Daily Newsletter: 2/5/2012
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| Today's
Issue Sponsored By: |
Mimvi, Inc.
OTCQB: MIMV
Mimvi is a pure-play search engine and recommendation technology company for Mobile Apps. It’s (patent pending) proprietary search and "intelligent" recommendation algorithms enable the search and discovery of Mobile Apps, Mobile Content and Mobile Products across multiple devices and platforms, including: the Iphone,k Google Android, BlackBerry and Web Apps.
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.
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Micronetics, Inc. (NOIZ:NASDAQ) $8.80 1/31/2012
The company engages in the design and manufacture of radio frequency (RF) and microwave components and sub-assemblies for defense and commercial customers. Sales were up 59% and earnings were up 900% over the same period last year (as reported in the most recent quarter), trading at 18.33 times trailing earnings, 1.04 times sales, 2.40 times book, $0.12 per share in cash, $40 million market cap., $47 million enterprise value.
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Datawatch Corporation (DWCH:NASDAQ) $8.60 1/30/2012
The company engages in the design, development, manufacture, marketing, and support of business computer software products primarily in the United States and the United Kingdom. Sales were up 50% and earnings were up 125% over the same period last year (as reported in the most recent quarter), trading at 430 times trailing earnings, 50.59 times forward earnings, 2.96 times sales, 8.36 times book, $1.36 per share in cash, $53 million market cap., $45 million enterprise value.
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Universal Electronics Inc. (UEIC:NASDAQ) $16.98 11/7/2011
The company develops pre-programmed wireless control products and audio-video accessories that enhance home entertainment systems. Sales were up 56% and earnings were up 56% over the same period last year (as reported in the most recent quarter), trading at 15.22 times trailing earnings, 8.24 times forward earnings, 0.78 PEG ratio, 0.62 times sales, 1.14 times book, $2.53 per share in cash, $254 million market cap., $237 million enterprise value.
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HFF Inc. (HF:NYSE) $11.00 11/1/2011
The company provides commercial real estate and capital markets services to the commercial real estate industry in the United States. Sales were up 70% and earnings were up 125% over the same period last year (as reported in the most recent quarter), trading at 15.63 times trailing earnings, 10.78 times forward earnings, 0.82 PEG ratio, 1.97 times sales, 3.83 times book, $2.85 per share in cash, $396 million market cap., $387 million enterprise value.
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Neurocrine Biosciences Inc. (NBIX:NASDAQ) $6.26 11/1/2011
The company engages in the discovery, development, and commercialization of drugs for the treatment of neurological and endocrine-related diseases and disorders in the United States. Sales were up 188% and earnings were up 980% over the same period last year (as reported in the most recent quarter), trading at 32.27 times trailing earnings, 104.33 times forward earnings, 0.14 PEG ratio, 6.55 times sales, 13.52 times book, $2.09 per share in cash, $346 million market cap., $231 million enterprise value.
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Graham Corp. (GHM:AMEX) $20.75 10/31/2011
The company engages in the design, manufacture, and sale of vacuum and heat transfer equipment worldwide. Sales were up 114% and earnings were up 244% over the same period last year (as reported in the most recent quarter), trading at 25.94 times trailing earnings, 15.96 times forward earnings, 0.98 PEG ratio, 2.25 times sales, 2.51 times book, $4.15 per share in cash, $205 million market cap., $162 million enterprise value.
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TOR Minerals International Inc. (TORM:NASDAQ) $12.27 10/28/2011
The company engages in the manufacture and marketing of mineral products. Its mineral products are used as pigments, pigment extenders, functional fillers, and flame retardants for the manufacture of paints, coatings, plastics, catalysts, and solid surface applications. Sales were up 51% and earnings were up 267% over the same period last year (as reported in the most recent quarter), trading at 12.64 times trailing earnings, 12.78 times forward earnings, 0.72 times sales, 0.87 times book, $1.08 per share in cash, $26 million market cap., $29 million enterprise value.
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VASCO Data Security International Inc. (VDSI:NASDAQ) $8.13 10/28/2011
The company engages in the design, development, marketing, and support of hardware and software security systems that manage and secure access to information assets worldwide. Sales were up 57% and earnings were up 150% over the same period last year (as reported in the most recent quarter), trading at 22.58 times trailing earnings, 21.97 times forward earnings, 2.20 times sales, 2.38 times book, $2.26 per share in cash, $305 million market cap., $151 million enterprise value.
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API Technologies Corp. (ATNY:NASDAQ) $3.30 10/18/2011
The company engages in the design, development, and manufacture of systems, subsystems, RF, and secure communications solutions for defense, aerospace, medical, industrial, and commercial applications. Sales were up 138% and earnings were up 186% over the same period last year (as reported in the most recent quarter), trading at 8.05 times forward earnings, 1.66 times sales, 0.67 times book, $1.99 per share in cash, $180 million market cap., $78 million enterprise value.
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Taylor Devices Inc. (TAYD:NASDAQ) $6.20 8/26/2011
The company engages in the design, development, manufacture, and marketing of shock absorption, rate control, and energy storage devices for use in various types of machinery, equipment, and structures. Sales were up 55% and earnings were up 69% over the same period last year (as reported in the most recent quarter), trading at 18.08 times trailing earnings, 1.09 times sales, 1.28 times book, $0.46 per share in cash, $20 million market cap., $18 million enterprise value.
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| Stocks
Under $5.00 Hitting 12 Month Highs: |
| Date |
Name |
Symbol |
Price |
| 2/2/2012 | Dynavax Technologies Corp. | DVAX | $4.08 |
| 2/2/2012 | Avalon Holdings Corp. | AWX | $3.78 |
| 2/2/2012 | Mattson Technology, Inc. | MTSN | $2.88 |
| 2/2/2012 | Hudson Technologies Inc. | HDSN | $3.07 |
| 2/2/2012 | Heritage Oaks Bancorp | HEOP | $4.05 |
| 2/2/2012 | First California Financial Group | FCAL | $4.78 |
| 2/1/2012 | Eurasian Minerals Inc. | EMXX | $2.73 |
| 2/1/2012 | Timmons Gold Corp. | TGD | $3.00 |
| 1/31/2012 | SMF Energy | FUEL | $3.81 |
| 1/31/2012 | Celldex Therapeutics, Inc. | CLDX | $4.74 |
| View More Stocks Under $5 Hitting 12 Month Highs |
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| Stocks
Under $5.00 With Significant Insider Buying: |
| Date |
Name |
Symbol |
Price |
Transaction Value |
| 2/2/2012 | Guaranty Bancorp | GBNK | $1.50 | $192,703 |
| 2/2/2012 | Metaline Mining Co. | SVBL | $0.51 | $59,998 |
| 2/2/2012 | Qualstar Corp. | QBAK | $1.86 | $68,951 |
| 2/2/2012 | ZBB Energy Corp. | ZBB | $0.80 | $155,000 |
| 2/1/2012 | Flagstar Bancorp. | FBC | $0.68 | $54,033 |
| 1/31/2012 | Ambassadors Group Inc. | EPAX | $4.50 | $405,870 |
| 1/31/2012 | Cosi Inc. | COSI | $0.76 | $50,084 |
| 1/30/2012 | Unify Corp. | UNIS | $4.05 | $105,374 |
| 1/30/2012 | Chelsea Therapeutics International | CHTP | $4.68 | $289,721 |
| 1/27/2012 | First Citizens Banc Corp. | FCZA | $4.35 | $51,765 |
| 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 |
| 12/7/2011 | AutoInfo, Inc. | AUTO | $0.67 | Removed from Florida Top 30 Portfolio |
| 12/7/2011 | Metropolitan Health Networks Inc. | MDF | $7.61 | Removed from Florida Top 30 Portfolio |
| 12/7/2011 | RTI Biologics, Inc. | RTIX | $4.38 | Removed from Florida Top 30 Portfolio |
| 12/7/2011 | Datascension Inc. | DSEN | $0.01 | Removed from Aggressive Growth Portfolio |
| 12/7/2011 | Fieldpoint Petroleum Corp. | FPP | $3.31 | Removed from Aggressive Growth Portfolio |
| 12/7/2011 | Pyramid Oil Company | PDO | $4.05 | Removed from Aggressive Growth Portfolio |
| 12/7/2011 | IDT Corporation | IDT | $22.49 | Removed from Speculator Portfolio |
| 12/7/2011 | US Aerospace, Inc. | USAE | $0.01 | Removed from Speculator Portfolio |
| 12/7/2011 | Profile Technologies, Inc. | PRTKQ | $0.02 | Removed from Speculator Portfolio |
| 12/7/2011 | Tix Corporation | TIXC | $1.87 | Removed from Speculator Portfolio |
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| Corporate
Sponsors or Featured Companies: |
***Breaking News***
E&Y: Bakken to Contribute Significantly to 2012 U.S. Production Growth
The dramatic rise in Bakken shale production had a notable impact on the market in 2011 and will continue to comprise a significant portion of domestic energy production growth in 2012, according to Ernst & Young’s (E&Y) quarterly oil and gas update.
E&Y anticipates further growth and transaction activity in the Bakken shale oil shale in North Dakota in 2012 as more undeveloped property comes online and begins to produce.
"Long thought of as an oil producing region in terminal decline, the combination of strong prices and improving technology has turned the U.S. into a growth area," E&Y said in a statement. "The application of shale gas technology to shale oil resources is largely to thank for a turnaround in U.S. production."
Other key events and trends in 2011 will continue to shape the oil and gas industry in 2012. The U.S. shale gas boom has elevated U.S. gas production to its highest level in nearly 40 years, despite supply and demand imbalance and continued uncertainty around shale production’s impact on air, water and geologic formations.
"However, many gas producers are concerned about the current very depressed price environment, and in the near term are hoping for some support from a cold winter," E&Y noted.
While the U.S. energy industry began moving past the 2010 Macondo oil spill and addressing concerns regarding environmental and drilling safety, smaller oil spills that occurred worldwide in 2011 heightened the public’s and policymakers’ attention on the industry.
Macroeconomic factors worldwide will continue to impact the U.S. energy industry as oil and gas activities become more global in nature, according to an Ernst & Young official.
"At the same time, changes in domestic energy supply and demand require careful monitoring and response in order to seize opportunities and manage risk at home," said Marcela Donadio, Americas Oil & Gas Leader for Ernst & Young.
"This is the year to expect the unexpected," Donadio noted.
Rising global geopolitical concerns could boost oil prices. While dynamics of 2011’s "Arab Spring" continue, the current situation in the Strait of Hormuz poses an even larger risk.
Political instability also continues in key oil exporting countries such as Venezuela and Nigeria. Upcoming elections in oil-producing countries in the Middle East and South America could further heighten instability.
Click here to obtain additional information...
|
 Ante5, Inc.
OTCQB/OTCBB:ANFC
Ante5, Inc. is an oil and gas exploration and production company based in Minnetonka, Minnesota. Ante5’s focus is the Williston Basin Bakken and Three Forks trend in North Dakota and Montana. Ante5 controls over 10,000 net mineral acres in North Dakota.
Click here to obtain additional information...
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 Arete Industries, Inc.
OTCQB:ARET
Arête is the operator of a gas gathering system and is in the process of buying oil and gas properties in the Rocky Mountain Region of the United States.
The Company is pursuing projects that have significant upside potential and can produce significant revenue. As the projects are developed, Arête, or entities created by Arête, will have ownership interests in the revenue streams, which can be securitized and collateralized either equity or private debt holders. Enabling the company to continue to grow, fulfill its ongoing financing requirements, and create value for its shareholders.
Click here to obtain additional information...
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 CTD Holdings, Inc.
OTCBB/OTCQB:CTDH
CTD Holdings, Inc. companies provide Trappsol® brand cyclodextrins and Aquaplex® brand cyclodextrin complexes to researchers, R&D labs and industrial users in the medical, pharmaceutical, food, and nutritional industries.
Click here to obtain additional information...
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 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...
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 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...
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 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...
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Mimvi, Inc.
OTCQB: MIMV
Mimvi is a pure-play search engine and recommendation technology company for Mobile Apps. It’s (patent pending) proprietary search and "intelligent" recommendation algorithms enable the search and discovery of Mobile Apps, Mobile Content and Mobile Products across multiple devices and platforms, including: the Iphone,k Google Android, BlackBerry and Web Apps.
Click here to obtain additional information...
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 Panache Beverages, Inc.
OTCQB:WDKA
Panache Beverage, Inc. is an alcoholic beverage company specializing in the development and global sales and marketing of spirits brands. The Panache
portfolio contains three brands, Wodka Vodka, Alchemia Vodka and Alibi Bourbon.
Panache holds a "build and exit" mentality - its expertise lies in the strategic development and early growth of its brands establishing the Company’s assets as viable acquisition candidates for the major global spirits companies including Diageo, Bacardi, Future Brands, Pernod Ricard and Moet Hennessey. The goal is to sell brands individually as they mature while continuing to pipeline new brands in to the Panache portfolio.
Click here to obtain additional information...
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 Voyager Oil & Gas
AMEX:VOG
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 approximately 147,000 net acres in five primary prospect areas.
This acreage includes, 24,000 core net acres targeting the Bakken/Three Forks in North Dakota and Montana; 24,000 net acres targeting the Niobrara formation in Colorado and Wyoming; 640 net acres targeting a specific Red River prospect in Montana; 33,500 net acres in a joint venture targeting the Heath Shale formation in Musselshell, Petroleum, Garfield and Fergus Counties of Montana; and 65,000 net acres in a joint venture in the Tiger Ridge gas field in Blaine, Hill and Chouteau Counties of Montana.
Click here to obtain additional information...
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 Water Technologies Intl., Inc.
OTC:WTII
Water Technologies International, Inc., (WTII) is in the business of designing, manufacturing and distributing Atmospheric Water Generators (AWGs) and related products through its subsidiaries Aqua Pure International, Inc. and GR8 Water, Inc. The Company has patent pending products in water generation, air filtration, water filtration and dehumidification. WTII sells and distributes home, office and commercial AWGs units that produce drinking water, ranging from seven gallons to several thousands of gallons per day by extracting water from the air.
Click here to obtain additional information...
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