liegh aulper

Finally, Acacia's Streaming Patent Suits Are Invalidated

Dan, Maybe you should not be jumping for joy just yet. This is not a final decision. In fact it was a decision Acacia has been trying to get out of this judge for over a year. The case now goes to the appeals court where Acacia will try to have this judge reversed (not an uncommon event in patent litigation). If you actually have followed this case not much has happened in the case for over a year waiting for this judge to make a final decison. So don't pop the cork just yet!

VSE Corp: Small-Cap Growth Stock at a Bargain Price

Where else can you find a good-quality, growth stock making all-time highs on all fundamental metrics, at under 8 times last year’s earnings? If you know of some please share them with me

You ask, so I will tell you

check out CPI Aerostructures (CVU)

CPI Aero produces structural aircraft parts for the U.S. Air Force, other branches of the armed forces, and leading defense contractors. It supplies such programs as the C-5 cargo jet, the T-38 Talon jet, the A-10 Thunderbolt attack jet, the E-3 Sentry AWACS jet, the UH-60 Black Hawk helicopter, the Sikorsky S-92 helicopter, the Gulfstream G650, and others

In the recent earnings release, Edward J. Fred, President and CEO, supplied quite a bit of detail concerning recent contract awards and, based on these and on other long-term information currently available, he provided a long-term outlook for 2009 through 2011. He projects 2009 revenue to be in the range $42M-$45M with net income in the range $3.9M-$4.3M. Furthermore, using 2008 as the baseline, and for the three-year period ending in 2011, he projects an annualized growth rate for revenue in the range 30%-35% and an annualized growth rate for net income in the range 50%-60%.

In addition, a major key point you should consider, besides the next 3 years numbers being baked in, assuming they don't screw up, or one of their 3 major contracts are not pulled (highly unlikely, imho) they now have $390 million in bids o/s at 6/30/09-

(over the last 3 years they have not lost many- basically none of been awarded yet- and their win ratio is very good)

Walter Industries: Glory Days Are Over

If you base this article on his last paragraph you would have to believe this joker has no idea what he is talking about.

"By the way, apart from valuation, I have always been doubtful about management’s ability to secure long-term growth given its recent speculative jumping into the non-core home-building and financing business, and the hasty spin-off in early 2009. This clearly demonstrates rather desperate moves to find the new growth point for a rather mature core business"

They did not jump into these business's, they were the business this company started as after WW2, some 60 years ago. They just spun them off to be a pure coal play.

You judge on his other comments. I think his short position clouds his facts.

Valuations for 3 Smallcap Defense Contractors

Buyit,
you do have a valid point when speaking in general terms. However, personally I can speak about VSEC and CVU, your points don't carry a lot of wieght because of the type of contracts these companies have and the programs they are involved in. Short of us going back to reducing our military (like in the Clinton days) you are way off base. Matter of fact, as the war winds down these companies will benifit as they will also be involved in helping the military rebuild our worn torn equipment. And in the case of CVU they have major upcoming work with Commerical programs.