WSR WSR 
   

Daily Newsletter: 9/7/2010

Today's Issue Sponsored By:
Northern Oil & Gas, Inc.
AMEX:NOG

Northern Oil and Gas, Inc. is an exploration and production company based in Wayzata, Minnesota. Northern’s core area of focus is the Williston Basin, specifically the Mountrail County, North Dakota area Bakken and Three Forks/Spanish trend. Northern Oil’s secondary objective is conventional, 3D driven, oil and gas exploration and development throughout the Rocky Mountain region.

Click here to obtain additional information...

Recent Companies of Interest:
Companies of Interest included in this publication are derived from the numerous sources and screens we use on a routine basis to select our focus companies featured in our monthly newsletter the Emerging Growth News.  While we have only briefly reviewed these companies, something caught our attention and in our opinion the company warrants further inspection.
 
Finisar Corp. (FNSR:NASDAQ) $13.61 9/3/2010
The company designs, develops, manufactures, and markets optical subsystems, components, and network performance test systems for high-speed data communications in the United States, Malaysia, and the People’s Republic of China, and internationally. Sales were up 62% and earnings were up 933% over the same period last year (as reported in the most recent quarter), trading at 62.43 times trailing earnings, 11.16 times forward earnings, 0.71 PEG ratio, 1.64 times sales, 2.96 times book, $2.73 per share in cash, $1.03 billion market cap, $974 million enterprise value.


Harry Winston Diamond Corporation (HWD:NYSE) $12.20 9/3/2010
The company engages in mining and retailing diamonds in Canada and internationally. Sales were up 62% and earnings were up 1,600% over the same period last year (as reported in the most recent quarter), trading at 24.40 times forward earnings, 7.17 PEG ratio, 2.24 times sales, 1.39 times book, $1.17 per share in cash, $934 million market cap, $1.04 billion enterprise value.


L & L Energy, Inc. (LLEN:NASDAQ) $8.46 9/1/2010
The company engages in coal mining; clean coal washing; and coal consolidation, coking, and wholesaling businesses in the People’s Republic of China. Sales were up 334% and earnings were up 177% over the same period last year (as reported in the most recent quarter), trading at 6.62 times trailing earnings, 2.26 times sales, 3.07 times book, $0.25 per share in cash, $246 million market cap, $243 million enterprise value.


Semtech Corp. (SMTC:NASDAQ) $16.91 8/26/2010
The company engages in the design, development, manufacture, and marketing of analog and mixed-signal semiconductor products. Sales were up 71% and earnings were up 133% over the same period last year (as reported in the most recent quarter), trading at 155.14 times trailing earnings, 10.25 times forward earnings, 0.93 PEG ratio, 3.20 times sales, 2.43 times book, $2.25 per share in cash, $1.05 billion market cap, $911 million enterprise value.


Houston American Energy Corp. (HUSA:AMEX) $10.20 8/17/2010
The company engages in the exploration, development, and production of natural gas, crude oil, and condensate. Sales were up 575% and earnings were up 200% over the same period last year (as reported in the most recent quarter), trading at 182.14 times trailing earnings, 102.00 times forward earnings, 26.61 times sales, 9.13 times book, $0.39 per share in cash, $317 million market cap, $305 million enterprise value.


CKX Lands Inc. (CKX:AMEX) $11.20 8/16/2010
The company engages in the ownership and management of land and mineral interests located in southwest Louisiana. Sales were up 80% and earnings were up 100% over the same period last year (as reported in the most recent quarter), trading at 29.71 times trailing earnings, 13.77 times sales, 2.18 times book, $2.32 per share in cash, $22 million market cap, $17 million enterprise value.


Ameresco, Inc. (AMRC:NYSE) $10.11 8/13/2010
The company provides energy efficiency solutions for facilities in North America. Sales were up 58% and earnings were up 375% over the same period last year (as reported in the most recent quarter), trading at 16.36 times trailing earnings, 0.29 times sales, 1.28 times book, $1.83 per share in cash, $134 million market cap.


BSQUARE Corp. (BSQR:NASDAQ) $3.40 8/13/2010
The company provides software and engineering services to the smart device marketplace primarily in North America and Taiwan. Sales were up 67% and earnings were up 233% over the same period last year (as reported in the most recent quarter), trading at 0.54 times sales, 2.38 times book, $1.12 per share in cash, $35 million market cap., $23 million enterprise value.


Todd Shipyards Corp. (TOD:NYSE) $15.25 8/13/2010
The company engages in the ship repair, construction, conversion, and maintenance work on commercial and federal government vessels that offers various maritime activities in the Pacific Northwest. Sales were up 103% and earnings were up 69% over the same period last year (as reported in the most recent quarter), trading at 11.30 times trailing earnings, 9.71 times forward earnings, 0.49 times sales, 1.17 times book, $4.88 per share in cash, $88 million market cap, $60 million enterprise value.


Express-1 Expedited Solutions Inc (XPO:AMEX) $1.42 8/12/2010
The company provides transportation and logistics services in the United States, Mexico, and Canada. Sales were up 81% and earnings were up 400% over the same period last year (as reported in the most recent quarter), trading at 17.97 times trailing earnings, 9.47 times forward earnings, 0.41 times sales, 1.55 times book, $0.03 per share in cash, $45 million market cap., $51 million enterprise value.



Stocks Under $5.00 Hitting 12 Month Highs:
Date Name

Symbol

Price

9/3/2010Nevsun Resources Ltd.

NSU

$4.93

9/3/2010Almaden Minerals Ltd.

AAU

$2.61

9/3/20108x8 Inc.

EGHT

$1.64

9/3/2010Golden Star Resources

GSS

$4.90

9/3/2010Sonus Networks, Inc.

SONS

$3.38

9/3/2010Samson Oil & Gas Ltd.

SSN

$1.38

9/2/2010Xtra-Gold Resources Inc.

XTGR

$1.45

9/1/2010Sonus Networks, Inc.

SONS

$3.29

9/1/2010Star Gas Partners LP

SGU

$4.49

9/1/2010GLG Partners, Inc.

GLG

$4.48

View More Stocks Under $5 Hitting 12 Month Highs

Stocks Under $5.00 With Significant Insider Buying:
Date Name

Symbol

Price

Transaction Value

9/3/2010Agilysys Inc.

AGYS

$4.58

$1,270,776

9/3/2010Imergent Inc.

IIG

$3.75

$608,080

9/3/2010Anadys Pharmaceuticals Inc.

ANDS

$1.75

$98,250

9/3/2010Acorn Energy, Inc.

ACFN

$4.38

$65,650

9/3/2010Orbit International Corp.

ORBT

$3.00

$152,001

9/3/2010Temecula Valley Bancorp Inc.

TMCVP.PK

$1.34

$153,939

9/3/2010Merge Healthcare Inc.

MRGE

$2.57

$198,185

9/3/2010Allied Healthcare Products

AHPI

$3.49

$77,304

9/2/2010Adaptec Inc.

ADPT

$2.86

$492,641

9/2/2010Western Refining Inc.

WNR

$4.37

$436,530

View More Stocks Under $5 With Significant Insider Buying

Additions/Deletions to Focus List Companies:
Companies included in WSR's Focus List are a compilation of WSR's Featured Companies and the companies included in its model Microcap Portfolio.
Date Name

Symbol

Price

Notes

7/7/2010GeoResources, Inc.

GEOI

$13.54

Added to Aggressive Growth Portfolio

7/2/2010SmartMetric Inc.

SMME

$0.05

Added to Speculative Portfolio

6/30/2010eLandia International, Inc.

ELAN.OB

$0.55

Removed from Florida Top 30 Portfolio

6/1/2010Tri-Tech Holding, Inc.

TRIT

$10.54

Added to Aggressive Growth Portfolio

5/6/2010Vertex Energy, Inc.

VTNR

$0.32

Added to Aggressive Growth Portfolio

4/28/2010Beasley Broadcast Group, Inc.

BBGI

$5.54

Removed from Florida Top 30 Portfolio

4/28/2010Cross Country Healthcare, Inc.

CCRN

$10.54

Removed from Florida Top 30 Portfolio

4/28/2010Liberator Medical Holdings, Inc.

LBMH.OB

$2.00

Added to Florida Top 30 Portfolio

4/12/2010New Century Companies

NCNC

$0.18

Added to Speculator Portfolio

3/23/2010Homeowners Choice, Inc.

HCII

$6.98

Removed from Florida Top 30 Portfolio


Corporate Sponsors or Featured Companies:
***Breaking News***

PALM CITY, Fla., Aug. 30, 2010 (GLOBE NEWSWIRE) -- Information Systems Associates, Inc., a data center optimization software, services and solutions company, recently announced that it has secured a contract to perform services for a global conglomerate Fortune 100 company. This project will launch in the next 45 days and will be completed in the fourth quarter of 2010. These contracts are in addition to recently announced projects including a Fortune 500 Communications company, Fortune 100 wireless carrier, a Fortune 100 retailer and a Fortune 1,000 bank.

Joe Coschera, the President and Chief Executive Officer of Information Systems Associates, commented, "We continue to be excited about the progress we are making with respect to landing and closing major deals with corporate behemoths and household names. We believe that these announcements speak directly to the uniqueness and power of our new and patented OSPI v.2 data center solution. We expect to make similar exciting announcements during the remaining period in 2010 and 2011 as we continue to aggressively build our deal pipeline. As we enter 2011, having the patent on a leading data center management solution, we fully expect to gain significant market penetration in this space, resulting in strong revenue growth over the next 12-24 months."

Click here to obtain additional information...

 
Ecosphere Technologies, Inc.
OTCBB:ESPH
Ecosphere Technologies, Inc. is a diversified water engineering and services company primarily focused on the natural gas industry. The Company provides water-recycling services at the well site to provide clean water for energy companies to extract natural gas from unconventional shale plays. Ecosphere’s mission is to identify, create and produce clean technologies that solve a significant industry challenge, improve the quality of life and the environment, and are economically viable. Ecosphere has an extensive portfolio of patented clean technologies that can be purchased and licensed for use in large-scale and sustainable applications across industries, nations and ecosystems.

Click here to obtain additional information...

 
FieldPoint Petroleum Corp.
AMEX:FPP
The Company acquires, operates, and develops oil and gas properties located in Texas and Wyoming. FieldPoint Petroleum looks to continue expanding in Texas and Wyoming, as well as in other Rocky Mountain and mid-continent states such as Montana, North Dakota and Oklahoma.

As os December 31, 2008, FieldPoint Petroleum has varying ownership interests in 368 gross productive wells (98.33 net) located in three states. The Company operates 62 of the 368 wells; the other wells are operated by independent contractors under standard industry contracts. The Company’s primary objective is to operate most of the oil and gas properties in which it has an economic interest.

The Company believes that, with operator’s responsibility and authority, it is in a better position to control cost, safety, and work timelines, as well as other critical factors affecting the wells’ economics.

Click here to obtain additional information...

 
HS3 Technologies, Inc.
OTCBB:HSTH
HS3 Technologies, Inc. is a national provider of innovative security solutions, headquartered in Denver, Colorado. HS3 provides technologies and services through a national authorized dealer and distribution program. Utilizing independent sales professionals, national distribution and local dealers, HS3 offers custom security solutions for commercial, residential, government and military applications. These state-of-the-art products include digital video recording technology (DVR), biometric access control (door locks), personal biometric identification units, CCTV, video monitoring centers, cellular networks, wireless mesh networks units and wireless internet-linked satellite surveillance systems. HS3 Technologies is bringing together technologies, services and people to fulfill the increasing global security needs of today and tomorrow.

Click here to obtain additional information...

 
Information Systems Associates, Inc.
OTCBB:IOSA
ISA is a leading provider of data center optimization software, services and solutions based out of Palm City, FL. Its core technology OSPI (On Site Physical Inventory®) provides a toolset allowing customers to create a highly accurate data set of their current IT assets. This information can be utilized to enable businesses to make meaningful decisions on Data Center Management that lead to optimization of resources, cost reductions and significant ROI.

All organizations regardless of size need an accurate data set for their existing IT asset infrastructure. This in turn enables them to take advantage of the considerable cost reductions and efficiency gains that can be achieved by Data Center Optimization methodologies. Our team of dedicated professionals provides the technology and expertise that can help your organization to get this job done quickly, precisely and cost-effectively.

Current “by hand” data collection practices are both slow and prone to large margins of error. We have developed a unique proprietary software application, OSPI (On Site Physical Inventory®), to eliminate these problems.

Click here to obtain additional information...

 
Liberator Medical Holdings, Inc.
OTCBB:LBMH
Liberator is recognized for offering a simple, reliable way to purchase medical supplies needed on a regular, ongoing, repeat-order basis, with the convenience of direct billing to Medicare and private insurance. Approximately 85% of its revenue comes from supplying products to meet the rapidly growing requirements of general medical supplies, personal mobility aids, diabetes, urological, ostomy and mastectomy patients. Liberator communicates with patients and their doctors on a regular basis regarding prescriptions and supplies. Customers may purchase by phone, mail or internet, with repeat orders confirmed with the customer and shipped when needed.

Click here to obtain additional information...

 
Northern Oil & Gas, Inc.
AMEX:NOG
Northern Oil and Gas, Inc. is an exploration and production company based in Wayzata, Minnesota. Northern’s core area of focus is the Williston Basin, specifically the Mountrail County, North Dakota area Bakken and Three Forks/Spanish trend. Northern Oil’s secondary objective is conventional, 3D driven, oil and gas exploration and development throughout the Rocky Mountain region.

Click here to obtain additional information...

 
SmartMetric, Inc.
OTCBB:SMME
SmartMetric, Inc. has developed a portable biometric identity and transaction card capable of storing a wide variety of personal information while protecting you against identity theft and fraud. It is one of the most advanced portable identity authentication solutions in the world today. The card contains a biometric fingerprint scanner and reader which only you can unlock and is smaller and thinner than a credit card. The SmartMetric card is ideal for a wide range of consumers, including Personal, Government and Corporate.

Click here to obtain additional information...

 
Voyager Oil & Gas
OTCBB:VYOG
Voyager Oil & Gas, Inc. is an exploration and production company based in Billings, Montana. Voyager’s primary focus is oil shale resource prospects in the continental United States.

Voyager currently controls 21,000 net acres in the Williston Basin targeting the Bakken and Three Forks, 57,000 net acres in the Tiger Ridge Field area of central Montana targeting the Eagle Sand and 33,500 net acres in central Montana targeting the Heath Oil Shale.

Click here to obtain additional information...

 
Disclaimer