| BUY | 0.320 | John Zechner | Just announced they're going to raise some capital and he thinks he will be buying some of this issue. Last 2 quarters have actually been better. Thinks the company will survive. They have an imaging product that works and they are making headway in the smaller, cheaper end of the market. | 2008-04-28 | |
| BUY | 0.600 | John Zechner | Company has been mismanaged and the stock has been pummelled. Their product is good and well liked. Financially stretched right now and as operators they have not been that good. He would like to add to the position and will be meeting with management. Speculative. | 2007-12-05 | |
| WAIT | 1.080 | Robert McWhirter | Digital x-rays versus silver film. In the bottom 10% of the database. Had a loss of $0.13 in 06 and analysts are expecting break even in 07 and $0.09 in 08. If so, the 13 P/E and their success in turning the company around would make it very attractive. Wait for 1 or 2 quarters of earnings. | 2007-07-26 | |
| DON'T BUY | 1.140 | Robert McWhirter | Very good products that allow digital film instead of conventional silver base films to produce x-rays. Company has grown extremely aggressively and historically has had problems getting paid by its customers. Earnings have been chopped by 28% in the last 90 days. Ranks 650 out of 700. | 2007-07-10 | |
| WATCH | 2.120 | Robert McWhirter | Technology that replaces x-ray film with a CCD so you can capture the image digitally which can be stored on a hard drive and distributed easily. Ranks poorly in his database. P/E is 26 X’s. A good company, but until there is some improvement in sales and earnings, it is not a Buy. | 2007-02-28 | |
| HOLD | 2.410 | Alex Lane | Electronic imaging system. A lot of hospitals have not upgraded their systems in years. This company has had some issues with execution. Technology is sound and they have good development group and will probably find their way back, but he needs to see proof. | 2007-02-06 | |
| WATCH | 2.220 | Hugh Cleland, CFA | Has been really beaten up and is at a point where he wants to revisit it. Will look at it in Jan/Feb. With a product like theirs, and over the length of time, they could lose their competitive advantage. Likes management. | 2006-12-14 | |
| TOP PICK | 2.140 | John Zechner | Small health care company that makes digital imagery photography. Starting to get some penetration. Just got a distribution deal with Toshiba. Haven’t been able to deliver quarter after quarter and have had some operational problems but if the product catches on, it could be a double/triple in a very short period of time. | 2006-12-12 | |
| DON'T BUY | 3.200 | Robert McWhirter | Ranks poorly in his model. Most recent earnings were down 80% year over year. Watching closely, but concerned about their clients who are not paying on time. Good technology. | 2006-09-15 | |
| WAIT | 3.260 | Hugh Cleland, CFA | Likes management. In an interesting area where they have carved out a niche for themselves. Probably an acquisition candidate in the next year or two. Would like to see more sustainable traction, generating cash flow/earnings that should be expected. Sales are growing fantastically. A “wait and see” situation for him. | 2006-09-07 | |
| BUY | 3.340 | John Zechner | Looks interesting at these levels. | 2006-07-31 | |
| WAIT | 3.180 | Robert McWhirter | Ranks 598 putting it in the bottom 10%. Earnings estimates have been shaved by about 12% in the last 90 days. Concerns include extremely long day sales outstanding with some of it stretching out well over a year. New CFO will hopefully improve this. Likes the overall long-term trend and will wait for the next earnings report. | 2006-07-25 | |
| BUY | 3.500 | John Zechner | Digital x-ray machines which is becoming very attractive in Asia. Missed on the last quarter a little bit. Good product. Gaining decent traction. Reasonable valuation. | 2006-06-27 | |
| TOP PICK | 4.270 | John Zechner | Digital imaging products. They have a cheaper machine than their competitors. Getting traction into China, Japan and the US. Likes the valuation. | 2006-06-07 | |
| DON'T BUY | 4.900 | Robert McWhirter | Ranks 181 out of 700 in his portfolio. Historically have had trouble getting their customers to pay them. Expected to earn $0.13 in ‘06, up from $0.03 that gives you a 4 X increase in earnings. PE is fairly brisk at 40 X’s. Good opportunity on a 2-year basis but the challenge in the near term is they've got to get out and sell. Expensive. | 2006-05-04 | |
| VAGUE | 5.050 | Robert McWhirter | The company makes systems that are used to convert exrays into digital backup. He owns this stock but has scaled back. New products are being introduced. It is in the top 10% of database. Concerns about very long outstanding sales for the company. | 2006-03-13 | |
| BUY | 3.580 | Robert McWhirter | Earnings estimates For Dec/05 are $0.05 and are expected to be $0.13 in 2006. This gives you a 28 P/E. Just did a financing which strengthens the balance sheet. Also expanding from medical into veterinary and chiropractic areas. | 2006-01-12 | |
| DON'T BUY | 2.860 | Werner Muehelemann | Made some good progress in sales, but he was expecting more. Have a good product, but as a small company, it is always difficult to sell to big organizations. Would be interested at $1.60 and some ramp up in sales. | 2005-11-21 | |
| WEAK BUY | 2.740 | Robert McWhirter | Make very inexpensive Xray devices. Working on a new line that's even less expensive. Expected to report earnings in the next couple of weeks. Have good opportunities in China. Has reported a negative earnings surprise when they preannounced about 3 weeks ago the impact of foreign exchange. Feels there's good opportunity. Not in his quant model. | 2005-10-27 | |
| BUY on WEAKNESS | 2.650 | Robert McWhirter | Earnings are expected to be $0.07 for calendar '05, doubling to $0.14 for '06 which gives and approximate 18/20 X P/E which is quite attractive for a 50% earnings growth. On a pull back you may be able to buy it at $2.50. He is looking to add to his position on a pull back. | 2005-09-15 | |
| BUY | 2.930 | Robert McWhirter | (A Top Pick Jan30/04.) Reason for the excitement in the past is what is unfolding in the market place now. Expected to earn $0.07 in '05 and $0.13 in '06. At current price it is approximately 21 X P/E. Introduced a new product which has allowed them to move into new markets with less expensive price points and larger than their existing market. Signed a new distribution agreement with the largest Xray distributor in China. Good back log. | 2005-07-21 | |
| WEAK BUY | 27.320 | Michael Smedley | Unusual company in unusual area. Value based. We have a good position. If they hit oil, "they'll be in business" | 2004-09-22 | |
| BUY | 1.520 | Werner Muehelemann | Likes the company very much. Because there are small and competing with large companies, they have a ways to go. Getting new contracts. | 2004-09-07 | |
| BUY | 1.290 | Werner Muehelemann | More of a growth story than a value story. Healthcare business is a growing business. Good technology. Speculative. | 2004-08-09 | |
| WAIT | 1.580 | Robert McWhirter | Produce replacable X-ray film, method is half as expensive as competitions. | 2004-07-09 | |
| DON'T BUY | 1.610 | Robert McWhirter | There is a raging debate going on amongst the analysts. Have hired a significant amount of new salespeople. Feels earnings will be less. | 2004-06-02 | |
| BUY on WEAKNESS | 1.650 | Howard Sutton | Sold 33 units last year and a target this year is 75. Getting on his radar screen. Would be interested at under $1.50. | 2004-06-01 | |
| BUY | 1.740 | Hugh McCauley | Their technology is half the price of the big guys. At that kind of price differential, they can have dynamic growth. Will be volatile. | 2004-05-13 | |
| BUY | 2.030 | Howard Sutton | Very positive on this sector. History of the Company has been somewhat bumpy. New management is looking good. | 2004-04-08 | |
| DON'T BUY | 1.590 | Robert McWhirter | Up 30% since it was picked in January. Feels it is now fully priced. | 2004-02-27 | |
| WEAK BUY | 1.610 | David Kramer | Have FDA clearance. Revenue is growing. Attractive technology. Reached his price target, so sold. | 2004-02-13 | |
| BUY | 1.500 | Robert McWhirter | Sales are up 80%. Getting a very large reception from hospitals. Have strong expectations. | 2004-02-12 | |
| TOP PICK | 1.050 | Robert McWhirter | Makes high-resolution digital x-ray systems replacing conventional x-ray. Large potential in the US. Earnings estimates of .06˘ for 2004. Well capitalized. Sales are expected to be about $15.4 million this year. | 2004-01-30 | |
Experts that have talked about Imaging Dynamics Company
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