United Technologies' (NYSE: UTX ) Sikorsky Aircraft subsidiary notched a significant contract win Thursday, when it was awarded a $244.9 million modification to an existing firm-fixed-price, multi-year contract to supply the U.S. Army with UH-60M Black Hawk helicopters.
Probably best known for its starring role in the movie Black Hawk Down, the aircraft is what Sikorsky calls the U.S. Army's multi-mission helicopter for the 21st century." The Black Hawk can fly at speeds exceeding 150 knots, and at an altitude approaching 3 miles above sea level. Without reserve fuel, its two engines and 360 gallons-big fuel tanks can carry it as far as 276 nautical miles before needing to refuel.
Used as a transport, the Black Hawk is capable of carrying as many as 20 passengers in addition to its crew. It can be outfitted to carry everything from Stinger anti-aircraft and Hellfire air-to-surface missiles, to miniguns and machine guns. When armed, the Black Hawk helicopter is called a "Battlehawk."
Hot Tech Companies To Buy Right Now: China Sunergy Co. Ltd.(CSUN)
China Sunergy Co., Ltd. designs, develops, manufactures, and sells solar cells and solar modules. It offers monocrystalline and multicrystalline silicon solar cells; and standard P-type solar cells and HP solar cells, as well as emitter cells. The company sells its products to module manufacturers, system integrators, and distributors. It sells solar cells and modules under CSUN and CEEG brand names primarily in Europe, the People?s Republic of China, India, South Korea, Australia, and the Untied States. The company was founded in 2004 and is headquartered in Nanjing, the People?s Republic of China.
Advisors' Opinion:- [By Eric Volkman]
China Sunergy (NASDAQ: CSUN ) results for the company's fiscal Q4 and 2012 have been released. For the quarter, total sales were $54.4 million, less than half the $110.8 million the firm posted in the same period the previous year. Net loss, meanwhile, was steeper at $70.5 million ($5.27 per diluted American Depositary Share), compared to Q4 2011's red figure of $49.6 million ($3.71).
Hot Tech Companies To Buy Right Now: Cellcom Israel Ltd.(CEL)
Cellcom Israel Ltd. provides cellular communications services in Israel. It offers basic and advanced cellular telephone services, text and multimedia messaging services, and advanced cellular content and data services. The company?s basic cellular telephony services include voice mail, cellular fax, call waiting, call forwarding, caller identification, collect call, conference calling, ?Talk 2?, additional number services, and collect call services; and outbound and inbound roaming services. It also provides value-added services comprising Cellcom volume that includes downloadable content, such as music, games, on-net-reality programs, drama series, and video games; SMS and MMS services to send and receive text, photos, multimedia, and animation messages; access to third party application providers for notification of roadway speed detectors, mange vehicle fleets, and enable subscribers to manage and operate time clocks and various controllers for industrial, agricultural , and commercial purposes; video calls to communicate with each other through video applications; zone services for calls initiated from a specific location; location-based services; voice-based information services; text-based information services and interactive information services, including news headlines, sports results, and traffic and weather reports; and data services to access handsets, cellular modems, laptops, tablets, and cellular routers, as well as Internet based payment services. In addition, the company sells handsets, modems, routers, tablets, and laptops, as well as provides repair and replacement services; and offers landline telephony, transmission, and data services through its approximately 1,500 kilometers of inland fiber-optic infrastructure and complementary microwave links to selected business customers. As of March 31, 2011, it provided its services to approximately 3.395 million subscribers. The company was founded in 1994 and is headquartered in Netanya, Israel.
Advisors' Opinion:- [By Rich Smith]
Cellcom Israel (NYSE: CEL ) is getting a new CFO.
Following the company's successful merger with Netvision, current Chief Financial Officer Yaacov Heen is declaring his mission accomplished, and says he intends to resign his post on Sept. 17 after 16 years with the company. At that time, Cellcom says it will bring on Shlomi Fruhling, the former VP for strategy and finance at Netvision, to become the merged company's new CFO on Sept. 18.
Best Safest Stocks To Watch Right Now: Cloud Security Corp (CLDS)
Cloud Security Corporation, formerly Cloud Star Corporation , incorporated on December 20, 2010, is an information technology services and software company that delivers access to computer desktops and other consumer electron devices from remote locations. Its flagship product, MyComputerKey is a patent-pending technology that provides a secure multi-factor validation system for cloud-based infrastructures and protects data accessed from remote locations worldwide. As of February 29, 2012, it had no revenues. On May 22, 2012, the Company acquired Accend, which is a Nevada corporation.
The product is a custom-designed universal serial bus (USB) keycard programmed to connect via the Internet to users' desktop or server, which provides the user access to files, personalized environments, data, programs and applications. MyComputerKey allows a user to access his or her base computer from different locations utilizing the Internet cloud through a separate computer (the remote computer). MyComputerKey also includes the Company�� own connection software that provides the actual connection between the user�� desktop and the host computer the user is using to connect. This software is supports in all Microsoft-based computers.
Advisors' Opinion:- [By Peter Graham]
Small cap stocks Eyes on The Go Inc (OTCMKTS: AXCG), Quadrant 4 Systems Corp (OTCMKTS: QFOR) and Cloud Security Corp (OTCMKTS: CLDS) were getting attention last week, but all three stocks trended downward on Monday. It should be mentioned that none of these stocks have been overly or heavily paid promotions. So what will these three small cap stocks do on the last trading day of the year and for the rest of this week? Here is a closer look:
Hot Tech Companies To Buy Right Now: Stratasys Inc.(SSYS)
Stratasys, Inc., together with its subsidiaries, engages in the development, manufacture, marketing, and servicing of three-dimensional (3D) printers, rapid prototyping (RP) systems, and related consumable materials for office-based RP and direct digital manufacturing (DDM) markets. The company offers its products as integrated systems consisting of an RP machine and the software to convert the CAD designs into a machine compatible format, and modeling and support materials. Its products enable engineers and designers to create physical models, tooling, jigs, fixtures, prototypes, and end use parts out of production grade thermoplastic directly from a CAD workstation. The company also offers rapid prototyping and production part manufacturing services; and maintenance, leasing/renting, training, and contract engineering services for 3D production systems and 3D printers. Its products are used by design and manufacturing organizations in aerospace, architecture, automotive, business machines, consumer products, defense, direct digital manufacturing of custom parts, educational institutions, electronics, fixtures, jewelry, heavy equipment, medical systems, tooling, medical analysis, mold making, and dental markets. The company markets its products through a network of value-added resellers and distributors in the Americas, Europe, the Middle East, Korea, Taiwan, Japan, and China. Stratasys, Inc. was founded in 1989 and is headquartered in Eden Prairie, Minnesota.
Advisors' Opinion:- [By Steve Heller]
In order to get some perspective on what some of the biggest opportunities are today for 3-D printing companies, I turned to Rich Stump, principal of FATHOM, a highly experienced Stratasys (NASDAQ: SSYS ) reseller and 3-D printing service center. The way Stump sees it, a major driver of future 3-D printing growth will be downstream and one-off applications. In other words, finished products and customized solutions will likely fuel 3-D printing growth in the years ahead. This line of thinking aligns with Wohlers Associates, which believes the 3-D printing industry will grow by 19.3% a year through 2021 to become a $10.8 billion industry.
- [By Rich Smith]
It seems likely that 3D's printers, acting in the role of miniature, on-site factories, would play a major role in these efforts. At the very least, it would appear that 3D has found itself another customer for its products -- and kept a customer out of rival Stratasys' (NASDAQ: SSYS ) clutches. Announcing the team-up, Planetary co-founder Dr. Peter H. Diamandis praised 3D for being "the world's pioneer and leader in 3D printing and advanced manufacturing." This probably is highly suggestive of where Planetary will be doing its 3-D printer shopping in the future.
- [By Paul Ausick]
Citron claims that 3D Systems��low-cost retail printing system — Cubify — has become a ��omplete bust��since its introduction early in 2013. The research firm notes that 3D Systems is particularly customer unfriendly, prohibiting returns for any reason, though offering to repair printers at no charge during the warranty period. Comparing customer reviews for the company�� Cube printers to the MakerBot products offered by Stratasys Ltd. (NASDAQ: SSYS), Citron reports that only 2 of 10 Amazon reviews for Cube received 5 stars while more than half of MakerBot�� 48 reviews garnered 5 stars.
Hot Tech Companies To Buy Right Now: Micropac Industries Inc (MPAD)
Micropac Industries, Inc. (Micropac), incorporated on March 3, 1969, manufactures and distributes various types of hybrid microelectronic circuits, solid state relays, power operational amplifiers, and optoelectronic components and assemblies. Micropac�� products are used as components in a range of military, space and industrial systems, including aircraft instrumentation and navigation systems, power supplies, electronic controls, computers, medical devices, and high-temperature (200o degree Celsius) products. The Company�� products are either custom (being application-specific circuits designed and manufactured to meet the particular requirements of a single customer) or standard components. During the fiscal year ended December 31, 2011 (fiscal 2011), its custom-designed components accounted for approximately 34% of its revenue and standard components accounted for approximately 66% of its revenue.
Micropac occupies approximately 36,000 square feet of manufacturing, engineering and office space in Garland, Texas. The Company owns 31,200 square feet of that space and leases an additional 4,800 square feet. It also sub-contracts some manufacturing to Inmobiliaria San Jose De Ciuddad Juarez S.A. DE C.V, a maquila contract manufacturer in Juarez, Mexico.
Micropac provides microelectronic and optoelectronic components and assemblies along with contract electronic manufacturing services, and offers a range of products sold to the industrial, medical, military, aerospace and space markets. The Microcircuits product line includes custom microcircuits, solid state relays, power operational amplifiers, and regulators. During fiscal 2011, microcircuits product line accounted for 51% of its revenue and the optoelectronics product line accounted for 62% of its business respectively. The Company�� core technology is the packaging and interconnects of miniature electronic components, utilizing thick film and thin film substrates, forming microelectronics circuits. Other technologi! es include light emitting and light sensitive materials and products, including light emitting diodes and silicon phototransistors used in its optoelectronic components, and assemblies.
The Company�� basic products and technologies include custom design hybrid microelectronic circuits, solid state relays and power controllers, custom optoelectronic assemblies and components, optocouplers, light-emitting diodes, Hall-Effect devices, displays, power operational amplifiers, fiber optic components and assemblies, and high temperature (200o degree Celsius) products. Micropac�� products are primarily sold to original equipment manufacturers (OEM��) who serve major markets, which includes military/aerospace, such as aircraft instrumentation, guidance and navigations systems, control circuitry, power supplies and laser positioning; space, which include control circuitry, power monitoring and sensing, and industrial, which includes power control equipment and robotics.
The Company�� products are marketed throughout the United States and in Western Europe. During fiscal 2011, approximately 21% of the Company�� revenue was from international customers. The Company�� major customers include contractors to the United States Government. During fiscal 2010, sales to these customers for the Department of Defense (DOD) and National Aeronautics and Space Administration (NASA) contracts accounted for approximately 62% of its revenues. The Company�� customers are Lockheed Martin, Northrop Grumman, Boeing, Rockwell Int��, and NASA.
The Company compete with Teledyne Industries, Inc., MS Kennedy, Honeywell, Avago and International Rectifier.
Advisors' Opinion:- [By Geoff Gannon] % of NCAV, has similar (slightly better) z- and f-scores, a FCF margin of 6%, but has ROA of 28%.
ADDvantage (AEY) sells at 95% of NCAV, has similar (in the ballpark) scores and FCF and ROA of 23%.The slightly better businesses are currently more expensive in terms of price/NCAV. They have less asset-based downside protection, but they are better businesses.
How do you quantify and qualify what is cheap enough? To me, there's a big difference in relative cheapness in a company selling at 74% of NCAV versus one selling at 95%. I'm wondering if I'm putting too much weight on this cheapness measurement instead of acknowledging that any decent business selling at less than NCAV is cheap enough. Yet, one has to have some quantifiable idea of when something is not cheap enough anymore.
Can you help me put this into a unified framework?
Dan
There�� a great post over at Oddball Stocks called: �� Stock is a Business�� Read it. Then go over to Richard Beddard�� Interactive Investor Blog. Bookmark that blog. Read it religiously. He looks at Ben Graham type stocks in the U.K. And he looks at them not just as stocks but as pieces of a business.
Here�� what Richard said in a post called ��iving Up on Mastery of the Universe��
I need to know:
1. Whether the managers have made good decisions in the past, and whether their incentives work in the interests of the owners, because those kind of managers often add value to a company.
2. The products a company sells will still be in demand for years to come, because if they��e not then the past, which we know, does not tell us anything about the future, which we don��.
3. A company is financially strong enough to withstand the kinds of shocks companies typically experience bearing in mind some are more sensitive to events than others.
4. How to judge whether the share price undervalues the company, bearing in mind the preceding three factors.
- [By Geoff Gannon] strong>ADDvantage Technologies (AEY)
路 Solitron Devices (SODI)
路 OPT-Sciences (OPST)
Micropac
Micropac is 76% owned by Heinz-Werner Hempel. He�� a German businessman. You can see the German company he founded here. He�� had control of Micropac for a long-time. I don�� have an exact number in front of me. But I would guess it�� been something like 25 years.
ADDvantage
ADDvantage Technologies is controlled by the Chymiak brothers. See the company�� April 4 press release explaining their decision to turn over the CEO position to an outsider. Regardless, the Chymiaks still control 47% of the company. Ken Chymiak is now chairman. And David Chymiak is still a director and now the company�� chief technology officer. Clearly, it�� still their company.
By the way, the name ADDvantage Technologies has nothing to do with the Chymiaks. Today�� AEY really traces its roots to a private company called Tulsat. The Chymiak brothers acquired that company about 27 years ago. So, effectively, when you buy shares of AEY you are buying into a 27-year-old family-controlled company.
That�� pretty typical in the world of net-nets.
Solitron
Solitron Devices is 29% owned by Shevach Saraf. He has been the CEO for 20 years. The post-bankruptcy Solitron has never known another CEO. Before the bankruptcy, Solitron was a much bigger, much different company. So even though we are not talking about the founder here ��and even though 70% of the company�� shares are not held by the CEO ��we��e still talking about a company where one person has a lot of control. Solitron only has three directors. Saraf is the chairman, CEO, president, CFO and treasurer. Neither of the other two directors joined the board within the last 15 years. So, we aren�� talking about a lot of tumult at the top.
In fact, profitable net-nets seem to be especially common candidates for abandoning the responsibilities of a public comp
Hot Tech Companies To Buy Right Now: Kratos Defense & Security Solutions Inc.(KTOS)
Kratos Defense & Security Solutions, Inc. provides mission critical products, services, and solutions in the United States. The company?s Kratos Government Solutions segment offers various services comprising weapon systems sustainment, lifecycle support, and extension; command, control, communications, computing, combat systems, intelligence, surveillance, and reconnaissance services, including cybersecurity, cyberwarfare, information assurance, and situational awareness solutions; military range operations and technical services; missile, rocket, and weapons systems test and evaluation; mission launch services; modeling and simulation; unmanned aerial vehicle products and technology; advanced network engineering and information technology services; and public safety, security, and surveillance systems integration. Its Public Safety & Security segment provides independent integrated solutions for homeland security, public safety, critical information, and security and su rveillance systems. This segment?s solutions consists of designing, installing, and servicing building technologies that protect people, critical infrastructure, assets, information, and property in various areas, such as the design, engineering, and operation of command and control centers; design, engineering, deployment, and integration of access control; building automation and control; communications; digital and closed circuit television security and surveillance; fire and life safety; maintenance services; and product support services. The company primarily serves the United States government agencies, including the department of defense, classified agencies, intelligence agencies, other national security agencies, and homeland security related agencies. The company was formerly known as Wireless Facilities, Inc. and changed its name to Kratos Defense & Security Solutions, Inc. in September 2007. The company was founded in 1994 and is headquartered in San Diego, Cali fornia.
Advisors' Opinion:- [By MONEYMORNING]
And in subsequent reports this summer, we recommended Kratos Defense & Security Solutions Inc. (Nasdaq: KTOS), a defense-and-cybersecurity stock that zoomed as much as 50% before surrendering some of those gains. We still have a double-digit profit in the stock. And we continue to like it for the long haul.
- [By Jake L'Ecuyer]
Equities Trading UP
Kratos Defense & Security Solutions (NASDAQ: KTOS) shot up 7.19 percent to $7.75 after the company reported that it has been awarded a five-year seaport-e contract. - [By Monica Gerson] Related VNET Mid-Day Market Update: Foot Locker Jumps On Upbeat Results; Analogic Shares Slip Mid-Morning Market Update: Markets Mixed; Big Lots Earnings Beat Street View Related KTOS Weakness Seen in Kratos Defense & Security (KTOS): Stock Falls 5.3% - Tale of the Tape Earnings Scheduled For March 11, 2014
Pre-open movers
- [By John Udovich]
Small cap security and surveillance stocks like Vimicro International Corporation (NASDAQ: VIMC), TASER International, Inc (NASDAQ: TASR), Kratos Defense & Security Solutions, Inc (NASDAQ: KTOS)�and View Systems Inc (OTCBB: VSYM) have been producing a steady stream of news lately for investors and traders alike to digest. After all, the entire�security and surveillance industry is pretty vast as it would include everything from airport scanners to security cameras or monitoring equipment to actual weapons for domestic or national defense to software securing everyone�� personal or online data to the technology groups like the NSA and other "Big Brother" agencies use to spy on us. With that in mind, here is a look at the latest news from important small cap security and surveillance stocks:
Hot Tech Companies To Buy Right Now: Dassault Systemes SA (DASTY.PK)
Dassault Systemes SA provides software solutions and consulting services. The Company�� global customer base includes companies primarily in 11 industrial sectors: automotive; industrial equipment; aerospace; consumer goods; consumer packaged goods; energy; high-tech; shipbuilding; life sciences; construction, and business services. It organizes its business and markets its products and services in two types of applications: the Product Lifecycle Management (PLM) market, to support product development, production, maintenance and lifecycle management, and the Mainstream three-dimensional (3D) market, which is primarily focused on product design. Its software applications address a range of products, from apparel, consumer goods, machine parts and semiconductors to automobiles, aircraft, ships and factories. In March 2011, the Company acquired Intercim. In April 2011, the Company acquired Enginuity PLM. On March 31, 2010, it acquired the IBM PLM. On June 8, 2010, the C ompany acquired Exalead, a French company providing Search Platforms and Search-Based Applications (SBA). In June 2010, the Company acquired Geensoft, a provider of embedded systems development solutions.
The Company has developed a software applications portfolio, organized in brands, in order to provide solutions responding to the requirements of product development: Design, Realistic Simulation, Digital Manufacturing and Production, Collaborative Innovation, and Lifelike Experiences. The Company�� principal brands include SolidWorks , CATIA, SIMULIA, DELMIA, ENOVIA and Universal Services.
SolidWorks
SolidWorks applications include 3D tools to design, manage, simulate, sustain and communicate. SolidWorks include 3D Design, Data management, Simulation and Environmental assessments. SolidWorks 3D�� include complex part and assembly modeling, production drawing creation, data management, design validation and simulation of motion, f low and structural performance, environmental impact evalu! at! ion and publishing. SolidWorks Data Management solutions enable control over all design information, eliminating concerns about version control or data loss. SolidWorks simulation technology ensures the quality and performance of the design before users commit to production. SolidWorks Sustainability technology enables users to assess the environmental impact of their design to create more sustainable products.
CATIA
CATIA is the Company�� PLM solution for 3D collaborative creation. CATIA addresses the complete product development process, from early product concept specification through product in service. CATIA V6 is designed to enable the spectrum of next generation collaborative virtual design. Its product portfolio is consists of four main domains, which include systems, shape design, mechanical design and equipment engineering. CATIA Systems captures, manages, and tracks product requirements with traceability, ensuring that early requiremen ts are met accurately all along the product development cycle. CATIA Shape provides a line of surfacing, reverse engineering, and visualization solutions to create, modify, and validate any type of complex shapes and help streamline the transition and collaboration among industrial designers. CATIA Mechanical delivers a collaborative and flexible design environment with concurrent engineering and change management through relational design. CATIA Equipment provides an integrated environment that enables the collaborative detailed design of electronic, electrical, and fluidic systems in context of a virtual product.
SIMULIA
SIMULIA provides a scalable portfolio of realistic simulation solutions designed to enable companies across a range of industries to improve product performance, reduce the number of physical prototypes and drive innovation. SIMULIA�� V6 portfolio spans include finite element analysis, multi-physics solutions, optimization analy sis, and simulation lifecycle management. Its finite e! lement! a! nalysis! software companies are able to create and test virtual prototypes of products and processes. Its multi-physics solutions enable companies to reach beyond the boundaries of a single domain. SIMULIA also provides design exploration and optimization technology, enabling designers and engineers to perform rapid trade-off studies of real-world behavior and accelerate product development. SIMULIA offers simulation lifecycle management, based upon the Company�� ENOVIA architecture offering an open collaborative platform for management of simulation data, processes and intellectual property.
DELMIA
DELMIA covers the Company�� PLM digital manufacturing solutions ranging from virtual process definition, workcell set-up, optimization, scheduling, and operation, to maintenance of real-time production systems. DELMIA V6 covers four principal domains, including Manufacturing planning, with 3D process and resource planning tools for creating and optimizing bu ild-to-order and lean production manufacturing systems; plant and resources engineering, with tools to virtually define and optimize manufacturing assets concurrently with manufacturing planning; program and control engineering, to virtually program, validate and simulate manufacturing systems for the virtual commissioning of production facilities, and control and production execution, which offers an accurate virtual production system to enable companies to track real time production activities, perform schedule changes, launch new programs and introduce model changeovers, and schedule maintenance operations.
ENOVIA
ENOVIA addresses business process needs across a broad spectrum of industries, managing simple, as well as engineered, complex products. The ENOVIA V6 products are organized by business processes, which include governance, global sourcing, global sourcing, and unified live collaboration. The Governance domain is designed to help compan ies launch enterprise new product introductions on! time and! ! on budget! . Governance includes these sub-processes: Requirements Management, Portfolio Configuration, Program Management, Decision Support Business Intelligence, and Compliance. The Global Sourcing domain allows companies to leverage supply chain capabilities throughout the product lifecycle. The IP Lifecycle domain helps eliminate costly product development errors as it is designed to enable improved cross-functional product design, manufacturing planning and performance simulation. The Unified Live Collaboration domain allows companies to deploy product lifecycle processes across the extended enterprise by providing a single, real-time view of information protocol (IP) across all business process domains, collaborative process management capabilities, and a service-oriented architecture that integrates with other enterprise system
The Company competes with Parametric Technology Corporation, ANSYS, Inc., MSC Software Corporation, Oracle Corporation, SAP AG, Siemens PLM Software, Adobe, Altair Engineering, Autonomy, Aveva, Bentley, Google, Intergraph, MathWorks, Nemetschek AG, Right Hemisphere, and Autodesk, Inc.
Advisors' Opinion:- [By Markus Aarnio]
Autodesk's competitors include Adobe Systems (ADBE), Dassault Systemes SA (DASTY.PK), and Parametric Technology Corporation (PMTC). Here is a table comparing these companies.
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