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Saturday, 09/13/2008 1:11:02 AM

Saturday, September 13, 2008 1:11:02 AM

Post# of 771
TSYS, Originaly purchased few years ago in the $2's when FCC mandated E911 location services to all cell phones, has turned into a major military defensive play, steady flow of Gov't contracts including 246 Million on Aug 5, . recently upgraded location tech while roaming. ( Just thought I'd post one that didn't come from our boards).

VSR was a overbought MOMO play now back in the high 5's after seeing $15.00. I like it to rebound after strong fiscal first Q (July, 1) and record backlog.

CNEH really like the organic growth thru increased wells and should have strong Q's with high oil costs. IMO Remember next Q will reflect recent run up to 147.00 BBL oil. 50% additional capacity from recently drilled wells taking them from 170 wells to 247 should make this a solid value play.

ALIF introducing inovative new games brand recognition and celebrity power to mobile hand held devices,helping main stream this one. Increased marketing wordwide and here in the USA, the next year should be a good one.

AYSI looking for increased capacity to improve near term growth, and new operations in Mongolia for longer term story.

Wild card pick CPTC has generated increased income and over the last year. In 08' they saw new markets use there technology. Great association with Credit Suisse (23% ownership) that also raised $40MM improved a very weak balance sheet.. CS has a foot hold in the Green Energy markets w/strong ties to end users of CPTC products. That should help to remove barriers for CPTC expansion and continued growth. Both in the transmisson lines and wind turbines.
They have a contract with over due delivery and penalty's that are making me uncomfortable. This should be a growing pain not a long term killer.

Thanks Barry
Caveat KCL.TO moveing forward with things and is beaten up should rebound could easily out perform CPTC.



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