STOCKCHASE

Stable and pays a dividend. Forecast for Sept 08 is to go from $1.08 to $1.13, a slow 4%. 12 P/E is attractive, but unfortunately the 4% earnings growth is not exciting. Ranks #161 but he is more interested in growth.

2007-11-07

Comment

12.750

Hugh Cleland, CFA

Illiquid making it difficult to trade. Did a good job in transitioning from some real problems in 1998-2002 to developing a very strong business generating good cash flow. 3.8% dividend yield.

2007-09-07

PAST TOP PICK

12.680

(A Top Pick Dec 27/06. Up 4.3%.) Slow growth, but high-quality company. 2 businesses, staffing for engineering and producing parts of satellite systems. Should make $1-$1.10 in 2007. $2 cash on the balance sheet. Low PE/high growth.

2007-04-10

BUY

13.050

2 businesses. 1) Staffing for engineering and 2) production of parts for satellite systems. Recently got some new contracts. Earnings will be around $1.10 for 07. Very cheap. Looking for 10% growth per year. Good dividend.

2007-03-13

BUY

12.770

Has about $2.50 in cash on the balance sheet. $.40 dividend. Every $1 in earnings is free cash. Recently got some new contracts. Margins are expanding. Cheap.

2007-01-10

BUY

12.350

A value tech name. Have increased their dividend. Nice government contract. Well priced at 11 X earnings.

2006-12-28

TOP PICK

12.150

Generates a lot of free cash flow. Have 2 businesses. A staffing business for engineering and producing parts of satellite systems. Came out with earnings guidance of $1.05 for 07. Have $0.40 of dividend a year. Also announced they are going to buy back shares. Has $2 of cash per share on the balance sheet. Limited downside. Just announced a new contract.

2006-12-27

WEAK BUY

12.600

The stock is treading water. Pays a dividend. Ranks neutral in his database. Earnings estimates have been shaved by about 7% in the last 90 days. Estimates for growth are modest. Sept/06 year-end, earnings are expected to go from $0.97 to $1.02 but a relatively reasonable P/E of 13 X.

2005-12-08

PAST TOP PICK

12.340

(A Top Pick Sept 21/05. Down 14%.) Reported about $1 per share in earnings. They have $2 cash per share on the balance sheet. Have guided to $1 earnings for next year, but is hopeful they make more. This company could become an income trust. Worth $20 as an income trust.

2005-11-29

TOP PICK

13.590

Has 2 important divisions. Engineering design for clients world wide and engineering staffing. Earnings have grown substantially. Expects earnings this year will be about $1. They have $2 cash per share. Generates a lot of free cash fow and by the end of next year, expect they will have $3.50 cash per share. Could be a great candidate for a trust conversion.

2005-09-21

DON'T BUY

11.500

Has been a disappointment after they finished their radar contract with the US military. No re-initiation of that contract. Earnings are down. Ranks just below the mid-point on his database. Trades at a 10 X P/E. Have new health contracts and if they can show stability, earnings are expected to grow at 19%.

2005-07-21

BUY

14.830

Werner Muehelemann

Good company. Very service oriented. May rely too much on government contracts, but trading pretty cheaply. Big new contract which will possibly be extended over many years. Looking at it.

2005-01-06

BUY

14.100

Had a big ramp up last week on a giant contract. If it goes through 2005 and 2006, earnings could see a big ramp up in 2006. Would prefer buying below $14. Good dividend.

2004-12-20

TOP PICK

10.950

Duncan Stewart

Has a technology side that demonstrated some pretty good growth. SDE is aimed at defense department. Significantly profitable. Should make a $1 this year which is only 10 X earnings. Good dividend.

2004-11-12

HOLD

9.600

As an income story it's a pretty good play. Dividend is 3.3%. Easy money is gone.

2004-11-04

BUY

10.500

Has just acquired Titan Consulting which fits in well. Earnings estimates have declined 7% in the last 90 days, in spite of sales increases of 26%. Awaiting a contract, but may take 6 months. Dividend.

2004-10-08

VAGUE

10.440

Had a few problems, but have now gone back to their core where they know best how to make money. A lot of free cash flow and cash on the balance sheet. May be down for a few quarters because of expiring contracts, but a good company long term.

2004-09-29

BUY

10.900

Has good revenue on the services side. Have "low to the ground" radar for homeland security aspects. 2.3% dividend.

2004-08-20

WEAK BUY

12.850

Good opportunities, very inexpensive.

2004-07-09

PAST TOP PICK

12.850

(Was a past top pick june 2, 2004, is down 3%)

2004-07-09

TOP PICK

13.250

Still good upside. Has technology with possible homeland security opportunities. Ranks in the top 5% of their database. Earnings estimates are rising.

2004-06-02

DON'T BUY

13.100

Robert Floyd

Has done a very nice job over the last couple of quarters on revenues, profits, etc. Probably pretty much fully valued at this time.

2004-06-01

BUY

13.580

Dividend. US comparables are doing exceptionally well. 24 month outlook for revenues/earnings is rocksolid.

2004-04-08

TOP PICK

13.700

Dividend. Earnings estimates are expected to grow by 22%. Low PE.

2004-02-27

TOP PICK

13.400

David Kramer

Has very strong visibility. Earnings that exceeded expectations last quarter. Have raised guidance for the last five quarters. Dividends.

2004-02-13

PAST TOP PICK

14.200

(A top pick Nov 21/03. Up 45%.) Thinks there is still very good opportunity for this company.

2004-02-12

PAST TOP PICK

11.950

(A past pick November 21/03. Up 12.4%.) Still likes. Good outlook. Ranks high in the database. Very cheap.

2004-01-15

BUY

10.890

The company has been changed. Pays a dividend. There are rumors of new contracts to be signed. A buy and hold stock.

2003-12-04

TOP PICK

10.050

Earnings were better than expected and guidance has been increased. Just completed a $25 million contract. ROE is 23% based on earnings estimates.

2003-11-21

PAST TOP PICK

8.800

(A top pick July 31/03. Down 9.5%.) Still ranks well in their database. Thinks that investors will be pleasantly surprised when they report their numbers. Still likes.

2003-10-10

TOP PICK

9.720

(Was a top pick on June 6. Up 28%.) Expects more upside. Dividend has been increased.

2003-07-31

WEAK BUY

8.770

Lou Schizas

Had a good run. Thinly traded. Margins are less than 20%. Trading above its 200 day moving average. 7 consecutive quarters of positive earnings. Use a stop/loss.

2003-07-15

TOP PICK

8.560

(Was a top pick on May 16/03. Up 25%.) Ranks in the top 5% of their database. Still likes. Pretty good growth potential. 20% ROE. Dividends could be increased.

2003-07-09

TOP PICK

7.400

Earnings momentum. A reasonable investment. ROE is 20%.

2003-06-06

TOP PICK

6.750

Earnings growth of 3%. 2.4% dividend yield. Good opportunities to continue to grow.

2003-05-16

BUY

6.760

Has done well, because the market has recognized that they had a great balance sheet and a great long term stable business. Limited competition.

2003-05-12

PAST TOP PICK

6.100

(Was a top pick on Feb 11. No change.) Still likes. Expects more news by June.

2003-04-03

TOP PICK

5.350

(Was a top pick on Nov 29. Up 9%.) Has diversified. Sales and earnings are ahead of estimates. Good contracts.

2003-01-24

TOP PICK

5.190