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|eröffnet am:||25.08.03 22:14 von:||Dr.UdoBroem.||Anzahl Beiträge:||27|
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Dr.UdoBroemme : Mal die nächsten Tage beobachten:
Dr.UdoBroemme : @BigL
Und dann die paar Outperformer rauszusuchen fehlt mir die Zeit und die Muße.
Nicht jeder hats so gut drauf wie unsere Champs :-)
Eskimato : Switchboard hat Reinyboy auch ohne Not nen
Doc, kannst jederzeit wieder einsteigen, ist doch klar.
Dr.UdoBroemme : Mal morgen beobachten: WEBX
Short Interest As of 8-July-2003
Shares Short 8.15M
Percent of Float 42.5%
Leider sind die Daten schon etwas überholt, wäre interessant, ob das Short-Ratio immer noch so hoch ist.
5:39PM S&P to make change to S&P SmallCap 600 Index : iDine Rewards Nework Inc. (IRN) will replace IMPATH Inc. (IMPH) which will be delisted from the NASDAQ before tomorrow's open. WebEx Communications Inc. (WEBX) will replace Nautica Enterprises Inc.(NAUT) which is being acquired by S&P 500 constituent V.F. Corp. (VFC).
Dr.UdoBroemme : New High Profile/Volume Breakout 27.9.03
10:49AM Volume Breakout -- TVIA Inc (TVIA) 1.62 +0.19: A stock being accumulated this morning on 3x average daily volume is Tvia, Inc., a provider of display processors for the advanced television and emerging display markets... The co believes its advanced de-Interlace and scalar technologies will give it a leading position in the emerging display marketplaces in China and Asia Pacific. Co recently established an office and a television lab in Shenzhen China...
Co not yet profitable, but is trading just above its cash level of $1.23 per share with virtually no debt.
Dr.UdoBroemme : Switchboard oder Epresence?
Switchboard is up 8 percent to $9.98. Some investors are buying Epresence (EPRE: news, chart, profile), which is a majority shareholder in Switchboard. Given Switchboard's gains, Epresense has watched its ownership stake in Switchboard balloon to $95 million, at current prices. Epresence, however, has not enjoyed the same gains.
Eskimato : Das ist ja so ähnlich wie
Dr.UdoBroemme : SUPG auf dem Weg zu 7$?
Ansonsten siehts es fast überall noch ganz gut aus - WEBX hat ordentlich mit der 20$-Marke zu kämpfen, PRTL hat zwei Hold-Einstufungen bei 7$ und die gestrige Ankündigung der Ausgabe einer Anleihe im Wert von 75 Mio$ erstaunlich gut weggesteckt.
Dr.UdoBroemme : Läuft doch...
Ebenfalls neu im Depot: ANCC
Einziger Wermutstropfen, dass ich gestern SWIR rausgeschmissen habe, da ich zu nervös wurde. Waren durch den Kursanstieg(ohne News) zum größten Brocken im Depot geworden, da bin ich lieber auf Nummer sicher gegangen, was natürlich nicht unter Kurssprüngen unter 10% bestraft wird.
Dr.UdoBroemme : Hier fehlt ein Chart...
Given Imaging Announces Third Quarter 2003 Revenues of $9.7 Million
WEDNESDAY, OCTOBER 15, 2003 9:16 AM
- PR Newswire
YOQNEAM, Israel, Oct 15, 2003 /PRNewswire-FirstCall via COMTEX/ -- Given Imaging (GIVN) announced today that worldwide sales in the third quarter of 2003 of its Given(R) Diagnostic Imaging System and M2A video capsule reached $9.7 million. This figure is similar to sales reported in the second quarter 2003, and represents a 30% increase over sales generated in the third quarter of 2002. For the first nine months of 2003, sales were $28.0 million reflecting a 41% increase over the same period in 2002.
"We are encouraged by the continued strength in sales during the summer, which clearly is a reflection of the acceptance of capsule endoscopy as a first line tool for small bowel diagnosis and the increasing number of individuals eligible for reimbursement of capsule endoscopy," said Gavriel D. Meron, president and chief executive officer of Given Imaging.
Third Quarter Conference Call Details
Given Imaging plans to release its third quarter and nine-month 2003 financial results on October 29, 2003 following the close of the market. In conjunction with the release of earnings, the company will host a conference call on October 30, 2003, at 9:00 am ET, 4:00 pm Israel time. The call will be broadcast live on Given Imaging's web site at www.givenimaging.com.
About Given Imaging
Given Imaging develops, produces and markets the Given(R) Diagnostic System featuring the M2A(R) Capsule Endoscope, the only non-invasive method for direct visualization of the entire small intestine. The system uses a disposable miniature video camera contained in a capsule which is ingested by the patient. The M2A capsule passes naturally through the digestive tract, transmitting high quality color images, without interfering with the patient's normal activities. The system received clearance from the FDA in August 2001 and received permission to affix the CE mark in May 2001. Distribution channels for the system have been established in more than 50 countries worldwide. The M2A has been utilized to diagnose a range of diseases of the small intestine including Crohn's Disease, Celiac disease and other malabsorption disorders, benign and malignant tumors of the small intestine, vascular disorders, medication related small bowel injury, as well as a range of pediatric small bowel disorders. For more information, visit http://www.givenimaging.com.
Dr.UdoBroemme : EPRE sagt leise tschüss, SWBD taucht mit ab.
EPRESENCE ANNOUNCES AGREEMENT TO SELL ITS SERVICES BUSINESS AND PLAN
Company Also Reports Third-Quarter 2003 Financial Results
ePresence, Inc. (Nasdaq:EPRE - News) today announced that it has signed a definitive
agreement to sell the assets of its services business to Unisys Corporation (NYSE:UIS - News).
ePresence also announced that its Board of Directors has approved a plan of liquidation of the
Company. ePresence will file a proxy statement seeking shareholder approval on these matters.
Sale of Services Business Assets
ePresence has entered into an agreement to sell its security and identity management (SIM)
services business assets to Unisys Corporation for approximately $11.5 million in cash. These
assets include ePresence's customer relationships and industry partnerships, and a majority of
ePresence's employees are expected to become emp
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loyees of Unisys. The transaction is subject to the approval of ePresence shareholders and other
closing conditions, and is expected to be completed as early as December 2003.
"The sale of our services business to Unisys is positive news for our clients, employees and
shareholders," stated Bill Ferry, chairman and chief executive officer of ePresence. "Identity
management is a growing field and Unisys is a strong player, offering a broad portfolio of security
solutions and expertise across a number of industries. For our employees, we believe Unisys is
an ideal cultural fit and provides an opportunity for them to advance their careers in security and
Plan of Liquidation
ePresence's Board of Directors has unanimously agreed to recommend to shareholders that the
Company be liquidated. The Company and SG Cowen, its financial advisor, implemented an
extensive sales process seeking out third parties that would be interested in acquiring
ePresence. In addition, the Company worked with SG Cowen to explore opportunities to acquire
other businesses and also analyze the liquidation value of ePresence. After considering all
options, the Board of Directors determined that the sale of the services business assets to
Unisys followed by the liquidation of the remaining portion of ePresence's assets was in the best
interest of its shareholders.
As of September 30, 2003, the Company's services business had cash and marketable
securities totaling $44.2 million, exclusive of its holdings of the Company's majority-owned
subsidiary, Switchboard Incorporated (Nasdaq:SWBD - News). Liabilities for the Company's
services business on September 30, 2003 totaled $6.5 million.
In addition to the cash and marketable securities noted above, the liquidation proceeds would
include approximately $11.5 million in cash from the proposed sale of the services business
assets to Unisys. ePresence also currently holds approximately 9.8 million shares of
Switchboard common stock and currently plans to sell, subject to shareholder approval, all of
these shares in an underwritten public offering in order to facilitate an orderly distribution of the
shares. A registration statement for this offering is expected to be filed by Switchboard today
with the SEC. Alternatively, ePresence may sell a portion of its Switchboard shares in such
offering, either prior to or following its meeting of shareholders. ePresence intends to distribute to
its shareholders the proceeds of any sales of Switchboard common stock and/or any remaining
shares of Switchboard not sold. Any distribution to shareholders will be net of any tax liability
resulting from such sale or distribution that is not offset by ePresence's net operating loss and
tax credit carry-forwards. Based upon the $7.42 market price of Switchboard as of the market's
closing yesterday, this tax liability of ePresence would be approximately $1.0 million, and any
increase in the price of Switchboard at the time of such sale or distribution would be taxable at
approximately a 34% marginal rate.
In addition to converting its remaining assets to cash and satisfying the liabilities currently on its
balance sheet, the Company anticipates using cash in the next several months for a number of
items, including but not limited to: (i) ongoing operating costs, including transaction fees, of at
least $3.3 million, (ii) employee severance and related costs of at least $6.9 million and (iii) other
costs, including costs to terminate a vendor relationship, insurance costs, costs to terminate
leases and wind down costs of at least $6.7 million. In addition, ePresence expects to initially
withhold a portion of its cash for any unknown liabilities that may arise. As a result, excluding the
value of the Company's Switchboard holdings, the Company currently estimates that it will be
able to distribute to its shareholders, in one or more cash distributions over time, approximately
$1.10 - $1.40 per share in a liquidation. The amount that ePresence will be able to distribute to
its shareholders with respect to its shares of Switchboard common stock will depend, in the
case of shares that it sells, on the net proceeds after taxes and sales commissions that it
realizes from such sales and, in the case of any shares not sold, on the after-tax value of such
shares at the time they are distributed to ePresence shareholders.
If the shareholders approve the plan of liquidation, the Company intends to dissolve by filing
articles of dissolution, liquidate its remaining assets, satisfy its remaining obligations and make
one or more distributions to its shareholders of cash or assets available for distribution. The
Company currently anticipates that the articles of dissolution would be filed within approximately
10 days following shareholder approval of the plan of liquidation. Upon filing of the articles of
dissolution, the Company expects to delist its shares from NASDAQ and close its stock transfer
books, which would generally prohibit any further transfers of record of its shares following
dissolution. The Company anticipates making an initial distribution to shareholders within
approximately 20 days following the filing of the articles of dissolution. The precise timing of
these events, however, cannot be predicted.
"After a thorough review of all potential strategic alternatives with SG Cowen, our Board of
Directors determined this was the most appropriate action for ePresence to take," Ferry said.
"The Company's size was limiting its ability to fully capitalize on emerging opportunities in the
security and identity management market. We thoroughly considered various initiatives to grow
the business, including the acquisition of other businesses and technologies. Ultimately, after
carefully evaluating all strategic alternatives, we determined that the sale of ePresence's services
business and the subsequent liquidation of the Company was in the best interest of our
Dr.UdoBroemme : Netsmart(NTST)
The State of Nevada's Department of Human
Tuesday December 2, 11:10 am ET
Netsmart Will Implement Its Avatar Suite of Products to Nevada's
Division of Children and Family Services
ISLIP, N.Y., Dec. 2 /PRNewswire-FirstCall/ -- Netsmart Technologies, Inc. (Nasdaq: NTST -
News), a leading supplier of enterprise-wide software for health and human services providers
through its wholly owned subsidiary, Creative Socio-Medics (Creative), today announced that
Creative has been awarded a $900,000 multi-year contract by the State of Nevada's Division of
Children and Family Services. The contract includes software license, professional services,
and first-year maintenance agreements to install Creative's Avatar suite of human services
software, including practice management and electronic medical records.
Jerry Koop, CEO of Creative said, "We
believe that the contract with the
Nevada Division of Children and
Families is significant to Creative in that
it's our second contract with the State,"
Koop said. He went on to say, "We are
seeing increased case management
requirements across treatment
disciplines in the public sector and this
win is reflective of this model."
The Division of Child and Family
Services provides a continuum of
mental health related services to
severely emotionally disturbed and
behaviorally disordered children,
adolescents, and their families. The
range of services include psychological,
developmental, and psychiatric assessments; outpatient programming such as family and child
counseling, parent education, and supportive interactions; in-home therapy, skill building,
homemaker services, and advocacy; medical or psychiatric assistance; crisis intervention; day
treatment; referral and linking to community based resources; and residential care treatment
facilities. Services are provided through regional programs including the Northern Nevada Child
and Adolescence Center, the Southern Nevada Child and Adolescence Center, Intensive Family
Services, the Early Childhood Program, Community Based District Offices, and other DCFS
site offices throughout the State. The goal of DCFS mental health services is to strengthen and
empower parent-child-family relationships and to enhance each child's social and emotional
functioning. The client is the child in the family ... and the child and the family.
The Avatar system is designed to integrate and automate various business processes and
provide a solution to compliance with HIPAA transaction and code set requirements.
"Success in the state marketplace is indicative of not only the excellence and flexibility of the
Avatar suite of products, but also the excellent performance of our implementation staff and its
history of client satisfaction," said James Conway, CEO of Netsmart.
Eskimato : Hab Deine Threads ins Album genommen.
Dr.UdoBroemme : Sollte ich vielleicht auch machen...
Dr.UdoBroemme : Meinst du?
Ich habe es schon öfters gehabt, dass bei einer Suche nach den Postings einer bestimmten ID keinerlei Treffer angezeigt werden, wie es heute auch schon jemandem hier ergangen ist.
Ansonsten war die letzte Meldung wohl, dass eh nur noch die Threads der letzten drei Monate durchsucht werden :-(
Dr.UdoBroemme : Nam Tai (NTE)
This Chinese Manufacturer Is Red Hot
Monday December 1, 10:24 am ET
By Jack Hough
This article was originally published on SmartMoney Select on 11/20/03.
AMERICAN TEXTILE MAKERS say their markets are flooded with more cheap
brassieres than a Vegas stage after a Tom Jones concert. *g*(We're paraphrasing
here.) China is the culprit, and the U.S. has imposed a quota on certain Chinese
textile imports, which President Bush now says he's reviewing.
Lingerie isn't the only thing flying
out of China right now. The
country has made great strides in
consumer electronics, long
dominated by Japan and Korea.
The company we're looking at
today, Hong Kong-based Nam
Tai Electronics (NYSE:NTE -
News), is posting impressive
growth in its sales of electronic
gadgetry like screens and
transformers to manufacturers of
cell phones and other devices.
Nam Tai comes to us via our
Accelerating Sales Growth
Screen. Regular readers know we're big fans of sales-based value screens. But
sales are just as useful for identifying growth stocks. Sudden business
expansions tend to show up in strong revenue growth long before margins are
perfected and earnings maximized.
Companies typically experience their strongest growth rates when they're young,
and slow as they mature and saturate their markets. But many things can cause
a company's revenue growth rates to pick up even when it's getting on in years
? successful marketing campaigns and economic recoveries, among them.
Whatever the reason, companies that are increasing sales faster now than they
have in recent years show that something has gone dramatically right ? and are
thus worth a look. We recently searched our 8,300-company database for just
Using our stock-screening tool, we looked for three-year sales growth of more
than 15% per year ? well faster than the S&P 500's median of 6.6% ? and
one-year sales growth higher than the three-year average. And to make sure the
results were ringing through as profits, we looked for 2004 earnings estimates
that had been boosted within the past four weeks. Institutions had to own at least
a 5% taste of each stock, but less than 60%. And analysts' recommendations,
on average, had to be Buy or Strong Buy for each company, the kind of
popularity befitting a growth stock.
We made other demands; they're listed on the recipe to the right. Our search
turned up 12 names, including Nam Tai.
We recognize, by the way, that some American investors won't be too keen on a
Chinese stock right now. Aside from the fact that securities laws are relatively
relaxed in China, there may be objections out there over the country's
human-rights record, protectionist currency pegging or the fact that the Chinese
government winks and nods at citizens who pirate our intellectual goods while
we buy their manufactured ones. Valid objections all, but it's our policy to stick to
the business prospects. You'll have to make your own social judgments, just like
with our past write-ups of tobacco-sellers, weapons makers and pawn-shop
In the past 12 months, Nam Tai has sold $236 million worth of electronic
components to most of the biggies: Sony (NYSE:SNE - News), Ericsson
(NASDAQ:ERICY - News), Toshiba (TOSBF), Hitachi (NYSE:HIT - News) and
Texas Instruments (NYSE:TI - News), to name a few. The company has
transformed itself over the past five years from a maker of less complex devices
like calculators and hand-held dictionaries to one of fancier gear like the color
LCD screens on newer cell phones and camera add-ons for Sony's
The company's sales growth rate ? 16% annually over the last three years ?
has suddenly quadrupled. For its third quarter, reported Oct. 24, Nam Tai
posted $93.1 million in revenues, up 64% year-over-year. Income from
operations rose 198% to $9.9 million, or 26 cents a share, meeting the analyst
consensus. Most of the strong results were attributed to cell phones.
Even more promising was management's decision about what to do with all the
new money. In addition to the stock's regular quarterly dividend of a nickel,
shareholders as of Nov. 7 got a special 80-cent dividend and a one-share stock
dividend for each 10 they own. Even without the special payments, Nam Tai has
increased its dividend in each of the past 10 years.
Several indicators point toward continued success for the company. In addition
to components for exported cell phones, Nam Tai also does much of its
business in China itself. The country is the world's largest cell-phone market with
125.7 million users, and is also home to more than two billion of the world's 12
billion ears, giving it a cell-phone penetration rate of around 11%. According to
Jason Diamond, a research analyst with San Diego-based CapStone
Investments, usage in China should increase by 20% to 30% annually over the
next four years.
The trend toward subcontracting also bodes well for Nam Tai. "[Original
equipment manufacturers] have increasingly looked to outsource their electronic
manufacturing services functions to third parties in order to focus on their core
competencies due to fierce competition in the industry," wrote Diamond in a
Nov. 13 research note. "Demand for electronic manufacturing by OEMs is
expected to rise from $92.0 billion in 2002 to $170.1 billion in 2006. As a result,
many firms have looked toward China to meet this outsourcing demand."
(Diamond doesn't own shares of Nam Tai; CapStone doesn't have an
investment-banking relationship with the company.)
Nam Tai is working to ramp up production. Management's goal is to boost color
LCD module capacity by 65% to 2.6 million units per month in coming months,
and the company has already increased production of EyeToy USB cameras for
the PlayStation2 to 750,000 units per month from 50,000 earlier in the year. In
all, the company says it will spend $100 million over the next three years to
Note, too, that the company's tax rate stands at 7.5%. Managers say by
reinvesting profits into the company in coming years, they can reduce this to
Nam Tai trades at 35 times Reuters Research's three-analyst consensus of 98
cents a share in 2003 earnings, dearer than the electronics components
industry's average P/E of 20. But Nam Tai is projected to increase earnings by
28.0% annually over the next five years, more than double the group's 12.7%.
That makes for a price/earnings-growth ratio of 1.25. Compared with peers' 1.6
or the S&P 500's 1.7, that's cheaper than a Chinese bra.
Stocks: Stock Screen: The SmartMoney.com Accelerating-Sales-Growth Screen
* Data as of Nov. 19, 2003
6 Nutzer wurden vom Verfasser von der Diskussion ausgeschlossen: der boardaufpasser, deuteronomium, flumi4, Laufpass.com, rotgrün, waschlappen