Nasdaq SmallCap Market in Aug 2004.
    Cepheid (CPHD 9.69): A consortium that includes Cepheid has developed the Biohazard Detection System for the US Postal Service. CPHD expects to begin shipping its GeneXpert technology which rapidly analyzes samples taken from the air at the USPS processing lines to detect DNA from any potential anthrax spores as mail moves through the processing equipment. The USPS has indicated that it expects to enlist 283 mail processing centers for the technology.
    Universal Detection Technology (UDTT.OB 0.31): Co is a developer of monitoring technologies, including bio-terrorism detection devices. Its Bacterial Spore Technology, developed by NASA's Jet Propulsion Laboratory detects the rise in the level of airborne bacterial spores above normal thresholds, which is a signature of an anthrax attack. Its Anthrax Smoke Detector is to be installed at the Miami International Airport. Note: We view this as highly speculative given that trades for less than $1 and is a bulletin board stock. As such, this one is more for speculative traders, not investors.
    Biotech
    Vical (VICL 4.55): Biotech co developing, among other things, a vaccine to protect against anthrax. With the support of a three-year, $5.8 mln grant from the National Institute of Allergy and Infectious Diseases (NIAID), part of the National Institutes of Health (NIH), the co is continuing non-clinical development of its anthrax vaccine candidate. Co is not profitable, but posted 80% sales growth last year at $14.5 mln.
    Medarex (MEDX 7.58): In Q4, the co received two NIH grants for the development of MDX-1303, a fully human antibody targeting anthrax. Co is not profitable and 2004 revs were $12.5 mln, up 12% yoy.
    Avant Immunotherapeutics (AVAN 1.67): During 2004, the co received a second appropriation in the Defense budget for the development of an oral vaccine combining protection against plague and anthrax. This brings the total funding for this biodefense program to $10 mln to date. Co is not profitable, but posted $6.9 mln in sales last year, up 48% yoy.
    BioSante Pharma (BPA 4.46): Co is working with the US Navy and Army and the US Dept of Defense to develop vaccines against malaria, anthrax, ricin, staph and the bubonic plague.