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2015 Investments

Dec. 31, 2014 5:11 PM ETALNT, AAPL, APT, BDRL, BRK.B, CAMT, CDZI, COP, CVX, DIS, GILD9 Comments
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AAPL-Big earnings growth on product refreshes and continued return of cash to shareholders. 17.5x PE very cheap

AMOT -21.3x PE Net income increased 394% to $4,115,000 or $0.45 per diluted share for the quarter ended September 30, 2014 compared to $833,000 or $0.09 per diluted share for the quarter ended September 30, 2013. Revenues for the quarter increased 162% to $65,280,000 compared to $24,876,000 last year with sales to U.S. customers up 233% and foreign sales up 81%. Bookings for the quarter ended September 30, 2014 were $66.7 million compared to $25.0 million for the third quarter of 2013 or an increase of 167%. Also pays a small dividend of .42%

APT 16.5x PE Al Millar, President of Alpha Pro Tech, commented, "New orders for the month of October were higher by $1 million compared to historical levels. Earnings growth stock.

BDR- Upcoming contract with DirecTV. 584K net income last quarter on market cap of 16.8 million. Big earnings growth quarter over quarter.

BRK.B 18x earnings. More defensive stock at fair value. Invest your money with the greatest investor of all time Warren Buffett . Has great businesses like railroads and insurance. Has the ability to get good deals for tax purposes.

CAMT 24x earnings They are in the business of Semiconductors and 3D printers. 2 big growth sectors.

CDZI twitlonger.com/show/n_1sjcod8 $CDZI 1.5 billion in revenue potential. 20% net margins= $300 million net income. 10x earnings= 3 billion MC=$172 PPS Current price $11.18

COP/CVX Oil majors undervalued with nice 4% dividend yields.

DIS-Good earnings growth. They own ESPN which is growing nicely. New Marvel and Star Wars movies in the pipeline. Their animated movies have become great again(Frozen). Economy getting better so that's good for their theme parks.

FSI - Good earnings growth. 10-18%% reduction in water evaporation with their products. Very cheap 5x PE

GILD- 17x PE Estimated 20% 5 year growth rate. New Hep C drug just came online.

INSY- Biotech with good pipeline and good earnings growth.

INTT- 14x PE Balance sheet improving every quarter. Excellent cash flow.

MNDO- 16x PE 6% dividend yield

MTEX-10x PE Excellent earnings growth

NVEE-18x PE NV5 Revenue up 69% and Net Income up 85% to Record Levels in Third Quarter 2014 Infrastructure company should see continued growth on upgrades to infrastructure with tax revenues increasing every year.

PFHO-17x PE Excellent earnings growth. Just initiated a buyback equal to 7.5% of their float.

TRIL- Biotech with good data on cancer trials. Potential 5-10 bagger.

Analyst's Disclosure: The author is long AMOT, APPL, APT, BDR, BRK.B, CAMT.

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