This is Morgan's Keegan's Top 5 for 2006:
This came out on the 19th an hour before the China news.
Favorite Ideas for 2006: Our favorite investment ideas for 2006 are as follows:
� 1) LCRD: Shares of LCRD will be driven by the near term catalyst of the Italian card orders. We see this award,
combined with the expected Saudi Arabian award in late 2006 as drivers that will continue pushing the stock upward
� 2) IDSY: There are many catalysts that could potentially drive this stock in 2006. Of these, we are most encouraged by
the USPS contract, the potential of the Wal-Mart (WMT, NR - $49.27) trial, and additional awards from other retail and
� 3) IDNX: Catalysts in 2006 for IDNX are that we expect the company to be cash flow positive within the next two
quarters and recent and potential wins from the U.S. State Department (for the visa processing program and passport
� 4) RAE: We view RAE as having a great deal of long term potential. With the expected increase in sensor funds coming
down from the government, we believe RAE is uniquely positioned to benefit. The company offers the best technology
for chemical and radiological sensors and is in pursuit of an "all-in-one" chemical, biological, and radiological sensor.
� 1) ASEI: We believe that 2005 was the peak year for AS&E. The company has not shown an ability to diversify beyond
its primary reliance on ZBV orders from the DOD. We expect these revenues to begin tapering off or flattening out in
calendar 2006. We believe this inability to diversify and develop new technologies, combined with the over-valuation of
shares of ASEI, make ASEI an underperformer for 2006.
Geo...if you take a look at the historical
prices I do not think you can argue that the downgrade is "right on".
With the very low volume of only 57,000 shares today I think we are just spinning our wheels here with this discussion.
Good luck with wherever you decide to get your investment advice.
Although MK has lost favor on our board, you can't argue the fact that their downgrades in early November seem to have been right on...I think MK has covered their clients well.
If you had to rely on advice from others in your investing, wouldn't MK rank high on your list?
I am not the one confused aapljack.
My point was that once ASEI makes their "first nickel" (as you put it)in China the Morgan Keegan analyst will look silly for saying "The company has not shown an ability to diversify beyondits primary reliance on ZBV orders from the DOD"
I am sure he/she will reevaluate the opinion before that happens. Even analysts try not to look silly.
Your post telling me I am confusing "ability" with "intent" is ridiculous. I believe in the company's ability. Try your semantics on someone else.
without meaning to sound too, too sarcastic...
since RAE is about $3+ and ASEI is about $63, that means, on an inifnite scale, RAE has about $60 more upside potential.
since it has already gone from $9+ to $3+, there's not much downside either.
three do-nothing stocks against one big performer. maybe the ratings should be reversed.