Replies to post #214975 on SwingTrade Member Forum (SWING)

[MikeDDKing]

AMLJ 12/13/09 Update

AMLJ is a rapidly growing defense electronics company that IMO has good chances of becoming a multi-bagger. Here is why:

1. AMLJ recently posted fiscal Q2'10 (ending September 30th) diluted EPS of $0.05. Annualizing that number gives them a PE of 7 which is quite inexpensive.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=43069456

2. AMLJ has announced $3.92M in large orders since July 7.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=43128519
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44362465
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=43066370

3. Their web site indicates that they recently started a second shift and are in the process of training a third shift. That implies to me that it is likely they will have sequential increases in EPS for several quarters.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44481978

4. The growth in large part is happening because their $30M UAV (Unmanned Aeriel Vehicles) contract with Raytheon has entered the production stage. The $30M in revenue is going to be delivered over the next 5 years. They have additional UAV programs that they are working on going forward which will drive additional growth. In fact, they received a pre-production order for $220K in October for one of the additional UAV programs.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=43069754
http://www.asdnews.com/news/4324/AML_Communications,_Inc._Announces_Major_Contract_Award.htm
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=43066370

5. I estimate that fiscal Q3'10 (December) will have diluted EPS that exceeds the fiscal Q2'10 diluted EPS, fiscal Q3'10 diluted EPS will be $0.065-$0.070/share, and calendar year 2010 diluted EPS will be in the range of $0.30-$0.40. If I use the midpoint of my calendar year 2010 range they are trading at a forward PE of 4!
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44365577

6. They have a pristine balance sheet and are building huge amounts of cash. As of the end of the Fiscal Q2'09 (September) they have $2.3M of cash. Book value is now in excess of $1.30/share.

7. Their Mica-Tech subsidiary provides a product for data acquisition and control of the electric power grid via satellite (Smart Grid). This division is currently running at essentially break even and provides potential for future growth as the division is in it's infancy.

8. AMLJ has a stock buyback in place.

For further DD please visit the AMLJ board:
http://investorshub.advfn.com/boards/board.aspx?board_id=2654

[Rawnoc]

+173% = AVG SWINGTRADE FAVORITES AS OF 12/16/09:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44037813

SYMBOL	ENTRY	HOY	% GAIN 
 ROIAK	0.50	3.25	 550.00  
 EGMI	0.37	2.24	 505.41  
 IEC	1.50	7.69	 412.67  
 TWB*	4.55	22.74	 399.43  
 PWEB*	0.13	0.39	 212.00  
 ASRG	1.35	4.00	 195.68  
 DAAT	0.34	0.96	 180.88  
 UVEd	2.43	6.27	 180.25  
 BBI.B	0.32	0.89	 178.13  
 GSB*	0.89	2.37	 166.29  
 VVDL*	0.18	0.39	 116.67  
 VBDG	0.14	0.25	 78.57  
 UPG	2.17	3.73	 71.89  
 REPR	0.18	0.30	 66.67  
 STVI	0.70	1.08	 54.29  
 RODM*	4.93	6.66	 35.09  
 LYBI	5.75	7.46	 29.74  
 TBUS*	2.19	2.84	 29.68  
 GAXC	0.95	1.04	 9.47  
 RBCL	0.53	0.50	 (5.48) 
 --------------------------------------			 
 AVERAGE RETURN	173%

Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009.

* = new pick of 2009 + ROIAK & BBI.B
d = dividend(s) paid included but only those paid up until the 2009 high
DBRN was previously TWB, bought out and converted into DBRN at .47/share

These are our top favorite holdings. The average return is an average equal-weight from beginning of 2009 (or price at time new pick is entered) until the highest price it reached. This represents the potential return in theory one that the opportunity to sell for.

[Rawnoc]

+167% = AVG SWINGTRADE FAVORITES AS OF 1/10/10:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44037813

SYMBOL	ENTRY	HOY	% GAIN 
 ROIAK	0.50	3.43	 586.00  
 EGMI	0.37	2.24	 505.41  
 *TWB	4.55	25.41	 458.07  
 IEC	1.50	7.69	 412.67  
 *PWEB	0.13	0.39	 212.00  
 *ASRG	1.35	4.00	 195.68  
 UVEd	2.43	6.45	 187.65  
 DAAT	0.34	0.96	 180.88  
 *BBI.B	0.32	0.89	 178.13  
 *GSB	0.89	2.37	 166.29  
 *VVDL	0.18	0.39	 116.67  
 *UPG	2.17	4.25	 95.85  
 VBDG	0.14	0.25	 78.57  
 REPR	0.18	0.30	 66.67  
 *LBY	5.75	9.10	 58.26  
 STVI	0.70	1.08	 54.29  
 *RODM	4.93	6.66	 35.09  
 *TBUS	2.19	2.84	 29.68  
 *AMLJ	1.26	1.60	 26.98  
 *IAIC	0.16	0.20	 25.00  
 *GAXC	0.95	1.06	 11.58  
 RBCL	0.53	0.50	 (5.48) 
 --------------------------------------			 
 AVERAGE RETURN	167%

Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009.

* = new pick of 2009
ROIAK & BBI.B are also new picks of 2009 but I couldn't fit the * in
d = dividend(s) paid included but only those paid up until the 2009 high
DBRN was previously TWB, bought out and converted into DBRN at .47/share

These are our top favorite holdings. The average return is an average equal-weight from beginning of 2009 (or price at time new pick is entered) until the highest price it reached. This represents the potential return in theory one that the opportunity to sell for.

[Rawnoc]

+168% = AVG SWINGTRADE FAVORITES AS OF 1/11/10:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44037813

SYMBOL	ENTRY	HOY	% GAIN 
 ROIAK	0.50	3.43	 586.00  
 EGMI	0.37	2.24	 505.41  
 *TWB	4.55	25.50	 460.05  
 IEC	1.50	7.69	 412.67  
 *PWEB	0.13	0.39	 212.00  
 UVEd	2.43	6.72	 198.77  
 *ASRG	1.35	4.00	 195.68  
 DAAT	0.34	0.96	 180.88  
 BBI.B	0.32	0.89	 178.13  
 *GSB	0.89	2.37	 166.29  
 *VVDL	0.18	0.39	 116.67  
 *UPG	2.17	4.25	 95.85  
 VBDG	0.14	0.25	 78.57  
 REPR	0.18	0.30	 66.67  
 *LBY	5.75	9.10	 58.26  
 STVI	0.70	1.08	 54.29  
 *RODM	4.93	6.66	 35.09  
 *TBUS	2.19	2.84	 29.68  
 *AMLJ	1.26	1.59	 26.19  
 *IAIC	0.16	0.20	 25.00  
 *GAXC	0.95	1.06	 11.58  
 RBCL	0.53	0.50	 (5.48) 
 --------------------------------------			 
 AVERAGE RETURN	168%

Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009.

* = new pick of 2009
ROIAK & BBI.B are also new picks of 2009 but I couldn't fit the * in
d = dividend(s) paid included but only those paid up until the 2009 high
DBRN was previously TWB, bought out and converted into DBRN at .47/share

These are our top favorite holdings. The average return is an average equal-weight from beginning of 2009 (or price at time new pick is entered) until the highest price it reached. This represents the potential return in theory one that the opportunity to sell for.

[Rawnoc]

+172% = AVG SWINGTRADE FAVORITES AS OF 1/15/10:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44037813

SYMBOL	ENTRY	HOY	% GAIN 
 ROIAK	0.50	3.60	 620.00  
 EGMI	0.37	2.24	 505.41  
 *TWB	4.55	25.74	 465.32  
 IEC	1.50	7.69	 412.67  
 *PWEB	0.13	0.39	 212.00  
 UVEd	2.43	6.72	 198.77  
 *ASRG	1.35	4.00	 195.68  
 *VVDL	0.18	0.51	 183.33  
 DAAT	0.34	0.96	 180.88  
 BBI.B	0.32	0.89	 178.13  
 *GSB	0.89	2.37	 166.29  
 *UPG	2.17	4.25	 95.85  
 VBDG	0.14	0.25	 78.57  
 REPR	0.18	0.30	 66.67  
 *LBY	5.75	9.10	 58.26  
 STVI	0.70	1.08	 54.29  
 *RODM	4.93	6.66	 35.09  
 *TBUS	2.19	2.84	 29.68  
 *AMLJ	1.26	1.59	 26.19  
 *IAIC	0.16	0.20	 25.00  
 *GAXC	0.95	1.06	 11.58  
 RBCL	0.53	0.50	 (5.48) 
 --------------------------------------			 
 AVERAGE RETURN	172%

Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009.

* = new pick of 2009
ROIAK & BBI.B are also new picks of 2009 but I couldn't fit the * in
d = dividend(s) paid included but only those paid up until the 2009 high
DBRN was previously TWB, bought out and converted into DBRN at .47/share

These are our top favorite holdings. The average return is an average equal-weight from beginning of 2009 (or price at time new pick is entered) until the highest price it reached. This represents the potential return in theory one that the opportunity to sell for.

[fastlizzy]

Who DAAT? Clean your guns!

[Rawnoc]

+176% = AVG SWINGTRADE FAVORITES AS OF 2/12/10:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44037813

SYMBOL	ENTRY	HOY	% GAIN 
 ROIAK	0.50	3.78	 656.00  
 EGMI	0.37	2.24	 505.41  
 *TWB	4.55	25.74	 465.32  
 IEC	1.50	7.69	 412.67  
 *PWEB	0.13	0.39	 212.00  
 UVEd	2.43	6.72	 198.77  
 *ASRG	1.35	4.00	 195.68  
 *VVDL	0.18	0.51	 183.33  
 DAAT	0.34	0.96	 180.88  
 BBI.B	0.32	0.89	 178.13  
 *GSB	0.89	2.37	 166.29  
 *UPG	2.17	4.25	 95.85  
 *LBY	5.75	11.00	 91.30  
 VBDG	0.14	0.25	 78.57  
 REPR	0.18	0.30	 66.67  
 STVI	0.70	1.08	 54.29  
 *RODM	4.93	6.66	 35.09  
 *TBUS	2.19	2.84	 29.68  
 *AMLJ	1.26	1.59	 26.19  
 *IAIC	0.16	0.20	 25.00  
 *GAXC	0.95	1.10	 15.79  
 RBCL	0.53	0.50	 (5.48) 
 --------------------------------------			 
 AVERAGE RETURN	176%

Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009.

* = new pick of 2009
ROIAK & BBI.B are also new picks of 2009 but I couldn't fit the * in
d = dividend(s) paid included but only those paid up until the 2009 high
DBRN was previously TWB, bought out and converted into DBRN at .47/share

These are our top favorite holdings. The average return is an average equal-weight from beginning of 2009 (or price at time new pick is entered) until the highest price it reached. This represents the potential return in theory one that the opportunity to sell for.

[Rawnoc]

REPR 2/14/10 update...

REPR = Sleeping giant IMO. 2010 going to be a breakout year IMO. They have built an arsenal to manufacture while still maintaining profitability and have stepped up their sales and marketing efforts big time. All costs are already absorbed so big profits await IMO.

All time record sales last quarter for their core product Freedom60.

Some tidbits from the last 10Q:

"We believe the Freedom60 continues to find a solid following in the subcutaneous immune globulin market and this market is expected to continue to increase both domestically and internationally. We continued to experience an increase in sales and cash during nine months ended November 30, 2009 and with these increases and the capital we currently have, we will continue to meet or exceed the company's financial needs for the next twelve months."

"In this quarter ending November 30, 2009 for the Freedom60 line we exhibited at the ECI conference on Immunology in Berlin in October and also at the Medica Trade show in Dusseldorf, Germany. We exhibited at the EMS Expo Trade show in Atlanta in October 2009 to support our RES-Q-VAC in the emergency market."

I think REPR will be getting .02/.03 quarters once their FDA approval is in and their production shifts are up to speed. +.08-.12 EPS annual pace, $1.00 - $2.00 target imo

[Rawnoc]

AMLJ 2/14/10 update....

AMLJ - WHY IT WILL BE ANOTHER MULTI-BAGGER:

1. AMLJ just started (last two quarters) making money hand over fist while those earnings and growth are cheap vs. the market cap. Balance sheet is pristine with healthy margins and backlog.

2. AMLJ has a very sexy and highly credible story. They have major multi-year contracts with four multi-billion dollar NYSE companies -- Raytheon, Northrop Gruman, Lockheed Martin, and Boeing. (see more details below)

3. Several contracts are in negotiating stage and close to being closed and announced over the next several months. This should help bring awareness to this sexy undervalued story.

4. AMLJ has a share buyback program authorized of up to 1 million shares which is a huge chunk of it's small float.

AMLJ CONFERENCE CALL TIDBITS:

http://www.amlj.com/latest/FY10%20Q3%20conference%20call.mp3

Main Customers
Raytheon (NYSE: RTN, ~$20 bil market cap)
Northrop Grumman (NYSE: NOC, ~$20 bil market cap)
Lockheed Martin (NYSE: LMT, ~$30 bil market cap)
Boeing (NYSE: BA, ~$40 bil market cap)

All programs product has begun being delivered on and are in various stages of delivery:

Lockheed Martin (M.E.A.D.S. program) -- amlj is sole sourced!
--Possibly $15 mi over 5 years

Raytheon
--M.A.L.D. -- sole source production.
Expecting $3.9 mil in 2010 (calendar) and $5.5 mil 2011+
--T.H.A.A.D. program - bidding for $10 million over 5 years
--ACES (electronic warfare) $2 mil over 5 years
--Fire Finder $2 mil over 5 years

Northrop Grumman (Starlite program)
--expected $2 millon over 5 years
--g4/ator program -- $1.5 mil per year

Undisclosed program with fighter plane
--expected $3 mil over 5 years

$10 mil catalog items per year

[Rawnoc]

SWINGTRADE BOARD FAVORITES BY MikeDDKing&Rawnoc (02/15/10 update):

AMLJ - Rapidly Growing Military Electronics Provider
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44482377
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=46645800
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=2654

LBY - Leading Glass Tableware Maker with Huge Interest Rate Cost Decrease
MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=43423673
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=43717749
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=15281

IAIC - Rapidly Growing IT Modernization Company
MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44031912
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44032221
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=2727

ROIAK - Radio broadcaster turn around situation with huge potential!
MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=40357969
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=43937018

GAXC - Mini CSTR - Rapidly growing self serve kiosk provider
MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=41756241
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=41687542
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=13686

DAAT - Fast growing & profitable maker of gun cleaning kits & other household items.
MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=38153125
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37882296
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=3270

REPR - Rapidly growing & profitable makers of the only home, FDA & medicare approved syringe infusion system.
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=46645753
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=201

UPG - Growing battery distributor
MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=40379407
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=40379624
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=12541

*updated since last posting

This list is in no particular order (except that the most recently updated tends to be toward the top) nor are they owned in equally weighted amounts as some we may have a LOT of money in while others very little as of the last update. Any links are thoughts as of the date and time they are written which may not be current. Also some symbols and/or links may be dropped from time to time without further update as the information/opinions mentioned simply become outdated. Please verify all claims and info, and do your own homework in addition.