Session of 01/19/2007

[David Randolph]

STXN - Thanks David!

Hi Derek, I thought I already posted a video on STXN, but no, I made it, but did not post it. Well, obviously the stock isn't on fire, at least not today, so here's a more long term video:

<a href="http://video.google.com/googleplayer.swf?docId=-3508583007168823158&amp;hl=en" target="_blank">http://video.google.com/googleplayer.swf?docId=-3508583007168823158&amp;hl=en</a>

Please consider I had just 3 minutes to check the stock, so there can be a lot of positives and negatives that I didn't saw. The main objective of this is to show more or less what to look for, when looking at a stock for the first time.

NIHK.OB? Once I covered that stock on www.otcbbcoverage.com, but that website is down now due to the recent server change. I'll look at it again, thanks

(now I see why I didn't publish this STXN video when I made it, the forward earnings multiple is about 15, not 59 as I say in the later part of the video, so forget what I told about overvalued, I don't have an opinion on the stock, I would have to dig much further, good luck )

[stocky]

Opinion on HOKU appreciated David

[David Randolph]

NIHK.OB 3 minute look:

<a href="http://video.google.com/googleplayer.swf?docId=-3162462197540386043&amp;hl=en" target="_blank">http://video.google.com/googleplayer.swf?docId=-3162462197540386043&amp;hl=en</a>

Although NIHK.OB is a very small $7.5 M market cap company it looks overvalued, with an 8 times revenue multiple and relevant losses quarter after quarter.

[David Randolph]

HOKU 3 minute look:

<a href="http://video.google.com/googleplayer.swf?docId=-7582229088331866453&amp;hl=en" target="_blank">http://video.google.com/googleplayer.swf?docId=-7582229088331866453&amp;hl=en</a>

HOKU looks compelling, but their business is very complex and certainly not on fire today. But I'll keep it under the radar, because after the contract they landed with Sanyo, I see support at roughly $50 M market cap, because that's about the yearly revenue expected from this huge contract. Also, the company has been profitable for the past few quarters.

So, not on fire today, but definitely worth keeping it under the radar ... perhaps it will come down to close some of that huge gap before another leg up unfolds, I'll dig further on HOKU, 3 or 4 minutes was not enough.

You can give me more, still about 3 hours to the close Let me call Ramsburg again to see if he opens the board for everybody to be able to write.

[kslifka]

How about ENPT...chart looks ready to break.

thanks.

[dnickers]

LTS

[thai626]

NIHK.OB 3 minute look:

<a href="http://video.google.com/googleplayer.swf?docId=-3162462197540386043&amp;hl=en" target="_blank">http://video.google.com/googleplayer.swf?docId=-3162462197540386043&amp;hl=en</a>

Although NIHK.OB is a very small $7.5 M market cap company it looks overvalued, with an 8 times revenue multiple and relevant losses quarter after quarter.

I respectfully disagree with you on this one David.  I think NIHK.ob is a stock to own in both the short term and long term.  In your video, you failed to take into account all the positive news of late and the 92% revenue growth in the 3rd quarter of 2006 compared to 3rd quarter of 2005.  The flow of positive news keeps on coming as of late so I can't wait to see what else they have up their sleeves. 

Nighthawk Systems Third Quarter Revenues Improve 92%
Wednesday November 15, 7:00 am ET 
Positive Trend Expected to Continue


SAN ANTONIO--(BUSINESS WIRE)--Nighthawk Systems, Inc. (OTCBB: NIHK - News), a leading provider of intelligent wireless power control and emergency notification products, announced today that revenues for the third quarter of 2006 were $231,710 as compared to $120,973 in 2005, an improvement of 92%. The net loss per share remained at ($0.01) per share. Revenues for the nine months ended September 30, 2006 were $625,236, a 60% improvement over revenues of $390,567 for the first nine months of 2005. The net loss per share improved to ($0.04) for the first nine months of 2006 from ($0.06) for the first nine months of 2005.
ADVERTISEMENT
 
 
 
 
 
H. Douglas Saathoff, Nighthawk's CEO, commented, "While I'm extremely pleased that quarterly revenues almost doubled from last year to this year, I'm even more pleased that sales levels have continued to increase beyond this most recent quarter. We have already closed more orders during the first 45 days of the fourth quarter than we closed during the recently completed third quarter, so we look to close the year on an even stronger note."

Mr. Saathoff continued, "A sustained sales and marketing effort that began in 2005 has resulted in a great combination of sales growth from both new and existing customers in 2006. Approximately half of our revenues so far in 2006 have come from new customers, with the remaining half generated by recurring orders from existing customers. With a larger pipeline of qualified opportunities than ever before, and a stronger and more diverse customer base than ever before, I look forward to continued improvement in 2007."


Just adding my 2 cents worth. 

NIHK.ob will hopefully close up or with another hammer by end of day.  I suspect it won't be in this level for long.

[David Randolph]

How about ENPT...chart looks ready to break.

thanks.

ENPT 3 minute look:

<a href="http://video.google.com/googleplayer.swf?docId=2152163648199467280&amp;hl=en" target="_blank">http://video.google.com/googleplayer.swf?docId=2152163648199467280&amp;hl=en</a>

I agree, looks ready to breakout but volume is very low today (perhaps because we're on a Friday), just 112,000 shares changing hands so far in the session. The stock made 15 million shares volume in December 1st when it reported quarterly results. We're back to those levels just below $6 but they will probably provide some resistance and ENPT will need much stronger volume to breakout.

Fundamentally ENPT looks like an interesting situation, this one goes to my list of "need a deeper analysis", joining HOKU for today.

Thanks

[David Randolph]

Thanks for complimenting the analysis on NIHK.OB thai626 (why the red ink?), you're right, I failed to read the latest news on the stock ... I had just 3 minutes and didn't look into it, so I'm very much obliged if some of you can dig a bit deeper than I'm able to.

Anyway, you're talking thousands on revenues, and I'm talking $7.5 M market cap, so keep that in mind. But good news expected when the company reports Q4 2006 and the stock is above that key $0.090 cent support level, so good luck

[David Randolph]

Oh yeah baby, EXCS.OB movin on up at the exact time of the day it should be doing that. Let's hope it breaks the high of the day, at $0.075, over the last hour of trading to put everybody jumping on board before the close.

[dnickers]

There it is - EXCS .076!

[kslifka]

Thanks for the analysis on ENPT.  Does need volume.

Also thanks to you and Pampano for EXCS.ob pick.  I've been staying away from pennies...but that chart was just way to promising.

[Dracull]

Great debut at "3 Stocks on Fire Portfolio" !!! 

EXCS.OB is making the trick.

Excellent choice David, and the Main Portfolio is also rising from the tide of blood of yesterday.

[David Randolph]

LTS 3 minute look:

<a href="http://video.google.com/googleplayer.swf?docId=-3889016233223942819&amp;hl=en" target="_blank">http://video.google.com/googleplayer.swf?docId=-3889016233223942819&amp;hl=en</a>

Something is moving the stock, but I couldn't find out what it was on this 3 minute look. Facing important technical resistance here at $1.98. Fundamental trends show a worsening picture. Something bullish is probably working behind the scenes, if someone finds out what it is, it can only help

[stocky]

It seems that no alert were emailed for EXCS. I was lucky to check the website. I hope we can get the alert through email in future.

Anyway great pick and strategy for 3SoF. Just reminded me of good ol' days of BRVO.OB. Applaud David.