nsomniyak challenge:
$CASH$ I like a cash position to anchor my
"portfolio".
APT: I have been posting about this Canadian company for weeks as a "swine flu" play. Alpha Pro Tech, makes disposable protective apparel and infection control products in the United States and internationally. APT is a "flu play" because they make face masks. Surprising, they have another business line: construction weatherization products consisting of house wrap and synthetic roof underlayment to construction supply and roofing distributors. The weatherization products business is doing well. The company has ZERO debt and 17.48M shares in the float.
DCTH: I picked this stock because it has gained momentum lately. Delcath Systems is a development stage medical company. Here is the gist of their "business": "It focuses on the development of the Delcath PHP System, a Phase III clinical trial product, which isolates the liver from the patient’s general circulatory system and delivers high dose of melphalan hydrochloride or other therapeutic agents directly to the liver." This is a procedure for cases in which there is no alternative therapy. Delcath is conducting a Phase III trial and should do a submission to the FDA next year. 2010 should be a big year for the company. Float: 22M and ZERO LT Debt. DCTH has made a nice move this year.
MED: This is my number one favorite COMPANY. It is a NutriSystem competitor that is starting to come into its own. They are expanding into Texas. The last 10Q was very impressive. "The Owings Mills (MD) company said it pulled in record revenues and net income in the second quarter, which ended June 30. Medifast (NYSE: MED) pulled in $3 million in net income, 20 cents per diluted share, compared with $1.5 million, or 11 cents per diluted share, during the same period last year. It reported revenue of $41 million, a 48 percent increase from the $28 million it generated during the second quarter of 2008." LT Debt: $7.14M Float 12M. After the last 10Q came out, MED made a nice move up. It might not be underpriced, but I am hopeful the next 10Q won't disappoint.
UVE: A retread if ever there was one. This small Florida property insurer pays a nice dividend (currently about 10 percent!), which, in my opinion, puts a floor under the stock price unless there are hurricanes. This year--so far, so good. UVE has expanded into a handful of other States, which somewhat mitigates the risk of big losses from Florida hurricanes. The float is 14.67M shares, but the company has approximately $46 in debt. Cash flow to service the debt has not been a problem. If management are on the up and up, this is probably a pretty solid investment.
VSR: A second retread. Yahoo! "Profile" description: "Versar, Inc. provides various professional services to the government and private sector with solutions for infrastructure, facilities management, construction, environmental quality, defense, and homeland security needs in the United States and internationally." Think military contracts, especially in Iraq and Afghanistan, which may or may not be a good thing. This is the time of year Versar should be receiving new contracts. The stock is about 35 percent off of its 52-week high. Profit margin is pathetic--less than 3%, but trailing PE of 12, ZERO debt, and only 6.8M in float makes this a good pick, imo.
THE ABOVE RELFECTS MY OPINIONS AND IS NOT INVESTMENT ADVICE. If you buy any of my picks and lose money, you should write to your Congressman! LOL. Canadians, etc. should write to a politician of their choosing.!
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