Chris Fernandez

Monthly Portfolio Assessment; GeoEye and AAR Remain Strong Buys

What's Wrong.

I did find that a little strange, but the stock price is extremely low at this point, even after today's rise in price, and I would still recommend it as my #1 pick.

Chris

Monthly Portfolio Assessment; GeoEye and AAR Remain Strong Buys

Yes, I think that Rick's is much better than Playboy for more reasons than I have time to go into here.

Skip PLA, buy RICK.

Chris

Fernandez: Top 5 Picks for November

Umm, et. al,

You are most welcome...remember that my picks are meant to be held long term, so don't expect quick turns in the stocks I recommend, often they are in downturns, and that's why they are attractive to me.

Be prepared to lose up to 50% of your investment in any one of my picks at any time...that's just the vagaries of small and micro cap stocks.

Learn more about my investing style on my website and the risks you should know before buying any stock I recommend:

peakstocks.com/investi...

- Oh as for the question on ZIXI that I didn't answer: the stock price was too high for the valuation that I thought was fair for ZIXCorp at the time.

It has since gotten more reasonable, but still isn't what I would call cheap.

I am in the process of doing further diligence on it, and we'll see if it meets my criteria for inclusion.

Thanks for reading guys,
Chris

Fernandez: Top 5 Picks for November

Hey Tigers,

Yea I was aware of that, this is standard litigation that comes out of the woordwork when someone wants to cry to their mommy that they lose money in one of their stock picks.

It isn't material at this point in time because it is not likely to go anywhere, unless AuthenTec's management did indeed materially mislead investors.

Chris

AAR: By Many Metrics, a Gift At This Price

PeakOiler,

Sure, but what if I told you that management is focusing now on increasing those cash flow figures and conserving cash, as opposed to further increasing their acquisitions, to pay down their debt and increase their cash flow?

There is always more to the story than meets the eye.

I didn't get to go into details on all of that, but add that to the list of positives as well. Look at the cash flow, and free cash flow for the last 3 quarters and you'll see the trend developing.

Chris

5 Possible Picks in a Tumultuous Market

I do not follow energy stocks.

It is outside my scope of knowledge.

Sorry about that.

Chris

Hoping AAR Will Rise Above Airline Cutbacks

Military Doc,

Thanks, I appreciate it.

Yea, GeoEye was an absolute steal when I recommended it at $22, and then again when it fell to $16.50!

I think we still have more upside from here to around $30-35 or so, but not as much as before of course.

Thanks for reading,
Chris

AAR: A Falling Tide Sinks All Boats

Hey Radiohead,

I appreciate the feedback, and you are correct in calling my out in my "downgrade" but notice that I did not say sell shares.

I am merely warning others to hold off on purchasing shares of AAR until after earnings are released in a couple more weeks, regardless of how undervalued the stock looks.

If you own shares, hold on to them, because whatever happens after earnings, it really won't change things much, even if the stock rises or falls significantly, because I am already down 50%, so the effects of even a 10% move up or down doesn't change things, and will thus allow us more time to consider what was said and delivered on the call, before making out next move.

If it is indeed the case that AAR is having more problems than I think they will, it's time to move on, kiss our money goodbye, and put the rest of the money to better use in something else.

If that happens, I'll own up to the mistake, and move on.

Chris

AAR Corp. Reports: Still a Strong Buy

pshah: The CEO talked about this on the conference call, and while it is compelling in the sense of bringing more awareness to maintenance checks and the like, it's not likely to benefit AAR or any other MRO companies in the short term because we are talking about a really small number of planes being affected.

It might however tighten standards and perhaps in the future cause a slight up-tick in MRO activity as we move forward.

Chris

AAR Corp. Sell-Off Presents Immediate Buy Opportunity

Hey RazzBerry,

You have the wrong company. I am reporting on AAR (Ticker: AIR) NOT AMR!!

Totally different company, and focus.

Please re-read my article, and also click through to my website to read my full research report on AAR. I think you'll be pleasantly surprised at how truly cheap this stock is.

Remember, AAR has NOTHING at all to do with flying people across the country, only with repairing the planes, and replacing the parts for those airplanes.

Chris