king of dow
عضو نشط
- التسجيل
- 29 مارس 2002
- المشاركات
- 67
TRDOشركة
وهي شركة اتصالات يتوقع لها طلب كبير على خدماتها هذه السنة والسنة القادمة
لتخصصها في نقل المعلومات والبيانات وهي تقلل التكلفة والتعقيدات الملازمة لنقل المعلومات الحرجة مثل المتطلبة ل 911
وفي جواب لأسئلة اقتطع منها
James Oberweis, president of Oberweis Securities
manages funds in the micro-, small-, and mid-cap areas
Q: Can you recommend a few undiscovered small caps with good valuations?
A: Sure. One of our favorite companies right now is a little company called ScanSoft (NasdaqNM:SSFT - news), which provides digital-imaging software products. They also have some translation software products, which they bought from Lernout & Hauspie when they went bankrupt. We also like Intrado (NasdaqNM:TRDO - news), a provider of 911 operation-support systems. We like JDA Software Group (NasdaqNM:JDAS - news) and Zoran (NasdaqNM:ZRAN - news).
Q: Are you a value or a growth manager primarily? How do you find small caps to buy?
A: We are at the extreme side of the growth spectrum. We begin by looking at a company's fundamentals. We look for companies growing very aggressively. In fact, our minimum threshold is a 30% growth rate, in terms of sales and profits. We then look for companies with reasonable valuations. For small companies, we look for a p-e [price-earnings] ratio no greater than half of the company's growth rate. Once we use these three quantitative criteria to limit the universe of potential investments, we roll up our sleeves and try to make subjective business decisions on the company's future prospects.
Q: If you're looking at tech, any other names [besides ScanSoft] to pick up on now?
A: In the mid-cap area, we like Overture Services (NasdaqNM:OVER - news), which is used extensively by AOL. The company is in intense negotiations right now with AOL, and we expect AOL to renew their agreement very shortly. In the semiconductor area, we like Cabot Microelectronics (NasdaqNM:CCMP - news), and in the consulting area we like PEC Solutions (NasdaqNM
ECS - news), which provides computer consulting for government agencies.
Intrado (TRDO)
The company is pioneering the technology of Informed Response by providing telecommunications companies and public safety organizations with accurate, efficiently delivered, mission-critical information, enabling them to respond effectively, anywhere and anytime, regardless of location, device or protocol. With mounting problems that cities are facing with their 9-1-1 services, TRDO provides a solution that is cost effective and is started to be excepted. The company is experencing strong demand for its products and earnings estimates show it. The company is expected to grow earnings by 93% this year and 35% on average for the next five years. The stock is at an attractive price for the potential the company has.
نرجوا من الخبراء التعليق
وهي شركة اتصالات يتوقع لها طلب كبير على خدماتها هذه السنة والسنة القادمة
لتخصصها في نقل المعلومات والبيانات وهي تقلل التكلفة والتعقيدات الملازمة لنقل المعلومات الحرجة مثل المتطلبة ل 911
وفي جواب لأسئلة اقتطع منها
James Oberweis, president of Oberweis Securities
manages funds in the micro-, small-, and mid-cap areas
Q: Can you recommend a few undiscovered small caps with good valuations?
A: Sure. One of our favorite companies right now is a little company called ScanSoft (NasdaqNM:SSFT - news), which provides digital-imaging software products. They also have some translation software products, which they bought from Lernout & Hauspie when they went bankrupt. We also like Intrado (NasdaqNM:TRDO - news), a provider of 911 operation-support systems. We like JDA Software Group (NasdaqNM:JDAS - news) and Zoran (NasdaqNM:ZRAN - news).
Q: Are you a value or a growth manager primarily? How do you find small caps to buy?
A: We are at the extreme side of the growth spectrum. We begin by looking at a company's fundamentals. We look for companies growing very aggressively. In fact, our minimum threshold is a 30% growth rate, in terms of sales and profits. We then look for companies with reasonable valuations. For small companies, we look for a p-e [price-earnings] ratio no greater than half of the company's growth rate. Once we use these three quantitative criteria to limit the universe of potential investments, we roll up our sleeves and try to make subjective business decisions on the company's future prospects.
Q: If you're looking at tech, any other names [besides ScanSoft] to pick up on now?
A: In the mid-cap area, we like Overture Services (NasdaqNM:OVER - news), which is used extensively by AOL. The company is in intense negotiations right now with AOL, and we expect AOL to renew their agreement very shortly. In the semiconductor area, we like Cabot Microelectronics (NasdaqNM:CCMP - news), and in the consulting area we like PEC Solutions (NasdaqNM
![Stick Out Tongue :p :p](/community/styles/default/xenforo/smilies_vb/tongue.png)
Intrado (TRDO)
The company is pioneering the technology of Informed Response by providing telecommunications companies and public safety organizations with accurate, efficiently delivered, mission-critical information, enabling them to respond effectively, anywhere and anytime, regardless of location, device or protocol. With mounting problems that cities are facing with their 9-1-1 services, TRDO provides a solution that is cost effective and is started to be excepted. The company is experencing strong demand for its products and earnings estimates show it. The company is expected to grow earnings by 93% this year and 35% on average for the next five years. The stock is at an attractive price for the potential the company has.
نرجوا من الخبراء التعليق