Top 20 Micro Caps In Our Radar




































































StockMarket CapPriceYieldProfileProsCons
Local.com (LOCM)64.76M4.56NoneInternet local search service. Also has a patent portfolio comprising of a location-based search method and a free 411 model. Please click for our detailed analysis of local.com. Please click for our detailed analysis of local.com.
SMTC Corporation (SMTX)23.55M1.70NoneEnd-to-end Electronics Manufacturing Service (EMS) based out of Ontario, Canada with manufacturing facilities in US, Canada, Mexico, and China. “Quebec Deposit And Investment Fund” (Caisse de dépôt et placement du Québec), a Canadian pension plan manager, disposed more than 15% of its holdings in the last few months bringing the price per share down sharply. This in effect has brought the valuation down to an attractive level. The business is very low margin.
Analysts International (ANLY) 32.13M 1.29 None Specializes in delivering and integrating technology for businesses. The Company is valued very low and is a good buyout target. Staffing is a low margin business and being specialized in expertise in certain areas may not be enough to keep the margins up.
Directed Electronics (DEIX) 40.51M 1.60 None Polk & Definitive brands in Audio speakers. It also has auto security, GPS, and other related products. Brand is well recognized. There has been some insider trading activity recently in the $4.5/share price range. Balance sheet weighed down with a large amount of debt.
Medifast Inc. (MED) 53.19M 3.88 None Branded (Medifast & Hi-Energy) and private label weight and disease management products. The stock has slid from around $15 per share over competitive issues with Glaxo’s Alli OTC drug. New ad-campaigns and other investments should benefit the company. The company lowered outlook significantly due to competitive pressures.
Mesa Lab (MLAB)77.43M24.431.64Manufacturer of disposable products utilized in connection with industrial applications and hemodialysis therapy. They are used to ensure sterility. R&D to expand the use of their technology could result in upside surprises. The company is very sparsely traded and is very volatile having dropped about 20% for no apparent reason in the last few months after popping by about 30% following good results in May.
Blue Holdings (BLUE)15.74M0.60NoneManufacturer of jeans, apparel, and accessories. Their products are sold at high-end department stores. Insiders hold 80% of the shares and there has been a slight increase in the ownership as the shares fell in the last 6 months. It recently wound up its two retail stores (SFO & LA) and the Life & Death brand joint venture due to under performance. Nasdaq de listing risk.
Mothers Work (MWRK)102M17.50NoneDesigner and retailer of maternity apparel in the US & Canada. They operate around 810 stores and 731 leased departments within department stores. Valued very low. The Company has struggled to realize profits.
Tucows (TCX)50.9M0.69NoneInternet domain registrar, software downloading, advertising services, email, and web hosting services. If the company can indeed generate free cash flow of $10M for the year as announced, the share price should see an upward spike. The businesses are very low margin.
Zila, Inc. (ZILA)71.26M1.14NoneFocused on prevention, detection, and treatment of Oral diseases. The share price is depressed due to uncertainties surrounding its drug pipeline. Zila is encountering a tough time getting OralTest, the company’s oral cancer screening product approved.
Datalink Corp. (DTLK)47.66M3.85NoneDesign, Installation, and Support of data storage infrastructure. Products include disk arrays, tape systems, and software. Guiding revenue projections down is the main reason for the downfall in the share price. Might be a good opportunity, should the company be able to grow revenue going forward, as projected. Competition from much bigger companies that targets a much broader area limits ability to grow.
Journal Register (JRC)88M2.243.57Has 27 daily newspapers, 368 non-daily publications, 239 related websites, and 19 employment websites. Increasing its online presence while stabilizing the traditional media assets should foster growth. The company has a large debt load.
Inventure Group (SNAK)38.62M2.01NoneTGI Friday’s brand (licensed) salted snacks account for 66% of the company’s business. It also has indigenous brands that are also sold through national retailers. Burger King alliance should bring in some stability to the revenue outlook Rader Farms acquisition has execution risks.
The Management Network Group (TMNG)78.67M2.20NoneManagement Consultancy business with a focus on communications and financial services industry.Valuation is attractiveThe competitive landscape is very tough.
InfoLogix (IFLG)49.8M
2.0
None Radio Frequency Identification (RFID) based mobile intelligent technology solutions for the health care industry and other enterprises. The Company should be able to cash in on the expected growth of healthcare consulting and technology markets. It needs to build partnerships to sell as part of the hardware and software solution suites to be successful.
Atherogenics (AGIX) 19.32M 0.49 None Drug development programs based on its v-protectant technology. Any positive development in the diabetes drug phase III study will bode well for the share price. The trial for the largest dose version of the drug was stopped recently. Nasdaq de listing risk.
Qualstar Corp (QBAK)37.25M3.04NoneManufacturer of magnetic tape libraries. Grew revenue about 20% last quarter after years of stagnation as a result of the new XLS product line aimed at the high end of the tape library market. Competition from much bigger companies is a big negative.
DryClean USA (DCU)10.9M1.554.80Industrial laundry product distributor. Stable business with over 4% yield. Growth is hard to come by.
Technology Research Corp (TRCI)20.6M3.502.15Electrical Safety Products Manufacturer. Positive outcome of a patent infringement lawsuit against Shanghai ELE regarding the FireShield® technology could build up the share price. Growth is
dependent on military orders.
Building Materials (BLG)173.615.91
6.40
House Building Materials supplier. Valued very low as the stock price came down significantly because of housing exposure. Shareholders have asked the CEO to resign due to underperformance. Large debt load.




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