That list of Weisel coverage today i think, and imho, is connected to the direction we've been looking lately. Everybody except CKP got "Peer Perform", CKP got "Outperform."
So maybe the bigboys are lining up already. CKP is certainly where i am going to DD in the near term and with buying goggles on...
p.s. i see dbtunr already at the CKP messageboard.... i think there are some parallels there that his wisdom has seen already. Oh, dbtunr -- i think i may re-evaluate my thinking on percentages of institutional ownership. That 75% SBL and uknown UNA %, with % Held by Institutions at 84.89% for CKP may actually be OK due to the simple fact that is an ever changing figure (SBL especially interesting but what is that UNA figure?).... 75% has indeed room for big players still. wonder what the key saturation point really is... DD on that pending.
I saw that as well. I like CKP and UNA as my blue chip RFID companies but will wait out a better ebtry price.
CKP I am looking at $18.25 as a good price. They have an issue with a pending lawsuit that may advervely affect them even though reserves have been set aside. They also have significant debt and no retail interest (ie no posters)
UNA I will jump on if it should ever go below $20 again. they have issues with selling off some unprofitable divisions. I think UNA institutions is around 50%
Would still buy IDSY if it falls significantly lower