Telkonet (TKO)
TKO presented at the Greentech Investor Conference on March 20th, but the presentation focused on their SmartEnergy products. I think the 10K will have a lot of detail, but the company has not started regular earnings conference calls yet. Once I get through the 10K, I will call them for another update. They may do a call this time, though, especially if they also have some product news to share.
The current economy is good for TKO. Their SmartEnergy products have a very fast payback when energy costs are high, and all of their potential customers are looking for ways to get energy costs under control. The broadband over powerline products are the cheapest way to bring an older hotel or apartment building into the wired world, and those customers are looking for new features to compete in the marketplace, while keeping incremental costs as low as possible. TKO remains a Top Buy all the way up to $5 for my $15 target as they turn profitable.
