PICKS
DETAILS

Research in Motion Limited (RIMM)
11/10/08 $46.58
The STORM is on the way! http://estore.vzwshop.com/storm/
Let us make this pick as simple as we can.
1) We use Verizon Cell Phones at Shazam
2) We Love our Blackberry Curve
3) We want the IPHONE , but it's only at AT&T
The new Blackberry Storm is due out in Europe next week. Soon to be released in the US. The stock is trading down because of a terrible market and worries of a storm delay...
Keep this in mind. There are over 70 Million Verizon wireless customers. Many want a true IPHONE killer. We found it with the new STORM. Check out this link to what the phone will look and work. http://estore.vzwshop.com/storm/
fair disclosure: we are long RIMM

Las Vegas Sands Corp. (LVS)
Las Vegas Sands Corp. and its subsidiaries develop multi use integrated resorts worldwide. It owns the Venetian resort-hotel-casino and the Sands Expo and Convention Center in Las Vegas, Nevada; and The Sands Macao Casino in Macao, the People?s Republic of China (PRC).
I don't like this hotel and never understood why it was $150 a share. They say it's because of the property in China. I guess I guess China is still around after the olympics? We bought today.

Splits:none
|
|
| Last Trade: |
4.95 |
| Trade Time: |
4:06PM ET |
| Change: |
0.85 (14.66%) |
| Prev Close: |
5.80 |
| Open: |
6.22 |
| Bid: |
N/A |
| Ask: |
N/A |
| 1y Target Est: |
33.11 |
|
|
|
| Day's Range: |
4.32 - 6.25 |
| 52wk Range: |
5.52 - 148.76 |
| Volume: |
24,224,831 |
| Avg Vol (3m): |
6,228,030 |
| Market Cap: |
1.76B |
| P/E (ttm): |
N/A |
| EPS (ttm): |
-0.081 |
| Div & Yield: |
N/A (N/A) |
|
|

MGM Mirage (MGM)
Bellagio , MGM Grand, Mandalay Bay, The Mirage, Luxor, Excalibur, New York-New York, Monte Carlo, Treasure Island, Circus Circus... and many more.
Earnings are due before the open Tommorow. We would buy on any weakness or strength. We own MGM.

Splits:28-Feb-00 [2:1], 19-May-05 [2:1]
|
|
| Last Trade: |
10.33 |
| Trade Time: |
4:02PM ET |
| Change: |
0.28 (2.79%) |
| Prev Close: |
10.05 |
| Open: |
10.59 |
| Bid: |
N/A |
| Ask: |
N/A |
| 1y Target Est: |
32.94 |
|
|
|
| Day's Range: |
8.91 - 10.71 |
| 52wk Range: |
8.91 - 95.66 |
| Volume: |
8,257,768 |
| Avg Vol (3m): |
4,857,180 |
| Market Cap: |
2.85B |
| P/E (ttm): |
2.38 |
| EPS (ttm): |
4.345 |
| Div & Yield: |
N/A (N/A) |
|
|

SMARTHEAT INC. (SMHT)
| Last Trade: |
4.10 |
| Trade Time: |
10:41AM ET |
| Change: |
0.50 (10.87%) |
| Prev Close: |
4.60 |
| Open: |
4.40 |
| Bid: |
4.05 x 500 |
| Ask: |
4.40 x 500 |
| 1y Target Est: |
N/A |
| Day's Range: |
4.05 - 4.40 |
| 52wk Range: |
SmartHeat Inc. is a US company with its primary operations in China. SmartHeat is a market leader in China's "green" technology heat energy saving industry. SmartHeat manufactures plate heat exchangers and compact plate heat exchanger units -- the technology that helps to capture and recycle waste heat thus reduces fossil fuel related costs and pollution. SmartHeat's products and technology have broad residential and industrial applications. China's heat transfer market is currently estimated at approximately $2.4 billion with double digit annual growth according to China Heating Association. Additional information about SmartHeat is available at its corporate website: www.smartheatinc.com SmartHeat Inc. Reports Record 2nd Quarter Financial Results, Reaffirms 2008 Sales and Earnings Guidance
Thursday August 14, 7:05 am ET
NEW YORK, NY--(MARKET WIRE)--Aug 14, 2008 -- SmartHeat Inc. (OTC BB:SMHT.OB - News)
-- Earnings per Share of $0.04, increased approximately 400% from Q2 in
2007.
-- Net Income of $0.73 Million, Increased 2270% from Q2 in 2007.
-- Record Revenue of $5.56 Million, Increased 380% from Q2 in 2007.
-- Expects strong earnings growth to continue in the second half of 2008
which is SmartHeat's two strongest quarters of the year.
-- Reaffirms 2008 revenue guidance of approximately $42 million, net income
between $7.4 million and $7.7 million.
SmartHeat Inc. (Website: www.smartheatinc.com) (OTC BB:SMHT.OB - News), a market leader in China's "green" technology heat energy saving industry, today announced record financial results for the quarter ended June 30, 2008.
SmartHeat generated revenues of $5.56 million, compared to $1.16 million in the same period in 2007, an increase of approximately 380%. The sales increase was primarily due to the expansion of the company's sales force, growth of SmartHeat's existing sales channels which developed new customers and the extension of the company's customer base into new markets in China. SmartHeat expects its growth momentum to continue through the remainder of 2008.
Net income for the quarter was $732,412, compared to approximately $3,219 for the same period in 2007. This increase is attributed to greater economies of scale combined with rapid growth in revenues and significantly improved operating efficiency. SmartHeat believes that net income growth momentum will continue in the second half of 2008.
James Jun Wang, SmartHeat's CEO, commented: "We are very pleased with the 2nd quarter financial results. Our strong financial performance reflects implementation of our growth strategies in a favorable market environment as China embraces more energy efficient products. SmartHeat stands to benefit greatly from China's 'green' movement towards clean environment as our efficient energy saving products reduce heat energy use by as much as 50%. We look forward to continued execution of our growth plan as we enter two of SmartHeat's strongest quarters."
Profiles is a special advertising section presented by Shazamstocks.com. All material listed within http://shazamstocks.com/profiles/index.php ("Profiles") was based upon information supplied by the company or from other sources believed to be reliable. The information contained Profiles is not guaranteed by Profiles to be accurate and should not considered to be all-inclusive. The companies discussed on Profiles except for those companies that appear on the URL http://shazamstocks.com/profiles/index.php have not approved the statements made herein. Any discussions and pages contain forward looking statements that involve risks and uncertainties. A company's actual results could differ materially from those described in any forward - looking statements or announcements discussed on ProfilesSPC Consultants, LLC expects to be compensated by smartheat. .We then expect to be compensated by a third party SPC Consultants, LLC. Nine thousand Five Hundred dollars for publication of this profile. All material is for informational purposes only and should not be construed as an offer or solicitation of an offer to buy or sell securities. Profiles is not a licensed broker, broker dealer, market maker, investment banker, investment advisor, analyst, or underwriter. Companies profiled at URL http://shazamstocks.com/profiles/index.php are ineligiable for recommendations on URL http://www.shazamstocks.com for 90 days following final disposition of any compensation.

Ultra Financials ProShares (UYG)
This is the opposite of SKF witch is was up over 20%. This ETF holds a % of many banks and has been getting killed. 700 Billion will be injected in Financials in the next 2 weeks and should help. Don't wait until they get the money.

Splits:none
|
|
| Last Trade: |
8.41 |
| Trade Time: |
4:13PM ET |
| Change: |
2.34 (21.77%) |
| Prev Close: |
10.75 |
| Open: |
11.64 |
| Bid: |
N/A |
| Ask: |
N/A |
| NAVš: |
11.5 |
|
| šAs of 7-Oct-08 |
|
|
| Day's Range: |
8.33 - 11.85 |
| 52wk Range: |
10.60 - 62.69 |
| Volume: |
184,604,919 |
| Avg Vol (3m): |
82,041,200 |
| YTD Return (Mkt)˛: |
-51.12% |
| Net Assets˛: |
1.99B |
| P/E (ttm)˛: |
12.2 |
| Yield (ttm)˛: |
2.43% |
|
|

National City Corporation (NCC)
We sent an alert to buy NCC pre market at $2.77. The market was down over 800 points during the day. NCC closed at $2.56, not bad. NCC is a regional bank that raised over 7 Billion in April. They have 20 Billion worth of bad mortgage paper that will be sold to the fed. The stock ran from $1.34 to over $4 in a week. Today it got hammered as fitch downgraded the debt. Makes no sense with the new bill that was passed.
The bill congress just passed ,TARP, equity injections can be made directly into companies . One of the new tools is giving the treasury the ability to selectively inject capital into individual companies solely at their discretion. The treasury takes warrants and does not seize the company like WaMu.
Also, one week ago three firms upgraded NCC. Oppenheimer has been the most negative on financial stocks also upgraded NCC.
| Date |
Research Firm |
Action |
From |
To |
| 29-Sep-08 |
Oppenheimer |
Upgrade |
Perform |
Outperform |
| 26-Sep-08 |
Fox Pitt |
Upgrade |
In Line |
Outperform |
| 26-Sep-08 |
Friedman Billings |
Upgrade |
Mkt Perform |
Outperform |
Did everyone forget the 800 Billion Bill that was just passed?
Fair disclosure: we are long NCC

DB Gold Double Long ETN (DGP)

| Last Trade: |
14.58 |
| Trade Time: |
4:00PM ET |
| Change: |
1.02 (6.54%) |
| Prev Close: |
15.60 |
| Open: |
15.71 |
| Bid: |
14.28 x 100 |
| Ask: |
14.58 x 200 |
| 1y Target Est: |
N/A |
|
|
|
| Day's Range: |
14.51 - 15.74 |
| 52wk Range: |
15.45 - 28.70 |
| Volume: |
2,783,248 |
| Avg Vol (3m): |
1,075,330 |
| Market Cap: |
N/A |
| P/E (ttm): |
N/A |
| EPS (ttm): |
N/A |
| Div & Yield: |
N/A (N/A) |
|
|
Splits:none

ISHARES SILVER TRUST (SLV)

| Last Trade: |
10.60 |
| Trade Time: |
4:00PM ET |
| Change: |
0.58 (5.19%) |
| Prev Close: |
11.18 |
| Open: |
11.36 |
| Bid: |
N/A |
| Ask: |
N/A |
| NAVš: |
12.23 |
|
|
|
| Day's Range: |
10.57 - 11.40 |
| 52wk Range: |
10.57 - 20.73 |
| Volume: |
18,520,832 |
| Avg Vol (3m): |
7,242,770 |
| YTD Return (Mkt)˛: |
17.46% |
| Net Assets˛: |
3.53B |
| P/E (ttm)˛: |
N/A |
| Yield (ttm)˛: |
NaN% |
|
šAs of 8-Sep-08
˛As of 31-Jul-08

United States Natural Gas (UNG)
8/25/08 Close $36.58
Our last pick SKF went from $118 to a close today of $131.48. Our new pick UNG is a ETF focused on the Natural Gas industry. Natural gas has been hammered. Many bought this over $60 in July . Bad for them, good for us.

Fair disclosure: we are long UNG

The ProShares UltraShort Financials ETF (SKF)
SKF 8/15/08 Close $118.81
I am bearish on the financial sector. Why now? Because Wall Street wants us to think everything is now okay with all the write offs
and bad earnings. They want us to agree with the analyst saying the bad numbers are now all in the estimates. These are the same people that said ENRON was okay before the fall. The same people that told everyone not to get a 30 year mortgage anymore. Now we have the Auction Rate Securities problem.
Lets look at a company close to my heart. WPTE who runs the World Poker Tour had this to say in a recent earnings report.
At June 29, 2008, the Company had no debt, and total cash, cash equivalents and investments in marketable securities of approximately $24.3 million, which included $11.4 million of auction rate securities (ARS) backed by student loans, the majority of which are guaranteed under the Federal Family Education Loan Program. Historically, these types of ARS investments have been liquid with interest rates resetting every 7 to 35 days by an auction process. However, as a result of the liquidity issues experienced in the global credit and capital markets, the auctions for all of the Companys ARS began failing in February 2008. The ARS continue to pay interest in accordance with the terms of the underlying security; however, liquidity will be limited until there is a successful auction or until such time as other markets for these ARS investments develop.
This is just one small public company that has 50% of its cash locked up in the ARS . There are also tons of regular people that decided to get a few extra dollars by having the broker put the cash in these instead of a money market.
Andrew Cuomo the NYC Attorney General is now acting like Elliot Spitzer did and making these agreements with the brokerages and banks that again let them off the hook for cheap. The problem then? Many still can't get the money until November. Also, this is only an agreement for some of the investors but not all of them.
Most of this money has been tied up for months and the banks have told the clients they can do nothing. What will happen when some clients get the money back because of the agreement with NYC? Do you think they will stay with the bank or pull the money out? I say they will pull the money out. How can anyone trust the products the banks and brokerages are selling anymore? How can they still earn the money they used to by not selling these products. The can't.
This is why we are short the financial's and own SKF . This etf is leveraged two times the index. A good example is to follow XLF which is the long financial etf. If XLF loses 5% the SKF will gain about 10%. Same thing goes the other way so be careful. This stock is very volatile, but in the long run we think its headed way higher.

AFLAC Inc. (AFL)
7/24/08 Close $53.09
The market stunk today. If you want to know when to sell stocks that run up 50% in 2 days just watch Jim Cramer on CNBC. He said to buy Banks yesterday. That should have been a sell signal to all as he is always late and always wrong. Nice to see CNB keep most of its gains.
We will continue to pick quality beat on up stocks and found AFL today. Everyone knows Aflac from the duck on the commercials. They are an Insurance provider. Today the stock fell 12% hitting a 52 week low. Read this report from the wire and you will see a company that should trade better then a 15 P/E
AFL said late Wednesday that second-quarter net income came in at $483 million, or $1 a share, up 16% from a year earlier when the health insurer made $415 million, or 84 cents a share. Operating earnings, which exclude net realized investment gains and losses, were $487 million, or $1.01 a share, in the latest quarter. Aflac was expected to make $1.01 a share, according to the average estimate of 19 analysts in a Thomson Reuters survey. A stronger Japanese yen versus the U.S. dollar boosted earnings, Aflac said. Chief Executive Daniel Amos said full-year sales growth targets in the U.S. and Japan may be difficult to achieve. However, the insurer stuck to its earnings growth targets for 2008 and 2009.
The 52 week high is $68.81 . The stock fell over $7 today.
Fair Disclosure: We own AFL bought in the open market

Colonial Bancgroup Inc. (CNB)
7/15/08 Close $3.71
The Financial
Sector has just been hammered. Regional banks have been picked on the most . The last time CNB Reported they had over 2 Billion in cash . The market cap on CNB is 784 Million as of today. i am sure the cash will be less due to the mortgage write downs they may need to take. Does this bank that did not get involved in sub prime loans have anything to hide?
We were due to find out that question when earnings were scheduled to be released next week. Until they announced this pr today. Assume the negative because that is all the market like to announce these days
COLONIAL BANCGROUP TO EXPEDITE ANNOUNCEMENT OF SECOND QUARTER 2008 RESULTS TO JULY 16, 2008
Negative or positive? I would say very positive to want to announce results early after your stock looks like this.

How about insider buys of stock?
| INSIDER TRANSACTIONS REPORTED - LAST TWO YEARS |
| Date |
Insider |
Shares |
Type |
Transaction |
Value* |
| 17-Jun-08 |
HARRIS HUBERT L
Director |
2,000 |
Direct |
Purchase at $4.70 per share. |
$9,400 |
| 13-Jun-08 |
BYRNE DAVID B JR
Officer |
300 |
Direct |
Purchase at $4.41 per share. |
$1,323 |
| 6-Jun-08 |
COPE CARYN D
Officer |
5,500 |
Indirect |
Purchase at $5.02 per share. |
$27,609 |
| 6-Jun-08 |
BEVILLE LEWIS E
Director |
4,000 |
Direct |
Purchase at $5.04 per share. |
$20,160 |
| 4-Jun-08 |
BYRNE DAVID B JR
Officer |
400 |
Direct |
Purchase at $5.20 per share. |
$2,080 |
| 4-Jun-08 |
WELCH ED V
Director |
4,000 |
Direct |
Purchase at $4.99 per share. |
$19,960 |
| 3-Jun-08 |
BEVILLE LEWIS E
Director |
12,200 |
Direct |
Purchase at $5.92 per share. |
$72,224 |
| 30-May-08 |
BEVILLE LEWIS E
Director |
6 |
Indirect |
Acquisition (Non Open Market) at $8.14 per share. |
$48 |
| 30-May-08 |
BEVILLE LEWIS E
Director |
443 |
Direct |
Acquisition (Non Open Market) at $7.69 per share. |
$3,406 |
| 30-May-08 |
BEVILLE LEWIS E
Director |
7,750 |
Direct |
Purchase at $5.79 per share. |
$44,872 |
| 28-May-08 |
BYRNE DAVID B JR
Officer |
500 |
Indirect |
Purchase at $5.71 per share. |
$2,855 |
| 28-May-08 |
BYRNE DAVID B JR
Officer |
500 |
Direct |
Purchase at $5.68 per share. |
$2,840 |
| 27-May-08 |
COPE CARYN D
Officer |
2,300 |
Indirect |
Purchase at $5.96 per share. |
$13,708 |
| 27-May-08 |
COPE CARYN D
Officer |
2,194 |
Direct |
Acquisition (Non Open Market) at $11.14 per share. |
$24,441 |
| 27-May-08 |
CLEMENTS AUGUSTUS K III
Director |
3,000 |
Direct |
Purchase at $5.90 per share. |
$17,700 |
| 23-May-08 |
BYRNE DAVID B JR
Officer |
29 |
Direct |
Acquisition (Non Open Market) at $7.69 per share. |
$223 |
| 23-May-08 |
BYRNE DAVID B JR
Officer |
1,500 |
Direct |
Purchase at $6.45 per share. |
$9,675 |
| 23-May-08 |
HARRIS HUBERT L
Director |
1 |
Direct |
Acquisition (Non Open Market) at $7.69 per share. |
$7 |
| 23-May-08 |
HARRIS HUBERT L
Director |
2,000 |
Direct |
Purchase at $6.52 per share. |
$13,040 |
| 23-May-08 |
MCGREGOR MILTON E
Director |
500,000 |
Direct |
Purchase at $6.37 per share. |
$3,185,000 |
| 9-May-08 |
MOORE SARAH H
Officer |
54 |
Indirect |
Purchase at $7.50 per share. |
$405 |
| 9-May-08 |
MOORE SARAH H
Officer |
164 |
Direct |
Acquisition (Non Open Market) at $9.14 per share. |
$1,498 |
| 9-May-08 |
MOORE SARAH H
Officer |
366 |
Direct |
Purchase at $7.50 per share. |
$2,745 |
| 29-Apr-08 |
LINDEN DEBORAH L
Director |
1,230 |
Direct |
Acquisition (Non Open Market) at $10.36 per share. |
$12,742 |
| 29-Apr-08 |
HARRIS HUBERT L
Director |
265 |
Direct |
Acquisition (Non Open Market) at $10.36 per share. |
$2,745 |
| 29-Apr-08 |
BEVILLE LEWIS E
Director |
325 |
Direct |
Acquisition (Non Open Market) at $10.36 per share. |
$3,367 |
| 29-Apr-08 |
CLEMENTS AUGUSTUS K III
Director |
314 |
Direct |
Acquisition (Non Open Market) at $10.36 per share. |
$3,253 |
| 29-Apr-08 |
CRAFT ROBERT S
Director |
530 |
Direct |
Acquisition (Non Open Market) at $10.36 per share. |
$5,490 |
| 29-Apr-08 |
DYE PATRICK F
Director |
229 |
Direct |
Acquisition (Non Open Market) at $10.36 per share. |
$2,372 |
| 29-Apr-08 |
HOLDBROOKS CLINTON O
Director |
289 |
Direct |
Acquisition (Non Open Market) at $10.36 per share. |
$2,994 |
| 29-Apr-08 |
MCGREGOR MILTON E
Director |
271 |
Direct |
Acquisition (Non Open Market) at $10.36 per share. |
$2,807 |
| 29-Apr-08 |
POWELL WILLIAM E
Director |
380 |
Direct |
Acquisition (Non Open Market) at $10.36 per share. |
$3,936 |
| 29-Apr-08 |
MILLER JOHN C H JR
Director |
|
In this market you never know what will happen. We took a bet on CNB. Earnings after the close tomorrow . 37% of the float is short (SHHHHHH)
Fair Disclosure: We own CNB bought in the open market

AgFeed Industries, Inc. (NasdaqGM: FEED) --- Short
5/15/08 Close $17.20
FEED has been on a huge run this year. They raise and sell Pigs in China. The stock has behaved like a Pig. Look at this chart.

The company announced earnings yesterday and raised guidance. The problem is they only sold 11,000 pigs this quarter . Read this and ask yourself if they should have a market cap of 500 Million.
FINANCIAL HIGHLIGHTS - COMPARING THE FIRST QUARTER OF 2008 TO THE FIRST QUARTER OF 2007:
-- Revenue grew by 144% to approximately $12.2 million from $4.98 million.
-- Gross profit increased 123% to $3.43 million from $1.54 million.
-- Net income grew 18% to $919,297 (after deducting non-operating expense primarily associated with financing related non-cash accounting charges and deduction of certain minority interests in our hog farms), compared to $779,181 for the same period in 2007; net income from pre-mix sales represented an increase of 40% period to period.
-- Earnings per share remained unchanged on a fully diluted basis quarter to quarter.
-- Comprehensive income increased by 133% to $1.9 million for the first quarter of 2008.
-- Revenue from pre-mix sales increased 81% to $9 million from $5 million.

PANGLOBAL BRANDS INC OTCBB: PNGB
4/23/08 $1.20
Read below and you will see that the CFO of PNGB is Charles Lesser, the former TLRG CFO.
I have been investing in PNGB for almost 1 year and they won't hire me to tell you this story. I decided this is to good to pass up and will make this a free pick. PNGB owns the MYNX jeans brand which is getting rave reviews http://www.mynkbrand.com/press.asp They are also selling the other Apparel lines like crazy. read this PR http://biz.yahoo.com/bw/080410/20080410005580.html?.v=1
Do your own DD but they just raised more money at .80 a share. This is restricted stock and it is only 2 Million worth. There are 29 Million shares outstanding to date.
http://www.panglobalbrand.com/
We found the next TRLG ( True Religion) . TRLG was a OTCBB stock at one time.. Check out that chart.

HAUTEUR MYNK-Hauteur Mynk is a trademarked brand name selling premium denim jeans, skirts, dresses and shorts. All of the sales through September 30, 2007 have been sales of Mynk denim. Mynk is currently sold at Saks Fifth Avenue and approximately 100 premium boutiques throughout the U.S. Mynk products are manufactured in Los Angeles using Italian denim fabric. The product's image is a low-rise, soft, sexy look perfect for evening wear and is available for both women and men. The retail price point ranges from $200-240 for denim bottoms.
--------------------------------------------------------------------------------
- 13 -
Competition is strong from larger companies including Seven, True Religion, Paige Denim, Citizens for Humanity, Rock and Republic, etc.
NELA-Nela designs, merchandises and sells women's better dresses using Italian prints and related fabrics. The dresses are manufactured under contract in Asia and a royalty fee will be paid to the Italian fabric manufacturer. There have been no sales of Nela dresses to date; however, there is a backlog beginning February 2008 extending through May. Nela will be sold through high-end department stores and boutiques catering to a contemporary woman 30+ years old. Retail prices points range from $280-400 and competition includes well-known designers such as Diane von Furstenburg, Marc by Marc Jacobs, Rozae Nichols, Milly, Tibi, etc. TEA AND HONEY-Tea and Honey designs, merchandises and sells women's mid-priced contemporary dresses. Tea and Honey is a more casual look for women ages 22-35 with a vintage feel easily convertible for wear by the working woman by day and for evening wear, as well. Tea and Honey products are expected to commence sales after May 2008 and will be manufactured in Asia. Prospective retail customers include Federated department store chains and stores such as Anthropologie, etc. Competition includes Velvet, Ella Moss and A Common Thread.
SOSIK-Sosik designs, merchandises and sells junior t-shirts, dresses, skirts and knit and woven tops and other apparel and is manufactured in Asia. Junior apparel includes clothing for girls ages 14-22 as well as products for children ages 6-14. There have been no sales of Sosik or private label junior products to-date; however, a significant backlog exists with shipments commencing late January, 2008 extending through April. It is anticipated that greater than 50% of our revenue for our fiscal year ending September 30, 2009 will be from Sosik and junior products. Customers included in our sales backlog include Charlotte Russe, Forever 21, Wet Seal, Guess, Ross and Limited Too.
Oct-2007
Change in Directors or Principal Officers
Item 5.02 Departure of Directors or Principal Officers; Election of Directors; Appointment of Principal Officers; Compensatory Arrangements of Certain Officers
On October 22, 2007 we appointed Charles Lesser as our chief financial officer.
From September 1. 2003 to March 26, 2007, Charles Lesser was the Chief Financial Officer of True Religion Apparel, Inc. and its wholly-owned subsidiary, Guru Denim Inc. From March 27 to September 26, 2007, Mr. Lesser continued to work with True Religion as a consultant. From March to August of 2003, Mr. Lesser was Acting President and a Director of Alpha Virtual Inc., a software development company listed on the OTCBB. From 1997 until 2002, Mr. Lesser was Chief Financial Officer and a Director of CBCom, Inc., an internet service provider whose common shares were quoted on the OTCBB. Mr. Lesser holds a B.A. degree from the University of Pittsburgh and a M.B.A. degree from the University of the Witwatersrand.

General Motors Corporation (GM)
3/11/08 Close $21.77
How can't you like GM here? HIgh gas prices, slowing economy, unemployment up. Not many are buying cars and a major supplier american Axle is on strike shutting down almost 20 GM plants for over a week. Today GM said the inventory level has not been affected since they are selling less anyway. So with all the headlines on the strike, GM is saving money by having those plants shut down. This is a 5 year chart. Good times and bad, GM has the right price at the wrong time. We are long GM.

Splits:29-Mar-89 [2:1]
|
|
| Last Trade: |
21.77 |
| Trade Time: |
4:04PM ET |
| Change: |
0.88 (4.21%) |
| Prev Close: |
20.89 |
| Open: |
21.91 |
| Bid: |
N/A |
| Ask: |
N/A |
| 1y Target Est: |
33.60 |
|
|
|
| Day's Range: |
20.75 - 22.00 |
| 52wk Range: |
20.74 - 43.20 |
| Volume: |
23,914,157 |
| Avg Vol (3m): |
16,050,800 |
| Market Cap: |
12.32B |
| P/E (ttm): |
N/A |
| EPS (ttm): |
-68.431 |
| Div & Yield: |
1.00 (4.60%) |
|
|
Splits:29-Mar-89 [2:1]
|

ReneSola Ltd. (SOL)
3/3 $9.89
This is a recent IPO, which priced itself on January 29 at $13 per ADS share. The float for it is just 10 million shares.
Some background on SOL:
---------------------------------
ReneSola, Ltd., through its subsidiaries, engages in the manufacture and sale of solar wafers and related products in the People's Republic of China. It offers feedstock, ingots, and wafers for the solar industry. The company sells solar wafers to Chinese and international PV cell manufacturers. The Jiashan, Zhejiang company supplies thin sheets of crystalline silicon to customers including JA Solar (JASO), Motech, Solarfun (SOLF), and Suntech Power (STP). SOL primarily offers 125 mm by 125 mm monocrystalline wafers and in Q2 2007 began offering 156 mm by 156 mm monocrystalline wafers. As part of its expansion plan, SOL began producing multicrystalline wafers in Q3 2007. Solar power products that use monocrystalline cells generally yield higher conversion efficiencies. On the other hand, multicrystalline wafers are less expensive to produce and have less stringent raw material requirements. By producing multicrystalline wafers, SOL expects to realize cost synergies by utilizing some of the silicon materials reclaimable from its monocrystalline wafer production. SOL operates one of the largest solar wafer manufacturing plants in China. The co has annual ingot manufacturing capacity of 378 MW. The co plans to increase that to 645 MW by the end of 2008. The co differneitates itself by using proprietary technology to manufacture solar wafers primarily from reclaimables such as broken wafers and broken cells that are difficult to process but less expensive. SOL believes this is a major cost advantage over many of its competitors who rely on virgin polysilicon sourced from the spot market. SOL says its solar wafers are comparable in quality and performance to those made from virgin polysilicon. SOL has grown quickly since it began making solar wafers in 2005. The co is profitable and posted revs of US$152.9 mln for the 9 mos ended Sep 30, up 194% yr/yr.
SOL is the CHEAPEST solar play out there based on PE ratio. Current earnings run rate of about $1 per share (based on Q4 2007 projections of $.23 - $.27) an should earn $2 per share in 2008. If SOL had same forward PE as JASO it would be valued near $60!
http://www.renesola.com/grow.aspx?action=4
Cash and inventories at about $4 per share (ADS).
SOL fair value = $4 + 30 PE X $1 current earnings run rate = $34
I think that when SOL gets noticed by the bigger players, it has a good chance to run into the $18-20 area. This company went public when the markets were not in a good mood with the solar stocks. But in recent days with the great earnings of FSLR and SPWR, these stocks are again starting to flourish.
Take a look at charts of JASO, AKNS, SOLF, STP, YGE and ASTI. Notice how they suddenly exploded upwards? I have a feeling that SOL will be doing this sometime very soon. With a float of only 10 million shares, this stock can move very fast.
Six (6) MONTH Stock Chart

Finlay Enterprises Inc. (FNLY)
Arthur E. Reiner, Chairman and Chief Executive Officer of Finlay Enterprises, Inc. commented, "Although our same store sales performance in the third quarter was lower than we originally anticipated, we believe we are well positioned for the all-important holiday season. Our team is focused on achieving a successful fourth quarter in our core business. We are encouraged by the ongoing growth of our specialty jewelry stores and by our continued comparable store sales growth, especially given the challenging retail environment. We are pleased with the closing on November 9 of our acquisition of Bailey Banks & Biddle, which we anticipate will be accretive to earnings in the fourth quarter, and look forward to the integration of their operations into Finlay. The acquisition significantly expands our presence in the luxury jewelry market which remains one of the most attractive segments of the jewelry industry."
Six (6) MONTH Stock Chart

YHOO (Yahoo! Inc). (YHOO)
Maybe we should call them Microhoo! That was the big rumor in 2007. Microsoft would buy YHOO. To compete against GOOG, it should happen this year. Either way
Yahoo Japan, of which Yahoo owns a third, is worth $25 billion, putting Yahoo’s stake in it at nearly $9 billion. Alibaba.com, a Chinese e-commerce company in which Yahoo directly owns a 10 percent stake, is worth $17 billion. Tack another $1.7 billion on. That figure doesn’t include Alibaba.com’s parent company, Alibaba Group, which runs Yahoo China and in which Yahoo owns a currently illiquid 40 percent stake. Estimates of its value are running between $8 billion and $16 billion. Yahoo has other investments like G-Market. Add it up, and you realize that Yahoo’s wholly owned operations in America and Europe are valued by the market at next to nothing, especially compared to the multiples other Web companies are getting.
So why is the stock down so much? What fund wants to show they own YHOO at year end instead of GOOG,RIMM,AAPL,BIDU... They sold out and should buy back at the begining of the year. 2008 is the year of YAHOO!
Six (6) MONTH Stock Chart
Retail
Maxcom Telecom Sab De Cv (MXT)
This was an article written the day of the IPO in October.
Despite a tough market Friday, Maxcom Telecommunications (NYSE: MXT) pulled off a successful IPO. The offering price came at the top of its $15.50-$17.50 price range and the shares are trading about $18.70. The company raised about $200 million.
Maxcom is a telecom services provider based in Mexico. From 2002 to 2006, the company’s voice lines went from 125,231 to 269,598. What’s more, the churn rate declined from 3% to 1.6% (which is always a good sign in the tough telecom space — and is an indication of strong customer service).
It also helps that Maxcom continues to innovate. For example, there are VOIP services and even Internet Protocol Television. Then gain, the company operates its own network as well as the proverbial “last mile” premise level infrastructure (which is certainly a powerful competitive advantage).
And the growth has been fairly strong. Last year, revenues came to $155.4 million, whereas revenues for the first half of 2007 have already reached $99.7 million. Although, the company is still losing money.
And it looks like the growth should continue for the long-haul. Mexico’s population is growing and so is its middle class. More importantly, the telecom market – such as for voice, data, mobile and so on – is underserved in terms of penetration rates.
We picked MXT a few month back after the IPO at $17.50.http://www.shazamstocks.com/picks-detail.php#96 This has fallen on very low volume. Think its being shorted?
MXT: Short Interest UP 6.3% to 543.1K in Mid Dec 2007
Thursday , December 20, 2007 19:51ET
According to new short interest data from NYSE, short interest for Maxcom Telecommunicaiones SAB de C (NYSE: MXT) INCREASED 6.3% to 543,080 shares as reported in mid-December, 2007.
We watch level 2 all day and watch the short hit the bid on very little volume. Easy to do when no one is paying attention, but what happens when the company starts putting out press releases and wall street starts coverage?
Six (6) MONTH Stock Chart

Maxcom Telecom Sab De Cv (MXT)
12/18/07 Close $12.85
We picked MXT a few month back after the IPO at $17.50.http://www.shazamstocks.com/picks-detail.php#96 This has fallen on very low volume. Unless this is being shorted, people are losing $$ by selling. I think this is being shorted on a poor market and very little coverage of this stock right now. This won't take much tomove this back up and we are still bullish on MXT.
Six (6) MONTH Stock Chart

Finlay Enterprises Inc. (FNLY)
11/29/07 Close $2.81
This company has been hammered. They lease out space in department stores and sell fine jewelry. They also just bought Bailey Banks & Biddle brand. See this PR The reason for the fall is the earnings forcast on Tuesday. It was poor due to a slow down in retail. The float is only 6.6 million shares. Once the economy turns, this should as well.
One (1) YEAR Stock Chart


YHOO (Yahoo! Inc). (YHOO)
11/12/07 Close $24.78
Time to buy Yahoo! I will be honest. I bought Yhoo right before the Alibaba IPO in China. YHOO owns 40% of the parent company that owns them. Against what so called analyst thought, Alibaba ran 200% the first day. What did they do? Downgrade YHOO. They also started rehashing stories about human rights problems with YHOO giving information to the Chinese gov. years ago. So YHOO makes more money on Alibaba and the stock sells off $10 in a few weeks time? Patrick Byrne at Overstock.com thought he was the only company being shorted and manipulated? Welcome to Yahoo. According to new short interest data from NASDAQ, short interest for Yahoo! Inc (NasdaqNM: YHOO) INCREASED 13.8% to 66,091,347 shares as reported at month-end October, 2007. If you like YHOO at $34 a few weeks ago, maybe you will like it here at $24. We do.
One (1) YEAR Stock Chart


Maxcom Telecomunicaciones, S.A. de C.V. (MXT)
10/22/07 Close $18.25
We closed our short position on PTR for now. Still think it's a long term short. MXT had an IPO on Friday when the market was down big time ,so this stock is still very much under the radar. Developing country Telecom will be a great area to invest in . Mexico still has that growth prospect. Telemex has been the leader in Mexico forever it seems. Now its time for Maxcom to take that business as it raised 200 Mil in the IPO. The will take business away one City at a time.
Maxcom provides telecommunication services to residential and small and medium-sized businesses in four Mexican metropolitan markets, including Mexico City. Its services include local and long-distance voice, data, high speed and dial-up Internet access and Voice over Internet Protocol. Maxcom also offers cable television and mobile voice service through resale and leasing agreements with third parties.
Fair disclosure: We hold a long position in MXT at $18.47

PetroChina Co. Ltd. (PTR) (Short)
10/17/07 Intraday $260
Lets make this an easy email to read.. The outstanding shares make some of the stocks we feature look even more appealing. This stock at $260 has more outstanding then any stock we have featured.
1.7 Billion Shares Outstanding
211 Million in Float
PTR is up $30 a share today or over 50 Billion in market cap. Yes , oil is at an all time high. Yes, this is a China stock. This is a 462 billion dollar company now. This is nuts!
fair disclosue: we own December puts bought in the open market. So we are short.

iMergent (IIC) (Short)
8/22/07 $18.52
So we go short IIG after years of solid uncompensated support and all we get is complaining from the CEO, Don Danks. I am still trying to figure out how there are no other shareholders but institutions? How can they hold over 100% of the float?
I would encourage you to call and talk to me before you say we are running of states to work in. We are in all states (except in CA and NC temporarily) and a dozen international markets. We don't sell a worthless product to desperate people (that's Cuban's line) and have never been found guilty of any wrong doing and have not been fined one dime by any state.
I had respect for you in the past because you did some diligence. Why don't you call me at 949-230-8323 and talk through your assumptions before you put out misinformation like this.
I just had one of largest holders attend a workshop because of concerns about the California issue - and was thoroughly impressed with the professionalism, the product, the sales process, the education provided. We are over 100% institutionally owned and nearly all have attended a workshop, examined our product, talked to customers,etc. I offer you the same opportunity.
Your piece today was exactly like a Stocklemon piece - innuendo and misinformation. I thought you were above that sort of nonsense.
Don Danks
CEO
iMergent, Inc.
Don,
We will pass on the invitation. all I need to do is read this site http://www.storesonlineexposed.com/index.php/Main_Page
This is what Mark Cuban said in his blog a month ago
Are you ready to claim YOUR share of the Billions in Revenue on the internet ?
Jul 30th 2007 7:42PM
That's what invitation from C. R. Sanderson said. Its also the invitation I had been waiting on for a long time.
Why ? Because it came from StoresOnline. StoresOnline is a public company
that i have been short in the past, but currently don't have a position in. I was short the stock of this company because I always believed that it was a company that specialized in ripping off people who didn't know any better with claims of grabbing their "Share of the Billions in Revenue on the Internet"
I wasn't the only one to question their business model. There are a long list of people who are questioning Storesonline and how they treat consumers.
The biggest hurdle that StoresOnline faces, IMHO however, is the battle they have with the state of Utah over whether or not they are a "business opportunity".
Storesonline claims they only sell software. Now personally, i have never received an email from a legit ecommerce software company making the above claim. I haven't read anywhere else but in my StoresOnline invitation how I can " learn how half a million people generate income using the Internet !". Nowhere else do software vendors claim that "Your opportunities to make money are virtually limitless !"
Does that sound like a business opportunity pitch to you ?
Why is that a big deal ? Because from what I've been told, and I dint know all the details, so do your own homework, it looks like Business Opportunities have to register their success and turnover rates with the states. As I understand it, its something to the effect of "what percent of people at least made their money back"
If you have to publish how many customers actually "claimed their share of Internet Billions", that's tough on business if it doesn't work.
Now some may be saying that since I'm in Texas, that its a whole different ballgame. Except that StoresOnline already has had a run in with the State of Texas. They settled with the State, but maybe they couldn't help themselves and had to go after the consumers in this state again.
I guess the best news is, if i call 1-800-373-3090 and give my Reservation ID of U8H-(X6-P, i can get a seat at this "fun, relaxed and informative 90 minute conference" and get a free Lunch or Dinner, a Free Business Organizer, Free Admission and MUCH MORE !"
What a great business opportunity for me, right ?
This is what The Motley Fool's said
Maybe investors should object
But my favorite filing this week comes from e-commerce specialist iMergent (AMEX: IIG). On Friday, the company said it is appealing a California court's order that would force it to file under that state's law governing seller-assisted marketing plans.
It's not the first time iMergent has tangled with California state officials. A deal that included some $550,000 in fines was originally reached last year. Now, according to this 8-K, state officials contend that iMergent didn't abide by the earlier deal. Quoting:
On July 25, 2007, the Ventura County (CA) District Attorney notified iMergent, Inc. (the "Company") by telephone call to its California legal counsel that the State of California and the Ventura County District Attorney filed a complaint, motion for temporary restraining order, and motion for preliminary injunction against the Company. ... The complaint seeks an injunction and penalties based upon alleged violations of the California Seller Assisted Marketing Plans Act (California Civil Code 1812.200-1812.221 "SAMP ACT"), the Unfair Competition Law (California Civil Code 17200), and the Business and Professional Code (California Civil Code 17207.) The action further alleges that the Company failed to abide by the terms of a previous order by failing to register under the Seller Assisted Marketing Plans Act. [Emphasis mine.]
I'd consider this pretty minor stuff if:
(a) A deal hadn't already been reached.
(b) Other states hadn't pursued similar claims (e.g., Indiana, Texas, and Utah).
(c) Executives weren't already being accused of selective disclosure.
(d) iMergent weren't being investigated by the SEC.
But, sadly, all of that is true. Better steer clear of this stock till we know exactly what California's regulators have found.
We have added to our short position. To all those that asked how hard it was to find shares to short... it was easy . With the new rules you can just hit the bid right away.

Countrywide Financial Corp. (CFC)
8/15/07 Close $21.29
The time to buy stocks is when no one wants them. Lets change that to time to buy good a good company in a tough time. Countrywide is the largest mortgage company out there. They fund high quality paper. Yesterday another high quality lender Thornburg Mortgage (TMA) warned of a depleting market in selling mortgage paper. TMA fell over 40% and then rose 40% today after the CEO said there is light at the end of the tunnel.
Before the CEO of TMA said this , the Merrill Lynch analyst downgraded CFC to sell. This is the same guy that reiterated a buy rating Friday when CFC was falling. He mentioned the company could go BK if certain things happened. All the press focused on that manure and CFC sold off over $3. How do you go from a buy to a selling 4 trading days?
CFC will survive this mess and I will still pay them my monthly payment for my home. I have been a bear in this market , but we are closer to a bottom then ever. CFC may fall farther, but the long term upside is nice after falling 50+% this year.
Fair Disclosure: we hold a long position in CFC

Memory Pharmaceuticals Corp. (MEMY)
5/7/07 Close $1.90
Its Been to long since our last stock pick. Although many have been making money trading our profiles, we have found a Biotech that trades on the Nasdaq .
Memory Pharmaceuticals Development Pipeline
Memory Pharmaceuticals Corp., a biopharmaceutical company, engages in the discovery and development of drug candidates for the treatment of central nervous system disorders in the United States. It offers drugs for neurological diseases associated with aging, such as Alzheimer's disease, as well as certain psychiatric disorders, including schizophrenia, bipolar disorder, and depression.
The company's products for the treatment of Alzheimer's disease comprise MEM 1414, a Phase I clinical stage product; MEM 1917, a preclinical completed product; and MEM 63908, a preclinical stage product. It is also developing MEM 3454, a Phase IIa product for the treatment of schizophrenia and/or Alzheimer's disease; MEM 1003, a Phase IIa clinical stage product for the treatment of Alzheimer's disease and bipolar disorder; and PDE10, a preclinical stage product for the treatment of neurological and psychiatric disorders. Memory Pharmaceuticals has collaborations with F. Hoffmann-La Roche, Ltd. and Hoffmann-La Roche, Inc. for the development of its PDE4 inhibitors and nicotinic alpha-7 partial agonists; and Amgen, Inc. for the development of PDE10 inhibitors for neurological and psychiatric disorders. In addition, it has an agreement with The Stanley Medical Research Institute to develop MEM 1003 as a treatment for bipolar disorder. The company was founded in 1997 and is based in Montvale, New Jersey.
Fair disclosure: we own shares bought in the open market and can sell at any time.

NAVISTAR INTL CP (NAV)
2/12/07 Close $45.98 -----Short
This Multi Billion Dollar NYSE company that has been listed on the NYSE for 90 years is be de listed today after the close. Yes, they are going to a market we are familiar with, the PINKS.

I bought put options in this last week. The April 45's. Look at the chart and you will see that this never traded down after the de listing notice. Why are they being de listed? They are late refilling many years of bad accounting. If the market was not so high and we were in the Enron era, this would have already gone down huge. Common sense says that many funds will not be allowed to own or enter into new position when on the Pinks. Lets see if common sense prevails.

Empire Resorts, Inc. (NYNY)
02/06/07
Lets pick NYNY again. Trading at $10.79 we picked this over a year ago at $7.04. http://www.shazamstocks.com/picks-detail.php#56 Read below!
This will be the closest casino to NYC!
SYMBOL: NYNY
Spitzer likely to approve casino soon
By Victor Whitman
Times Herald-Record
February 03, 2007
Monticello — Gov. Eliot Spitzer is close to approving a $600-million Monticello casino, his spokeswoman said.
"We are optimistic that there will be something in a number of days," she said of the governor taking a historic step of approving the St. Regis Mohawk casino at Monticello Gaming and Raceway.
In December, the feds gave environmental approval. Spitzer must concur by letter with those findings for the Mohawks and their partner, Empire Resorts, to go forward.
If Spitzer signs, it would be a hurdle that no other Catskill casino has cleared, paving the way for final approval by the Secretary of the Interior, Dirk Kempthorne. Only three times before have governors allowed state land to be taken into trust for an off-reservation casino — none of them were in New York.
"There are negotiations going on and, if I were to characterize them, I would say we are optimistic," the governor's spokeswoman said.
"I can tell you that the governor believes that casinos can play a role in economic development. I wouldn't say it is months out. I would say less than weeks."
The governor and the Mohawks still have to work out a compact that specifies, among other things, a revenue sharing deal. A spokeswoman for the Mohawks said yesterday the compact will be negotiated later.
"They are embracing this," State Sen. John Bonacic, R-C-Mount Hope, said yesterday of Spitzer.
"So, I think, from what they have told me, they are going to move quickly on this, and I am glad."
Other significant hurdles would remain. The Department of Interior must take just less than 30 acres into trust. The feds notified the Mohawks that final approval is not guaranteed.
The casino will also likely face a number of court challenges.
But casino supporters say the governor's approval would be one of the last big hurdles in the way of a decades-long dream.
"It is another step for jobs and economic development in the town and county," Thompson Supervisor Tony Cellini said. "I have been waiting 30 years."
Fair disclosure: we own shares of NYNY and can sell at any time.

Sunoco, Inc. (SUN)
1/11/07 Close $57.82
Oil has hit new lows in the new year. SUN has a 52 week range of 55.68-97.25. The current P/E ratio is only 6.69! If you have the appetite for volatility, then this might be for you. The Summer driving season will be here sooner then you think and any problems with the Middle east will boost oil back up. SUN can easily boiunce back to the $70's.
Sunoco, Inc., through its subsidiaries, engages in the manufacturing and marketing of various petroleum products, including fuels, lubricants, and some petrochemicals in the United States. It also engages in the manufacture of chemicals with interests in logistics and cokemaking. The company operates in five segments: Refining and Supply, Retail Marketing, Chemicals, Logistics, and Coke. The Refining and Supply segment manufactures petroleum products, including gasoline; middle distillates, such as jet fuel, heating oil, and diesel fuel; and residual fuel oil. It also produces commodity petrochemicals, including olefins and their derivatives, such as ethylene, ethylene oxide polymers, and refinery-grade propylene; and aromatics and their derivatives, which include benzene, cyclohexane, toluene, and xylene.
This segment also manufactures petroleum and lubricant products. It sells its products primarily to wholesale and industrial customers. The Retail Marketing segment engages in the retail sale of gasoline and middle distillates, as well as the operation of convenience stores in 24 states, primarily on the East Coast and in the midwest region of the United States. The Chemicals segment manufactures, distributes, and markets commodity and intermediate petrochemicals, such as cumene, phenol, acetone, bisphenol-A, and other phenol derivatives. The Logistics segment operates refined product crude oil pipelines and terminals, and conducts crude oil acquisition and marketing activities primarily in the northeast, midwest, and south central regions. As of December 31, 2005, the company owned and operated 2,857 miles of crude oil pipelines and 1,647 miles of refined product pipelines. The Coke segment manufactures metallurgical coke for use in the steel industry. Sunoco was founded in 1886 and is based in Philadelphia, Pennsylvania.

IMergent, Inc. (IIG)
12/19/06
Remember our IIG battle against stocklemon.com? We picked IIG in the $11 range http://www.shazamstocks.com/picks-detail.php#24 and watched it fall to the $4 level. Today IIG Hit $32.10!!
During that time Mark Cuban the owner of the Dallas Mavs who sold broadcast.com for a Billion posted he shorted IIG on his blog. We emailed Mark and also obtained many email conversations from Mark and the ceo of IIG Don Danks
I agree with Cuban on many topics. But on a basis of trading and investing he was all wrong. The % of the float short is over 50% Any good news like today and the stock will keep going up.
From: mark cuban [mailto:mark.cuban@dallasmavs.com] >>>> Sent: Thursday, March 10, 2005 2:27 PM >>>> To: editor@shazamstocks.com >>>> Subject: RE: [MAV Feedback] Other >>>> For IIG, when a company makes money off of ripping consumers off, that' ashortlived business.
They have to expanding internationally for a reason. They run out of> suckershere. >>>> Which is why they have zero repeat and less referral business
From: Don Danks [mailto:ddanks@imergentinc.com]
Sent: Friday, March 11, 2005 8:28 AM
To: 'mark.cuban@dallasmavs.com'
Subject: Note From IIG CEO -
Mark -
I'm the CEO of Imergent and I was forwarded a link to a site that had
you recommending IIG as a short.
By way of reference, I know you are a friend of Kiki Vandeweghe and Kiki
is a very good and long time friend of mine who can vouch that I am
extremely honest, hard working, and diligent and would never be involved
with a company who scams individuals. Kiki's dad is also a great friend
and he, Kiki and I have done many business deals together over the
years.
Regarding the company, I came in 4 years ago and have worked as an
unpaid CEO to help salvage a dot com disaster. We don't rip people off,
if fact we have tens of thousands of successful small business and
entrepreneurs who use our software and have benefited from our training.
I've attached the company's power point presentation for you to review.
In explains how we operate our business.
By virtue of the fact that we see over 200,000 small business owners and
entrepreneurs a year, from time to time customers complain. There were
a lot of customer service issues in 2001 through 2003 while I was
rebuilding the company's infrastructure. Today we have a great software
platform, a great educational sales channel and exceptional customer
service and VERY FEW customer complaints and a policy of 100%
resolution. Almost all the complaints from the Texas AG were 4-6 years
old.
You have been quick to harshly condemn my company and I assume it was
largely based partly on the Stocklemon.com reports or the Texas AG
lawsuit. Stocklemon's lies are being dealt with through legal and SEC
channels and we are resolving the limited issues of the Texas AG.
I invite you to call and grill me about the company and our practices.
I also invite you or a representative of yours to 1) come visit our
company, look at our infrastructure and how we manage and support our
clients, 2) come to one of our training workshops; they are truly a
positive experience, 3) check out our software - it is very compelling
platform and 4) talk to some of our clients who buy our software, do our
training and then work hard to execute. That's what dozens of serious
analysts have done.
I would respect your negative opinion if you had done that level of
research first.
Fidelity and Wellington management did diligence for over a year as ours
is an unusual business channel and yesterday they filed disclosing that
each has bought more than 10%. 15-20 others have done the work and own
our stock.
You have huge influence and in this case you have made a judgment before
you knew all the facts. I encourage you explore and see that we run a
great company that HELPS entrepreneurs; not rip them off
Sincerely,
Don Danks
CEO, Imergent, Inc.
>>> From: Mark Cuban [mailto:mark.cuban@dallasmavs.com] >>> Sent: Friday, March 11, 2005 8:56 AM >>>> To: Don Danks >>>> Subject: Re: Note From IIG CEO - >>>>>> So you would have your family and friends going to your seminars and >>>> buying your product ? >>> If I showed you an independently written evaluation of 1 of your >>>> seminars and the opportunity presented, what do you think it would say >> This isn't about the AG stuff. I don't think your product is very >> good. >> I have been to websites developed w it. I have talked to people who have been to the seminars.
From: Mark Cuban [mailto:mark.cuban@dallasmavs.com] Sent: Friday, March 11, 2005 9:38 AM To: Don Danks Subject: Re: Note From IIG CEO -
I went to the websites you referenced from YOUR website. The maps
site. I tried to place an order. If that's an example of success, I'm not impressed >> I talked to people who went to seminars. If that's how you think people have a better shot of succeeding in business, lets just say we disagree >> Your best idea was the ebay stuff. I haven't planted anyone at one of those, but I will. I haven't come away from anything I have tested w your company and felt
like it was a good product. Quite the opposite I don't get religous about stocks. I don't think your product is very good. I don't think the seminars are good That's it in a nutshell
All you have to do is have enough happy customers that what I say doesn't matter. On Fri, 11 Mar 2005 11:25 , Don Danks wrote:
Mark -
That's your answer - "our stuff isn't very good" "I've talked to
people who've been to seminars." So based on that you put out disparaging
remarks and tell people we rip people off and have had to go overseas
because we've run out of suckers? So I take it you aren't interested in doing real work on this? You will go by the websites you've seen and the "people" you've talked to who
went to the seminars?
Let me know.
Don
From: Don Danks [mailto:ddanks@imergentinc.com]
Sent: Sunday, March 13, 2005 9:31 PM
To: 'Mark Cuban'
Subject: RE: Note From IIG CEO -
Mark - -
We sell a perpetual license after clients have about 12-14 hours of training on how to leverage our software. Having a site up is one thing; driving traffic is the key. And we educate these small biz owners that it takes a lot of work DAILY to have any chance at competing. WE go over dozens of strategies they will need to implement – the training is great stuff. I invite you to send one of your people to a workshop in Texas.
We deal with the entrepreneurial market (est. 20 million in US) - they have very little tech savvy so we created a software platform that is very feature rich but extremely easy to build, deploy, maintain. AND if they can't build it themselves, our programmers will do it for them - at no additional cost. AND I WOULD LOVE OUR CTO TO DO A DEMO FOR YOU, 20 MINUTES BY PHONE and you could see for yourself how cool it is for the market we serve. I can even set you up with a password/license and you could play with the software and see for yourself. And remember, this is for the non-tech savvy entrepreneur that wants to extend his/her biz to the net of launch a new product idea.
Our perpetual software license runs from about $2500 up to $4300. Last year 85% of revenues came from license sales. We've tested so many pricing models and the perpetual license has been the one that allows our business to profitably exist. We’ve tested lower price points up from and greater recurring revs, but you can’t afford to do the education at the seminars with that model. And the education is what differentiates us from Yahoo.
15% of revenue comes from hosting and consulting/continuing education training.
We integrated eBay functionality and now about 75% of our licensees attend our eBay education workshop ($399)that we created with eBay learning. Gives our clients a whole other distribution/sales channel.
We are also developing recurring rev streams/share with shipping and bank fees.
Our seminars (I call it an educational sales channel) cost about $50,000 to market and to produce. So we have $50K in sunk, fixed cost before we sell one license. We will hold about 700 of these workshops this year. Since they are fixed cost, we extend credit to small biz owners or entrepreneurs who have poor credit. They can put $400-$500 down and we finance the rest (About $3500). About 1/3 of our clients fall into this category. But since we have a fixed cost model, the marginal revenue on the down payment dramatically exceeds the cost of the software and documentation, so we take the credit risk. BUT because of the credit risk, we take a full 50% reserve for bad debt on this portion of our sales – so our AR on the balance sheet is fully reserved and conservative. Some of our best, most successful customers are the credit challenged who’ve taken advantage of our financing.
This is a lot to try and explain in an email - - Thanks for having an open mind. Like I said, I’m very proud of our product, our execution and the service we provide. I would love to give you a tech demo.
And thanks for continuing the conversation. That tells me a lot about you.
Good win today in Minnesota .
Take care,
Don
From: Mark Cuban [mailto:mark.cuban@dallasmavs.com]
Sent: Friday, March 11, 2005 8:52 PM
To: Don Danks
Subject: Re: Note From IIG CEO -
I'm open minded
But how much of that rev is from the seminars ?
On Fri, 11 Mar 2005 19:45 , Don Danks wrote:
> Mark-
> I don't watch the stock daily, but after your short pick came out I was > inundated with stockholder calls - the overriding message was you knew > more than the street - and that I was holding something back. You're > better known or more influential than you know (or maybe you do know). > At any rate, tough loss to the Lakers and do you miss Steve Nash? I > think Steve has made all the difference for the Suns. > By the way, I'm proud of IIG. It’s a great team of about 150 smart > hard working people. FYI, we took ONLY $500K in working capital in 2001 > when I took this dot.com bust over and with it grew revs from $10 > million to $110,000,000 - and profitably. We should do $145 million > next year. All organic growth – and our domestic business continues > to grow rapidly. > We compete directly with and offer the same thing as Yahoo stores - We > have about 26,000 HAPPY customers and just a few unhappy ones. I hope > watch us over the next year. Lots of growth ahead - AND WE DON'T SCAM > people! > Take care
> Don
> From: Mark Cuban [mailto:mark.cuban@dallasmavs.com] > Sent: Friday, March 11, 2005 3:26 PM > To: Don Danks > Subject: Re: Note From IIG CEO - > I would agree if I didn't put my money were my mouth is
The stock fell after I shorted and before I posted anything > Your success cures all and that is in your control, not mine. What difference does it make what the stock does on a daily basis ?
Fri, 11 Mar 2005 16:26 , Don Danks wrote: >> And we do have enough happy customers to say it doesn't matter, but you >> are high profile and people listen to you. I feel that your research >> methodology is limited for the impact your words carry. >> Being famous as you, in my mind, carries greater responsibility that to >> just do a cursory analysis and then post very negative things. >> At any rate, good chatting with you. We'll just focus on what we can >> control.
>> Take care,
>> Don

SIGA Technologies Inc. (SIGA)
11/9/06 $3.96
Great news over the past few months had brought this stock to $5.50 a share from .86. Biotech companies should have a great year as the Democrats are now controlling Congress. SIGA just had news again today showing positive signs of a drug to stop smallpox. The market cap is only 125 Million and volume continues to increase on the upside.
Siga: Studies Show Smallpox Drug Is Safe

MEDIFAST INC (NYSE:MED)
10/17/06 Close $10.33
I have owned tris stock in the $9 level and wanted to see if this finally holds gains. The diet craze will begin after New Years, but the smart money will be in early. Look at NTRI (Nutrisystem) at this time last year http://finance.yahoo.com/q/bc?s=NTRI&t=1y
The big funds want in the diet plan/obesity sector, but there is not much out there .MED went from the AMEX to the NYSE thiis year. The only downfall for the funds in the small 11 Mil shares float and the volume of 2-300 thousand shares a day. This can move fast and I still think they will be buyers. There are also 20% of the float short.
Medifast, Inc., through its subsidiaries, engages in the production, distribution, and sale of weight and disease management products, and other consumable health and diet products in the United States. Its products also include meal replacement and sports nutrition products. The company offers its products through Web, call center, independent health advisors, medical professionals, weight loss clinics, and direct consumer marketing supported by phone and the Web. Medifast was incorporated in 1980 and is headquartered in Owings Mills, Maryland.

Ambient Corp. (ABTG)
9/18/06 Close .179
I have gotten 3 emails that this link may be talking
about
TKO. Could be, but they both focus on the same
industry and BPL.
http://www.investorplace.com/magalog/mmti_powerlines.html?ak=6VR101&en=2864703
We are releasing this special pick to everyone today. This link
is a copy of a piece that has been hitting regular postal boxes
everywhere. ABTG broke out today and we think there can be huge
gains ahead. We know for a fact this guy is talking about ABTG.

Oxigene Inc. (OXGN)
9/15/06 Close $4.02
We are due for a pick. Been riding the coat tails of
our GIGM pick which keeps hitting 52 week highs! OXGN is a story
to look at now . Lock up the stock and hold because the new
CEO is big time.
Read this frtom June.
Dr.
Chin, SVP of Global Development at Elan Corporation and Former
Head of Clinical Research for the Biotherapeutics Unit at Genentech,
Tapped to Lead OXiGENE Through Its Next Stage of Corporate Growth
OXiGENE, Inc., a biopharmaceutical company, engages in the development
of novel small-molecule therapeutics to treat cancer and eye
diseases. The company focuses on the development and commercialization
of drug candidates that disrupt abnormal blood vessels associated
with solid tumor progression and visual impairment. It develops
vascular disrupting agents (VDAs) and ortho-quinone prodrugs
(OQPs). It develops VDAs for indications in oncology and ophthalmology;
and OQPs for indications in oncology. The company's products
are in various clinical and preclinical trials for oncology
and ophthalmology, as a single-agent and in combination with
other therapies, including chemotherapy, radiotherapy, antibody
therapy, and anti-vascular endothelial growth factor therapy.
The company has collaborations with a various university and
research institutions, including Gray Cancer Institute, Middlesex,
the United Kingdom; Baylor University, Waco, Texas; Arizona
State University, Tempe, Arizona; The University of Texas MD
Anderson Cancer Center, Houston, Texas; and Beth Israel Deaconess
Medical Center, Boston, Massachusetts. The company was incorporated
in 1988 and is headquartered in Waltham, Massachusetts.
Congratulations on the 6 Point gain
of HET!

GigaMedia Ltd. (GIGM)
8/18/06 Close $8.76
We picked this July of last year at $2.60. Why pick
again? Continue my theme of Poker and Casinos. GIGM is focused
on the online casino business in China. Yes, the have Europe
exposure, but we want the China part. Why? http://www.betonsports.com/This
online casino was shut down by the U.S. The Senate has pushed
forward a bill to make it illegal for all U.S. citizens to gamble
on these sites. You think its not possible? Look at Betonsports.
They were the unlucky one the government picked on. If they
go forward with this law then a HUGE amount of revenue will
be lost from the U.S. What population is large enough to make
up for that? China!
GigaMedia Limited, through its subsidiaries, engages in the
development and license of entertainment software and provision
of application services, and ownership and operation of an online
games portal. It also provides broadband Internet access services.
The company, through its subsidiary, Cambridge Entertainment
Software, develops and licenses software solutions and application
services, including online entertainment and social networking
in the Internet-based entertainment markets. It also offers
FunTown game portal, an Asian casual game portal that provides
an online MahJong game site, as well as provides services, such
as game clubs for players, tournaments related to FunTown's
online casual games, and social networking. In addition, the
company provides broadband Internet access services to consumer
and corporate customers through various technologies and products,
including cable modems, leased-lines, virtual private network,
and other value-added services. GigaMedia was founded in 1997
and is headquartered in Taipei, Taiwan.

Harrah's Entertainment Inc. (HET)
8/8/06 Close $59.44
We have held off the last few weeks with a stock pick due to
the War in Israel and uncertainty in the market. I decided to
play in the World series of Poker in Las Vegas. The RIO( a Harrah's
Casino ) hosted the event. Over 8700 players attended this.
Not only does Harrah's get a piece of the 87 million dollars
in entry fees, but the hotel was booked solid. In fact, Vegas
was crowded every day of the week. This stock is trading at
a 52 week low. The economy might be slowing but not poker and
not Vegas FYI , I came in 225th out of over 7800 players.It
was a blast!
EarthFirst Technologies, Inc.(EFTI)
7/17//06 Close .119
THis PR came out last week when the stock was trading
close to a 52 week low. It still is, We have been buying here
as this great merger has gotten little press. This is the company
http://www.castcrete.com/index.cfm
I would say even after the reverse, this will be way
undervalued.
EarthFirst Technologies, Inc. ("EarthFirst",
or "the Company") (OTCBB:EFTI) and Cast-Crete Corporation
("Cast-Crete") today announced that the Board of Directors
and shareholders representing the majority interests of both
companies, have approved the terms of the merger effective immediately.
The primary terms are as follows:
(1) The Company will change its name to Cast-Crete;
(2) The Company will effect a 60-1 reverse split of its stock;
(3) Total shares outstanding after the merger, and after the
reverse split of the stock will be approximately 15 million
shares; and,
(4) The assets of Cast-Crete cannot be encumbered until acquisition
debt is retired.
The following Pro Forma earnings for the twelve month period
ending June 30, 2007 was also provided for Cast-Crete's operations,
based upon actual results for the six-months ended June 30,
2006.
TWELVE MONTHS PRO FORMA EARNINGS
JULY, 2006 - JUNE, 2007
Sales $150,000,000
Earnings before interest and taxes 65,000,000
Interest expense on Acquisition Debt (25,000,000)
Income taxes (16,000,000)
--------------
Net Income $ 24,000,000
==============
Estimated Outstanding Shares 15,000,000
Earnings Per Share (EPS) $1.60
About EarthFirst Technologies, Incorporated
EarthFirst Technologies, http://www.earthfirsttech.com, is a
specialized holding company engaged in researching, developing
and commercializing technologies for the production of alternative
fuel sources and the destruction and/or remediation of liquid
and solid wastes, and in supplying electrical contracting services
to commercial and government customers internationally. Through
its subsidiary World Environmental Solutions Company (WESCO),
EarthFirst markets solid waste remediation plants utilizing
a proprietary Catalytic Activated Distillation (CAVD) process,
which is a superior technology developed by EarthFirst to recycle
rubber tires and other waste by heating the material without
burning it. Through its subsidiary Electric Machinery Enterprises,
Inc., http://www.e-m-e.com, the Company provides electrical
contracting services both as a prime contractor and as a subcontractor,
electrical support for industrial and commercial buildings,
power generation stations, and water and sewage plants in the
US and abroad. Through its subsidiary EarthFirst Americas, Inc.,
the Company is engaged in the global development, marketing
and distribution of biofuels.

Chartered
Semiconductor Manufacturing Ltd. (CHRT)
7/5/06 close $8.36
Here is a company that was just upgraded by Citibank today from
Sell to Buy and closed down. This is the kind of company you
buy when the market in weak and hold. A year later you will
be pleased.
Chartered Semiconductor Manufacturing, Ltd. provides
wafer fabrication services and technologies to semiconductor
suppliers and systems companies primarily in North America,
Europe, and Asia. It manufactures logic semiconductor wafers
primarily for the communication, computer, and consumer markets,
as well as makes mixed-signal semiconductor wafers using both
CMOS and BiCMOS processes. The company also produces stand-alone
memory devices, including EPROM, EEPROM, SRAM, and Flash memory;
and embedded memory, including eSRAM, eEEPROM, and eFLASH memories.
In addition, it provides assembly and test services to its customers.
Chartered Semiconductor has strategic and technology alliances
with IBM, Infineon, Samsung, Chartered Silicon Partners, and
Agere Systems Singapore Pte, Ltd. The company was founded in
1987 and is based in Singapore. Chartered Semiconductor Manufacturing,
Ltd. is majority owned by Singapore Technologies Semiconductors
Pte, Ltd., a wholly owned subsidiary of Temasek Holdings (Private)
Limited.
New Pick This weekend!!!!!!!!!!!!!!!!
Isonics Corp. (ISON)
6/16/06 Close .68
With all the tension in Iran and North Korea as well as the
usual suspects, we feel its time for a security stock. Here
is one that is trading close to a 52 week low.
Isonics Corporation provides various security services and technologies.
It operates in three segments: Life Sciences, Homeland Security,
and Semiconductor Materials and Products. The Life Sciences
segment sells stable and radioisotopes in elemental and simple
compound forms for use in life sciences applications. Stable
and radioactive isotopes are used by researchers to investigate
living systems, determine the chemical structure of biological
compounds, design new drugs, and measure low levels of environmental
toxins. Isonics supplies stable isotopes of oxygen, thallium,
zinc, cadmium, xenon, strontium, and others that are used in
various medical imaging and therapy applications. The Homeland
Security segment provides security and investigative services,
as well as develops trace and bulk detection technologies. It
provides armed and unarmed security personnel. It also provides
electronic security systems, armed escort couriers, executive
bodyguards, video/electronic surveillance, mobile vehicle patrols,
special event security, and VIP escorts.
The segments investigative solutions include communications
security, eavesdropping/espionage countermeasures, industrial
sabotage investigations, employment investigations, and various
forensic services. The Semiconductor Materials and Products
segment manufactures and reclaims silicon wafers, sells silicon-on-insulator
wafers. Isonics principally operates in the United States and
Germany. The company was co-founded in 1992 by James E. Alexander
and Boris Rubizhevsky. It was incorporated as A&R Materials,
Inc. in 1993 and changed its name to Isonics Corporation in
1996. Isonics is headquartered in Golden, Colorado

OTCBB: ARET
6/8/06 Intraday at .0164
Arete Industries Inc, (OTCBB ARET)
Arete Industries, Inc., a development stage company, is a publicly
traded holding company with several subsidiaries.
Arete is in the process of doing a reverse merger with a oil
and gas company. This sector is very hot right now with the
sky rocketing prices of oil and gas. The company has been in
a lengthy process of cleaning up it's filings and negotiating
with a oil and gas merger partner. From the previous press releases,
the due dillengece process on both sides of the merger should
be nearing completion with June 8th being the expected date
of completion. A press release from the company on their progress
should be forth coming at any time. ARET could be a big winner
depending on the details of the merger company.
Streicher Mobile Fueling Inc. (FUEL)
5/17/06 Intraday .2.60
The first time we picked FUEL was March of 2004. That was at
$1.79 and the stock ran to $5.55 s recently.
The stock fell yesterday because they delayed earnings a week
and said this:
The Company anticipates that it will report a loss of approximately
$2.2 million for the quarter, a $900,000 increase over the loss
reported in the same period a year ago. The increased loss is
attributable to several factors, including the costs of the
Company-wide infrastructure development program to support its
business plan. During the quarter, the Company also incurred
costs relating to the integration of Shank Services and H &
W Petroleum; higher cash and non-cash interest expense; increased
bad debt provision; lower petroleum products sales volumes during
the quarter attributable largely to customer reaction to recent
increases in fuel prices; and increased operating costs for
driver wages, benefits, hiring, training and retention, and
running fuel usage than in the third quarter of fiscal 2005.
For anyone that didn't own this stock , this was good news.
FUEL does 200 Million a year in revenue and trades at a 26 Million
market cap. Looks like they are restructuring the infrastructure
to become profitable. If this happens we can only imagine what
kind of market cap they will deserve. Top that off with this
being a stock that will rise when oil becomes a concern this
summer.

Harken Energy Corp. (HEC)
5/1/06 Close .91
Here is a oil play we picked over 2 years ago at the same price.
The difference? Skyrocketing oil prices! Just like with our
TGC pick, we feel its ready for a move.
Here is a link to an update the company put out last week. http://biz.yahoo.com/iw/060426/0125147.html
Harken Energy Corporation, through its subsidiaries, engages
in the exploration, development, production, and acquisition
of oil and gas properties primarily in the onshore and offshore
Gulf Coast regions of south Texas and Louisiana. The company
also explores and develops coal bed methane in Indiana and Ohio.
Further, it involves in the exploration, development, and production
activities in Colombia, as well as in the exploration activities
in Panama and Peru. Further, Harken Energy engages in minimal
energy trading principally in the United States. As of December
31, 2005, the company had proved reserves of approximately 6,282,000
barrels of oil and 8,453,000 million cubic feet of gas. Harken
Energy was incorporated in 1973 and is based in Southlake, Texas.

Tengasco Inc. (TGC)
4/24/06 Close $1.55
Oil,Oil,Oil. Here is a a stock we picked 3 years ago that is
back and running to a 52 week high today. A 52 week high at
onlt $1.55 a share!
Today they announced completion of an eight-well drilling program
on its producing properties in Kansas. The company said the
program proved to be highly successful, with seven wells producing
or expected to produce commercial quantities of oil.
Tengasco also said its oil production volume in Kansas reached
38,502 barrels in the first quarter.
Tengasco, Inc. engages in the exploration, production, and transportation
of oil and natural gas in Tennessee and Kansas. It also leases
producing and nonproducing properties for exploration and development.
The company has interests in 129 producing oil wells and 51
producing gas wells in the vicinity of Hays, Kansas; and 22
producing gas wells and 5 producing oil wells in the Swan Creek
Field, Tennessee. Tengasco markets its crude oil to local refining
companies, local utilities, and private industry end-users;
and natural gas to local utilities, private industry end-users,
and natural gas marketing companies. The company was founded
as Gold Deposit Mining & Milling Company in 1916 and changed
its name to Onasco Companies, Inc. Further, Onasco Companies
changed its name to Tengasco, Inc. in 1995. Tengasco is headquartered
in Knoxville, Tennessee.

SLS International (Amex: SLS)
4/17/06 Intraday .79
SLS makes a great loudspeaker. Read this PR... In late May Best
Buy will begin selling this as well as being featured on the
Donald Trump Apprentice Show. The stock has fallen recently
and represents a great opportunity.
SLS International Signs Agreement with Best Buy Co.
to Nationally Distribute Its Q Line Gold Home Theater System
Thursday March 9, 8:30 am ET
Q Line Gold System to be Sold In Over 600 Best Buy Retail Stores
SPRINGFIELD, Mo., March 9 /PRNewswire-FirstCall/ -- SLS International
(Amex: SLS - News), the leading provider of premium quality
sound systems for professional (recording studio, concert, etc.),
cinema and home entertainment markets, today announced the Company
has signed a Master Vendor Agreement with Best Buy Co., Inc.
(NYSE: BBY - News), North America's number-one specialty retailer
of consumer electronics, personal computers, entertainment software
and appliances, to distribute the new Q Line Gold Home Theater
Surround Sound System, co-developed with 26-time Grammy winner
Quincy Jones, in 618 Best Buy locations throughout the U.S.
commencing in May, 2006.
The timing of the Q Line Gold System product offering in Best
Buy stores coincides with its product debut on the series finale
of "The Apprentice," the popular reality show which stars Donald
Trump and is produced by Mark Burnett Productions in association
with Trump Productions LLC. The series finale is scheduled to
air late May.
"This agreement with Best Buy represents a significant opportunity
for national distribution for the Q Line Gold System. Best Buy's
position as the dominant retailer in the consumer electronics
industry is the ideal distribution channel for us to promote
the SLS brand and the new Q Line Gold Home Theater System to
the broadest consumer market possible," said John Gott, Chairman
and CEO of SLS International. "Our success in the commercial
sound industry as well as the endorsements that we have had
in the past by world renowned stars such as Quincy Jones and
Sting have now positioned us to establish a leading position
in the consumer marketplace, with products that are not only
cutting edge in technology and sound quality, but also very
affordable for the general consumer. This is the first step
towards expanding our distribution channels to widen our reach
to the mass consumer market. We will continue to focus on product
innovations that bring both value and sound excellence to the
growing consumer demand for quality home theater systems."
The Q Line Gold Home Theater Surround Sound System features
4 bookshelf satellite speakers and one center channel speaker,
all utilizing SLS International's PRD100 Planar Ribbon Drivers
and woven Kevlar midrange drivers. To meet today's demanding
low frequency requirements, SLS has included a high excursion,
self-powered subwoofer delivering accurate and controlled bass.
A multi channel Dolby Digital/DTS surround sound receiver powers
the system with 110 watts per channel featuring a built-in room
balancing algorithm, component video throughput with video up
scaling, on screen display, and a universal remote control.
The system also includes a matching progressive scan DVD player
that supports most of the industry standard formats including
MP3. The anticipated selling price for the Q Line Gold System
in Best Buy locations will be $799.00.
About Best Buy:
Best Buy Co., Inc. is an innovative Fortune 100 growth company
that continually strives to create superior customer experiences.
Through more than 930 retail stores across the United States
and in Canada, employees connect customers with technology and
entertainment products and services that make life easier and
more fun. Best Buy sells consumer electronics, home-office products,
entertainment software, appliances and related services. A Minneapolis-based
company, operations include: Best Buy (BestBuy.com), Future
Shop (FutureShop.ca), Geek Squad (GeekSquad.com) and Magnolia
Audio Video (Magnoliaav.com). Best Buy supports communities
through employee volunteerism and grants from The Best Buy Children's
Foundation.
About SLS:
Based in Ozark, Mo., SLS International, Inc. is a 30-year-old
manufacturer and developer of new proprietary patent-pending
ultra-high fidelity Ribbon Driver loudspeakers, patented Evenstar
Digital Amplifiers and sound systems for the commercial, home
entertainment, professional and music markets. SLS has perfected
the ribbon-driver technology enabling their loudspeakers to
achieve exceptional inner detail and accuracy with 20% to 30%
less distortion of typical compression driver and dome tweeters.
SLS speakers and systems are used in high-profile venues such
as NBC/MSNBC's 2002 and 2004 Olympics studios, the Recording
Academy's Grammy Producers SoundTable events, and for the NAMM
winter show, providing sound in the AVID Technology booth just
to name a few. For more information, visit http://www.slsaudio.com.
Safe Harbor:
Matters discussed in this press release contain forward-looking
Statements within the meaning of the Private Securities Litigation
Reform Act of 1995. When used in this press release, the words
"anticipate," "believe," "estimate," "may," "intend," "expect"
and similar expressions identify such forward-looking statements.
Actual results, performance or achievements could differ materially
from those contemplated, expressed or implied by the forward-looking
statements contained herein. These forward-looking statements
are based largely on the expectations of the Company and are
subject to a number of risks and uncertainties. These include,
but are not limited to, risks and uncertainties associated with
the impact of economic, competitive and other factors affecting
the Company and its operations, markets, product, and distributor
performance, the impact on the national and local economies
resulting from terrorist actions, and U.S. actions subsequently;
and other factors detailed in reports filed by the Company with
the Securities and Exchange Commission.
--------------------------------------------------------------------------------
Source: SLS International, Inc.
Magellan Petroleum Corp(MPET)
4/11/06 Close $2.28
Energy related and oil stocks are hot again. No pun
intended, but they won't cool off this summer. We have not even
hit Hurricane season and the pumps are hitting $3 a Gallon.
MPET was up 23% today. There are only 24 Million shares in the
float and it already hit $4 during the last Energy run. This
will not be the last Oil play we do, but this sure will be a
fun one to watch.
Overstock.com Inc. (OSTK)
4/9/06 Close $28.44
The last time we picked this the stock dropped. Why
pick again? After all, the CEO comes off as a complete nut job.
Read This PR Overstock
Short Interest Now 107% of Float on Deposit at DTCC . Yahoo
reports the short interest as 87% of the float. But the float
is 7.41 Million shares and the short interest is 9.58 Million
shares. That simply means that traders have naked short the
stock without hedging against it . If this is to complicated
to understand, lets just say that one day 9.58 Million shares
will have to be covered ( bought back) by the shorts. This buying
will cause a squeeze and buying frenzy.
When will this happen and at what price? The stock is weak and
there has been no real news to hurt the shorts. Watch how this
stock trades and you will see that with not much stock out there
it moves fast on little volume. This has to be a patient trade
as the short funds can easily move the stock down and put the
scare on investors.
Why consider OSTK? Read this positive article Exploring
Overstock's Discount
Be patient and wait for the squeeze. It will come.

Metallica Resources Inc. (MRB)
4/4/06 Close $3.46
Gold has been on a tear. Here is one that is near a 52 week
high, but very undervalued. The company is also sitting on 42
Million in cash. They also had close to 8 Million in earnings
last year. Want more?
Metallica Resources Announces Falconbridge Increases its Ownership
in the Company . This is a NYSE company with a
13 Billion market cap. Gold usually falls when the market runs.
Not true this time. Gold is always a safe play when the country
is in unrest . Iran, bird flu, Iraq...........
Metallica Resources, Inc., a development stage company, engages
in the exploration, development, and acquisition of mineral
deposits principally in Mexico and Chile. It owns a 100% interest
in the Cerro San Pedro gold and silver heap leach project in
central Mexico; a 30% interest in the El Morro copper-gold project
in northern Chile; and a 100% interest in the Rio Figueroa copper-gold
project in northern Chile; and other preliminary stage copper/gold
projects in Chile. The company was founded in 1977. It was formerly
known as Temple Explorations, Inc. and changed its name to Burgess
Point Resources, Inc. in 1987. Further, Burgess Point Resources
changed its name to Metallica Resources, Inc. in 1994. Metallica
Resources is based in Toronto, Canada.

JMAR Technologies Inc. (JMAR)
3/30/06 close .92
The company missed earnings today and the stock hit a new 52
week low. We know some large funds that bought this today. You
can make much more money buying these at the low then at the
top. We like the company and the industries they sell to.
http://www.jmar.com/2004/index.shtml
JMAR Technologies, Inc. develops laser based equipment
for imaging, analysis, and fabrication at the nanoscale. It
develops, manufactures, markets, and supports advanced laser,
sensor, and custom systems for applications in the nanotechnology,
biotech, semiconductor, homeland security, and water quality
markets. JMAR offers BriteLight Laser, a diode pumped solid
state laser, which enables the production of soft X-rays using
laser produced plasma; X-Ray Lithography Systems for semiconductor
lithography applications; VersaCAM, a scanning boom optical
computer aided microscope for industrial, biological, and medical
microscopy; Compact X-Ray Microscope for 3D visualization of
single cells and polymers; and Compact X-Ray Nano Probe, which
enables interaction, analysis, and materials modification at
the nanoscale. JMAR also develops, manufactures, and markets
BioSentry, a laser-based contamination warning system that provides
surveillance, detection, and classification of waterborne microorganisms,
as well as maintains a strategic alliance with FemtoTrace, Inc.
for the production of the READ chemical sensor for homeland
security, environmental, and utility infrastructure industries.
In addition, it provides process integration and maintenance
support, and integrated circuit production for military and
commercial markets. JMAR was founded in 1987 and is headquartered
in San Diego, California.

TASR (TASER International, Incorporated)
3/22 Close $10.70
After dropping all the way down to the $5 range , TASR has made
a nice turn up. They have really done a good job of changing
the negative tone in the media. Last year after the stock had
a great run for us they were attacked by everyone. TASR starteed
a campaign to issue a positive PR when there is a life saving
moment involved with a TASR. Today thau also issues a report
on a study by Dr. Jeffrey Ho and other physicians from the Hennepin
County Medical Center in Minneapolis has been peer reviewed
and published in the Journal of the Society of Academic Emergency
Medicine. It is the largest sample of human subjects in a Taser
test to date.
The article reports findings that the TASER X26 electronic control
device did not affect the recordable cardiac electrical activity
within a 24-hour period following a standard five-second application.
Furthermore, the authors were unable to detect any induced electrical
dysrhythmias or significant direct cardiac cellular damage which
could be related to sudden and unexpected death proximal to
electronic control device exposure. Additionally, no evidence
of dangerous hyperkalemia or induced acidosis was found.
TASR still has a 30% short position, which means possible upward
pressure. Don't forget the military and General Dynamics are
testing a product that involves TASR.
We like TASR again!

Star Scientific Inc. (STSI)
3/8/06 Close $2.81
Star Scientific, Inc. (SSI), together with its wholly owned
subsidiary, Star Tobacco, Inc., engages in the manufacture,
sale, development, and marketing of very low-nitrosamine smokeless
tobacco products. It also develops, implements, and licenses
scientific technology for the curing of tobacco so as to prevent
the formation of carcinogenic toxins present in tobacco and
tobacco smoke, primarily the tobacco-specific nitrosamines.
The company’s products include ARIVA, a compressed powdered
tobacco; STONEWALL Hard Snuff, a nonfermented, spit-free hard
tobacco product for moist snuff users; a dry snuff product under
the name Stonewall; and discount cigarettes. SSI sells its smoked
and smokeless tobacco products through tobacco distributors
throughout the United States. The company is headquartered in
Chester, Virginia.
This is what we like to see. A sale of stock to raise $$ at
reasonable prices.
On March 3, 2006, Star Scientific, Inc. (the "Company")
entered into a Securities Purchase and Registration Rights Agreement
(the "Agreement") with an existing shareholder (the
"Investor") whereby the Company has sold to the Investor,
for an aggregate purchase price of $6,000,000, a total of 2,000,000
(the "Shares") shares of common stock, $0.0001 par
value per share, of the Company ("Common Stock") and
a warrant, at an exercise price of $3.00 per share, to purchase
an additional 2,000,000 shares of Common Stock by June 30, 2007
(the "Warrant"). The aggregate purchase price of $6,000,000
will consist of $600,000 payable upon signing the Agreement
and $5,400,000 payable pursuant to a promissory note (the "Note")
between the Investor and the Company entered into simultaneously
with the Agreement. Under the terms of the Note, the Investor
will pay the Company three installments of $600,000 each on
April 1, May 1, and June 1, 2006, and make a final payment of
$3,600,000 on June 15, 2006. The Note is full recourse and secured
by a pledge of the Shares, and carries no interest. While the
issuance of the Shares and the Warrant was pursuant to the exemption
from registration afforded by Section 4(2) of the Securities
Act of 1933, the Company plans to file a registration statement
with respect to the resale of the Shares and the Common Stock
issuable upon exercise of the Warrant. The Company intends to
use the proceeds from the sale of the Shares and the Warrants
to service its obligations to Brown & Williamson Tobacco
Corporation ("B&W") under a Restated Master Agreement
dated April 25, 2001, and an outstanding account payable that
amounted to approximately $5.0 million as of December 31, 2005.
As a result of the combination of B&W and R.J. Reynolds
Tobacco Company's U.S. assets and operations in 2004, the payments
on these obligations are being made to R.J. Reynolds Tobacco
Company.

Amedia Networks Inc. (AANI)
2/27/06 Intra day .80
Our reasons for liking AANI a year ago remain unchanged
http://www.shazamstocks.com/picks-detail.php#21
The only difference is an extra year of growth. We are looking
for a breakout soon. we own a long position in aani.

Metal Storm Ltd. (MTSX)
2/16/06 Close $3.59
We Picked this once before and there is reason to do it again.
The stock was halted on Friday with news pending and today came
2 of them. The stock should gap at the open, but we still feel
this is a great time for the company.
•
Metal Storm and ST Kinetics Successfully Fires Jointly-Developed
High Explosive Stacked Rounds
•
Metal Storm and EOS Unveil Redback(TM) Weapon System Market
Wire (Mon 8:59pm)
Metal Storm Limited is a multi-national defense technology company
engaged in the development of electronically initiated ballistics
systems using its unique "stacked round" technology.
The company is headquartered in Brisbane, Australia and incorporated
in the U.S., with an office in Washington, D.C.
Metal Storm is working with government agencies and departments,
as well as industry, to develop a variety of systems utilizing
the Metal Storm non-mechanical, electronically fired stacked
ammunition system.
Metal Storm's weapon technology uses computer-controlled electronic
ignition and a system of stacked projectiles, to achieve a completely
non-mechanical gun that is very lightweight and compact, providing
a very high firepower to weight ratio. The Metal Storm weapons
system utilizes multiple barrels mounted together on one platform
which allows varying munitions types to be deployed in a single,
low cost, lightweight weapon system. Firing the weapons by electronic
ignition requires no moving parts, allowing reliable long term
unattended weapon operation.
MediaBay Inc. (MBAY)
2/8/06 Close .97
MediaBay, Inc. operates as a digital media and publishing company,
specializing in spoken audio entertainment in the United States.
It operates through three segments: Audio Book Club, Radio Spirits,
and MediaBay.com. The Audio Book Club segment, a membership-based
club, licenses from publishers to distribute audiobooks in a
club format through direct mail and on the Internet. The Radio
Spirits segment produces, sells, licenses, and syndicates old-time
radio shows on audiocassettes and compact discs through catalog,
retail, direct mail, and online channels. It also broadcasts
its radio programs through a syndicated radio show on commercial
stations in the United States, as well as broadcasts its 24-hour
Radio Classics channels on Sirius and XM Satellite Radio. As
of July 7, 2005, the company’s content library consisted
of approximately 75,000 hours of spoken audio content, including
audiobooks and old-time radio shows. The MediaBay.com segment
operates as a media portal offering spoken word audio content
in digital download formats. The company was founded in 1993
and is based in Cedar Knolls, New Jersey.
Here is a company trading at cash value that is trying to find
itself.
MediaBay Retains MediaTech Capital to Review Strategic Options
to Maximize Shareholder Value
They are going to expand in the wireless market. At a market
cap of only $10 Mil and that much in cash, we like the gamble.

Morgan Beaumont Inc. (MBEU)
1/31/06 Intraday .50
Over 1 year ago we profile mbeu and was paid by a third
party for it. We never have made an old profile a stock pick
until now. We actually bought our first 50,000 shares at $1
before the stock took a hit because of a bank delay. We have
been buying at lower levels ever since. We now own over 500,000
shares bought in the open market and will not sell under $2
a share. If by June we don't see $2 , we have the right to sell
but probably won't. That is how strong I feel about this company!.
http://www.morganbeaumont.com/
Company fact sheet that says it all!
http://www.morganbeaumont.com/files/MBEU_FactSheet.pdf
Recent Pr's
Intele-CardNews
Names Its 10 to Watch Companies for 2006; Morgan Beaumont Makes
the List
Morgan
Beaumont Announces Agreement With MoneyGram
Morgan
Beaumont Updates Fiscal First Quarter Revenue Guidance and Provides
Outlook for Second Quarter
Tuesday January 17, 6:00 am ET
First Quarter of 2006 to Be Up 30% Above Prior Guidance; Second
Quarter to Be Up Approximately 50% Higher Than First Quarter
Morgan
Beaumont Announces Distribution Agreement With Nationwide Providers
Morgan
Beaumont Announces Fiscal 2006 First Quarter Earnings Release
and Conference Call Schedule

Digital Recorders Inc. (TBUS)
1/20/06 Close $1.78
With all the unrest in the world, we are choosing a security
play. If you have not been paying attention to our picks, you
better. IELM already rose 100% from 2 picks ago.
Digital Recorders, Inc. engages in the design, manufacture,
sale, and service of information technology and audio surveillance
technology products. The company operates through two segments,
Transportation Communications and Law Enforcement and Surveillance.
Transportation Communications segment’s products include
computer aided dispatch global positioning satellite tracking
systems, automatic vehicle location systems, automatic vehicle
monitoring systems, automatic voice announcement systems, and
vandal-resistant, hands-free microphone. These products are
sold under the brands DR-Talking Bus, TwinVision, and Mobitec,
which are sold to transportation vehicle equipment customers
worldwide. Law Enforcement and Surveillance segment’s
products comprise a line of digital audio filter systems and
digital audio recorders sold under the brands SSABR, QuickEnhance,
and MicroDAC. These products are primarily offered to U.S. federal,
state, and local law enforcement agencies and organizations.
The company sells its products primarily through its sales force
and commissioned independent sales representatives in North
and South America, Far East, the Middle East, Asia, Australia,
and Europe. Digital Recorders, Inc. was incorporated in 1983
and is based in Dallas, Texas.

Indus International Inc. (IINT)
1/11/06 Close $3.32
This hit a 52 week high today and only has a PE of 23. Just
like with our GIGM pick, this is breaking out and is finally
getting noticed.
http://www.indusinternational.com/
Indus International, Inc. engages in the development, licensing,
implementation, support, and hosting of service delivery management
(SDM) solutions. These software solutions enable clients to
manage their customers, assets, workforce, spare parts inventory,
tools, and documentation. The company’s SDM software products
comprise customer suite, asset suite, and service suite. The
customer suite encompasses call center, customer information
tracking, billing, and accounts receivable functions. The asset
suite includes asset and work management systems, materials
and procurement systems, supply chain, eProcurement systems,
and safety and compliance systems. Its other complementary components
include mobile computing, enterprise asset integration tools,
search capabilities, data warehousing products, and integration
to enterprise resource planning products for financial and human
resources functions. The service suite enables customers to
dispatch resources with required tools, information, and parts.
It comprises various applications, such as WorkCenter, WorkManager,
WorkMobile, WorkExecutive, and WorkOptimizer. The company’s
service offerings include implementation programs, strategic
consulting, e-Learning and training solutions, three-tiered
maintenance and support plans, and hosting and outsourcing services.
Indus International serves customers in various industries,
such as utilities, manufacturing, chemical, oil and gas, pulp
and paper, telecommunications, government, education, transportation,
and consumer packaged goods. The company sells its products
and services in Americas; Europe, Middle East, and Africa; and
Asia-Pacific through direct sales representatives and strategic
partnerships. It has strategic relationships with NextAxiom
Technology, Inc.; Business Objects, Inc.; and Oracle Corporation.
Indus International is headquartered in Atlanta, Georgia.

GlobeTel Communications Corp. (GTE)
12/30/05 Close $3.68
Here is a stock to watch when the markets reopen for the new
year. GTE gained 68% on Friday. Why feature a stock that ran
so much already? They signed a 600 Million Dollar deal in Russia
for broadband phone service. They will get four payments of
150 Million each and a 50% share of the revenue. Even with the
big gain on Friday , they have a market cap of only 296 Million.
This stock still seems way undervaulued.
Here is the BIG PR http://biz.yahoo.com/ap/051230/globetel_russian_contract.html?.v=1
GlobeTel Communications Corp. provides telecommunication services.
Its services involve Internet telephony using Voice over Internet
Protocol (VoIP) equipment. The company’s core products
and services comprise telephony services that include international
wholesale carrier traffic; networks; and prepaid calling services
and IP Telephony. It offers prepaid calling services, which
allow carrier customers and reseller customers to sell their
own branded prepaid calling cards and allow their customers
to make both domestic and international calls; and IP Telephony
services, including conference calling, call forwarding, emergency
services, voice mail, and multiple lines. GlobeTel provides
nontelephony products and services, which include stored value
card programs and outsourced stored value services for the international
banking and telecommunications community. It also provides network
management services to customers, which includes testing routes,
troubleshooting, and service requests. In addition, the company
develops a national wireless broadband network utilizing high-altitude
airships called Stratellites, which are used to provide wireless
voice, video, and data services. GlobeTel has virtual networks
serving callers in Venezuela, the United Kingdom, Australia,
China, Philippines, and Malaysia; and physical networks serving
customers in Hong Kong, Brazil, and Mexico. The company is based
in Pembroke Pines, Florida.
12/23/05
FORD Pick pulled....
http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh62634_2005-
12-23_15-03-17_wen6863_newsml

Forward Industries Inc. (FORD)
12/21/05 Close $14.94
How can a company warn 30 days after guidance? And night night
before the holiday break? Don't go near this garbage....

IElement Corp. (OTCBB: IELM)
12/13/05 Close .065
Not many times do we pick a otcbb stock that we are not compensated
for. It's just our business. Here is a stock that I have been
buying in the open market for months. I was not going to make
this a pick until I saw volume and fundamentals. This by far
is the most under priced VOIP company around. We have never
spoken to anyone at the company and are just outside investors.
Check out this sales release. http://biz.yahoo.com/pz/051110/89622.html
Here is the company website http://www.ielement.com/
IElement is unique in the industry as a self-financed, profitable,
privately held Communications Service Provider (CSP), that has
experienced rapid growth since its inception in 1998. IElement's
primary business is selling T1s, integrated T1s for voice and
data, wireless Internet/data services, and a Layer 2 Private
Network (L2PN™) solution that is a cost-effective and
more secure alternative to VPNs.
IElement is proud to be the only facilities based voice and
data carrier that provides wireless access into the small and
medium sized enterprise (SME) market.

Overstock.com Inc. (OSTK)
11/28/05 close $36.93
http://www.overstock.com
Over the past year we have picked stocks like NFLX and TASR
that have been shorted by extreme amounts. Here is a stock where
the shorts are in big trouble. 61% of the float is short OSTK!
A shopping site close to the holiday with a bullish market looks
like a big squeeze is near.
Also, The CEO of OSTK is fighting the short hedge funds! Here
is a link to the battle the CEO has done with illegal naked
short hedge funds http://www.shareholder.com/overstock/suit.cfm
Also, the CEO has been buying stock in the open market
Overstock.com, Inc. oper31-Aug-05 BYRNE, JOHN
Director 85,456 Direct Purchase at $40.11 - $40.5 per share.
$3,444,0002
31-Aug-05 BYRNE, JOHN
Director 45,544 Direct Purchase at $39.90 - $40.1 per share.
$1,822,0002
Overstock.com, Inc. operates as an online retailer. It offers
bed-and-bath goods, home and garden products, furniture, kitchenware,
watches, jewelry, computers and electronics, telephones, cameras,
sporting goods, and apparel and designer accessories. The company
also sells books, magazines, CDs, DVDs, videocassettes, and
video games. It also offers limited travel services, such as
flight, hotel, and rental car reservations. In addition, Overstock.com
offers medical equipment and home health products, including
motorized wheelchairs, walkers, blood pressure monitors, and
skin care products at discounts. The company provides its products
through its Web site, www.overstock.com. Overstock.com was formed
as D2--Discounts Direct in 1997 and was reorganized as a C Corporation
in 1998. Further, the company changed its name to Overstock.com,
Inc. in 1999. Overstock.com is headquartered in Salt Lake City,
Utah.

Ionatron
Inc. (IOTN)
11/11/05 Close $9.01
We Picked IOTN in May at $7.50 a share http://www.shazamstocks.com/picks-detail.php#32
The earnings announcement last week was very good, but the company
could not say much in the conference call . Why? Because this
technology is classified with the government. IOTN has a LIPC
technology that uses lasers as weapons. They also have a IED
Technology that will help defend tanks etc... basically blowing
up bombs before they hit our troops.
Because the company shut mouth due to classified info, IOTN
sold off $1 after the earnings call. it will be very simple
to track and huge orders they will receive because it will be
listed on government budgets and IOTN only has this technology.
Here is some key info from the last CC
Business Update
The FY'05 Contract for LIPC technology development, as stated
by our Government customers, is proceeding well and is on track
to achieve several aggressive milestones for scaling the technology
to useful capability for military applications. The focus for
this effort is development of novel subsystems tailored to meet
the specific requirements for enabling LIPC to operate in the
field environment. Additionally, work will be done to expand
the understanding of LIPC effects on specific targets. For additional
information concerning this contract, please refer to the government
website at www.fbo.gov
The counter IED technology has exceeded expectations during
numerous customer testing events, and the Company continues
to meet contract cost and schedule expectations. Ionatron is
precluded by its customer from discussing details pertaining
to deployment information and schedules.
The Company announced in mid-October that it is transitioning
back to its Stennis Space Center facility located on the Gulf
Coast in Mississippi after having temporarily closed the facility
due to the impact of Hurricane Katrina. The Company is also
expanding its facility at Stennis in order to meet the contemplated
production demand for its counter roadside bomb product line
when requested by its Government customer
As a reminder, Congress allocated funding in the recent supplement
to the 2005 budget to field the Joint IED Neutralizer (JIN)
and setup of a production program for JIN. Ionatron was recently
requested by the Government contracting organization to submit
a cost proposal with unit pricing for each of the following
production quantities; 50, 500, 1,000 and 2,000 counter IED
units. This is a complicated process and the Government contracting
organization has a series of controls that make it difficult
to determine when it will be reduced to a signed contract. The
Stennis facility is being prepared in anticipation of this contemplated
production order and the Company is negotiating with vendors
to place orders for long-lead items. Depending on demand, production
capabilities could be increased quickly. Any other comments
by the Company about the counter IED program are precluded by
its customer.

Empire
Resorts Inc. (NYNY)
11/4/05 Close $7.04
Empire Resorts, Inc., through its subsidiaries, engages in the
operation and development of gaming venues in New York. It primarily
operates the Monticello Raceway, a harness track in the Catskills
area of New York. This facility features approximately 1,744
video gaming machines, live harness horse racing, and other
amenities. The company is also working to develop other gaming
and nongaming resort projects in the Catskill's region. Empire
Resorts is headquartered in Monticello, New York.
This is the current slot machine casino they opened less then
a year ago http://www.mightymgaming.net/
Empire has been trying to open a full service casino next to
the Monticello Raceway for years. On Friday they issued this
PR http://biz.yahoo.com/bw/051104/20051104005300.html?.v=1
The Mohawk Indian tribe has decided not to open a casino with
Harrahs Corp and went with Empire Resorts.This is a huge decision
and will lead to the closest Casino to New York City at only
90 miles away.
Empires stock was up 35% on Friday. Is it to late? Lets put
this into perspective. NYNY has a 52 week high of $13.60 until
the casino plans looked bad. The stock then retreated to the
low $3's. Still close to 50% from the 52week high and with a
market cap of only 182 Million for a casino in New York? We
look for this to test the 52 week high again.

GENEREX
BIOTECH CORP (GNBT)
10/31/05 $1.23
We have been asked by many for another bird flu stock since
NVAX.
Generex
Biotechnology Presents Proposal to Interested U.S. Senators
to Accelerate Development of Novel Pandemic Avian Influenza
Vaccine
Thursday October 27, 12:15 pm ET
Company
Seeks Congressional Support to Expedite Development of Its Avian
Flu Vaccine
Generex is engaged in the research and development of drug delivery
systems and technologies. Generex has developed a proprietary
platform technology for the delivery of drugs into the human
body through the oral cavity (with no deposit in the lungs).
The Company's proprietary liquid formulations allow drugs typically
administered by injection to be absorbed into the body by the
lining of the inner mouth using the Company's proprietary RapidMist(TM)
device. The Company's flagship product, oral insulin (Oral-lyn(TM)),
which has been approved for commercial sale in Ecuador for the
treatment of patients with Type-1 and Type-2 diabetes, is in
various stages of clinical trials around the world. Antigen
Express is a wholly owned subsidiary of Generex. The core platform
technologies of Antigen Express comprise immunotherapeutics
for the treatment of malignant, infectious, allergic, and autoimmune
diseases.
 Sina Corp. (SINA)
10/21/05 Close $24.74
http://www.sina.com/
SINA Corporation operates as an online media and information
service provider primarily in the People’s Republic of
China. The company offers a network of localized Web sites targeting
Greater China and overseas Chinese. Its portal network consists
of four destination Web sites to users in Greater China, including
mainland China, Taiwan, Hong Kong, and overseas Chinese in North
America, which consists of Chinese-language news and content
organized into interest based channels, and offer community
and communication services, and Web navigation capability through
SINA search and directory services.
SINA also provides mobile phone users with news and other content
subscriptions, mobile dating service, picture and logo download,
ring tones, ring back tones, mobile games, chat rooms, and access
to music files. In addition, the company provides community-based
services, including email, dial-up Internet access, instant
messaging service, chat rooms, online games, alumni clubs, online
karaoke, and other entertainment services; enterprise solutions,
which include search and directory listings services, Web hosting,
corporate email, and proprietary software products to government
agencies and small to medium-sized businesses in China; and
e-commerce services, including the online shopping Web site,
online auction, and online and offline travel and hotel booking
service. SINA is headquartered in Shanghai, China.
China is growing in leaps and bounds. Sina runs China's most
popular web sites. China tech stocks will have their day again
and Sina is trading $15 away from its 52 week high.

Novavax Inc. (NVAX)
10/11/05 Close $2.46
Bird Flu is all over the news and we found one that has not
moved to much. Go to pipeline http://www.novavax.com/html/pipeline.html
and click Biologicals.
Novavax, Inc. engages in the research, development, and commercialization
of products for women’s health and infectious diseases.
Its primary product candidate ESTRASORB, a topical emulsion
for estrogen therapy, is used for the treatment of moderate
to severe vasomotor symptoms associated with menopause. The
company’s other products comprise a line of prenatal multivitamin
tablets, including Novanatal, NovaStart, and Nestabs for use
before, during, and after pregnancy; Gynodiol, an oral estrogen
replacement therapy; AVC Cream, a hygiene product for the treatment
of vaginal infection; and Analpram HC for relief of inflammation
and pruritus associated with conditions, such as hemorrhoids
and anal fissures. Novavax is also developing ANDROSORB, a topical
lotion for testosterone replacement therapy in women; ANDRO-Ject,
which delivers therapeutic levels of androgen using a subcutaneous
testosterone delivery system; and delivery systems, and therapeutic
and preventative vaccines for various markets. In addition,
the company conducts research and development on preventative
vaccines and proteins for infectious diseases and cancers; and
tolerogens to prevent the initiation and progression of stroke,
heart attack, and other inflammatory diseases. Novavax has collaborative
agreements with the National Institutes of Health for the development
of AIDS vaccine and an avian flu vaccine to prevent a pandemic
outbreak; National Cancer Institute to develop anticancer vaccines
for the treatment of melanoma; and NIAID, Walter Reed Army Institute
for Research, and GlaxoSmithKline Pharmaceuticals for the development
of vaccines to prevent hepatitis caused by Hepatitis E virus.
The company sells its products to obstetricians, gynecologists,
managed care organizations, wholesalers, and retail pharmacies
through direct sales force and distributors in the United States.
Novavax was formed in 1987 and is headquartered in Malvern,
Pennsylvania.

Gateway Inc. (GTW)
9/21/05 Close $2.60
Gateway, Inc. sells desktop and notebook computers
and servers (PCs), and PC-related products in the United States.
The company provides a line of Gateway and eMachines-branded
PCs, and Gateway-branded servers. It also offers services that
are enabled by or connect with PCs (Convergence/nonPC) to its
customers. Convergence/nonPC products and services consist of
various products and services other than the PC, such as plasma
and liquid crystal display televisions, digital music players,
peripherals, software, accessories, extended warranty services,
training, Internet access, and enterprise system, as well as
networking products and services. In addition, the company offers
customized Web sites, known as eSource sites, to facilitate
order management requirements of business, education, and government
customers; and Gateway eMarketplace to facilitate online purchases
and sales of a range of technology products. It offers its products
and services to third-party retailers, consumers, businesses,
government agencies, and educational institutions. The company
offers its products and services directly to consumers primarily
in the United States, as well as through two distribution channels,
Web site and telephone call centers.
Gateway is right at a 52 week low. They are still trying to
find themselves after closing all retail stores. The holiday
season is approaching and we like to buy low on this. We also
love the increased short position that is out. NFLX has a similar
short position and we know what happened there!
According to new short interest data from NYSE, short interest
for Gateway Inc (NYSE: GTW) INCREASED 27.1% to 25,538,951 shares
for the month ended mid-September, 2005.
SYMBOL AUGUST SEPTEMBER CHANGE %CHANGE DAYS/COVER
-------- ------------- ------------- ------------- ------------
----------
GTW 20,098,966 25,538,951 +5,439,985 +27.07% 6
Based on GTW's 20-day average daily share volume of 4,803,700,
it would require approximately 6 day(s) of buying to cover this
short interest

NetScout Systems Inc. (NTCT)
9/9/05 Close $5.32
NetScout Systems, Inc. is a market leader and pioneer of integrated
network performance management products that unify performance
across the enterprise. NetScout's nGenius® Performance Management
System is helping more than 3,000 leading companies increase
their return on infrastructure investments by optimizing the
performance of networks and applications according to business
priorities. NetScout is headquartered in Westford, Massachusetts
and has offices worldwide. Further information is available
at http://www.netscout.com.
Nasdaq symbol: NTCT
Fiscal Year End: March 31
FY 2005 Revenue: $85.2M
Cash as of 6/30/05: $77.3M, no debt
Market Capitalization: $179M as of 8/3/05
Shares outstanding as of 8/2/05: 30,970,972
Employees: 360+

Bravo!
Foods International Corp.
OTCBB: BRVO
8/26/05 Close .68 Cents
Bravo! Foods International Corp. has become a leading brand
development company by bringing to market products that are
a surprising, nourishing experience. The Company currently licenses,
markets and distributes products throughout the United States,
Puerto Rico, the U.S. Virgin Islands, Mexico, Canada, Great
Britain and the Middle East.
Bravo! expects to assume a primary position in the $2 billion
single-serve flavored milk industry with its Slammers® brand.
One of the Company's key strategies is to secure licensing agreements
with established food sector giants including Masterfoods USA™,
the confectionery and snack food division of Mars Incorporated,
to produce, market and sell Slammers® Milky Way® reduced
fat chocolate milk, Slammers® 3 Musketeers® low fat
chocolate milk and four flavors of Slammers® Starburst®
fruit & crème smoothies.
The Company has an additional licensing agreement with Marvel
Enterprises, Inc. to utilize its world-famous Super Heroes™
including Spider-Man™, Wolverine™, the Incredible
Hulk™, Daredevil™, Electra™ and Captain America™
as product ambassadors for its Ultimate Milk Slammers®.
Bravo! is also building its Slammers® brand with non-licensed
products including Pro Slammers® flavored milk slammed with
double shots of protein and Slim Slammers® with 1/2 the
fat, carbs and calories of other flavored milks.
Bravo! has also secured a licensing agreement with MD Enterprises
to produce Moon Pie® flavored milk.
Slammers® are now available at more than 30,000 retail and
convenience store outlets nationwide including such popular
chains as 7-Eleven, A&P, Associated Grocers, Bi-Lo, Bruno's,
C/S Metro, Dutch Farms, Giant Food Stores, Jewel, Mars, Pathmark,
Piggly Wiggly, Ralphs, Safeway, Sam's Club, Shaw's, ShopRite,
Speedway SuperAmerica, SuperTarget, Unified, Waldbaums, Walgreens
and White Rose.
Future opportunities are leading Bravo! into additional market
segments with innovative branded products. The Bravo! success
story is built upon a shared creative vision to focus fiercely
on delivering highly competitive products to markets that deliver
retail excitement, inspire brand loyalty and deliver an enviable
return on shareholder investment.
Check out the Milk Products http://www.bravobrands.com/
. All the groups that tout nutrition for kids will be pushing
products like these instead of Cola products. This is why Coke
is finanlizing an agreement to distribute the Slammers Brand
http://biz.yahoo.com/prnews/050824/flw014.html?.v=23.
Here is our take. BRVO renegotiated the Coke deal last week
to give Coke a 10% interest in the company instead of 50% that
was announced weeks before. This sent the stock falling. When
the stock started falling I started buying.. why? Because Coke
is still going to distribute the Slammers product and the deal
was for .36 cent warrants which was way to cheap anyway.
Marketing is everything when you sell to kids. BRVO is also
going after the audience of Auto Racing http://www.bravobrands.com/fun_racing.html
. When the initial Coke Deal was announces the stock hit $1.43
a share. Where will the stock go when Coke starts placing the
product on more shelves?

Eagle Broadband Inc. (EAG)
8/19/05 Close .15
Eagle Broadband, Inc. provides broadband, Internet protocol
(IP), and satellite communications technology and services in
the United States and internationally. Its product offerings
include a ‘four-play’ suite of IP-based broadband
bundled services with high-speed Internet, cable television,
telephone, and security monitoring, as well as a turnkey suite
of financing, network design, and operational and support services
that enables municipalities, utilities, real estate developers,
hotels, multitenant owners, and service providers to deliver
value, entertainment, communications choices, and single-bill
convenience to their residential and business customers.
Eagle Broadband also offers the HDTV-ready Media Pro IP set-top
box product line that enables hotel operators and service providers
to offer in-room entertainment and video services. The company
also develops and markets the SatMAX satellite communications
system that allows government, military, homeland security,
aviation, maritime, and enterprise customers to deliver nonline-of-sight,
voice, and data communications services via the Iridium satellite
network from any location on earth. It designs and manufactures
a range of broadband products and provides installation services
for copper, fiber, and wireless to commercial and residential
markets. The company sells its products primarily through independent
agents. Eagle Broadband was incorporated in 1993 and is headquartered
in League City, Texas.
Lets look at the current financial statement http://finance.yahoo.com/q/is?s=eag
The revenue is getting larger and the loss is getting smaller.
This is not a long term hold! We are at a 52 week low and see
no reason why this can't double over time.

PetroQuest Energy, Inc (PQUE)
8/12/05 Close $8.52
PetroQuest Energy, Inc., an independent oil and gas company,
engages in the exploration, development, acquisition, and operation
of oil and gas properties in Gulf Coast Basin, Texas, and Oklahoma.
It has interests in Ship Shoal 72 field and Main Pass 74 field
in Gulf Coast Basin; SE Carthage field in east Texas; and 12,000
acres in Oklahoma. As of December 31, 2004, the company had
3,714 thousand barrels of proved oil reserves and 79,069 million
cubic feet of proved natural gas reserves. PetroQuest Energy
is headquartered in Lafayette, Louisiana.
Oil is at a all time high. PQUE makes money and only has a 23
PE ratio. These are the current financials http://finance.yahoo.com/q/is?s=pque
Pnly .20 cents from a 52 week high, we are looking for a big
breakout.

Elinear Inc (ELU)
8/7/05 Close $1.15
eLinear, Inc. provides IT solutions for both commercial and
residential customers. It operates in three segments: Consulting
services; Product Fulfillment, and Network and Storage Solutions;
and Communications Deployment. Consulting Services segment provides
strategic consulting services, Web site design, Web site content
management software, and technical project management and development
services. Product Fulfillment and Network and Storage Solutions
segment offers solution to its customers for the acquisition,
management, and configuration of complex storage and network
server installations. Communications Deployment segment provides
structured cabling; cabling infrastructure design and implementation;
security installation and monitoring; and digital services of
voice, data, and video over fiber optic networks to its residential
and commercial customers. eLinear is headquartered in Houston,
Texas.
eLinear previously announced revenue guidance of $32,000,000
to $36,000,000 for fiscal 2005 and targets reaching operating
profitability during the fourth quarter of 2005. This newly
announced business is included in these forecasts and will be
realized in the third quarter of 2005.
The Market Cap is only 26 Million!

InfoSpace Inc. (INSP)
7/29/05 Intraday $24.14
InfoSpace, Inc., a technology and services company, engages
in the development and marketing of Internet and wireless solutions
for a range of customers, including consumers, merchants, wireless
operators, content brands, and financial institutions. The company
has two units, Search and Directory, and Mobile. Search and
Directory unit markets Web search and online directory products
that enable users to find information. Its Search properties
enable Internet users to locate relevant information, merchants,
and products online. Directory services include online yellow
and white pages services. These services enable Internet users
to find local and national merchants, and individuals in North
America. This segment offers its services through its branded
Web sites, InfoSpace.com, Dogpile.com, Switchboard.com, Webcrawler.com,
and MetaCrawler.com, as well as through the Web properties of
distribution partners. Mobile unit provides mobile media products
and content to mobile operators across multiple devices, and
portal and infrastructure services that enable mobile carriers
to deliver content and programming to their subscribers. The
company offers its products and services primarily in the United
States and the United Kingdom. InfoSpace was founded in 1996
and is headquartered in Bellevue, Washington.
Here is a 2 year chart http://finance.yahoo.com/q/bc?s=INSP&t=2y&l=on&z=m&q=l&c=
INSP beat earnings and then warned they would be lower .
This is the 2nd time in a row they have done this.
"Infospace delivered revenue within our expectations and
strong bottom-line results," Chairman Jim Voelker said.
"However, given current trends, we anticipate revenues
to decline in the third quarter and grow in the fourth quarter."
"In the second half of the year, we will continue to invest
in new products that leverage our unique search and mobile assets,"
he added.
We have not seen a bargain like this since we picked NFLX. This
is a growing company that makes money. Mobile content is growing
and they are leaders in the sector.

Motorola Inc (MOT)
7/22/05 Close $20
Word on the street is that MOT is going to announce a RIMM Blackberry
like product next week. Motorola has taken over the lead in
Cell Phones from Nokia. Ed Zander the CEO came over from SUNW
over a year ago and has really turned this company around. They
have so many neat new products http://www.motorola.com/
. The Razor phone is very unique and sought after by many.

B.O.S.
Better Online Solutions Ltd (BOSC)
7/15/05 Close $3
B.O.S Better On-Line Solutions, Ltd. (B.O.S) provides connectivity,
software utilities, and communication solutions primarily in
the United States and Europe. It creates solutions for integration
of personal computers and LANs into the midrange host environment.
It also designs, integrates, tests, markets, and supports products
that provide solutions to personnel connecting personal computers
to midrange hosts. The communication systems include voice over
Internet protocol communication products designed for the corporate
market. The company’s products include connectivity emulation
solutions, such as emulation boards, emulation software, and
terminals; gateway/server solutions, such as e-twin@x controller
and advanced server; client solutions, including BOSaNOVA client
and Via BOSaNOVA; BOSaNOVA printboss; BOSaNOVA gateways; BOSaNOVA
connect; and BOSaNOVA claro. B.O.S markets its products primarily
to medium to large corporations through a combination of direct
sales, indirect distribution, and original equipment manufacturers.
The company was founded in 1990 by Israel Gal and is headquartered
in Teradyon, Israel.
We pick BOSC in November at $2.85. http://www.shazamstocks.com/picks-detail.php#9
The stock hit over $5 after that pick and pulled back. Last
week BOSC ran to $4.99 after announcing this contract that they
own a large stake in http://biz.yahoo.com/bw/050714/145294.html?.v=1
This is a low float stock that is very volitaile. It really
looks like a bargain with a low market cap. On Friday BOSC traded
down 20% back to $3. Makes us wonder if we should buy here and
put a sell limit GTC order in at a higher price for the next
run?

GigaMedia
Ltd (GIGM)
7/8/05 Close 2.60
GIGM jumped big time Friday after poker icon Doyle Brunson
launched
a $700 million cash bid (100% premium) for WPT Enterprises
Inc.
(NasdaqNM:WPTE - News), which owns the popular World Poker
Tour television show.The on-line gaming sector of the industry
is considered by many as one of the hottest sectors in the
industry. PartyGaming, the industry biggest
player, had a hugely successful IPO in London two weeks ago...the
biggest one in the London exchange in 5 years.
On-line gaming revenues are expected to go frrom abour $8
Billion/year
in 2005 to over $25 Billion in 2008!!!!
There will be massive sector consolidation according to industry
experts. The industry is young, growing fast, and highly fragmented.
GIGM is an ideal aquisition candidate because it already has
a presence
in the sector, is profitable, undervalued (p/s OF 1.1), and
has a strong
balance sheet with $47.5 M in cash and no long-term debt.
Most of GIGM''s profits the last two quarters came form its
on-line
gaming division. Its Everest Poker is now available in 11
languages and is No.
1 in a few of them according to recent industry reports.
GIGM said in its recent 4Q 2004 CC that 1Q 2005 that 1Q 2005
will be
profitable. The company will report 1Q 2005 earnings this
month
according to the company. This would mark the 3rd consecutive
profitable quarter for GIGM.
OTHER GIGM HIGHLIGHTS:
* Its on-line gaming division contributed most of the profitability
and it is expected to continue to grow exponentially.
* GIGM has a market cap of only $130 million and it is trading
at low
P/S of 1.1.
* The on-line gambling industry is one of the fastest growing
industries in the world. PartiGaming, the world''s biggest
on-line gaimg company had one of the most succssful IPI''s
in the London exchange history last week,
and the biggest in five years.
* GIGM Everest Poker is ranked among the leaders of on-line
poker sites
in several European, Asian, and Spanish/Portuguese-speaking
countries
* GIGM''s Everest Poker is ranked No. 1 in Portuguese, No.
2 in
Spanish, and in the top 10 in 9 other languages including,
English, German, Chinese, and Japanese according to www online
casinocity com.
GIGM CEO 4Q 2004 CC COMMENTS (6/8/05)....
.....GIGM will report its 3rd consecutive profitable quarter
(1Q 2005)
in July, 2005. This will be GIGM''s 3rd consecutive profitable
quarter.
....we are very encouraged about our online entertainment
subsidiary,
Cambridge Entertainment Software, or CES. In the past year,
CES has
invested heavily in new gaming products, including both new
variations of our
traditional gaming offerings, as well as new product lines,
such as
multiparty poker, under the brand Everest Poker. I think most
of you
are familiar with the amazing success of online poker in North
America. Our
strategy is to become a first mover and market leader in Europe
and
Asia.
....we are happy to announce that Everest Poker is now available
in
native language offerings in 16 languages... and we are strongly
focused on
further penetrating the online gaming market through organic
growth
and....acquisition....
....we believe that the online gaming industry continues to
offer
significant growth potential. Our entertainment software unit
is
well-positioned to capitalize on the rapid growth of this
market. Our
online casino game software is one of the only end-to-end
solutions that
offers localization in up to 16 languages, and our poker product
remains the
only poker software available in up to 11 languages.
Online poker has surged in popularity as it pulls in a wider
audience
than traditional casino gambling -- often including women
and younger
players who may not have visited casinos. Better broadband
access and the
convenience of playing at home have also helped the boom.

AHPC Holdings Inc (GLOV)
6/24/05 Close $3.85
AHPC Holdings, Inc., through its wholly owned subsidiary,
American Health Products Corporation (AHPC), markets foodservice
and medical examination gloves in the United States. The company
markets a product line of disposable gloves, including latex,
vinyl, synthetic, and nitrile examination and surgical gloves
used primarily in the foodservice, nonacute medical, dental,
nursing home, and retail industries. It also manufactures
disposable latex examination and food service gloves through
its 70% owned Indonesian manufacturing facility, PT WRP Buana
Multicorpora. In addition, the company offers other products,
which include polygloves, heavy-duty gloves, headwear, aprons
and bibs, food storage bags, and educational services. AHPC
markets its gloves through a network of national, regional,
and local foodservice, retail, and medical distributors that
sell primarily to restaurant, hotels, hospitals, and nursing
homes. It also markets to alternate care and home health care
dealers, dental dealers, and retail outlets. AHPC Holdings
was incorporated in 1995. It was formerly known as WRP Corporation
and changed its name to AHPC Holdings, Inc. in May 2004. AHPC
Holdings is based in Itasca, Illinois.
The outstanding shares and float are in the 900,000 share
range. We have never picked such a low float stock. This company
is cash poor, but has a line of credit they can draw against.
This looks like a turnaround play. The volume of shares trading
has increased as the momentum traders are eyeing GLOV. With
a 3.77 Million Dollar market cap, we think there is tremendous
upside here.

Imergent Inc (IIG)
6/20/05 Close $11.40
We picked this at $12.85 on March 3rd. http://www.shazamstocks.com/picks-detail.php#24
Since then the shorts at stocklemon have been able to ride
this down to the low 9's.
Read this from the IIG PR on June 7th
http://biz.yahoo.com/bw/050607/76200.html?.v=1
Danks added, "When reviewing the facts,
a few elements become
obvious:
1) iMergent has continued to improve its customer service;
2) By May 31, 2005, the short position against the company's
stock
has increased dramatically to 3.52 million shares; and
3) Yet the company's reported institutional ownership has
increased to nearly 90 percent of the shares in the public
float."
What they are saying is this is a huge short squeeze in the
making! They are in big trouble because the stock is moving
back up with no news. What will happen if there is any good
news on the horizon? So, Stocklemon.com finds all the baggage
IIG has, but funds like fidelity keep buying more?
Here is another stock that lemon bashed. http://finance.yahoo.com/q/bc?s=MIX&t=3m
Soon enough they will alll scramble to cover and be forced
to buy back like this.

DayStar Technologies Inc (DSTI)
6/14/05 Intraday $14
DayStar Technologies, Inc. engages in the research, development,
and marketing of products to the renewable energy photovoltaic
industry. The company has developed a thin-film copper-indium-gallium-selenide
solar cell for the direct conversion of sunlight into electricity.
It is also developing a manufacturing process for solar cells.
The company, through its subsidiary, DayStar Solar LLC, resells
and installs solar electricity systems for residential customers
in northern California. DayStar Technologies was formed in
1997 and is headquartered in Halfmoon, New York.
DSTI share price jumped from $7 to where it is now in a week.
This is because they announced the first order , a hefty 60
Million Dollars, Today Daystar has a market cap of only 49
Million.
DayStar Technologies Announces First Sales Agreement of Photovoltaic
Foil(TM) to Blitzstrom, GmbH
Alternative energy suppliers are enjoying quite a growth spurt
of their own. According to PV News, a monthly newsletter for
the photovoltaic industry, the industry has grown about 40%
annually for the past six years, posting sales for installed
systems of $7.4 billion in 2004. That is expected to grow
to at least $24 billion by 2010.
Yes, the share price has already doubled. I ask you to look
at BOOM which has run to $45.22. This stock has doubled many
times from the $2 range. The only word of caution are the
warrants they have. DSTI can call these from the owners at
$8.50 a shares to help the company raise money. This will
increase the float and market cap. The positive is this will
also raise them money.

ECOST COM INC ( ECST )
6/8/05 Close $4.82
eCOST.com, Inc. operates as an online discount retailer of
new, close-out, and refurbished merchandise to consumers and
small business customers in the United States. It offers approximately
100,000 products in 12 merchandise categories, including computer
hardware and software, home electronics, digital imaging,
watches and jewelry, housewares, DVD movies, video games,
travel, bed and bath, apparel and accessories, licensed sports
gear, and cellular/wireless. The company was formed in 1999
as a wholly owned subsidiary of P C Mall, and spun off this
April, 2005.
We feel ECST is likely to be a fast mover the rest of this
year, all the pieces are in place for this one. Sequential
revenue growth year over year of 44%, new customer base growth
of over 120,000 in the last quarter to a total of over 1.2
million customers. Percentage of revenue from businesses (
as opposed to retail ) grows from 33% to 37% of sales. Annual
sales approaching 200 million. Expense of sales likely to
shrink as company transitions away from P C Mall infrastructure.
We also like the stock structure on this one. P C Mall shareholders
got 80% of the company as a special dividend on April 11th
2005. We feel that the recent decline in stockprice reflects
a bottoming out as the stock has come out of the hands of
P C Mall shareholders, and that the selling has dried up.
An 87 million dollar market cap prices ECST at .44 times sales,
and 10 million in cash gives them plenty of elbow room on
the way to profitability. Management is upbeat and credible.
http://www.ecost.com

SLS International Inc (OTCBB:
SITI)
6/6/05 Close $2.34
SLS International is an audio company based
of Ozark, Missouri. The past four years, SLS International,
has focused solely on developing a new speaker component technology
and developing several lines of speaker systems. It has also
grown its facility from 6,000 sq.ft. and 6 employees to 150,000
sq. ft. and 52 employees.
SLS sells both internationally and domestically through a
system of distributors and dealers to the Professional, Commercial
and Home Entertainment markets.
SLS’ successes to date have largely been attributed
to: 1) the early acceptance of its patented ribbon driver
technology and industry awards such as loudspeaker of the
year from the Audio Engineering Society and the coveted Blue
Ribbon Award for new technology from EQ Magazine 2) Strong
celebrity endorsement and increased sales, 3) the capacity
to raise needed funds, and 4) their ability to expand the
distribution networks domestically and internationally.
As a four-year old company manufacturing speakers and unique
audio technologies, SLS International, Inc. is rapidly increasing
sales, market acceptance, and product endorsement. SLS is
striving to set the standards for quality audio by providing
a wide array of products spanning several markets both domestically
and internationally.
The consumer electronics market is a $50 billion market and
projected to grow over 3% annually. In this market, technology
rules. Consumers want products with improved aesthetics, smaller
footprints, enhanced performance and digital signal processing.
SLS meets all of these requirements and has increased potential
applications using the ribbon drive technology. Recent acquisition
of a Patented digital amplifier technology will give SLS increased
loudspeaker applications, and digitally powered speakers.
The board of directors is full of very bright people that
we hope would not be here if they don't see value in ribbon
technology. With the need to see change in the audio industry,
we see this company at the forefront of the next generation
in speaker technology. With the deals they have secured recently
and the deals that they have coming down the pipe, we are
bullish. This can be the next BOSE.
- They moved into a 150,000 sq. ft. manufacturing facility
to keep up with the growth they are experiencing and the building
is completely paid for.
- They signed a deal with Quincy Jones to create a line of
speakers called the "Q Line", which will be sold
in a few big box retailers.
- The lead financiers of XM Satellite Radio and Sirius have
funded SLS.
- They closed a deal with Walmart to sell their new line of
home theater systems, beginning September 1st, 2005.
- They have broken into the movie theater industry.
- They are sitting on $10,000,000 cash and have NO burn rate.
- The director of field engineering for Bose is now working
for SLS.
- They are growing at a staggering 40% per quarter.
- They were featured on CNBC Squawk Box two times.
Lifeline
Therapeutics Inc (LFLT)
5/27/05 Close $8.75
Protandim, based on a break-through botanical discovery, enhances
and co-regulates the body’s levels of SOD, CAT and GPX.
The net result: Oxidative stress levels of a 20-year old or
younger!
Protandim™ is the result of extensive research, development
and scientific testing by Lifeline Therapeutics, Inc. (OTCBB:
LFLT). Protandim now stands as “the better approach”
for antioxidant therapy compared to current category offerings.
Instead of pumping the body full of indigestible, uncertain,
unproven mixes of exogenous compounds that are poorly absorbed
and might be contraindicated against one another (thereby causing
harm), there is a much better option: a breakthrough formulation
that turns on the body’s system to naturally produce its
key antioxidant enzymes at the sub-cellular level, where they
are needed the most.
An antioxidant enzyme may neutralize up to 1,000,000 free radicals
(oxidants) per second without being used up and is, therefore,
a catalytic antioxidant. Traditional antioxidant molecules such
as vitamin C, or vitamin E, or glutathione, on the other hand,
are chemically consumed when they react with just a single free
radical (oxidant) molecule — thus they are consumable
antioxidants. The enormous advantage of catalytic antioxidants
over consumable antioxidants is obvious – and Protandim
induces catalytic antioxidants in its unique approach to restore
proper oxidant-antioxidant balance.
Protandim™ is a unique proprietary blend of botanicals
from ancient traditions. They have been combined and balanced
to cause the body to produce and co-regulate its natural antioxidant
enzymes, Superoxide Dismutase (SOD), Catalase (CAT) and Glutathione
Peroxidase (GPX). Protandim has been formulated using high quality,
potent herbal extracts processed under proprietary extraction
technologies. It therefore provides powerful antioxidant protection
against oxidative stress, for healthier longevity.
Protandim™ has been scientifically-proven to reduce oxidative
stress, through studies at a world-renowned antioxidant/anti-aging
research institute.
Protandim is co-formulated by Lifeline’s Director of Science,
Dr. Joe McCord. Dr. McCord discovered SOD in 1969 and is considered
the foremost expert in the field.
Please go to http://protandim.com/html/lifeline.htm
and read about what we think will be the next big craze! Lifeline
has just raised 8 Million in a private placement that Shazamstocks
Inc has invested in http://biz.yahoo.com/e/050523/lflt.ob10qsb.html.
This will help them get Protandim marketed in a heavy way. Look
at what Lifeline has done to Ramp up for sales.
Ogilvy
Public Relations Worldwide/Denver Wins Nutraceuticals Account
Tuesday March 8, 5:08 pm ET
Lifeline
Therapeutics Names James D. Crapo, M.D. to Board of Directors
Thursday April 7, 2:14 pm ET
- Company Welcomes World-Renowned Scientist to Ranks
Lifeline
Therapeutics Names Jim Krejci to Board of Directors
Thursday April 28, 2:42 pm ET
Company Welcomes Distinguished Business and Community Service
Leader
The board of directors is full of very bright people that
we hope would not be here if they don't see vaule in Protandim.
With the increase in age of baby boomers, we feel this product
will be sought after. PLEASE NOTE: The float is very low! About
1 Million shares in the float so trade carefully! We really
have found something big with this company. Because the float
is so low and the hype might be so large, we are not issuing
a price target because we really don't know how big this will
get. We would be very dissapointed if LFLT does not trade on
a large National Market soon. We expect this to be our top %
gainer of the year.

eLong Inc (LONG)
5/20/05
Close $8.95
eLong, Inc. is an online travel service provider in China. The
Company utilizes a centralized modern call center and Web-based
distribution technologies to provide its services. Through its
nationwide 24-hour, toll-free call center, Chinese and English
language Web sites and extensive reseller network, eLong provides
its customers with consolidated travel information and the ability
to book rooms at discounted rates at over 2,600 hotels in more
than 220 cities across China. The Company also offers convenient
air ticketing and other travel related services, such as rental
cars, vacation packages and corporate travel services.
http://www.elong.com/
This was an IPO from Nov 2004. at $15 a share. The stock has
a 52 week of of $25.99 and 52 week low of $7.67. Barry Dillars
IACI owns a majority stake in this travel company. IACI owns
Expedia.com, Hotels.com, and Ask Jeevs to name a few.
LONG has $5 a share in cash alone. The Olympics will be in China
in 2008 and we are always bullish about the growth that is taking
place in China. There is only 4 Million shares in the float,
so this can move fast. With the growth in online travel, we
are surprised this is selling at such a low price.
Aztar
Corp (AZR)
5/13/05 Close $30.05
Aztar Corporation (AZR) is a gaming company that owns and
operates three land-based casinos and two riverboat casinos
in five diversified domestic markets. We emphasize creating
environments that are both friendly and fun and that have
a high perceived value to our customers. In 2004, the company
had revenues of more than $816 million and operating cash
flow of $165 million. The company has assets of more than
$1.5 billion. In total, we operate 300,000-plus square feet
of casino space with more than 9,100 slot machines and 300
table games units. We have 5,700 casino-hotel guestrooms,
200,000 square feet of meeting space, extensive entertainment
facilities and more than 60 restaurants and lounges. Our properties
are the Tropicana casino resorts in Atlantic City, New Jersey,
and Las Vegas, Nevada; the Ramada Express casino hotel in
Laughlin, Nevada; and the Casino Aztar riverboat casinos in
Caruthersville, Missouri, and Evansville, Indiana
We decided on AZR as a "safe" but potentially rewarding
pick. The market does not know what it wants to do, so Vegas
is where we will go. The Tropicana in Atlantic City just reported
great #'s in April at a 30% gain in winnings. This is a newly
renovated casino that is getting heavy traffic.
The Tropicana in Las Vegas is where we want to focus. The
legendary Tropicana Resort & Casino is conveniently located
on the hottest four corners on the world-famous Las Vegas
Strip. A covered walkway connects the Tropicana to the MGM
grand right across the street, while New York, New York and
Excalibur casinos border the other three corners.
This area of the strip has some major traffic. The land that
the property is on is huge. With the amount of buyouts that
are happening is Vegas, we believe the AZR will be the next
one to be bought out.
Implant
Sciences Corp (IMX)
5/10/05
Intraday $4.02
Implant Sciences Corporation develops products for the medical
device and explosives detection industry using ion implantation
and thin film coatings of radioactive and non-radioactive
materials. The Company has received the United States Food
and Drug Administration (FDA) 510(k) clearance to market its
I-Plant Iodine-125 radioactive seed for the treatment of prostate
cancer. It also has under development interventional cardiology
devices and temporary coronary brachytherapy systems for the
prevention of restenosis (reclosure of the artery after balloon
angioplasty). In addition, the Company modifies the surface
characteristics of orthopedic joint implants to reduce polyethylene
wear, thereby increasing the life of the implant, and provides
ion implantation of electronic dopants for the semiconductor
industry. The Company is developing an explosives detection
device to be used in the detection of trace residues of explosives.
This
PR came out today..
Implant
Sciences Receives Order for Explosives Detection Equipment
from Republic of Korea
Tuesday May 10, 8:11 am ET
Quantum Sniffers Explosives Detection Equipment to Be Used
for Protection of High Level Government Building
Plain
and simple. This stock hit a bottom at $3.49. With a high
of $15.50 , we think the risk is very low, but the gain can
be very high.

Ionatron
Inc (IOTN)
5/06/05
Close $7.50
Ionatron,
Inc., develops and markets directed energy weapon technology
products initially for sale to the United States Government.
The Company and the United States Government have entered
into several contracts for products and services, as well
as cooperative research and development agreements for joint
research on Laser Induced Plasma Channel (LIPC) based directed
energy weapons. The LIPC technology is designed as a line
of sight weapon, which allows the propagation of various forms
and quantities of electrical energy to be aimed and directs
electrical energy between two points. Ionatron also has various
United States Government contracts in areas, such transportable
demonstrator for field trials; portal ingress/egress denial
demonstration; effects of LIPC technology on various targets,
and compact architecture development of the equipment to allow
placement on smaller platforms.
I
would visit http://www.ionatron.net/default.aspx?id=1
to learn more. This is an intersting description:
Our Technology
Ionatron designs and manufactures laser-induced plasma channel
(LIPC®) weapons, which are specialized types of directed-energy
weapons. Ionatron’s directed-energy weapons work like
"man-made lightning" to disable people or vehicles
that threaten our security. Ionatron intends to use our compact,
non-lethal LIPC technology to replace guns as the weapon of
choice in close-range defense. Lethal configurations are also
available.
Lets
call this TASR, but in Star Wars. IOTN only works with the US
Government right now and we has reason to think this will be
the next stage of weapons the military will embrace.
Hee
Corp. (OTC: HCCF)
5/2/05 Close .008 Cents
Yes
that is correct. This is not a profile, but a stock pick under
a penny that had a 52 week high over $1.HCCF just launched a
new site http://biz.yahoo.com/prnews/050422/cgf040.html?.v=4
HEE Corporation) has spent the past year testing and developing
the promising remedy for Type II diabetes. The introduction
of the web site marks the first time HPB-84 has been available
for sale to the public.
The HEE Corporation
The HEE Corporation (OTCPK:HCCF) is a publicly traded company
that was founded for the purpose of providing a corporate vehicle
for marketing a new and extremely promising nutriceutical for
Type II Diabetes. This nutriceutical was developed and tested
in India . HEE Corp has the world-wide rights (exclusive of
India ) and is currently bringing it to the market in the United
States and Internationally. Based upon the highly successful
results of the product in India , and the testimonials from
those who have taken it here in the USA, HEE Corp is very excited
about what we can do with the product world-wide.
Type II Diabetes has reached epidemic levels in The United States
with 18.2 million confirmed cases and an estimated 5 million
(nearly one-third of that total) not yet aware that they have
Diabetes! Diabetes is the fifth leading cause of death by disease
in the U.S.
Diabetes is now a modern-day epidemic, with some 171,000,000
people around the globe are estimated to have diabetes and the
costs of treatment and productivity losses now run into the
hundreds of billions of dollars worldwide. Type II Diabetes
is the cause of many other ailments including heart disease,
renal failure, blindness, skin problems and even loss of limbs.
While there are treatments available for Diabetes they are often
focused on treating the symptoms and not on eradicating the
actual disease. Many of the side effects of prescription drugs
for diabetes are uncomfortable for the patient and even dangerous.
While this is a relatively new product here in the USA , the
promise of this revolutionary product cannot be ignored. While
nutriceutical treatments have not received a huge following
in the United States they have large followings in the rest
of the world. HEE might not change medical history, but our
product certainly does have a positive effect on those people
who suffer from Type II Diabetes.
Please be aware that this stock trades in 20-30% ranges during
the day. We have been adding to our position under .01.The nutriceutical
arena will be hot this year.We own a large position bought in
the open market and can sell at any time.
This Is a PR that HCCF came out with today. http://biz.yahoo.com/prnews/050503/cgtu041.html?.v=9
Read The last paragraph:
The Board's formation comes at a time when consumer recognition
of HEE Corporation and HPB-84 is quickly growing. Over a four-day
period last week, (Friday 4-22-05 afternoon through Tuesday
4-26-05), the company's corporate website received 174,000 hits
in response to its announcement of HPB-84's availability.
This pick will go to the free list Wed night. We feel this could
be our top % gainer of the year.

Sigmatel Inc (SGTL)
4/18/05 Intraday $29.90
In an effort to refute an erroneous Digitimes article, SGTL
released their outstanding Q1 results this morning. The company
reported revenue of $99.3mn and gross margins of 57%, versus
the street revenue estimate of $80mn .The street estimates that
EPS should be approximately $0.60T he company is scheduled torelease
its full results 4/19 after the close.
Based on solid near-term demand trends and the recent weakness
in the stock falling from $45 to the high 20's in a few weeks
, we believe SGTL shares are attractive, selling at 15x the
above consensus CY05 EPS estimate, a discount to its peers at
22x and growth rateof 30% plus.
Guidance will be what everyone will be focused on going forward.
Due to demand for the Apple shuffle which SGTL supplies to,
and the upsurge in MP3 players they supply to. We expect a strong
bullish guidance by the company.
SigmaTel, Inc. (SigmaTel ) is a fabless semiconductor company
that designs, develops and markets, analog-intensive, mixed-signal
integrated circuits (ICs) for a variety of products in the consumer
electronics and computing markets, including portable compressed
audio players, such as media player3 (MP3) players, Notebook
and Desktop PC, Consumer Audio, including digital versatile
disk (DVD) players, digital televisions, and set-top boxes,
and Universal Serial Bus (USB), infrared devices. The Company
provides its customers complete system-level solutions that
include highly integrated ICs, customizable firmware and software,
software development tools, reference designs, and applications
support. The Company's markets and products consist of Portable
Audio systems on chip (SoCs), Notebook and Desktop PC Audio
Codecs, Consumer Audio Codecs and USB Infrared ICs.
Hi Shear (AMEX: HSR): 
Hi Shear is an established and growing space and defense high-tech
equipment/component provider.Demand for Hi-Shear products for
use in both the space and defense sectors continues to be supported
by increased defense spending for reconnaissance satellites,
defensive missiles and smart weapon systems.
Hi Shear's customers are some of largest space and defense contractors
in the world such as NASA, Boeing, Raytheon, BEA Systems, EADS,
Lockeed Martin, etc.
Hi Shear's products are well diversified serving the following
sectors of the space and defense industry: Missile deffense
systems, launch and space vehicles, aircraft ejection systems,
tactical weapons, and navy acoustic devices.
HSR is satrting to move up ahead of earnings. HSR will report
3Q 2005
earnings next week.
With the renewed investor interest in low-float profitable companies,
HSR could be the next rocket like SIMC, CVV, and GIGA recently.
HSR is super undervalued at current prices and a complelling
value short and long-term.
* 1.6 Million Shares in Float . Insiders own 75% of Co.
* Net Income of 30 + c/share
* 60% Net income growth from 2003 in first 6 mo. Fiscal Year.
* P/E of 11. Market Cap only $27 million
* $4 M/year contract (5-year contract) with the Navy Surface
Warfare Center. Orders started shipping in March 2005. Will
contribute to the top and bottom line of 1Q 2005 and beyond.
* Last quarter started shipping satellite electro-mechanical
assemblies
per long-term contract with Boeing.
* Many components of the Space Shuttle Discovery to be launched
soon
were provided by HSR.
* Received award for providing critical components for the MARS
Exploration ROVERS.
* Strong balance sheet with no long-term debt and over $2/share
shareholders' equity.
On the financial side, in 2004 HSR reported revenues and gross
margins of $16,419,000 and $5,180,000 million respectively.
Net Income was $1,915,000 or $0.29 per share for the year reflecting
improved product margin, and reduced interest cost.
So far in the first 6 months of fiscal 2004, HSR has reported
revenues of $8.3 M and net income of $1.2M or 18c/share. Net
income would have been higher had the company not invested heavily
in infrastructure to support its new contracts.
http://finance.yahoo.com/q/is?s=HSR
Here is a look at HSR's strong balance sheet: http://finance.yahoo.com/q/bs?s=HSR
Hi Shear's CEO recently said:
"During the year (2004) the Navy Surface Warfare Center
awarded us two
major long-term production contracts. The first contract is
for the
production over five years of up to 10,000 Acoustic Firing Devices,
which provide a safe firing system for underwater demolition
teams. The second contract is for five year production of electronic
Firing Code Transmitters, which
provide remote acoustic command actuation of the Acoustic Firing
Device. These two contracts have a potential total of between
$19 million and $25 million, depending on the usage of this
new innovative military system.......scheduled to begin production
in March 2005. "
Elan Corp PLC (ELN)
4/3/05 Close $3.66
Elan shares have plummeted since late February from $28 to a
low of $3
on news of problems with their MS drug Tysabri which has bee
brought to
market in a partnership with Biogen. Tysabri is a drug that
has been
considered a miracle drug. The results are astonishing for those
with MS that have been taking it.
The medicine seems to have caused three cases of a deadly brain
disorder known as PML that only occurs in people whose immune
systems have been suppressed. The companies said the decision
to withdraw the drug came
after recent reports of two cases of serious effects among patients
who used
it along with an earlier Biogen Idec MS drug, called Avonex.
Elan chief
executive Kelly Martin told reporters in Ireland, where the
company is
based, that the drug has been withdrawn voluntarily and as a
precaution
and that the companies hoped to resume marketing of Tysabri
later this
year.Since Tysabri's removal, the companies have focused on
researching the
truecause of PML and its is generally believed that TYSABRI
is only
affecting those patients who are on a combination of various
drugs for other
diseases.
Elan, the company is not just the Tysabri story. It actually
has a diversified revenue stream with sales from several small
drugs as well as contract manufacturing and royalty revenue.
Last year, it turned in a
quite respectable $482 million in revenues. That's the good
news. Elan
currently markets a handful of drugs that are generating revenue.
Recently
joining this portfolio is Prialt, which was recently approved
in both the U.S.
and Europe for the treatment of severe, chronic pain. The remainder
of
Elan's pipeline has some interesting drug programs, especially
in Alzheimer's
disease. The company does boast the most advanced program, on
track to
enter phase 2 trials this year. At the end of 2004, the company
had $1.6
billion in cash and marketable securities.
Tysabri is derailed but not necessarily off-track forever. The
drug
clearly works in patients with multiple sclerosis. Many have
called it a
miracle drug. There is a real medical need here as many patients
don't do well
with existing drugs. Despite the risk of PML, the FDA needs
to consider
whether the real benefits to these patients outweigh the risk.
The looming question is ... Will Tysabri ever be reintroduced?
The
rate of the disorder is high enough that some analysts think
Tysabri may never
get back on the market. Deborah Knobelman, a biotech analyst
at Piper
Jaffray, surveyed 134 neurologists who might prescribe the drug,
and a whopping
94% said they still see some role for Tysabri. " The results
of this survey
notonly give us more hope that Tysabri will ultimately return
to market in
the same way that VIOXX did for Merck.
This next week the results of some of the studies that have
been done
since the drug was voluntarily pulled from the market will be
presented.
Rumor has it that these results are quite impressive. In June,
ELAN
management will meet with the FDA and there are rumors swirling
that Tysabri could be back on the market as early as July. There
has also been talk on the
street that Biogen is working too buy out ELAN and we believe
that would be
anywhere from $10-20 per share.
Lexar Media Inc (LEXR)
3/28/05 Close $5.22
Lexar Media shares doubled late Thursday after the company's
stunning
legal triumph over Toshiba. A jury awarded $380 million damages
to the
company ina trade-secrets lawsuit over flash memory technology.
The jury also
awardedan additional 87 million in punitive damages. This brings
a total of 467
million that has been awarded to Lexar to date. This amount
does not
include the second part of the punitive damages that is to be
decided on
April 13th by the Judge presiding over the case. Some analysts
estimate
that this could be an additional $500 million dollars in punitive
damages.
With almost 500 million in damages already awarded, that is
equivalent
toapproximately $7 cash per Lexar share. This does not include
the
secondhalf of punitive damages that is to be decided on April
13th by the
Judgewhich could bring an additional $7 in cash per share. Couple
that with
thenearly $1 in cash that LEXR has per share, the company is
presently
valuedat $8 per share with the potential of another $7 per cash
coming in the
nextphase of punitive damages. This would give LEXR $15 cash
per share
with thestock trading at $5.21 today.
The verdict could mark a significant shift in the flash-memory
market
because Lexar plans to seek an injunction barring Toshiba from
selling
products that incorporate the technology, known as "NAND,"
in the U.S.
Thecompany expects the first hearing on that request to occur
in two weeks
onApril 13th, 2005. This could prove to very pivotal for Lexar
shares if
aninjunction is granted against Toshiba. Toshiba supplies Apple
flash
memoryfor it's Ipods.
With the news today that an injunction has been approved by
the court
against Sony from selling its popular Playstation 2 in the United
States dueto a similar court case with IMMR, this sets a precedent
that an
injunctioncould be approved to prohibit Toshiba from selling
its products that
includethe technology that Lexar owns.
The situation at hand poses an interesting trading scenario
for LEXR
shares.With Toshiba facing $467 million in damages, the potential
of this
amountreaching 1 billion within two weeks, a possible injunction
from selling
certain products in the United States, and a patent infringement
case
withLexar to begin in early 2006 that could award similar damages,
Toshiba
is ina position where they would be greatly motivated to settle
with Lexar.
Thisscenario also creates a situation where Toshiba could make
an attempt
tobuyout Lexar. Any news of this would cause significant upside
to Lexar
shares. A buyout of Lexar could command anywhere from $15-25
per share.
Two years ago there was a similar situation with IGEN and Roche.
EventuallyRoche bought out IGEN within weeks of the court's
decision. IGEN was
trading at 23-25 per share and was sold for $46.25.
LEXR also forecasted stronger earnings guidance on their conference
call onThursday. The company put quarterly revenue at $200 million
and its
loss of2 cents to 6 cents a share where analyst were expecting
revenue of 177
million anad a loss of 22 cents per share.
Lexar Media, Inc. designs, develops, manufactures and markets
high-performance digital media that the Company markets as digital
film, as well as other flash-based storage products for consumer
markets that utilize flash memory for the capture and retrieval
of digital content for the digital photography, consumer electronics,
industrial and communications markets. To address the market
for compact digital data and media storage solutions, the Company
also markets its JumpDrive products, which are high-speed, portable
universal serial bus (USB) flash drives for consumer applications
that serve a variety of uses, including floppy disk replacement.
In addition, Lexar Media markets a variety of connectivity products
that link its media products to personal computers (PCs) and
other electronic host devices. Lexar also licenses its controller
technology and sell controllers to other manufacturers of flash
storage media
Netflix Inc (NFLX)
3/18/05 Close $9.20

Netflix, Inc. is an online movie rental subscription service
in the United States, providing more than 1,487,000 subscribers
access to a library of more than 18,000 movies, television and
other filmed entertainment titles. For the standard subscription
plan, subscribers can rent as many DVDs as they want, with three
movies out at a time, and keep them for as long as they like.
There are no due dates and no late fees. Subscribers select
titles at Netflix's Website, www.netflix.com, aided by the Company's
recommendation service, receive them on DVD by first-class mail
and return them to Netflix at their convenience using the Company's
prepaid mailers. Once a title has been returned, the Company
mails the next available title in a subscriber's queue. Netflix
also provides information on DVD movies, including critic reviews,
member reviews, online trailers, ratings and personalized movie
recommendations.
Why consider NFLX now?
** Stock has been pounded down due to pricing pressure from
Blockbuster Online.
** This price pressure has stabilized
** Customer service and movie selection is huge. We are members
and would not switch
** Once signed up for credit card monthly billing, we are all
to lazy to switch.
** Amazon wants in to this business and customer database
** Buyout?
** Over 40% of float short. Bullish with any good news.
** 52 week high is over $38
iParty Corp (IPT)
3/11/05 Close .68

iParty Corp. (AMEX: IPT - news) is a party goods retailer which
operates 45 iParty retail stores and licenses the operation
of an Internet site for party goods and party planning at www
iparty com. With over 20,000 party supplies and costumes and
an online party magazine and party-related content, iParty offers
consumers a sophisticated, yet fun and easy-to-use, resource
with a definitive assortment of products to customize any party,
including birthday bashes, Easter get-togethers, graduation
parties, summer barbecues, and, of course, Halloween. iParty
offers reliable, time-tested knowledge of party-perfect trends,
and superior customer service to
ensure convenient and comprehensive merchandise selections for
every occasion
.IPT is an extremely undervalued growing profitable company......
IPT recently reported record revenues and net income and as
it is often the
case, it was rewarded with an irrational sell-off. It appears
now that a
reversal has started. There are a lot of investors on the sidelines
waiting
for that sign to jump back in. IPT is a low float stock and
moves fast with
the slightest buying pressure.
HIGHLIGHTS:
* IPT has grown revenues and net income each of the last 4 years.
* IPT has posted a net profit each of the last two years.
* IPT is growing its store number at an average 18%/year.
* IPT's gross margins are among the highest in the sector consistently
over 40%.
* IPT pays for new stores with its own cash and a line of credit.
NO DILUTION.
* Insiders own 60% of the company. Low Float.
* IPT's market cap is a lot less than the $24 million reported
in Q4 2004 alone.
* IPT is Undervalued....trading at P/S of 0.16. Competitor BDAY
is trading at P/S of 2.4.
IPT is growing rapidly, systematically, and profitably. Take
a look at this performance:
* Revenues: 2004 = $64.3M; 2003 = $56.7M; 2002 = $52.1M; 2001
= $47M
* Net Income: 2004 = $1.0M Profit; 2003 = $0.8M Profit; 2002
= $0.7M Loss; 2001 = $2.5M Loss
* No. of Stores: 2004 = 45 2003 = 38; 2002 = 32; 2001 = 24
* Projected Stores at the end of 2005 = 52!!
* Projected 2005 revenue: $70 million +
That is healthy and steady growth by any standards.
Here is IPT's latest earnings release:
http://biz.yahoo.com/bw/050225/255097_1.html
Imergent Inc (IIG)
3/3/2005

++++++++ INVESTMENT HIGHLIGHTS +++++++++++++
* P/E RATIO OF 6.
* RECENTLY RAISED ITS 2005 REVENUE GUIDANCE TO $102 MILLION.
* 2005 INCOME GUIDANCE OF 80 - 90c/SHARE.
* LOW FLOAT OF 7 MILLION SHARES.
* ABOUT 30% OF THE FLOAT ARE RECENT SHORT SHARES.
* MARKET CAP IS ONLY $130 MILLION.
* $7M CASH...NO LONG-TERM DEBT.
* 2 ANALYSTS RATE IIG A "BUY"...TARGET $26/SHARE.
* CEO SPENT $270,000 IN THE LAST TWO WEEKS BUYING IN THE OPEN
MARKET
ACCORDING TO EDGAR.
In recent days IIG has been severely pounded primarily by a
notorious
short...Stocklemon through a number of unsubstantiated fabrications.
There is a reason for it, Stocklemon is a big IIG short according
to its own
admission.....see the disclaimer at the bottom of this page:
http://www.stocklemon.com/articles/03_04_05.html
The fact is that iMergent (AMEX: IIG) is a profitable money-making
machine. The recent drop has lowered its P/E to a ridiculous
value of 6. When
fairly valued, IIG will be able to command over $25/share. IIG
expects to
produce 80 - 90c/share profit this year on 30% revenue growth
to over $ 100
million!!!. The three analysts covering the stock have an average
"BUY"
rating with a $25/target.
IIG is a rocket in the making with only 12 million O/S shares
and about
7 million shares on the float. Well over 1 million and as much
as 3
million of the float are shares short. This stock can easily
double when these
suicidal shorts decide to cover. I believe that will happen
this week.
On January 27, 2005, IIG reported strong 2Q 2005. Two weeks
later the
stock was trading at over $25/share:
Earnings highlights:
Record Quarterly Revenue of $31.4 Million
Earnings Before Taxes Increased 234% to $4.9 Million
EBT per Diluted Share Increased to $0.39
EPS After Taxes Increased 100% to $0.24
Cash of $7.2 Million....No Long-term Debt
Looking ahead, iMergent increased its expectations for 2005
revenue
growth to 30 percent to 35 percent from a previous estimate
of a 20 percent to
30 percent improvement. In 2004, the company posted revenue
of $81
million. Analysts expect the company to post revenue of $102.6
million for 2005.
Earnings will be in the range of 80c - 90c/share.
http://biz.yahoo.com/bw/050127/275155_1.html
In the last two weeks CEO Danks has invested over $270,000 buying
IIG
stock on the open market. This shows me that he has 100% confidence
on the
long-term prospects of his company.
This is a real company with real people and a real business.
Do you think these funds have done DD? We do...
TOP INSTITUTIONAL HOLDERS
Holder Shares % Out Value* Reported
Goldman Capital Management, Inc. 581,000 4.98 $9,330,860 25-Feb-05
Constitution Research & Management Inc 327,600 2.81 $5,261,256
25-Feb-05
FMR Corporation (Fidelity Management & Research Corp) 266,800
2.29 $4,284,808 25-Feb-05
Wellington Management Company, Llp 236,000 2.02 $3,790,160 25-Feb-05
Barclays Bank Plc 169,255 1.45 $2,718,235 25-Feb-05
Weiss, Peck & Greer LLC 150,300 1.29 $2,413,818 25-Feb-05
James Investment Research, Inc. 84,540 0.73 $1,357,712 25-Feb-05
Legg Mason Inc. 55,750 0.48 $895,345 25-Feb-05
Gartmore Investment Management, Plc 51,724 0.44 $830,687 25-Feb-05
JHC Capital Management, LLC 40,000 0.34 $642,400 25-Feb-05
TOP MUTUAL FUND HOLDERS
Holder Shares % Out Value* Reported
Fidelity Low-Priced Stock Fund 336,500 2.89 $5,404,190 25-Feb-05
Hartford Smallcap Growth Hls Series 169,000 1.45 $2,714,140
25-Feb-05
Hartford Small Cap Growth Fund 68,000 0.58 $1,092,080 25-Feb-05
James Advantage Small Cap Fund 41,800 0.36 $671,308 25-Feb-05
Royce Technology Value Fund 40,000 0.34 $642,400 25-Feb-05
Boston Partners-Long/Short Equity Fund 29,625 0.25 $475,777
25-Feb-05
Royce Micro Cap Trust 15,000 0.13 $240,900 25-Feb-05
Spartan Extended Market Index Fund 3,575 0.03 $57,414
Check out http://www.imergentinc.com/index.html . Did you know
the the head of IIG's audit commite was the COO for George Soros
for 10 years? Does stock lemon have a qualified guy like this?
149 employees and not a real business? A P/E ratio of only 7?
They make money! IIG came out with a PR today. They are inviting
the Big Boys to IIG for presentations on the software and how
great it works. Would they do this if they had something to
hide? I hear they are flying in 20 plus and another 20 are coming
also. Read the PR
http://biz.yahoo.com/bw/050303/35256_1.html
TASR Time Again
3/1/2005 Close $13.18

We picked TASR 2 times. 88% gain and 113% Gain. The first pick
was at $25.61 pre split (12.80) and 13.875.
TASR now trades at 13.18. We bought back in today. There is
still 42% short on this stock as of FEB 8th. Again, they will
have to cover by buying back the stock to profit from gains
they most likely have. Any good news will help propell the stock.
Read this older article to remind you why a TAER is better then
a bullet from a real gun
G.I.'S IN IRAQ GET TASERS, OTHER "NON-LETHALS"
The U.S. military has given hundreds of its troops electricity-spewing
taser guns, rubber bullets, and other so-called "non-lethal"
weapons to help keep order in Iraq. One of the reasons why,
according to a report prepared for the Army: Saddam's thugs
used such tactics, too.
"The previous regime used batons to beat the populace,
and electrical torture devices on dissidents. Thus judicious
use and control of the riot baton and introduction of the TASER
has intimidated the former members of the regime, and saved
soldiers and civilians lives," reads a personal report,
circulating through the Defense Department, from recently retired
Lt. Col. Wesley "Bo" Barbour, now a contract employee
for the Army's Training and Doctrine Command.
Earlier this year, Barbour lead an Army team that trained 110
soldiers in the use of tasers and other weapons designed to
hurt, not to kill. The idea is to give G.I.'s a way to quell
resistance, control crowds and subdue prisoners of war –
without causing unwanted Iraqi civilian casualties.
"These are tools to enable commanders to break the cycle
of violence," Barbour said. "Instead of shooting them
dead and promoting further violence, you modify their behavior."
The taser's value as a particularly ferocious behavior-modification
tool became clear at a prisoner-of-war camp holding "high-value
detainees currently depicted in the 'deck of cards'" --
the list of the 55 most wanted leaders of Saddam Hussein's government.
Members of the 800th Military Police Brigade had to use lethal
force several times to quell prisoner uprisings, the report
says. But such rebellions reportedly came to an end after a
military police officer demonstrated the taser's power--more
than 50,000 volts of electricity, enough to cause muscles to
fail after a shock of a few seconds.
"Holy shit! That was the expression" when the prisoners
saw the taser demonstration, said Sergeant Major Charles Slider,
with the Military Police School based out of Ft. Leonard Wood,
Missouri. He was part of Barbour's team in Iraq. "They
moved away, they got it in line. It was a significant event
for them."
Amnesty International has called on the U.S. and its allies
to stop using tasers "until there has been a full and independent
investigation into the medical and other effects of these weapons
and it has been proved that such weapons can be used in accordance
with the international human-rights standards."
James Lewis, a defense analyst with Washington's Center for
Strategic and International Studies, calls such a demand misguided.
"These technologies always seem to generate concerns about
mistreated prisoners and abused human rights," he said.
"But if the choice is between an M-16 [rifle] and a taser,
which would we have them use?"
In As Samawah, along the Euphrates River, non-lethal weapons
of a different sort were employed. Iraqis trying to get into
"a walled facility containing food and water" there
were blasted with wood baton rounds by the 551st Military Police
Company. The non-lethal ammunition "knocked the infiltrators
off the wall," the report notes. The show of force was
"deemed to be effective at blocking any further incursions."
Members of the 977th Military Police Company fired 12 gauge
rubber pellet rounds at Iraqi civilians in the town of Ad Diwaniyah,
to keep them away from Marines conducting house-to-house searches.
“Before I fired them, I thought non-lethals were [bad],"
one staff sergeant told Barbour. "I am now convinced we
need them on every patrol.”
But this view is far from universal in the American military
community. Out of the Defense Department's gargantuan $401 billion
budget for next year, only a relatively small sum, $44 million,
is devoted to its Joint Non-Lethal Weapons Directorate.
"As long as they're killing us, there's a feeling that
there's nothing we can do with non-lethal," said Charles
"Sid" Heal, an internationally-known non-lethal weapons
expert, who recently retired after 34 years in the Marine Corps
Reserve. He served with the 3rd Air Naval Gunfire Liaison Company
during Operation Iraqi Freedom. "The concern is that if
we're not willing to kill, we're diluting that lethal message.
We're telling our adversaries to go ahead and resist."
In early April, when Baghdad fell, Army military police units
attached to the 1st Marine Expeditionary Force (1 MEF) began
carrying a non-lethal arsenal during search, security, and crowd-control
missions. But by June, these troops were told to "withdraw"
the non-lethal munitions." Instead, they were issued "shoot
to kill orders to ensure the population got the message about
attacks against US forces," according to Barbour's report.
But if non-lethal tactics aren’t accepted by American
forces in Iraq, they may never find a role in the U.S. military.
For years, tasers, rubber bullets, and the like have been used
in police departments around the world. Now that American forces
are performing police-like duties in Iraq, "this is the
big test for non-lethals," said John Pike, director of
GlobalSecurity.org.
"Non-lethal weapons are basically designed for stability
and support operations. Well, Iraq is the mother of all stability
and support operations. It's going to be revealing how they
work," he said.
One weapon that did not work well, according to Barbour's round-up,
was the M-84 flash-bang grenade – designed to stun large
groups of people with bright light and loud noise. In May, a
crowd became rowdy at a "food and fuel distribution point"
in the city ok Al Kut. Members of the 194th Military Police
Company threw M-84's. But the grenades "demonstrated little
effect upon the crowd." The Iraqis "quickly regrouped,"
and were cowed only after taking multiple rubber pellet rounds.
All told, 36 Army platoons – of about 30 soldiers each
– have received non-lethal "capabilities sets"
from the Army. The standard-issue sets contain flash-bang grenades,
rubber bullets, and wood baton rounds, as well as the "modular
crowd control munition" – a non-lethal cousin of
the claymore mine that fires 600 rubber balls, instead of steel
spheres.
96 more "capabilities sets" are now in the Pentagon's
labyrinthine ordering process. At least 36 of those are scheduled
to arrive in Iraq in the next 90 to 120 days, Barbour said.
That's enough to give about another thousand U.S. soldiers in
Iraq non-lethal gear.
The sets do not include the taser stun guns. However, the Defense
Department has recently set up a $1 million fund for agencies
that want to purchase the electrical weapons.
Amnesty International's Alistair Hodgett calls that bad news.
"There's never been a comprehensive, independent study
of how it affects people," Amnesty International's Hodgett
says. "And until we've done that, we shouldn't be putting
this technology into people's hands."
But tasers have been tested over and over again by police departments
around the world, stun gun proponents retort. They maintain
that the weapons have never caused a fatality, after years of
closely-monitored use.
The taser has been accused of contributing to deaths, however.
Earlier this month, for example, a Florida man died after being
subdued by local police with the dart-shooting stun gun. It
may take weeks to determine whether or not the taser shots were
responsible, according to the Miami Herald.
"There's never been a comprehensive, independent study
of how it affects people," Amnesty International's Hodgett
said. "And until we've done that, we shouldn't be putting
this technology into people's hands."
Barbour disagrees, of course. By giving G.I.'s a less deadly
option to check prisoners of war and rabble-rousers, the taser
will actually reduce civilian casualties, he maintains. And
it allows U.S. troops to be more aggressive.
With the taser, he said, "You can shoot first and ask questions
later, because you can reverse the effect."
Nyer Medical Group Inc (NYER)
2/28/05 Close $3.06

Nyer Medical Group, Inc. is a holding company with operations
in segments, including, pharmacies, medical and surgical equipment
and supplies, and corporate. Through D.A.W., Inc., an 80%-owned
subsidiary of the Company, it operates a chain of pharmacy drug
stores in the suburban Boston, Massachusetts area. The Company's
three wholly owned subsidiaries, ADCO Surgical Supply, Inc.
(ADCO), ADCO South Medical Supplies, Inc. (ADCO South) and Nyer
Internet Companies, Inc. (Internet) are engaged in the wholesale
and retail sale of medical and surgical equipment and supplies
throughout New England, Florida, Nevada and worldwide through
the Internet sales. The corporate segment includes discontinued
operations of Anton Investments, Inc. and Conway Associates,
Inc. In February 2004, the Company announced the complete closure
of Anton Investments, Inc.
Nyer Medical Group, Inc. Reports Revenues of $15.5 Million With
Net Earnings of $.03 Per Share for 2nd Quarter Fiscal Year 2005
Tuesday February 15, 11:16 am ET
BANGOR, Maine, Feb. 15 /PRNewswire-FirstCall/ -- Nyer Medical
Group, Inc. (Nasdaq: NYER - News) yesterday reported results
for the 2nd quarter of fiscal year 2005. Revenues for the three
months ended December 31, 2004 decreased $291,509 to $15,528,903
as compared to $15,819,684 as reported for the same period last
year. Net income for the three months ended December 31, 2004
was $129,746 or $.03 per common share as compared to $22,707
or $.01 per common share for the same period ended December
31, 2003. Revenues for the six months ended December 31, 2004
decreased $344,093 to $30,717,514 as compared to $31,061,607
as reported for the same period last year. Net income for the
six months ended December 31, 2004 was $193,796 or $.05 per
common share as compared to $205,168 or $.05 per common share
for the same period ended December 31, 2003.
Karen Wright, President and Chief Executive Officer of Nyer
Medical Group, Inc., stated, "We are pleased with the $.03
per share income for the three months ended and the $.05 per
share income for the six months ended, December 31, 2004. This
fits well with the Company's plan for continued profitability,
growth and the possibility of raising additional capital for
potential future acquisitions."
The pharmacies' sales decreased $399,436 to $13,303,086 or 2.9%
for the three months ended December 31, 2004 as compared to
$13,702,522 for the three months ended December 31, 2003. The
main reason for the decline was the conversion of a contractual
arrangement with one federally qualified health center (FQHC)
from a replenishment model to a segregated inventory model.
Under the former arrangement, the pharmacies dispensed prescriptions
from its inventory and recognized as sales the gross value of
the prescription dispensed. Under the latter arrangement, the
pharmacies dispensed prescriptions from a segregated inventory
owned by the FQHC and recognized as revenues the dispensing
fee paid it by the FQHC. The dispensing fees totaled approximately
$147,000. Had the previous replenishment model and corresponding
revenue recognition been employed, sales of approximately $735,000
would have been recognized as opposed to the approximately $147,000
in dispensing fees. Management expects prescriptions to increase
due to an aging population, increased Medicare prescription
benefits and additional new prescription drugs coming to the
market place. Management plans to mitigate the effects of mandatory
mail-order components within the prescription insurance plans
by continuing to seek out niches within the market that it is
uniquely qualified to service. In late November of 2004, the
pharmacy segment opened a pharmacy within a medical center in
Waltham, MA, recently acquired by Boston Children's Hospital.
Management expects that its presence within this unique medical
community will result in added sales volume and incremental
profits.
The medical segment's sales increased $108,655 for the three
months ended December 31, 2004 to $2,225,817 or 5.1% as compared
to $2,117,162 for the three months ended December 31, 2003,
primarily due to its Internet sales increase of approximately
$138,180 and bulk inventory sales of approximately $25,500 recorded
at no cost and reported for three month ended December 31, 2004.
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
February 17, 2005
SCHEDULE 13G
(a) Amount beneficially owned:
241,886.
(b) Percent of class:
6.39%.
AROUND THE CLOCK PARTNERS, LP
By: Around the Clock Trading and
Capital Management, LLC,
General Partner
Resistance Price (5day): $3.070
Resistance Price (20day): $3.300
Resistance Price (50day): $4.350
Resistance Price (100day): $4.350
Amedia Networks, Inc. (AANI)
2/23/05 Close .98 
Amedia Networks, (AANI), a Holmdel, New-Jersey-based undiscovered
emerging growth company designs, develops, and implements Ethernet
solutions to the dynamic and rapidly growing Fiber-to-the-Premises
(FTTP) broadband access market. The company's solutions are
designed to provide secure, high performance, scalable and reliable
customer premises, access aggregator, and central office products
enabling high-speed Internet access, video applications, and
Voice over Internet Protocol (VOIP) services (“triple-play”)
to end-user customers (home or business) in a cost effective
manner. AANI entered into a contractual agreement with Lucent
Technologies in January 2004 to license and further develop
state-of-the-art Ethernet Optical Networking products
The antiquated copper-based telephone company wire infrastructure
was built to efficiently deliver “POTS” or “plain
old fashioned telephone voice services. In the 1990’s,
telecom companies invested heavily in fiber optic cables for
long distance voice communication and digital data transmission.
However, due to the high costs in laying “fiber”,
most of the local carriers (RBOCs) did not invest in fiber optics
from their serving central offices directly to the customer
premises (i.e. homes or offices). FTTC or Fiber-To-The–Curb
began bringing fiber optic cable within 100 feet of a home or
building.
Currently, customers access the internet via slow “dial-up”
service over traditional copper-based lines, or via high speed
internet access via DSL or Cable (CATV). The major cable companies
such as Time Warner Cable, Cox Communications, and Cablevision
have spent an estimated $85 billion in the past eight years
to connect digital pipes into their customers’ homes,
delivering hundreds of cable channels, high definition television
(HDTV) high speed internet and telephone service. As a result,
the local phone companies have experienced substantial customer
“churn” (IDC forecasts that 20 million customers
will route phone calls through cable companies by 2008), and
revenue declines (estimated at $15 billion from 2001-2004 by
UBS Warburg).
Service providers such as cable (CATV) companies, and telephone
companies, municipalities and new home builders need to satisfy
the explosive consumer demand for video, data and voice services.
The dramatic increase in internet usage by both individuals
and business for commerce, entertainment, and research has resulted
in a huge increase in traffic being transmitted over network
lines. Moreover, with the growing popularity of multimedia applications
such as HDTV (High Definition Television, which requires about
20Mbps) Internet gaming, movie downloading, music, and pay per
view, voice communications, wireless communications, VOIP (bundled
voice, internet, and data via internet lines) carriers are concerned
that their current infrastructure will run out of capacity.
Plus, competition is providing incentives for bigger and better
capabilities – and service bundling. Voice, Video, and
Data (VOIP) “triple play” service bundle is destined
to become the flagship offering of carriers to consumers. Triple-
play revenues are expected to grow to $11.3 billion by 2007
according to the Gartner Group. Triple play services provide
higher up selling opportunities and average $99-$200 per month
per subscriber. Network and Service Providers also recognize
the convenience to the customer of getting one bill, and the
high cost of customer churn, and “triple-play” customers
are 48% less likely to cancel their service compared to single
service offerings. (According to America’s Network, August
1, 2004).
The optimum solution to stem the erosion experienced by the
RBOC’s and to meet the insatiable broadband “triple-play’
demand is Fiber-To-The-Premises (FTTP), also known as Fiber-To-The-Home
(FTTH). Costs have finally come down to that “magic”
number where carriers can seriously contemplate such fiber-based
deployments versus copper-based systems. . SBC Communications
is spending more than $5 billion on fiber, and Verizon $3 billion
in this year alone. The RBOC’s will need to spend more
than $100 billion to overhaul the ancient copper wire network
(source: New York Times)..
In 2004, the FTTP market doubled in size. As of May 2004, FTTP
technology has been deployed by network providers and municipalities
in 128 communities in 32 states. (according to the FTTH Council).
Render, Vanderslice & Associates project that an estimated
10 million to 26 million homes will be passed by FTTP Systems
in North America by 2008. KMI Research forecasts the total market
for FTTP equipment to reach $3.2 billion by 2009. Today, any
local exchange carrier or even inter-exchange carrier is clearly
evaluating, if not deploying such systems. Cable companies also
view them as a means to provide services to businesses. Power
Utilities, the Federal Government, Municipalities and new home
builders are evaluating or are already also deploying FTTP.
There are two broad families of FTTP systems in use today, and
their deployment is currently roughly even divided. One type
is generally called Passive Optical Network (PON), and uses
a system of splitters to peel-off of a common shared fiber the
bits destined for each premises so only 32 homes can be served
from one fiber run. PON systems also have limited reach and
can typically only extend about 20 km, cannot isolate information,
users, or equipment faults (thus driving up maintenance costs
and exposing users and content providers to theft. The other
category uses a dedicated fiber to provide dedicated bandwidth
to each premise. When standard Ethernet protocols are used,
this category is called ESON, or Ethernet Switched Optical Network.
ESON is the architecture used by Amedia. It provides 100Mbps
in both directions, can extend up to 60km from the central office,
can completely isolate information streams and remotely isolate
and locate faults, thus lowering operational costs, reduce theft
of service and increase system availability Microsoft, Cisco,
Juniper, Polycom, just to name a few, are squarely in the Ethernet
camp.
The competition has spent hundreds of millions of dollars on
their technologies. Amedia’s core “state-of-the-art”
QuoStream technology was developed by Bell Laboratories and
a perpetual (exclusive for FTTP) license was acquired from Lucent
Technologies’ Bell Laboratories (LU-NYSE) for just a paltry
$4 million (plus a small sales royalty). Lucent spent in excess
of $40 million on its’ development. AANI was also able
to contract with Lucent for much of the development without
carrying the high R&D expense. Amedia also has the right
to market its products under the Lucent brand name. AANI is
headquartered in a Lucent facility
Amedia has three hardware products, the PG1000 Premises Gateway,
AS5000 Aggregation Switch(supports up to 48 homes from one fiber
line), and the CS1200 Core Switch that are controlled by the
QoStream Director which provides element and network management
functions including fault isolation, configuration, inventory
and accounting management. Collectively, the setup provided
by Amedia is what makes up the Ethernet Switched Optical Network
(ESON). The system is capable of providing up to 100 Mbps/subscriber
over a 90km reach from a central office or head end. Its’
state-of-the-art switched Ethernet on an active optical network
platform provides greater scalability, performance, reliability,
security and network privacy. Its’ low-cost Ethernet chip
design also provides strong cost/performance.
Consider downloading a 2 hour HD movie for later viewing. It
would take: 26 days with 56kbps dial-up, 1 days with ISDN, 4hours
at “advertised cable modem rates” of 10Mbps (and
closer to 23 hours at the more likely scenario) and between
1.5 and 2 hours for PON, but only 25 minutes at 100Mbps –
the speed of Amedia’s ESON systems.
With the system (three of the four hardware products) nearly
completed, AANI has commenced an active marketing program. In
October, 2004 it retained LB&T Partners Limited to assist
the company in its’ marketing efforts, both in the U.S.
and Europe. LB&T’s clients include leading equipment
manufacturers, carriers, and service companies in both fixed
and mobile telecommunications.
In November, 2004 the company entered into a non-exclusive,
co-marketing agreement with Riverstone Networks, Inc. (RSTN.PK),
a leading manufacturer of carrier-class routers for next generation
metro Ethernet networks. Riverstone will integrate Amedia’s
QoStream(TM) gateway technology at the premise with its’
ethernet routers to provide network providers with a carrier
-grade FTTP solution for the delivery of triple-play to both
business, residential, and government users. Amedia has also
joined the Riverstone Ethernet Alliance Program.
AANI also recently entered into an agreement with LightSpeed
Technologies, Inc., a well-known systems integrator of end-to-end
optical networking solutions to distribute the QoStream™
family of products to its’ customer base, which includes
service providers, utilities, financial institutions, and transportation
firms, as well as other enterprise customers across the United
States and Europe.
To penetrate the growing China market, and the Pacific Rim in
general [(Asia will represent 45% of total global spending on
FTTP and FTTN (Fiber-to-the-Node) systems equipment according
to some industry estimates] AANI recently entered into a distribution
agreement with Sichuan Jiuzhou Electric Group Co., Ltd (Jiuzhou)
a leading Chinese company. Headquartered in Mianyang City, Sichuan,
China Jiuzhou has over 30 sales and service locations throughout
China, 5,200 employees, and sales volume approaching $250 million.
For 14 years, it has retained the leading market position in
China for CATV-related access products, and is currently well-positioned
to become a leading provider of IP-TV solutions for the video
industry. According to ChinaNex FieldCall, IP-TV users in China
are projected to grow to 100 million by 2008, with associated
revenue of 40 billion yuan (approximately US$4.8 billion). Jiuzhou
has agreed to distribute the QoStream family of products in
China, on a non-exclusive basis, as part of its solution for
IP video as well as for data and Voice over IP (VoIP) services.
In addition, they will build a Customer Showcase Lab at their
headquarters to highlight and demonstrate Amedia's products.
Amedia has a very strong management team, consisting of telecom
industry veterans. Amedia's CEO is Frank Galuppo, formerly,
President of Lucent's Optical Networking Group, where he had
worldwide responsibility for the development and marketing of
Lucent's optical portfolio which had annual sales of over $1
billion. Other senior managers are also former Lucent employees:
John Colton, Vice President of Engineering, held senior positions
in Lucent's Optical Networking Group as well as in technical
management and product management positions while at Bell Laboratories
and AT&T Network Systems. Raj Varadarajan, Vice President
of Business Operations and Product Management, with over 20
years of experience in telecom, serving in a number of technical
and leadership positions at Lucent Technologies, NCR and AT&T.
Bill Zakowski, serves as Vice President of Business Development.
He was the former General Manger of the Long Haul DWDM division
at Lucent Technologies and held several other product management
and business development positions while at Lucent, as well
as at AT&T and Bell Laboratories. Gary Feldman, Vice President
of Marketing and Business Strategy, previously, was the Vice
President of Strategy in Lucent Technology's Optical Networking
Group, and had held multiple marketing, regulatory, and product
management positions, both there and at AT&T.
The board directors also includes: Gerald Butters, a pioneer
in the industry with more than 39 years of telecom experience.
He formerly served as President of NTI (a Nortel Networks US
subsidiary), Chairman of the Board of AGCS (a joint venture
of GTE and AT&T), President of Lucent Technologies' Global
Public Networks, and President of Lucent's North American Marketing,
Sales and Services. While at Lucent, Butters formed the Optical
Networking Group and became its first President. Dr. Bob Martin,
who also serves as a Board Member held several key leadership
positions at Lucent, culminating with his appointment as the
Chief Technology Officer of Bell Laboratories. He has served
on the National Research Council's Computer Science and Telecommunications
Board and the FCC’s Technological Advisory Board.
In August, 2004, AANI raised $5.25 million through a private
placement of its Preferred Stock to institutional and individual
investors. The Series A Preferred Shares carry a 7% coupon rate,
are convertible into common at $0.75 per share, and include
two series of five-year warrants, one exercisable at $1.50 per
share and the other at $2.50 per share. The company also secured
an Equity Line of Credit from an institutional investor for
an additional $6 million which it can draw upon from time to
time over the next 24-months (but never more than $500,000 in
any 30-day period) at 98% of the then current common stock price,
but in no event at less than $2.00 per share. There are approximately
26.9 million fully-diluted shares, and about 18.5 million shares
in the float. The company has no long-term debt.
After a run-up in the stock price to $2.00 in December 2004,
from a 52-week low of $0.52 in April 2004, the stock price has
recently declined by 50%, with the filing of the resale registration
statement (see above), and its’ subsequent effectiveness
which freed up the common stock (and the stock underlying the
warrants) related to the August 2004 private placement. Thus,
providing risk-oriented investors a major buying opportunity.
palmOne Inc (PLMO)
2/16/05 - $23.85 
palmOne, Inc. is a global provider of handheld computing and
communications devices. The Company targets consumer, business,
education and government users around the world. palmOne shipped
over 26.4 million handheld devices worldwide during the fiscal
year ended May 31, 2004. palmOne sells products under three
sub-brands: the Zire, Tungsten and Treo. The Zire family is
primarily designed for, and targeted at, consumers such as entry-level
and digital media enthusiasts. The Treo and Tungsten lines are
primarily designed for and targeted at business professionals
and enterprise users. These product families span the handheld
computing and communications device market. The products are
differentiated in terms of price, functionality and software
applications that are delivered with the device. Standard software
in all of its products includes an address book, date book,
clock, to-do list, memo pad, note pad and calculator
This has come down from $46 a share in December. Concerns that
the standard Palm devices are not selling. That is true, but
the Treo is the hottest smartphone out there. That is where
they will now focus on. Don't assume they won't have new smartphone
products. They will.
GuruNet Corp (GRU)
2/7/05 $26.45 
GuruNet Corporation provides integrated online reference answers
and technology that enable rapid delivery of concise information
over the Internet. The Company has acquired and developed technology
that intelligently and automatically integrates and retrieves
information from disparate sources and delivers the result in
a single consolidated view. GuruNet generates revenues by selling
subscriptions for its products; licensing and co-branding its
technology; establishing partnerships with third-party Websites,
and by monetizing visitor traffic to the Company's Website in
the form of sponsored links and paid advertisements. GuruNet's
answer engine delivers snapshot definitions and explanations
from reference sources about numerous topics in its database.
Its answer engine automatically displays relevant, narrative
responses to a user's query without requiring the user to review
a list of hyperlinks offered in response to a query
This stock has been on fire the last week. This article in forbes
says it all
The Best Internet Innovation In Years
http://www.forbes.com/personaltech/2005/02/07/cx_ld_0207answer.html
Why are we making a pick early...
GuruNet Corporation to Host Conference Call Tuesday at 1 PM
Easterm. We assume its not going to discuss how bad they are
doing. Seems like a bullish call.
We bought this today as a day trade and decided it has way more
legs. Small float and huge potential.
Elite Pharmaceuticals Inc (ELI)
1/24/05 Close $3.95 
Elite Pharmaceuticals is a specialty pharmaceutical company
principally engaged in the development of oral, controlled release
products. Elite develops controlled release products internally
using its proprietary technology and licenses these products.
The Company's strategy includes developing generic versions
of controlled release drug products with high barriers to entry
and assisting partner companies in the life cycle management
of products to improve off-patent drug products. Elite's technology
is applicable to develop delayed, sustained or targeted release
pellets, capsules, tablets, granules and powders. Elite has
a pipeline of six drug products under development in the therapeutic
areas that include cardiovascular, pain management, allergy
and infection. The addressable market for Elite's pipeline of
products exceeds $2 billion. Elite also has a GMP and DEA registered
facility for research, development, and manufacturing located
in Northvale, NJ.
investors continue to respond favorably to promising results
from a clinical program designed to test ELI’s proprietary
abuse resistant technology for narcotic analgesics, such as
OxyContin®, utilizing naltrexone as a narcotic antagonist.
The data supported the premise of Elite's technology, which
showed that no naltrexone was to be released and absorbed unless
the formulation was physically damaged.
ELI has had increased volume and an upward move in price recently.
This seems to be a small company with a very large pipeline.
Peregrine Pharmaceuticals Inc (PPHM)
1/26/05 Close $1.16 
Because Of the poor market we have decided to release a new
Special pick for ALL Free and Paid Members . The market is ready
for a run.
I have been following this company for many years. The way the
stock has been acting is very bullish. Large volume the last
few days and upward movement. Looks like something big might
be coming.
Peregrine Pharmaceuticals, Inc. is a biopharmaceutical company
primarily engaged in the research, development, manufacture
and commercialization of cancer therapeutics and cancer diagnostics
through a series of platform technologies using monoclonal antibodies.
The Company is primarily focused on developing therapeutic agents
that affect blood vessels and blood flow in cancer and other
diseases. The Company's vascular research programs fall under
several different platforms, including anti-phospholipid therapy
(APT), vascular targeting agents, anti-angiogenesis and vasopermeation
enhancement agents. These therapeutic agents may have applications
in the treatment of cancer and other diseases, such as viral
infections, diabetes, arthritis, skin disorders and eye diseases.
The Company's wholly owned subsidiary, Avid Bioservices, Inc.,
produces clinical trial material for monoclonal antibodies and
recombinant proteins for Peregrine and other biotechnology.
Cray Inc (CRAY)
1/18/05 $3.93
Cray Inc. is engaged in the design, development, marketing and
support of high-performance computer systems, commonly known
as supercomputers. These systems provide higher capability and
capacity than typical mainframe computer systems and address
challenging computing problems for government, industry and
academia. The Company markets four computer systems: the Cray
X1, Cray SX-6, Cray MTA-2 and cluster solutions, and is developing
a new supercomputer system, called Red Storm, for delivery to
Sandia National Laboratories in 2004, pursuant to a long-term
development contract. The Company also provides maintenance
services to the installed base of Cray computers. In April 2004,
the Company acquired privately held OctigaBay Systems Corporation
of Vancouver, British Columbia. OctigaBay is developing a high-performance
computing system designed to make supercomputing performance
accessible to the growing community of scientific and technical
computing users.
Cray Inc. Gets $9 Million in Orders
Monday January 3, 10:00 am ET
Cray Inc. Receives $9 Million in System Orders From European,
Asia-Pacific Customers
Cray hit $4.91 before pulling back after this order was announced.
As the economy gets better we feel Cray is in a wonderful position.
The stock price has yet to reflect this.
Cardiac Science Inc (DFIB)
1/10/05 Close $1.89 
Cardiac Science, Inc. develops, manufactures and markets automated
external defibrillators (AEDs) and provides comprehensive AED/
cardiopulmonary resuscitation (CPR) training services. Cardiac
Science's RHYTHMx software technology and STAR Biphasic energy
delivery system form the technology platform for its line of
AED products, the Powerheart AED and its therapeutic monitor-defibrillator,
the Powerheart Cardiac Rhythm Module (Powerheart CRM). The Company's
products and technology are designed to treat victims of sudden
cardiac arrest (SCA), whether outside or inside a hospital,
in the shortest time frame possible, thereby increasing a victim's
chance of survival. In October 2003, the Company acquired Complient
Corporation, a Cleveland-based company and provider of AED and
cardiopulmonary resuscitation training and comprehensive program
management.
Most members have seen this as our top holding for the last
few weeks. Why?
• J&J-Guidant Deal Forges Cardiac Powerhouse
at The Wall Street Journal Online (Thu, Dec 16)
Portable defibrillators are becoming more and more mainstream.
Cardiac Science has a product that everyone is going to want.
The liability for any public area not to have these is to large.
Health clubs, schools, Firehouses, retail stores.......
Why is the stock so low? Horrible management! Look for the following
this year:
1) New Management
2) Buyout
Bonso Electronics International
Inc (BNSO)
1/3/05 Close $5.20 
Bonso Electronics International Inc. (Bonso) designs, develops,
produces and sells electronic sensor-based and wireless products
for private-label original equipment manufacturers (OEM), original
brand manufacturers (OBM) and original design manufacturers
(ODM). As of August 1, 2002, Bonso acquired 51% of the equity
of Gram Precision from a third party. Gram Precision is primarily
engaged in the distribution and marketing of pocket scales in
the United States, Canada and Europe. As of May 1, 2001, the
Company acquired 100% of the equity of Korona, which markets
consumer scale products throughout Europe to retail merchandisers
and distributors. Bonso has one wholly owned Hong Kong subsidiary
Bonso Electronics Limited (BEL). BEL also has one active Peoples
Republic of China subsidiary, Bonso Electronics (Shenzhen) Company
Limited. Bonso's another wholly owned British Virgin Islands
subsidiary, Modus Enterprise International Inc., which owns
100% of Korona and 51% of Gram Precision.
2,899 Employees
3.2 Million Shares in the float
71 Million In Revenue
$2.04/ Share in Cash
With a PE of just 13, we feel this is way undervauled. Bonso
is down 36% the last year. This is a China play that has yet
to get noticed.
Arel Communications & Software
Ltd (ARLC)
12/23/04 Close $1.22
ARLC is a technology leader in universal voice, video and data
web
communication for interactive conferencing/collaboration and
training
applications. The company recently announced enhancements to
the
company's innovative, Integrated Conferencing Platform (ICP)
core software
technology along with an expanded Arel Spotlight integrated
application suite.
ARLC owns 18% of Arelnet, the premier VoIP provider in Israel.
Arelnet
Ltd. (www arelnet com), a profitable company, is a provider
of VoIP
telephony solutions to carriers, next generation telecommunications
companies,
Internet service providers and value-added telecommunications
service
providers. Arelnet Ltd. is a publicly traded Israeli company
owned by
ARLC, Nortel and others.
Arel Communications will hold its annual meeting on 12/30/04.
The stock usually goes up at the end of the year, continues
with the "January effect," and runs hard through the spring
and summer months.
ARLC's chart is looking good for continued upside after a month-long
accumulation in a narrow range:
ARLC usually goes up at this time of the year and rises steadily
through the Spring/Summer months. The company's annual meeting
will be held at the end of this month and they usually release
news right before that.
Billionaire Clayton Mathile recently paid $4.75/share to increase
his
stake in ARLC by an additional 12%. Mr. Mathile now controls
34.5% of ARLC's
common stock.
George Soros, another well-known billionaire, owns 6% of ARLC
common
stock. Total insider ownership now is close to 60% with Mr Mathile's
increased
stake in Arel. The float is only 4 million shares.
Here is Mr. Mathile's terder announcement.../040513/135817_1.html
Arel Communication & Software Ltd. is a cash-rich, and
low-float software/communications/VoIP company. The company
has had a
couple of weak quarters and that's why the price is where it
is. However,
according to the last CC, the sales pipeline is strong and growing
stronger with
several successful pilots recently completed.
ARLC's balance sheet is strong with no long-term debt and about
$8
million cash and cash equivalents.
ARLC's deals are usually very large for a small company with
a market
cap of $16 million. This is because its videoconferencing/VoIP/media
collaboration technology is one of the best and most flexible
in the market according to Wainhouse Research. In January of
2004, ARLC won its largest contract to date, a $1.6 Million
deal for the deployment of its Integrated
Conferencing Platform for one of Canada's largest retailers.
The Kroger Company,
Countrywide Home Loans, and others also signed up with ARLC
in recent
months. Most ARLC contracts range in price from about $500K
to about
$1.5 million.
At current prices, low market cap, and solid financials, ARLC
is a
tempting take-over target IMO.
The following presentation highlights ARLC's leading web-conferencing
technology.
VSE Corp (VSEC)
12/3/04 Close $24.29

VSE Corporation is engaged in providing diversified engineering,
logistics, management and technical services, performed on a
contract basis, through its wholly owned subsidiaries and unincorporated
divisions. Substantially all of the Company's contracts are
with agencies of the United States Government and other government
prime contractors. Its customers also include non-government
organizations and commercial entities. Active subsidiaries,
during the year ended December 31, 2003, include Energetics
Incorporated and Human Resource Systems, Inc. (HRSI). Active
divisions include BAV division, coast guard division (VCG),
communications and engineering division (CED), fleet maintenance
division (FMD), management sciences division (MSD), systems
engineering division (SED), telecommunications technologies
division (TTD) and value systems services division (VSS). In
February 2003, the Company began phasing out the operations
of TTD.
The market cap is only 54 Million! Check out all the good news:
VSE Awarded Delivery Order to Support U.S. Army Corrosion Prevention
and Control Program
Thursday November 18, 10:46 am ET
VSE Unit Receives $11M Defense Contract
Friday November 12, 4:02 pm ET
VSE Awarded Contract to Support U.S. Army Tank-Automotive and
Armaments Command FTSS Program
Friday November 12, 2:04 pm ET
VSE Awarded Navy Ship Support Contract
Monday September 27, 1:15 pm ET
Fleet Maintenance Division Selected for Five-Year Support Contract
The Sept 10 contract is the cost-plus-fixed-fee contract includes
a base year ceiling amount of $195 million and a total contract
ceiling amount of $1.022 billion over a five-year period if
all option periods are exercised.
Creative Technology Ltd (CREAF)
11/26/04 Close $12.45 
Creative Technology Ltd. is a provider of personal digital entertainment
(PDE) products and products for personal computers (PC). Its
products include digital media players and other products used
in a wide array of solutions for PC entertainment, education,
music, Internet applications and services, and productivity
tools markets. Creative's product line includes a wide array
of PDE products, such as the MuVo and Zen line of portable digital
media players, DC-CAM/PC-CAM and Webcam digital cameras, and
PC upgrades, such as Sound Blaster audio cards, multi-channel
speakers and a mix of other products, including three-dimensional
(3D) graphics cards, modems, software, musical instruments,
computer mice and keyboards. The Company markets its products
to consumers and system integrators through traditional marketing
channels, original equipment manufacturers (OEMs) and the Internet
under a variety of trademarks, including the MuVo, Zen and Blaster
family names
The Zen Mocro is what we love about this company. They are going
to give the IPOD some serious competition. Go to the Creaf website
to see more http://us.creative.com/ They also have a PE of on
9! This is no small company with over 4100 employees. Watch
out Apple!
NetWolves Corp (WOLV)
11/16/04 Pre Market .94 
NetWolves Corporation offers products and services that provide
system solutions to organizations needing cost effective network
security features delivered on low-cost commodity hardware with
Internet-based expansion capabilities. Its system technology
enables organizations to achieve corporate information technology
(IT) and e-business initiatives through the deployment of easily
installable perimeter office security platforms, coupled with
secure remote monitoring and management (SRM2) system. SRM2
provides centralized management capabilities for hundreds or
thousands of remote locations without risking networking integrity
by opening an administrative port on the remote device through
which outsiders can gain access to information on the system.
This ran almost 100% before pulling back. We like the sector
and expect that this will slowly move back up when the traders
leave. Then before you know it this will be at a much higher
level.
B.O.S. Better Online Solutions
Ltd (BOSC)
11/12/04 Close $2.85
B.O.S. Better OnLine Solutions Ltd. (BOS) operates in three
main business product lines: connectivity, wherein the Company
creates solutions for integration of personal computers and
local area networks (LAN) into the midrange host environment,
as well as designs, integrates, tests, markets and supports
products that provide solutions to personnel connecting personal
computers to IBM midrange hosts; software utilities, which include
BOSaNOVA PrintBoss product, and communication solutions, wherein
the Company has developed a series of intelligent voice-over
Internet protocol (VOIP) communication products designed for
the corporate market.
The first thing that attracted us to BOSC was the low float
of just over 3 Million shares. Low float stocks are in right
now with traders. They are also in 3 hot business segments.
The company has over $1.50/share in cash. The market is in rally
mode and small plays like this always run after the big boys.
Quotesmith.com Inc (QUOT)
11/5/04 Close $5.36

Quotesmith.com, Inc. is an insurance agency and brokerage that
owns and operates an online consumer insurance information service
at www.Insure.com. It develops an insurance price comparison
and order-entry system, providing instant quotes from over 200
insurance companies for life and health insurance products.
This database provides customers with comparative life and health
insurance quotes, online, over the phone or by mail, and allows
the customer to purchase insurance from the company. Quotesmith.com's
Website also provides insurance information and decision-making
tools, along with access to other forms of personal insurance.
The Company's product offerings include individual term life;
private passenger automobile; homeowner's; dental; individual
and family medical; international travel medical; small group
medical; no-exam life, and renters insurance. In May 2004, the
Company acquired privately held Life Quotes, Inc., an Evergreen,
Colorado-based life insurance agency.
Online insurance companies are getting attention due to the
insurance scandal. The business is booming and trust in the
mainline sector is questioned. QUOT has a 1.9 Million share
float. Tiny! The stock can move fast like TASR.
palmOne, Inc. (PLMO)
11/03/04 Close $29.14
We picked this in July at $34.99 and saw it go to $41.93. They
just introduced the new Treo 650 Smartphone. These are still
the best on the market, even with other competition coming in
. This review is very bullish technology/feeds/general/2004/11/02/generalheraldnet_2004_11_02_engeng-
UTStarcom Inc (UTSI)
10/22/04 Close $17.84
UTStarcom, Inc. designs, manufactures and sells telecommunications
equipment and products, and provides services associated with
their operation. Its products and technologies, which are based
on global communications standards, fall into three major categories:
Wireless, a technology that enables end users, or subscribers,
to send and receive voice and data while mobile and using wireless
devices; Wireline, a technology that satisfies customer demand
for high-speed, cost-effective data, voice and media transport
and carriage, and Switching, a diverse assembly of software-
and hardware-based networking elements designed to replace central
office telephone switches. The products within each of these
categories include multiple hardware and software subsystems
that can be offered in various combinations to suit individual
subscriber needs. The Company's products are deployed and installed
exclusively by telecommunications wireless and wireline service
providers.
The insiders are telling us this is a buy. At a PE of 10, we
think so also.
24-Sep-04 LU, HONG LIANG
Chief Executive Officer 16,000 Purchase at $15.51 - $16.07 per
share. $253,0002
24-Sep-04 SOPHIE, MICHAEL J.
Chief Financial Officer 6,000 Purchase at $15.66 - $15.95 per
share. $95,0002
23-Sep-04 LU, HONG LIANG
Chief Executive Officer 19,000 Purchase at $14.42 - $15.25 per
share. $282,0002
23-Sep-04 HORNER, LARRY D.
Director 1,775 Purchase at $14.69 - $14.78 per share. $26,0002
23-Sep-04 SOPHIE, MICHAEL J.
Chief Financial Officer 9,000 Purchase at $14.55 - $15.37 per
share. $135,0002
22-Sep-04 WU, YING
Vice Chairman 247,200 Purchase at $14.10 - $14.25 per share.
$3,504,0002
22-Sep-04 HORNER, LARRY D.
Director 10,000 Purchase at $13.99 - $14.06 per share. $140,0002
22-Sep-04 SOPHIE, MICHAEL J.
Chief Financial Officer 10,000 Purchase at $13.93 - $14.16 per
share. $140,0002
22-Sep-04 LU, HONG LIANG
Chief Executive Officer 15,000 Purchase at $14.0697 - $14.2
per share. $212,0002
Amazon.com Inc (AMZN)
10/15/04 Close $38.55
Amazon.com, Inc. is a customer-centric company that sells a
range of products that it purchases from manufacturers and distributors
through its six global Websites: www.amazon.com, www.amazon.co.uk,
www.amazon.de, www.amazon.fr, www.amazon.co.jp and www.amazon.ca.
The Company offers new, used, refurbished and collectible items,
in categories such as apparel, shoes and accessories, home,
garden and outdoor living products, baby care products, jewelry
and watches, books, kitchenware and housewares, camera and photography,
magazine subscriptions, cellular telephones and service, music,
computers and computer add-ons, office products, consumer electronics,
software, DVDs (Digital Video Discs) and videos, sports and
outdoors, gourmet food, tools and hardware, health and personal
care and toys. Through its Syndicated Stores program, Amazon
utilizes its e-commerce services, features and technologies
to sell its products through other businesses' Websites
I can't count how many times I say that the holidays came so
fast. Every year these stocks run up before and after the holiday
season. There is no reason Amazaon won't run again. The 52 week
high is $61. Why not buy now before CNBC shows this at a 52
week high in January.
We are surprised that RIRI has not moved more with
the good volume on our first day. The pick will go to the
free list after the close on 10/13. We still think it will
move up soon.
We have had many requests to pick a stock that trades under
$1. I also have been asked why we hold a position in RIRI that
I list is the update section......We love the upside.
Wavecom (WVCM)
10/1/04 Close $3.63 
Wavecom S.A. is a supplier of technological solutions for wireless
digital voice and data applications. The Company develops and
sells a range of integrated solutions, including all the software
and hardware elements required for designing wireless devices,
as well as the development tools and services required for faster,
easier market launches of its customers' end products. Wavecom
offers an array of market-specific solutions under its development
labs banner. The Company has four families of development labs,
each dedicated to a specific market, one development lab dedicated
to mobile telephones and connected personal digital assistants,
including voice, data and multimedia features, and three development
labs for vertical applications, automotive, machine-to-machine
systems and wireless local loop.
On Sept 9th the company changed business plans
Wavecom's CEO, Ron Black, along with the board of directors
and the senior management, made a strategic decision to refocus
the company's business entirely on vertical markets both because
of the company's strong position in several of these markets
and its inability to find a partner for its handset business
in a timely manner," the company said in a statement.
The firm, which provides the software and hardware for wireless
devices, said it would now focus on its automotive and machine-to-machine
businesses, as well as on consumer products, including mobile
computers and wireless PDAs
There has been chatter on investment boards about this found
on the Wavecom web site
IBM and WAVECOM alliance in RFID/M2M, will be
bullraided soon link:
http://m2m.wavecom.com/modules/movie/scenes/solutions/index.php?
Thanks to an alliance with IBM, Wavecom M2M solutions offer
built-in support for IBM's telemetry protocol (Websphere MQ
Telemetry Transport). The protocol is widely used in conjunction
with IBM WebSphere MQ Messaging and Integration middleware products
to integrate diverse information from numerous sources into
enterprise applications.
Built-in support for the MQ Telemetry Transport protocol enables
companies to enjoy greater return from their IT investments
by running this standards-based end-to-end solution. It makes
it possible for enterprises to extend their e-infrastructure
to integrate machines as well as e-business systems.
Wireless Facilities Inc (WFII)
9/24/04 Close $6.85
Wireless Facilities, Inc. is an independent provider of outsourced
communications and security systems engineering and integration
services and other technical services for the wireless communications
industry, the United States government and enterprise customers.
The principal services the Company provides include the design,
deployment, integration and the overall management of wireless
communications networks. It also provides communications systems
engineering, systems integration and the outsourcing of technical
services, such as operational test and evaluation and program
management for the federal government and the design, deployment
and integration of security and other in-building systems including
access control and intrusion detection for enterprise customers.
These 2 headlines came out before the last Quarter earnings
results
Wireless Facilities, Inc. Lands $15.5 Million Dollar Wireless
Infrastructure Deal With Leading Global Wireless Carrier
Wednesday August 4, 4:00 pm ET
Wireless Facilities, Inc. Acquires Defense Systems, Incorporated
Wednesday August 4, 4:00 pm ET
Acquisition Launches WFI Into the Radio Frequency Identification
(RFID) and Logistics Automation Markets; Enhances Services for
Department of Defense, Commercial Customers
Minutes later they announced they would have to restate earnings
for the last few quarters. Keep in mind that this is new management
and not the old. The new management found accounting problems
and fixed them. The stock took a hit and has slowly come back.
We like the way the stock has performed and is close to a breakout
above $6.90 a share. The (E) at the end of the symbol should
be removed this week and then we will see if there is any new
contracts to announce. They have been busy restating the earnings
that came out last week.
Taser International Inc (TASR)
9/21/04 Close $39.05
Everyone is going to think I am a TASR nut! Truth is we think
there still is good money to be made here. TASR came $2 short
of our $48 target last week. The news today really got us excited.
Taser International Gets Army National Guard Order
Worth More Than $440,000
The size of the National Guard order is not what hit us. At
over $1000 a Taser Gun this was only for 360 of them. Anyone
care to guess how many are enlisted in the Army National Guard?
Try 350,000 Members! What if we armed every guard with a Taser?
I get over 3.5 Billion Dollars if my math is correct Okay, maybe
that nuts, lets say they only do 25% of that at 875 Million.
Taser is also developing, with General Dynamics wireless, piezoelectric
taser-like bullets. Think this will be big? We do!
The only Taser negative has been the dumb press that likes to
say a Taser has killed people. After all, guns don't kill .........................
If the Army likes Taser then I would say the negative press
is done for now.
Update: Thursday , September 23, 2004 14:00 ET
Sep 23, 2004 (streetinsider.com via COMTEX) -- Taser International
(Nasdaq: TASR) is higher on talk the San Francisco police department
will adopt the company's device for use by its officers.
According to reports in the San Francisco Chronicle, San Francisco
police commissioners got a demonstration of the device on Wednesday.
According to the paper, the department has not formally asked
the commission to adopt the device, but Chief Heather Fong said
she would like every officer on the 2,200-member force to be
armed with them.
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