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TALK Expansion
April 27, 2001
BALT Still a Hold
April 20, 2001
Hold Talk
April 13, 2001
KBH was a Sell at US$29
April 6, 2001
KBH Up 20 Percent
April 4, 2001
KBH Update
March 23, 2001
Unload Valence
March 3, 2001
Sun Brought the Market Down
February 23, 2001
Valence’s Third Quarter Results
February 16, 2001
Say Goodbye to the January Rally
February 9, 2001
ClearWorks Shareholders Approve Merger
February 2, 2001
Clearworks Nears Completion of Eagle Wireless Merger
January 26, 2001
Sun Meets Profit Estimates, But Dark Clouds Loom
January 19, 2001
Mixed Market Turmoil
January 12, 2001
Sell SFE, VERT and ICGE in late January Rally
January 5, 2001
Keep an Eye on VLGC and CPS
December 27, 2000
The Capstone
"Countdown to Profits" Continues ‹ 79% Gains!
December 22, 2000
ViroLogic
Remains A Buy
December 15, 2000
SUNW Completes
Cobalt Purchase
December 8, 2000
Being on the
Right Side of the Market
December 1, 2000
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Hold BALT
By Ian L. Cooper
Baltimore Technologies (BALT:NASDAQ) recently accepted the resignation of David Guyatt, founder and former CEO of Content Technologies. He decided to step down to pursue his own personal interests outside BALT. Since the acquisition of Content Technologies last October, Baltimore has gained a leadership presence in the fast-growing content security market, and enhanced its e-security offering through the addition of the MIMEsweeper product family.
In addition to the strong growth catalyst provided by Content, BALT is well positioned and shows few signs of diminishing over the long term. Security spending is expected to grow to US$19.7 billion in 2004, from US$5.7 billion in 2000. That’s a nice chunk of change. Continue to hold on to this stock for the long haul.
After recently expanding into three new RBOC territories, Talk America (TALK:NASDAQ) reported that total bundled sales for the first quarter increased 55 percent sequentially to US$49.7 million, compared with US$32.1 million in the fourth quarter 2000. Total sales for the first quarter increased 4.8 percent sequentially to US$137.8 million, compared with of US$131.5 million for the fourth quarter 2000.
TALK also reported positive EBITDA for the first quarter 2001 of US$478 thousand, in line with guidance, representing a US$28 million sequential improvement over the loss of US$27.8 million for the fourth quarter 2000. Net loss for the quarter was US$10.1 million, compared with US$39.6 million for the fourth quarter 2000.
Rake in the Profits
Based on a clearly visible worldwide slowdown in IT spending and the fact that this Bangalore company was overvalued and in a downward trend, Christian DeHaemer decided to short one of India’s biggest moneymakers, Infosys (INFY:NASDAQ).
Although it was touted by the U.S. media as the next big thing, he went against the grain and shorted it at US$82. Less than one month later, we sat back and watched as Christian’s prediction became a reality. It fell to US$64 for a quick 22 percent gain.
We also recommended ViroLogic (VLGC:NASDAQ), a biotech company that develops and markets products for better treatment of viral diseases. In less than one week, we raked in a quick 118 percent profit. And, most recently, Siu-Yee Ng recommended that you buy into Women First Health Care (WFHC:NYSE) at US$2.50. In less than two months, it hit US$5.15 and we walked away with an easy 106 percent gain.
Join us for the next round of winners. Click to find out more.
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