Q1 2013 Earnings call

May 2, 2013 9.00 am ET

Executives

Darby Dye – Director of Investor Relations

Ayman S. Ashour – Chief Executive Officer, Chairman of the Board

David Wear – Chief Financial Officer

Analysts

Matthew L. Hoffman – Cowen & Co. LLC

Presentation

Operator

Welcome to the First Quarter 2013 Identive Group Earnings Conference Call. My name is Larisa, and I will be your operator for today’s call. (Operator Instructions) Please note that this conference is being recorded. I will now like to turn the call over to Darby Dye, Director of Investor Relations. Darby, you may begin.

Darby Dye

Thank you. Hello, everyone, and thank you for joining us today. The purpose of today’s conference call is to supplement the information provided in our press release issued earlier today, announcing the Company’s financial results for the first quarter ended March 31, 2013. Speaking

Q4 2012 Earnings Call

March 07, 2013 9:00 am ET

Executives

Darby Dye - Director of Investor Relations

Ayman S. Ashour - Chairman, Chief Executive Officer, Chairman of U.S. Government Security Committee and Chairman of Strategic Committee

David Wear - Chief Financial Officer, Executive Vice President and Company Secretary

Analysts

Bryan Prohm - Cowen and Company, LLC, Research Division

Bhakti Pavani - C. K. Cooper & Company, Inc., Research Division

Presentation

Operator

Welcome to the Q4 2012 Identive Group Earnings Conference Call. My name is Dawn, and I will be the operator for today's call. [Operator Instructions] Please note that this conference is being recorded. I will now turn the call over to Darby Dye. Ms. Dye, you may begin.

Darby Dye

Hello, everyone, and thank you for joining us today. The purpose of today's conference call is to supplement the information provided in our press release

Q3 2012 Earnings Call

November 01, 2012 10:00 am ET

Executives

Darby Dye - Director of Investor Relations

Ayman S. Ashour - Chairman, Chief Executive Officer, Chairman of U.S. Government Security Committee and Chairman of Strategic Committee

David Wear - Chief Financial Officer, Executive Vice President and Company Secretary

Analysts

Bryan Prohm - Cowen and Company, LLC, Research Division

Ellen Mo

Bhakti Pavani - C. K. Cooper & Company, Inc., Research Division

Presentation

Operator

Welcome to the Q3 2012 Identive Group Earnings Conference Call. My name is Leslie and I'll be your operator for today. [Operator Instructions] Please note that this conference is being recorded. I'll now turn the call over to Ms. Darby Dye. Ms. Dye, you may begin.

Darby Dye

Thank you. Hello, everyone and thank you for joining us today. The purpose of today's conference call is to supplement the information provided in our

Why do insider purchases matters for small companies? Because small companies often have no analysts following them. This means choosing the right micro-cap (market cap < $300 million) can be very profitable. In fact, the Russell 2000 index has outperformed the S&P 500 significantly over the past ten years: Russell 2000 index returns were 66% vs. the S&P 500's 25%.

Choosing the right small companies to invest in can be daunting: Where should you start? Insiders, especially executives and directors of small companies tend to know their company very well. Tracking their stock purchase activities is a very good point to start for lucrative returns.

Below is a list of notable insider purchases of micro-cap stocks (market cap <$300 million) during the past week, filed at the Securities and Exchange Commission. Following Seeking Alpha's micro-cap policy, all the stocks in the table are greater than $1 per share or $100

Why does insider buying matter for small companies? It matters because small companies often have no analysts following them. This means choosing the right micro-cap (market cap < $300 million) can be very profitable. In fact, the Russell 2000 index has outperformed the S&P 500 significantly over the past ten years, with the Russell 2000 index returning 66% vs. 25% for the S&P 500.

Choosing the right small companies to invest in can be daunting, so where should you start? Insiders, especially executives and directors of small companies tend to know their company very well. Tracking their stock purchase activities is a very good point to start for lucrative returns.

Below is a list of notable insider purchases of micro-cap stocks (market cap <$300 million) during the past week, filed at the Securities and Exchange Commission. In line with Seeking Alpha's micro-cap policy, all the stocks in the table

Do you consider a company's sales trends when evaluating their stock? One idea is to compare their trends in revenue to their trends in accounts receivable.

Receivables are the portion of revenue not yet received, and since there is no guarantee that the money will ever be received, the smaller the portion of revenue the better. To demonstrate this, we ran a screen on small-cap stocks with market caps just above $100 million for those trading under $5.

We then screened for those with positive trends in revenue relative to accounts receivable: increases in revenue outpacing increases in accounts receivable year-over-year, as well as accounts receivable comprising a smaller portion of current assets over the same time period.

Interactive Chart: Press Play to compare changes in market cap over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.

Interested in finding the penny stocks that are being chased by hedge funds and other institutional investors? To compile this list we started with a universe of about 200 stocks trading under $2 (we only focused on companies with market caps north of $100M).

For each stock we analyzed institutional flows, and identified the final list of cheap stocks that have seen a sharp increase in institutional ownership during the current quarter.

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.

Big money managers seem to think these cheap stocks will go on to bigger things--do you agree? Use this list as a starting point for your own analysis.

List sorted by market cap.

1. Eastman Kodak Co. (EK): Provides imaging technology

Not that long ago, I wrote an article titled A Great Google Idea Leads to Investor Insanity. My take on Identive Group (INVE) can be easily confirmed by reading my article on Seeking Alpha. My insight once again proves spot on. I was able to combine my deep subject matter knowledge, expertise in technology and business, and over 30 years of experience with the markets to generate profits over 42.6% or 5184.78% annualized. As the chart shows, I sold short Identive at $5.84 and covered at $3.38.

Over the years, press releases from companies promoting pacts with Google (GOOG) have resulted in an unending stream of profit making opportunities both on the long side and on the short side. There is another such opportunity at hand in ReachLocal (RLOC). Yesterday, the company reported earnings and announced a pact with Google. After inputting the earnings data and potential

This article is a follow-up to an earlier one I wrote on April 12 on Identive’s (INVE) "Exclusive" Pact with Google (GOOG) announced two weeks ago. Identive Group subsidiary ACiG Technology had been selected as the exclusive supplier of near field communication (NFC) RFID stickers for the roll out of Google’s marketing campaign for Google Places in Austin, Texas. The stock reacted very strongly to that news, rising from $2.66 at close on the day prior to the news to an intra-day high of $5.90 the next day. Since then, it is still up strongly closing at $3.48 yesterday for a two-week gain of almost 30%, but it is also down significantly from the recent $5.90 high.

In the last two weeks, INVE has issued even more positive news. Last week, on Monday the 18th, the company announced that one of its subsidiaries, SCM Microsystems, won an initial

Google (GOOG) has a great idea to attract more local searches from consumers using its search engine. In September 2009, it launched a service called Google’s Place Pages. This service included a web page that a consumer can access to find information about a business’ hours, phone number, address, coupons, and reviews. In February 2011, Google launched an adjunct to Place Pages called Hotpot. Hotpot includes NFC RFID technology to connect consumers with businesses.

NFC stands for near field communication. It is a set of short-range wireless technologies operating at 13.56 MHz. NFC includes an initiating device such as a phone and a target such as a sticker.

RFID stands for radio frequency identification. RFID uses radio waves to exchange data between a tag and a reader. There are two kinds of tags: Active (with a battery) and passive (with no battery). Here we are dealing with passive

Identive Group, Inc. (INVE), a developer of hardware and software that enables secure access to digital content in PC and flash media products, announced earlier this morning that its subsidiary ACiG Technology has been selected as the exclusive supplier of near field communication (NFC) RFID stickers for the roll out of Google’s (GOOG) marketing campaign for Google Places in Austin, Texas. The NFC stickers are manufactured by ACIG’s sister company, Singapore-based Smartag, which was acquired by INVE on November 1, 2010, from France-based Group FCI SA.

Google is currently testing the service in Austin, distributing the 80x50mm stickers to local business owners to help connect them to consumers and advertise their products and services using RFID technology tied to Google Search for local information. The "smart" stickers are designed to be part of posters or other display ads for local businesses so that consumers with NFC-enabled