American Science & Engineering Inc. (ASEI)

All Comments on ASEI

  • commenter
    RuthEbel
    Aug 23 09:44 PM
    American Science & Engineering: The Best Offense Is a Good Defense [view article]
    Bookings are good, backlogs also good; but, sounds like they're not shipping thus billings lag bookings; and you can't get earnings without billings. Lots of generalizations and big-picture-stuff here, but tell me why haven't they increased their sales/earnings more? Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:18 AM
    My Website
    General Discussion on ASEI
    Is this a buy or a sell? Reply
  • commenter
    pok8rok8
    Oct 23 07:47 AM
    Jim Cramer's Mad Money Lightning Round Stock Picks, Aug. 22 [view article]
    What does a wireless chip (ATHR) got to do with a Computer chip maker (AMD)? Other than both of them being in the chip business they are totally different segments. If your gonna recommend AMD you should recommend ATHR, because if pc sales are bullish wifi integration will be aswell...more products now are using or integrating wifi. This should be a bullish call. Reply
  • commenter
    wonderific
    Oct 22 04:09 PM
    Jim Cramer's Mad Money Lightning Round Stock Picks, Aug. 22 [view article]
    Unfortunately I listened to Cramer and swapped out of Dryships to Diana Shipping Reply
  • commenter
    wonderific
    Oct 22 04:09 PM
    Jim Cramer's Mad Money Lightning Round Stock Picks, Aug. 22 [view article]
    Unfortunately I listened to Cramer and swapped out of Dryships to Diana Shipping Reply
  • commenter
    Robert
    Blumenthal
    May 25 03:10 PM
    My Website
    American Science and Engineering: The Iranian Nuclear Threat [view article]
    farwil,

    I find your comment puzzling. As I am sure you are aware, Seeking Alpha has a category of articles under the rubric of "Long Ideas" in which authors set forth their investment thesis for a particular stock.

    Robert Blumenthal     Reply
  • commenter
    farwil
    May 25 05:09 AM
    American Science and Engineering: The Iranian Nuclear Threat [view article]
    Nice article on feathering one's own nest! Reply
  • commenter
    Oneguy
    Sep 25 10:18 AM
    My Website
    Faulty Airport Sniffers Could Be Good News for American Science and Engineering [view article]
    Error correction: I've got biotechs on the brain these days, the folks testing AS&E's equipment are, obviously, the TSA, not the FDA. Sorry.

    Cheers,
    Travis     Reply
  • commenter
    Oneguy
    Aug 10 11:37 AM
    My Website
    American Science and Engineering: Global Security Needs Should Drive Growth [view article]
    Well, as I posted on my site, I did buy both before and after earnings to hedge my bets -- I'm very confident in ASEI in the long run, but clearly neither I, the analysts, or management has any talent for predicting quarter by quarter earnings. The conference call was largely a dance between analysts desperate to glean guidance figures from the company, and the CEO and CFO deftly deflecting specifics but saying business is very good and large orders are "expected."

    News today on the foiled plot in the UK has served to bring this company back to investors' attention, though so far their cargo and mobile scanning units are much more critical to the business than their nascent personal scanning and luggage scanning products that have airport implications (and the airport business, while large, also brings with it many more competitors with solid products, ASEI's technological lead in cargo scanning and scanning vans is much stronger).

    Still, I think it's hard to argue against a trend of more security scanning at all sensitive locations, and it's hard to argue against a company with arguably the most advanced products in their core segments whose earnings, while lumpy, are giving it a current and forward PE well below the market average.     Reply
  • commenter
    Mike
    Aug 09 07:32 PM
    American Science and Engineering: Global Security Needs Should Drive Growth [view article]
    Good call!! Reply
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