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Alias Born 12/31/2004

Friday, May 18, 2007 9:41:16 PM

Re: nsomniyak post# 195

Post# of 1538
my picks (the nsomniyak challenge) ...

CNRD - mentioned a lot recently. Great earnings last Q, growing large backlog. Momentum should continue. Marine builds and repairs for barges and tugs.

INRB - similar situation, great quarter, big contract with Suncor, others, potential new big contracts. Special coatings for pipes, particularly suited for tar sands.

IAIC - .01 Q no big deal (40 cent stock), but guidance is bigger things to come soon, and I believe them, Not a strong pick though. Software/bringing legacy systems up to date, etc..

DFNS - good quarter, good backlog, seem to be finally getting things right. Defense stock, bullet-proof vests, armor, etc.. starting to get big orders from Israeli govt.

OSIIF - had strong 4thQ, then disappointing 1stQ. Huge backlog though. If you believe the co. projections, then next 3 quarters should be big. Marine mapping systems, but have expanded to land mapping and some other products. Several major Navies have been integrating their product.

just noticed I had BIOQ written down on my pad, I may have mistakenly put that in instead of CNRD? Oops! Well if I did put BIOQ, it is a pink low float slow mover, but posted good Q, and has several big l/t contracts, should move on next Q report, but I picked as a defensive play until I find something I want to trade into.

EKCS (wild card) - several large deals listed in their SEC filings. Hyundai, Lockheed, Raytheon, Honeywell, military. Not sure if all will materialize, but Lockheed looks like it's solid, and they expect $75 to $100M over next 5 yrs, and task orders to start with 7/1 quarter. They deal with security systems (perimeter) for commercial and military customers.

Nsom, hope your right about DIGF, bought some today, hope they put out PR Monday morn. Also I still have lots of PTSC, almost put that one in, may roll into it soon enough.

Good luck with PSL6, thanks for sharing your thoughts.


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