4:15 PM, Aug 7, 2009 --

• NYSE up 69.03, or 1.1%, at 6,586.
• DJIA up 113.9, or 1.2%, at 9,370.
• S&P 500 up 13.4, or 1.3%, at 1,010.
• Nasdaq up 27.09, or 1.4%, at 2,000.

GLOBAL SENTIMENT

F3Q09 Earnings Call

July 31, 2009 8:30 am ET

Many of the institutional clients of The Applied Finance Group, Ltd. (AFG) tend to focus on large cap stocks and benchmark themselves against the S&P 500 Index, which is why many of the buy ideas from ValueExpectations.com usually come from the large cap index. Earlier in the week we highlighted companies from our buy/sell list both from large and small cap, as well as from growth and value style universes. We thought it would be a good follow up for some of the investors we work with who focus on small and mid cap stocks, to provide a more thorough list of companies from the Russell 2000 Index.

Below is a summary of 20 companies to watch from the Russell 2000 Index. The table highlights the 2 companies from each sector (ex. Financials) that have the most attractive Value Score (above 80) and are currently rated Neutral or higher by AFG’s buy/sell criteria. Factors used to derive an AFG recommendation include: Expected change in Economic Margins, Intrinsic Value, and Management Quality. Many classify stocks with market capitalization under $250 million as micro caps, therefore only those companies within the index that met that market cap minimum were considered for the list.

F2Q09 (Qtr End 03/31/09) Earnings Call Transcript

May 5, 2009 8:30 am ET

Sirona Dental Systems, Inc. (SIRO)

F1Q09 (Qtr End 12/31/08) Earnings Call

F4Q08 Earnings Call

December 4, 2008 9:00 am ET

F3Q08 Earnings Call

August 6, 2008 9:00 am ET

King Pharmaceuticals (KG) - Nebulous takeover rumor appears to be driving the option activity in King Pharmaceuticals – scuttle which would readily explain the 71% spike in implied volatility and increase in option trading to 44 times the normal level. Adding to the frenzy is the fact that King is due to report earnings in two days’ time, and while a spike in implied vol and increase in call volume is also consistent with pre-earnings positioning, the move from August 12.50 calls to strikes as high as 15 in the September contract are pretty synonymous with an option series feeling shockwaves from the rumor epicenter. Today’s call volume represents the heaviest such activity on record in about 11 months.

F2Q08 (Qtr End 03/31/08) Earnings Call

May 8, 2008 9:00 am ET

F1Q08 Earnings Call

February 8, 2008, 9:00 am ET

Q4 2007 Earnings Call

December 7, 2007 9:00 am ET

Dentistry has come a long way since the days of painful extractions without anesthesia. Today, laser technology, porcelain and resin composite fillings, and better patient management have improved the image of the dentist, and have lessened the usual anxiety and fear most people feel facing the dreaded dental drill.

The Buy-out Frenzy
Small dental technology companies are being acquired on a regular basis as tiny pure plays are becoming harder to find.

Raspberries until Blackberry: Research in Motion (RIMM)