| TOP PICK | 1.360 | Benj Gallander | Staffing industry primarily for IT. Been wrong on this one for the last 2 years but new CEO has a good record of consolidation and selling companies at a premium. Appears to be doing the same thing here. Caveat: A lot of people are being laid off in the US and there is a question how many people companies will be taking on. | 2008-07-04 | |
| TOP PICK | 1.480 | Benj Gallander | Have a new CEO. Have takeover offer on the table at $1.75. Have refused the takeover offer. They’re downsizing. Have a target of over $10, long-term. | 2008-03-25 | |
| TOP PICK | 1.660 | Benj Gallander | This company is located in the U.S. It has been losing money but very little. They have a new management team who have cut costs and the company has no debt. Believes the stock has the potential to go above $10. | 2007-10-18 | |
| TOP PICK | 1.800 | Benj Gallander | In IT consulting. He averaged down on this one and now has an average purchase price of $2.62. This is a sector that has been beaten up. | 2007-05-18 | |
| PAST TOP PICK | 2.010 | Benj Gallander | (A Top Pick June 7/05. Down 40%.) In the IT staffing industry. Revenues of about $350 million. Beautiful balance sheet. Expects profits in the not too distant future. | 2006-10-06 | |
| HOLD | 2.170 | Benj Gallander | They are verging on profitability. Balance sheet looks very good. Still likes. | 2006-09-14 | |
| PAST TOP PICK | 3.240 | Ben Stadelmann | (A Top Pick June 7. Down 10%.) Got hit because it was merging with Computer Horizons (CHRZ-Q) which was not a bad deal, but the shareholders of the other company killed the deal. | 2005-09-06 | |
| TOP PICK | 3.400 | Benj Gallander | Paid $2.82 in Dec/03. In the IT field, do a lot of staffing with about $300 million in sales. Basically in a break even mode. In the midst of a merger or takeover with Computer Horizons (CHRZ-Q) which does about $250/280 million sales. Both companies have pristine balance sheets with virtually no debt. Will probably lose money because of the merger costs. Longer term they have a chance to be bigger players in the industry. A long term play. | 2005-06-07 | |
| TOP PICK | 3.740 | Ben Stadelmann | Consultants software programming helping companies' outsourcing. Got hit by the collapse of the tech bubble and outsourcing to places like India. Now appears to have turned the corner. Have made money the last 3 quarters. Made an acquisition that will give them some presence in the voice over IP. Good relationship with Cisco. | 2005-01-12 | |
| TOP PICK | 3.350 | Ben Stadelmann | The industry was very hard hit by the outsourcing phenomena. Over $300 million in sales. Very modest market cap. No debt. Have now made a bit of money. | 2004-09-16 | |
| TOP PICK | 3.300 | Benj Gallander | Clean balance sheet. No long-term debt. | 2004-07-21 | |
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