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Company Profiles, Interviews and Press Releases:
October 20, 2005 Technology, Healthcare, Energy, Industrial
Services, Mining & Mineral Exploration
Technology
Software Chordiant Software, Inc. (CHRD-NASDAQ)
“It is clear that we have a great strategy and we are in a position where we are
close to market leadership particularly in financial services. We set out a strategy for
the company and we have been very consistent with that strategy; so it is now at about
execution. The biggest consumer market place in the world is North America and they offer
the most rapid growth for us. The things investors should watch for are just more U.S.
customer wins that will fuel the growth of the company. In the last ninety days, we have
announced new customer wins of companies as prestigious as Wachovia Corp. (NYSE: WB), ING
and HSBC Group (NYSE: HBC).” - Stephen Kelly
Healthcare
Biotechnology & Drugs Vical Incorporated (VICL-NASDAQ)
“Vical is a company with a great technology platform, which has the ability to create
a paradigm shift in the vaccine business. Our technology will allow all of the health
authorities around the world to develop vaccines faster and cheaper, for pathogens where
there are no vaccines available. The company has a great management team and board and it
is an ethically run company with a great value system. We are a really focused on creating
value for investors.” - Vijay B. Samant
Energy
Oil & Gas Arsenal Energy Inc. (AEI-TSX)
“This year we will go past 2,000 barrels per day in production with what we have in Canada
and the U.S. We have approximately 100 drilling locations, so we have enough
capacity for the next couple of years in order to increase reserves. Given that, we expect
to reach 4,000 barrels per day by the end of 2006. This does not include what we are doing
in Egypt. We think we’ll be able to have another leap again because we will have cash
flow in hand. Egypt is going to be the big one for us, because we are drilling three wells
there with our partners in 2006. That will be the real key. Although we’ve
experienced rapid growth domestically, it could be exponential growth with Egypt.” -
Michael S. Vandale
Industrial Services Waterproof & Absorbent Products Priva Inc. (PIV-TSXV)
“Even though we are Canadian based, the U.S. is the largest part of the North
American market. We first began in the U.S. and then approached Canada, and then from Canada,
we approached the U.K. and Australia. All four markets are very strong markets for us.
What we have done to strengthen ourselves in America, is that we just recently announced
the acquisition of a competitor that is a major player in America and that competitor
allows us to penetrate new channels. They service many department stores that are
different from the drug stores and supermarkets where we are presently. It allows us to go
strong in America and be able to be into as many distribution channels as possible.”
- David Horowitz
Mining
Precious Metals El Capitan Precious Metals, Inc. (ECPN-OTC: BB)
“Platinum sells for twice that of gold. It sells for over $900 an ounce. It is used
in jewelry as well as the upcoming market fuel cells and the demand is going to be greater
than it is today. There is a limited amount of platinum. Platinum is very important
because it resists heat at about 3000 degrees; some platinum group metals even go higher
than that. That is important for fuel cells because it can resist heat. Fuel cells are
hydrogen driven and we have a problem in this country with foreign oil and fossil fuels. I
think that nuclear power and hydrogen power are the two coming things. Hydrogen fuel has
been around awhile and they are getting the cost down slowly but surely. Nuclear power has
been around a long time and it looks like it is going to make a comeback.” - Charles
C. Mottley
Mineral Exploration
Silver Esperanza Silver Corporation (EPZ-TSXV)
“We do have one project in Bolivia that is on a wait and see basis. The two big
projects are the one in Mexico and what has come out of the joint venture with Silver
Standard. We just recently acquired a property with San Luis. It is early but we are into
a high grade. By high grade, I am talking about samples up to 78 grams of gold and 1,855
grams of silver. That is as high grade as it comes.” - William Pincus
Healthcare
Pharmaceuticals ChemGenex Pharmaceuticals Ltd. (CXSP-NASDAQ) and (ASX-CXS)
“Our program with Quinamed® and prostate cancer is one of the very few
examples that are actually in the clinic using the generic variability as a way to improve
therapeutic outcome.” - Greg Collier, Ph.D.
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October 6, 2005 Industrial Products & Exploration
Industrial Products
Machinery Appulse Corporation (APL-TSX)
“I see much more involvement in Ontario and internationally. I see more environmental
applications and a further increase in oil and gas activities. Our revenues have increased
steadily over the last few years and we certainly intend to maintain that growth.” - Doug Baird Exploration
Mineral Resources SLAM Exploration Ltd. (SXL-TSX)
“Yes, our main commodity is zinc in northern New Brunswick and our projects are
technology driven. We have used very high-tech airborne megaTEM surveys, which can detect
metal deep in the ground; as deep as 250 meters below the surface; followed with drilling.
We have two projects close together, the 100% owned Nash Creek deposit and the Bathurst
Joint Venture in partnership with Falconbridge Limited.” - Michael Taylor
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September 22, 2005 Consumer Goods, Services, Healthcare, Electric
Instruments & Financial Services
Consumer Goods Dairy Products NuVim, Inc. (NUVM. BB)
“There are six initiatives that we are focusing on; the first is to expand the
business at Wal-Mart and we have done that. In the last two months, we have gone from one
distribution center to two and now three. Wal-Mart is the biggest retailer in the country;
they have about 2,000 Super Centers and we are in 120 of them. The second is to align
ourselves with other large retailers in the country. The third initiative is to extend the
brand with NuVim in a powder version. - Richard P. Kundrat
Consumer Goods
Business Equipment Genlyte Group Inc. (GLYT-NASD)
“We operate our company significantly differently than most of our competition. We
are an accumulation of 14 different companies. All of the presidents and general managers
of these various divisions have complete profit and loss responsibilities. They are
responsible to stay close to their customers and end markets and develop products
specifically for each market that they serve. We believe that our organization gives us
the flexibility to move more quickly in developing new products and stay closer to the
markets we serve. Lighting is a broad field; we manufacture lighting fixtures, everything
from a decorative chandelier that you would hang over your dining room table, to a fixture
that would light the oil wells off the Gulf of Mexico, indoor/outdoor, landscape,
industrial, residential, and all types of commercial lighting. We do not believe that the
market can best be served by one large company trying to do all things for all people, so
we maintain these separate operating units.” - Larry K. Powers
Services
Business Services California News Tech (CNTE-OTC: BB)
“MediaSentiment™ focuses on helping online investors make faster and better
investment decisions. Investors are moving online at very high speed, with over 25 million
active accounts currently. We give investors not only unique and timely information but
also a high level of accuracy. MediaSentiment addresses investors who are interested in
fast, reliable and accurate information to help them take advantage of market
opportunities” - Marian Munz
Healthcare
Specialized Health Services Patient Infosystems Inc. (PATY-OTC: BB)
“One of the key beliefs that we have is that in order for disease management to be
successful, it has to be in-between relationship with the patient and the physician. Both
patients and physicians need the tools to be able to manage the chronic illness more
effectively. We have been working for the last five years with physician practices around
the country in implementing disease management at the point of service.” - Roger
Louis Chaufournier
Electric Instruments
Controls RF Monolithics, Inc. (RFMI-NASDAQ)
“We are a wireless solutions provider and when most people hear that, they
automatically think you are in the cell phone business, handsets and that type of
applications. We actually avoid the handset business. We do some business in the cellular
base station infrastructure but we are in what we would classify as the low powered
wireless space. We have a variety of low-power radios and protocols for emerging
applications such as MESH networking, satellite radio and tire pressure monitoring.”
- David M. Kirk
Financial Services Acies Corporation (ACIE-NASDAQ-OTC: BB)
“Our vision is to bring cost savings to merchants within the United States through
our payment processing services, including credit and debit card acceptance for the
business community. Further, our vision is to bring cost-effective solutions to help
merchants increase their revenues and productivity while decreasing the cost of payment
acceptance.” - Oleg Firer
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August 25, 2005 Consumer Cyclical,
Defense Technology, Consumer Goods, Energy and Healthcare
Consumer Cyclical
Apparel/Accessories Tandy Leather Factory, Inc. (TLF-AMEX) “We were very pleased with our 2nd Quarter results,
reporting a solid increase in top-line revenue of 11% and an even stronger increase in EPS
of 40%, from 5 cents to 7 cents for the quarter. If the first half of 2005 is any
indication, we are looking forward to a great year.” - Shannon L. Greene
Defense Technology BlastGard International, Inc. (BLGA-OTC: BB)
Heinous acts of terrorism have caused all of us to be more cognizant of our safety and
nowhere are those concerns greater than in government and public facilities.
BlastGard is developing products that will help protect us and enable us
to be better prepared for an acts of terror. Blast Mitigation is an important part
of emergency management because it dramatically reduces the ultimate damage to peoples and
property. - James F. Gordon
Consumer Goods
Beverage Drinks Americas Holdings, Ltd. (DKAM-OTC: BB)
“We have directed our product line with three specific characteristics. One, we are
in the alcoholic beverage industry with spirits and wine. We are in the beer business as
well. We are in the non-alcoholic, New Age and premium juice and beverage business. Across
all categories, we are in the premium segment where consumers will pay a premium because
of the quality and secondly the image and marketing around that quality product, which
reassures the consumer that it is a value based purchase. We have targeted celebrity, and
by celebrity, I mean icon celebrity products that have the benefit of association with
timeless icons like Willie Nelson and his Bourbon, Paul Newman and his consumer product
enterprise and we are the distributor of his sparkling fruit juices.” - Patrick Kenny
Supplier
Commercial Vehicles Commercial Vehicle Group Inc. (CVGI-NASDAQ)
“If you look at the landscape of our niche industry, it is fragmented and there is no
one competitor that has a complete cab system business. This is because our strategy has
remained consistent. We have managed to stay the course with our goal to be a highly
sought after global supplier of complete cab systems.” - Mervin Dunn
Energy
Coal Western Canadian Coal Corp. (WTN-TSX, WTN-AIM)
“Our focus is low cost, long-term production of metallurgical coals used in the
production of steel. When you look where the world is going, particularly China and India
and how they are developing their infrastructure and how they are increasing their
standard of living for their people, steel is going to be an integral part of that
process. I believe that when investors look at our company, they will see a long-term,
high-quality asset, which is going to be feeding a growth area in the world which I
believe will be continuing to grow in the foreseeable future.” - Gary Livingstone
Restaurants Creative Eateries Corporation (CEAT.OB)
“Creative Eateries has been designed to acquire, joint venture or develop restaurant
concepts that we believe can be developed successfully and franchised at a later date.
Currently, we are developing ‘Q’s House of Barbeque’, which is a different
type of barbeque and we are hoping to open up by the end of September.” - Frank
Holdraker
Healthcare Biotechnology MIGENIX Inc. (MGIFF-OTC: BB; MGI: TSX)
“We started focusing solely on infectious diseases or anti-infective drugs. With
a recent acquisition of a San Diego-based company called MitoKor, we brought in a
portfolio of drugs in neurodegenerative and metabolic diseases. We have these two broad
areas now; infectious and degenerative diseases.” - James DeMesa, M.D., MBA
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August 11, 2005 Communications Services, Healthcare, Services, Financial & Technology
Communications Services WPCS International Incorporated (NASDAQ: WPCS) “With the rapid growth in the implementation of wireless technology, WPCS is an
engineering company that can provide a site survey to determine the best solution, design
a wireless network to meet the requirements and implement the network with all its
associated hardware components,” - Andrew Hidalgo
Healthcare
Medical Appliances and Equipment IntraLase Corp. (ILSE-NASDAQ)
“The laser vision correction business is a big business in terms of its potential. In
the United States, 55 million people are eligible to have laser vision correction. Each
person has two eyes, so there are 110 billion potential procedures. Currently, about 7% of
those eligible have had laser vision correction. There is a lot of opportunity there. The
annual number of procedures has gone up nicely over the last few years. It was up to about
1.1 million in 2003 and up to about 1.4 million procedures in the United States in 2004.
The numbers should increase between seven and ten percent this year. If you look at the
market outside the United States, it is somewhat larger in terms of the number of
procedures done but the United States is the single largest market.” - Robert J.
Palmisano
Healthcare
Medical Equipment & Supplies Repro-Med Systems Inc. (REPR.OB)
“We represent the future of medical devices, which have been moving towards more
complexity and higher cost, but it has now gone to simpler higher quality devices, as well
as more affordable. Unless we think reimbursement is going to increase anytime soon, we
are the future of medical devices. Our technologies are the kinds of technologies that
will survive into the next century. When deciding what kind of companies to support, you
ask how will reimbursement work over the next years. When you look at France, Germany,
Italy and the U.K., you see medical costs being tapered down and the same problem is
occurring in the U.S. Medicare/Medicaid is being cut back and this will continue. How do
you provide quality care? It is going to be through companies that are innovative like us,
that provide high-quality, very effective medical devices at an affordable price.” -
Andrew I. Sealfon
Services Specialty/Retail Collectors Universe Inc. (CLCT-NASDAQ) “We are in five different markets right now. In all five markets, we have a
fairly dominant market share for products that are authenticated and rated in those
various markets. We command more than 50% market share in each of those markets except for
one, where we have one main competitor; we have about a 45% share and they have about a
40% share. In the other markets, there are no significant competitors.” - Michael R.
Haynes
Services Lodging Sonesta International Hotels Corp. (SNSTA-NASDAQ) “We are in a transition period between many years where leadership was provided
by my uncles, Roger and Stephen Sonnabend, and my father, Paul Sonnabend. They are still
very much involved in the company but they are well into their seventies. We are
transitioning now to leadership under my cousin Stephanie, who holds the title CEO and
President, myself, and other family members. It is difficult to say how the company will
change. Our intent is to maintain those parts of the company that come to us as a legacy
and then, through new methods, technologies and ideas, and perhaps a different kind of
risk-taking, lead the company into the next generation.” - Peter J. Sonnabend
Financial Banks First State Financial Corporation (FSTF-Nasdaq) “What has changed since I’ve come onboard is that we have become a very
solid, profitable and growth oriented financial institution. What has changed consistent
with my vision is that we operate as a team. We have offices in Sarasota and St.
Petersburg, Florida, and these are two cities separated by Manatee county. It was very
difficult early on and prior to my presence here for the folks to get together and operate
the one bank in the two separate and distinct markets. So that was my first goal.” -
Mr. Corey J. Coughlin
Technology
Flat Panel Design Luxell Technologies Inc. (LUX-TSX)
“In the licensing business the technologies that Luxell offers, which it offers under
the trade name Black Layer, offers two major advantages to its intended clients. One is
that it makes the products more attractive to the end user; the display becomes more
readable in direct sunlight and therefore is far more useful for the end user and anybody
that has tried to read their cell phones when they are out in direct sunlight. Secondly,
you have reduced the cost of manufacture. The technology that Luxell offers is inherently
less expensive to implement than any comparative technique. To the manufacturer, he gets a
low cost product and a product that is far more attractive to his client base. Those are
the two key features that Luxell offers.” - John Wright
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July 28, 2005
Healthcare, Metals, Mining, Financial & Retail
Distribution
Healthcare
Medical Equipment & Supplies Analyst Interview Covering:
Possis Medical, Inc. (POSS-Nasdaq) Sharon di Stefano
Senior Healthcare Analyst
Sky Capital LLC “The management team is impressive. CEO Robert Dutcher has been with the company
for many years and shows a high level of commitment. The new CFO, Jules Fisher, is
forthright and helpful to the Street, and brings with him experience in both large and
small healthcare companies. When we spoke to him recently there was real enthusiasm in his
voice for the Possis’ business model, a comforting thing for an analyst to
hear.” - Sharon di Stefano, Senior Healthcare Analyst
Mining/Mining Exploration Eastmain Resources Inc. (ER-TSX)
“We have studied mining camps in Canada and other places around the world. Mother
Nature is consistent in that there is a geological recipe that we can recognize for both
gold and base metal deposits. We apply that recipe to areas that have comparable geology
but very little known about them. Our focus is one of these unknown frontiers, the James
Bay region of northern Quebec, where we now own 100% of one of three newly discovered gold
deposits, and have important land positions around the other two.” - Donald J.
Robinson
Metals
Mining-Gold and Silver Taranis Resources Inc. (TRO-TSXV)
“In Nevada, we have five exploration projects all at various stages. They were
acquired four and five years ago when there was a large downswing in the exploration cycle
in Nevada, so we were fortunate in being able to look at hundreds of properties and get
the pick of the litter.” - John J. Gardiner (P. Geol)
Financial Savings & Loan Crescent Financial Corp. (CRFN-NASDAQ)
“The vision for Crescent was to establish a local community bank and service the
needs of the various communities. One of the main reasons we began Crescent was that the
bigger banks kept getting bigger; they kept moving that threshold up as to what was
important to them, and it did not seem to be aligned to what the general consumer needed.
For example, in 1998, the larger banks were directing customers to the phone booth in the
corner to dial 1800-Get-a-Loan. We did not think that was the right way to do business; it
was an option but it should not be a requirement. The other reason is mergers have been
going on-and-on and it creates opportunities for small community banks.” - Michael G.
Carlton
Retail Distribution Pet Products Royal Pet Meals, Inc. (RYPM-Pink Sheets)
“In the United States, there are more pets than people; 378 million pets versus 290
million people! Even with all of the money that Americans spend on their pets, it is a sad
fact that most cats and dogs die between 13 to 15 years old. Animal experts estimate that
their maximum life span should be 25 to 30 years! The truth is that their lives are being
cut short by the unhealthy food they eat. Therefore, we saw an enormous opportunity and
decided to specialize in the pet products area, with initial emphasis on natural, healthy,
organic pet food. The growth numbers are truly staggering. Royal Pet Meals is specializing
in natural, organic, high quality, healthy food products for pets. Studies have shown that
as people in the United States become healthy while focusing on continuously eating right,
they tend to shift that same emphasis and focus on their beloved pets the same way. We
have unique premium lines of wild game products, historic in nature, such as, pheasant,
rabbit, duck, and buffalo, which are not only delicious for dogs, but are also extremely
healthy.” - Michael Schlosser
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June 30, 2005
Healthcare, Energy, Metals/Mining, Services &
Technology
Healthcare
Biotech/Pharma Novelos Therapeutics, Inc. (NVLT-OTC: BB)
“Novelos’ compounds are based on a novel oxidized glutathione platform. Our lead
product is NOV-002, which is a cytoprotectant and an immuno-modulator. This compound has
been on the market in Russia for more than five years and has been in more than 5,000
patients. Taking NOV-002 in combination with toxic chemotherapy, patients in Russian
clinical studies immediately began to feel better, their blood and immune indices
improved, they were able to take more cycles of chemotherapy, all of which translated into
a survival advantage. In fact, when used in combination with chemotherapy, NOV-002
increased the one-year lung cancer survival rate from 17% to 63% in a Russian study.
” - Harry S. Palmin
Energy
Oil Sands Deer Creek Energy Limited(DCE-TSX) “Deer Creek is one of a handful of pure plays within the oil sands industry
and one of only a few emerging oil sands producers. Deer Creek is unique in the aspect
that it has a mining project, which is part of the original development in the oil sands,
as well as SAGD, a thermal process using horizontal wells and steam for recovery. That
opportunity puts Deer Creek in a position where it can bootstrap its production base and
cash flow from SAGD to undertake mining. Our project scale is not unique in the oils
sands, however it is for an emerging company and Deer Creek has the opportunity to expose
its investors and shareholders to a project that has more than two billion barrels
recoverable and more than 200 thousand barrels a day of development potential.” -
Glen Schmidt
Energy
Uranium Exploration Dejour Enterprises Ltd. (DJE-TSX.V)
“I think we are in the early stages of an extended uranium boom, which is going to be
creating a hugely speculative environment in the exploration field. If you are going to
explore for uranium, the number-one place on the planet to find it is in the Athabasca
region.” - Robert L. Hodgkinson
Services
Wholesale SCP Pool Corporation (POOL-NASDAQ)
“The pool industry is also heavily weighted towards southern markets that continue to
grow at an accelerated rate that is also complemented by very positive economic and
demographic dynamics wherein you have an aging population with a tremendous build-up of
discretionary funds, which would be used for swimming pools. With all that background, we
have continued to provide progressively more value in the supply chain, which is
fragmented on the customer side as well as the supply side. This combination provides
exceptional return to shareholders as well as exceptional value to our customers and
suppliers.” - Manuel J. Perez de la Mesa
Metals/Mining
Contract Drilling/Exploration Energold Mining Ltd. (EGD-TSXV)
“A number of years ago, Energold elected to get into the contract exploration
business, primarily focusing on drilling. The drilling at that time, had not taken in the
changes of technology nor the changes in social and environmental issues. We focused on
new technology, developing new types of rigs that could explore with minimal environmental
impact and a maximum benefit flowing down to the local community. The result is that we
are a growing niche company in an expanding market for exploration. We have been
fortunate. We were growing at a healthy rate of 25-35% a year up to last year where we
grew an excess of 100%. I think that with the way we are seeing the market grow right now,
we will continue to see continual improvements in earnings and in revenues.” -
Frederick W. Davidson
Services Business Services Viseon Inc. (VSNI-OTC: BB)
“We expect to make money in two areas. We have what we think is going to be a
very popular product in the VisiFone. There is margin associated with the sale of the
product, but on an ongoing revenue basis, we expect to generate revenue on providing
sponsored content to the devices installed worldwide. That is two separate revenue
streams; one, being more along the lines of consumer electronics business where we build
the product for ‘X’ and we sell it for ‘Y’ and then a recurring
revenue model in providing the sponsored content. One other revenue stream is intellectual
property. We own five patents in the U.S., eighteen patents abroad, and we have filed over
50 provisional patents here in the U.S. on our new product and service from Viseon Media.
We fully expect to license some of that intellectual property when it is
appropriate.” - John Harris
Technology Security and Compliance Solutions Manakoa Services Corporation (MKOS.OB) "There are four primary points; one, we targeted a rapidly growing multi-billion
dollar growth industry in compliance and risk management. There is no clear leader at this
stage and we believe we can fill a leadership role. The second is the fact that we are
taking a broad-based holistic view and supplying our customers with leading edge solutions
that we believe are light years ahead of our competition. Thirdly, we have a management
team, which has grown companies and developed products successfully in the past. At our
stage, we have already added value to our investors portfolio, having gone from 6 cents to
80 cents at this stage hopefully much higher in the future." - Robert Williams, PhD
Metals
Mining Exploration Bullion River Gold Corp. (BLRV-OTC:BB)
“North Fork is the mine, I believe, which will really put us on the map. North Fork
has quite a vein system and we expect to bring it into production in the next eighteen to
twenty-four months. We are rehabilitation their decline. We were hampered by the storms
here in California and Nevada quite a bit. The work was interrupted several times. We have
now finalized our set-up; we have hooked right into the power line. Our people on the site
have done a good job and are starting the underground rehabilitation very soon now;
actually, we have started it now. We will be drilling somewhere this summer. The company
is progressing very aggressively to bring these two mines into production as soon as we
can. I repeat, French Gulch sometime this year and North Fork somewhere between eighteen
and the next twenty-four months.” - Peter M. Kuhn
Energy
Contract Drilling Services Western Lakota Energy Services Ltd. (WLE-TSX)
“What we have tried to design is a win-win situation. It is a win for the customers,
a win for the government that is supporting long term sustainable business for the
aboriginals and it is a win for Western Lakota and their shareholders. We have designed
something that wins for everybody. We think that with the momentum and position that we
have in the market, that we have a tremendous future ahead of us.” - Elson J.
McDougald
Mining
Diamond Exploration Ashton Mining of Canada Inc. (ACA-TSX)
“Ashton has perhaps the most experienced diamond exploration team in Canada,
especially among public companies, with a combined excess of 150 years of diamond
exploration and mining industry expertise. That is backed up by an excellent track record
of success as evidenced by our project in Quebec, which is one of the few projects in
Canada that is yielding diamonds larger than 5 carats in size. We have the track record,
the people and the projects to demonstrate our capabilities and the ability to deliver
long term shareholder value.” - Robert T. Boyd
Technology
Biometrics BIO-Key International, Inc. (BKYI.OB-OTC:BB)
“Not having to use cards and not having to reset passwords and manage their
authentication processes on an hourly or daily basis. This technology can reduce the cost
of management and support of authentication models within corporations or government
agencies.” - Mike DePasquale
Healthcare
Medical Facilities Pacer Health Corporation (OTCBB: PHLH)
“We have an experienced management team with extensive experience in running these
particular facilities. We take a financial analysis approach to the turnaround of the
hospital. Additionally, we qualify the hospital before we even acquire it; we do due
diligence on the hospital to determine if it is the kind of hospital we can fix because
there are many hospitals in trouble that we cannot.” - Rainier Gonzalez
Financial
Community Banks Kentucky First Federal Bancorp. (KFFB-NASDAQ)
“We stand out mainly through very personal service. It goes back to keeping the same
people in the same positions. We both have employees that have been with us, some for as
long as 40 years. They are very good at what they do, the customers are used to seeing
them, they know what the customers’ issues are and they can handle those problems
sufficiently. I think a continuity that we both have offered over a long period is
customer service. We have an experienced, professional staff.” - Don D. Jennings
Energy Natural Gas Systems, Inc. (NGSY-OTC)
“We started in late 2003 with the concept of buying existing, typically mature oil
and gas properties. Our idea is to redevelop those properties with a combination of
capital and technology. We focus on properties with known resources that are generally
less than 7000 feet in depth and on-shore, and we have had good success with that
approach. So far we have made three acquisitions and have had success with all of the
acquisitions in terms of developing the reserves.” - Robert S. Herlin
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June 2, 2005
Healthcare, Energy, Entertainment, Transportation
& Technology
Healthcare
Biotech and Drugs Hana Biosciences Inc. (HNAB-OTC: BB)
Hana Biosciences, Inc. (OTC: HNAB) is a South San Francisco, CA-based biopharmaceutical
company that acquires, develops, and commercializes innovative products to advance cancer
care. Hana Biosciences is offering hope to individuals suffering from cancer with their
Talotrexin (PT-523) in lung cancer and leukemia, IPdR in solid tumors including brain
cancers, and Ondansetron Lingual Spray (OLS) in clinical trials for chemotherapy-induced
naseau and vomiting.
Healthcare
Medical Equipment & Supplies DOBI Medical International, Inc. (DBMI.OB)
“People in the medical community are starting to understand the real world of
angiogenesis. They understand also that ultrasound and mammography cannot take advantage
of the angiogenic process in terms of identifying malignancies. What DOBI Medical has is a
new technology that more and more people are becoming excited about because it is the
classic, faster solution that compliments an existing modality. Therefore, you do not have
to throw away the equipment that you have an investment in, but you have a new tool that
aids in providing new data that has not been very readily available.” - Phillip C.
Thomas
Healthcare
Biotechnology Allon Therapeutics Inc. (NPC-TSXV)
"NPC is about some of the larger diseases like Alzheimer's, Multiple Sclerosis, ALS,
or acute indications like stroke, or traumatic brain injury and neuropathy associated with
certain diseases like cancer and diabetes. It is a broad category. We deliberately called
ourselves the Neuro Protection Company because this technology has shown broad efficacy
against a number of those applications. We think it is a place, where a specific set
of expertise ought to be developed and focused on clinical development." - Gordon
McCauley
Healthcare
Medical Equipment and Supplies Mediscience Technology Corporation (MDSC-OTC: BB)
”We have developed a non-invasive medical device with no need to remove tissues, no
toxic dyes that delivers real-time results at point of care in less than one minute.
Our technology is sensitive to structural and molecular changes enabling the detection of
cancerous and pre-cancerous lesions prior to visual indication of tumor. We have accuracy
of + 90% using pathology as the gold standard and can integrate into existing diagnostic
instruments.” - Michael Engelhart
Energy
Oil and Gas Baytex Energy Trust (BTE.UN-TSX)
“We like heavy oil for the reason that it is a commodity with less technical risk
associated with it in finding the oil. The risk of heavy oil is that the price that you
get has more volatility than the price for light oil. You have a lower margin barrel but
the barrel is generally easier to find. Also, you are pursuing a commodity that does not
have as much competition. We try to do things differently so that we do not have to
compete head-on with the other trusts on commodities such as natural gas. We also want
some balance in our production portfolio, which is why we have the 40% of our production
base that is not in heavy oil. We are happy with that because it gives us a good balance
so that we are not totally dependent on the fortunes of heavy oil prices.” - Raymond
T. Chan
Energy
oil and Gas Exploration Paradigm Oil and Gas, Inc. (POGI.OTC: BB)
“Well, the strategy from Paradigm is a very conservative approach. The idea of
investing in small interest, high impact, proven management teams, proven fields, I think
is a very safe auction to investors to put some of their lower risk monies.” - Robert
L. Pek
Entertainment WORLD POKER TOUR™ WPT Enterprises, Inc. (WPTE-NASDAQ)
“The great thing about where we find ourselves today-- as opposed to three years
ago-- is that I was trying to make the case everywhere that poker was something that could
become mainstream. We do not have to make that case anymore because we have achieved our
goal. Futhermore, the success we are having selling WPT branded products in the
marketplace demonstrates people’s loyalty to the brand. They want to be part of not
just the poker phenomenon, but specifically the WORLD POKER TOUR.” - Steven Lipscomb
Transportation
Railroads Portec Rail Products, Inc. (PRPX-NASDAQ)
“One of our strengths is our management team. We have been together as a team
for twenty years and our CFO has been with us for eight years. We know our business. We
have an excellent reputation with our customer base and the railroads know Portec Rail
products. We have the ability to go in and get approval and test new products or modify
products where sometimes it is hard for newcomers to break-in and get things tested on the
railroads. Our position in the industry with our customers is a real strength. For a
company our size, we have operations now in Vancouver, Montreal and two places in the U.K.
We have international opportunities that a lot of companies our size would not have. We
have a good record of accomplishment. In the years when things were rough here, many
companies in our industry lost money. We came through that and were profitable through
those couple of years.” - John S. Cooper
Technology
Home Automation First Capital International, Inc. (FCAI-OTC: BB)
“First Capital International is a publicly traded holding company where the main
business is involved in home automation and Video-Surveillance for security. We recently
developed technology, which we started to play in the area of marine and port security; an
anti-terrorist device.” - Alex Genin
Technology
Data Storage Security Kasten Chase (KCA-TSXV)
“I think there are two things that are important about Kasten Chase; the first one is
that we have a long history of applying technology to mission-critical applications, and
storage security is one of those mission-critical applications. We have a long track
record in that area. The second thing is that we have done a very good job of developing a
secure information management solution. It has been recognized in the industry as a
leading solution because it combines compliance readiness, risk assessment, and ROI
services, with the implementation of a host-based encryption solution.” - Michael
Milligan
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May 19, 2005 Pharmaceutical
&
Energy
Pharmaceutical
Biotechnology and Drugs Generex Biotechnology Corporation (GNBT-NASDAQ)
“We are very pleased to have made the
announcement that we have received approval to market Oral-lyn™ in South America. In
parallel track, we expect to start phase III clinical trials in Europe and Canada this
year.” - Anna Gluskin
Energy
Oil and Gas Exploration Aspen Exploration Corporation (ASPN-OTC: BB) "The vision for 2004 was to
continually increase Aspen’s gas production, revenues, and share price, in addition
to drilling quality gas prospects. We have done that quite nicely. If you look at an Aspen
stock price-chart going back to April of 2004, we traded at 62 cents per share and today
we are currently tradingat $2.75 per share, a
four-fold increase in 13 months. Aspen’s net daily production has increased from a
very minimal volume to over 1700 MCFPD (two thousand cubic feet of natural gas per day)
with Aspen’s gross operated production in excess of 8000 MCFPD. The most recent 10-Q
for the nine-month period ended 3/31/05 showed record results. For this period, we had revenues of approximately $3.138
million, an increase of 149%, as compared to the year earlier period, and net after tax
profit of $1.386 million, an increase of 530% from the year earlier period.Aspen reported earnings of 21 cents per diluted
share compared with earnings of 4 cents per diluted share for the prior year 9 month
periodNet income before interest,
depletion, depreciation and taxes was $2.299 million, or 35 cents per share, compared to
$609,000, or 10cents per share for the prior 9 month period.”-Bob Cohan
May 5, 2005
Healthcare, Technology and Consumer Products
Healthcare
Specialty Pharmaceuticals The BioBalance Corporation (BBAL.PK)
“This new knowledge about restoring microbial balance points to a new paradigm in GI
therapy, and PROBACTRIX is clearly a first mover in this market. Moreover, no harmful side
effects have ever been detected in any of the studies on PROBACTIX.” - Dennis
O’Donnell
Technology
Waste Reclaimation/Organic Material Processing DDS Technologies USA Inc. (DDSU-OTC:OB)
“The advantage our system is enormous because our competition, which is based on
chemical processes are which either very slow, very expensive or both. They have a
tendency in many cases to impact disadvantageously on the base material. For example,
materials today, which are micronized for the animal feed industry, exhibit a loss of
nutritional value relative to the base material. In our system, which operates at ambient
temperature and under negative pressure, we preserve and in many cases enhance the
nutritional value of the base material. That is a huge advantage. The material can be
processed much faster and cheaper than in a two-chemical process.” - Spencer L.
Sterling
Technology
Electronic Instruments Roctest Ltd. (RTT-TSX) “On the Roctest side, in the civil engineering sector, we have been in business
for more than 35 years with most of our originally installed products still working.
Therefore, we have a lot of experience in that market. We are quite innovative in
developing our products and supporting our customers doing installation and offering
maintenance services. We offer a total solution and that is unique to Roctest. One the
FISO side, we sell for over $6 million Canadian of optical sensors. That makes us the
largest manufacturer of optical sensors and the one with the most experience in
manufacturing those sensors in high volume. We have significant experience in the medical
and process control sectors. We understand our customer’s expectations and we support
them in the design phase.” - Francois Cordeau
Consumer Products
Manufacturer of Tennis and Athletic Field Equipment, Netting for construction and Privacy
Screening, and Fabric Structures BP International Inc. (BPIL-OTC: BB) “We have positioned ourselves to be a major player in the fabric structure
industry. We’ve successfully survived very intense restructuring, we’ve taken
our knocks, we’ve paid our dues and we know exactly what we are doing. The primary
reason we went public was so that we could run with this industry as it enters the
enormous growth that we see coming. Consider this, and it will just blow your mind: you
are looking at playgrounds, bleachers and ball fields at schools, colleges, and parks all
over the country. Many states are requiring that facilities provide shade on their
playgrounds. This is an emerging market that just takes your breath away. ” - Larry
Ball
Healthcare
Biotechnology MethylGene Inc. (MYG-TSX) “You are looking at a company that has renewable competencies. As we move drugs
into clinical trials, we can put that research team of biologists and medicinal chemists
onto a new project and move that forward; we are showing we can do that. We have two drugs
in cancer clinical trials as we speak and we have good partnerships. With the HDAC
opportunities outside of cancer, we have many possibilities available to us.” -
Donald F. Corcoran
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May 5, 2005
Healthcare, Technology and Consumer Products
Healthcare
Specialty Pharmaceuticals The BioBalance Corporation (BBAL.PK)
“This new knowledge about restoring microbial balance points to a new paradigm in GI
therapy, and PROBACTRIX is clearly a first mover in this market. Moreover, no harmful side
effects have ever been detected in any of the studies on PROBACTIX.” - Dennis
O’Donnell
Technology
Waste Reclaimation/Organic Material Processing DDS Technologies USA Inc. (DDSU-OTC:OB)
“The advantage our system is enormous because our competition, which is based on
chemical processes are which either very slow, very expensive or both. They have a
tendency in many cases to impact disadvantageously on the base material. For example,
materials today, which are micronized for the animal feed industry, exhibit a loss of
nutritional value relative to the base material. In our system, which operates at ambient
temperature and under negative pressure, we preserve and in many cases enhance the
nutritional value of the base material. That is a huge advantage. The material can be
processed much faster and cheaper than in a two-chemical process.” - Spencer L.
Sterling
Technology
Electronic Instruments Roctest Ltd. (RTT-TSX) “On the Roctest side, in the civil engineering sector, we have been in business
for more than 35 years with most of our originally installed products still working.
Therefore, we have a lot of experience in that market. We are quite innovative in
developing our products and supporting our customers doing installation and offering
maintenance services. We offer a total solution and that is unique to Roctest. One the
FISO side, we sell for over $6 million Canadian of optical sensors. That makes us the
largest manufacturer of optical sensors and the one with the most experience in
manufacturing those sensors in high volume. We have significant experience in the medical
and process control sectors. We understand our customer’s expectations and we support
them in the design phase.” - Francois Cordeau
Consumer Products
Manufacturer of Tennis and Athletic Field Equipment, Netting for construction and Privacy
Screening, and Fabric Structures BP International Inc. (BPIL-OTC: BB) “We have positioned ourselves to be a major player in the fabric structure
industry. We’ve successfully survived very intense restructuring, we’ve taken
our knocks, we’ve paid our dues and we know exactly what we are doing. The primary
reason we went public was so that we could run with this industry as it enters the
enormous growth that we see coming. Consider this, and it will just blow your mind: you
are looking at playgrounds, bleachers and ball fields at schools, colleges, and parks all
over the country. Many states are requiring that facilities provide shade on their
playgrounds. This is an emerging market that just takes your breath away. ” - Larry
Ball
Healthcare
Biotechnology MethylGene Inc. (MYG-TSX) “You are looking at a company that has renewable competencies. As we move drugs
into clinical trials, we can put that research team of biologists and medicinal chemists
onto a new project and move that forward; we are showing we can do that. We have two drugs
in cancer clinical trials as we speak and we have good partnerships. With the HDAC
opportunities outside of cancer, we have many possibilities available to us.” -
Donald F. Corcoran
April 21, 2005
Consumer Cyclical, Technology, Telecommunications, Mining and Healthcare
Consumer Cyclical
Apparel/Accessories The Leather Factory, Inc. (TLF-AMEX)
“I’m proud to say that since 1997, we’ve paid off all bank debt, made
several crucial acquisitions including that of Tandy Leather Company in 2000, and opened
44 retail stores. Now we get to worry about what to do with all the cash we’re
putting in the bank. What a nice problem to have!” - Shannon L. Greene
Technology
Auto Dealership Mgmt. Software Quorum Information Technologies Inc. (TSX V: QIS)
“Think of the certification by GM U.S. as being the gate keeper for getting into the United
States. We had to get that accomplished so that we could grow extensively throughout the U.S.
marketplace. It is GM’s way of telling their dealers that GM has worked with Quorum,
and the XSellerator system ties into GM systems on all of the proved integration points.
Therefore, now that that’s accomplished, when we go into a GM dealership in the U.S.,
they can feel very comfortable that we’ve worked with General Motors, and as a
product, XSellerator meets all of the requirements set out by GM U.S.” - Maury
Marks
Technology Raptor Networks Technology, Inc. (RPTN.OB-OTC BB)
“The vision when I joined Raptor Networks was to bring to market a breakthrough
technology: the world’s first truly distributed switch architecture. Much as
we’ve seen happen in computing, with the mainframe to P.C. evolution, the
implications of this on the networking market are very profound, not only on the
performance side but - more importantly - on the cost side. That got me very excited and
was my principal reason for joining Raptor more than a year ago.” - Thomas M.
Wittenschlaeger
Technology
Battery Charging Technology AccelRate Power Systems Inc. (APS-TSVX)
“AccelRate has a revolutionary new patented battery charging technology, which allows
us to significantly reduce the time it takes to charge batteries. There are fast chargers
on the market but they would be considered opportunity chargers because they take
advantage of the battery’s high initial acceptance of the charge but do not bring
batteries to a full state of charge. With AccelRate technology, we can fully charge a
battery without creating excess heat by reducing the internal resistance and doing it in
about 20% of the time.” - Reimar Koch
Telecommunications
Wireless Eller Industries, Inc. (ELRI-OTC: PK)
“We are in a market that is going to grow by leaps and bounds. We are a relatively
small company at this point, but part of our advantage of being a small company now is
being able to change direction or implement new technology as we are going along, unlike
some of the larger companies where it takes a major shift to do something. We have a huge
marketplace in front of us that is underserved and we have a business model. We do not
have to implement every area. The connection specialists are in that area to do the
marketing and servicing so that they will have their own capital that they are deploying,
which means that I do not have to spend that money to grow quickly. We think that once
everything is running efficiently, that the margins will be high in this business.” -
Ron Olson
Mining
Gold Exploration Afcan Mining Corporation (AFK-TSX)
“AFCAN is one of the leading companies in China. The Feasibility Study coming out has
been signed off by some of the best consultants in the mining industry and legal firms
like Baker and Mackenzie who have gone through every permit and license. AFCAN has
experienced people that have built mines before and found mines. We are a combination
exploration company going into production with a very experienced team that can make this
happen.” - David G. Netherway Healthcare
Biotechology Resverlogix Corporation (RVX-TSX)
"The hard cold facts of it are that if we all ate better, exercised better, etc., a
good portion of the problem would not exist, but unfortunately that is not the human way.
Resverlogix is offering a small molecule that has low toxicity and few side-effects; we
feel that is probably the direction that most people would prefer to go." - Donald J.
McCaffrey
April 7, 2005
Financial, Healthcare, Technology and Communications Equipment
Financial
Insurance Pethealth Inc. (TSXV: PTZ)
“We launched in Canada, demonstrated in the U.S., and will be launching in April the
first dot.net online claims adjustment tool for clinics. Traditionally, pet insurance has
operated on a reimbursement basis. The vet presents you with a bill, say, for $1,700. You
pay the $1,700 and wait to be reimbursed by the insurer. Now, with PetCare, that claim can
be adjusted online at the clinic. I just have to pay the deductible and walk out the door
and that money shows up in the vet’s bank account in approximately 48 hours. This is
a value added in terms of relationship building for the clinic and the pet owner. It is a
value-added service that the vet can advertise to his clients and it makes our business
more efficient and makes the pet owners a lot happier.” - Mark Warren
Healthcare
Medical Equipment and Supplies Varian Medical Systems, Inc. (VAR-NYSE)
“I have been with Varian for seventeen years coming up, and have seen a tremendous
amount of change and growth over that period. The most significant change is that Varian
has always been a great engineering company and a great hardware company. We invented the
same standing wave linear accelerator technology about forty years ago. We have been the
only company consistently in this market over that entire period. What has really changed
in the last ten to fifteen years is that we have transformed ourselves into, not only
being a great hardware company but also a great software and service company. Now, with
our latest technology towards image-guided radiation therapy, we are moving into becoming
an imaging company and putting imaging devices directly on the treatment machine.” -
Elisha W. Finney
Technology
E-Waste Adsero Corp. (ADSO-OTC:BB)
“The public embraces the quality, remanufactured cartridge because it is great for
the environment and when it is equivalent to a new cartridge, it brings a savings because
we can offer these products to the marketplace for a 30-35% savings. We have proven this
at Teckn-o-Laser. Because we have always focused on a quality product, we have been able
to grow this business by winning new customers all the time and keeping the customers that
we have, for the long-term. The market does embrace a remanufactured cartridge because it
represents a real value.” - Yvon Leveille
Technology
Software Datalink Corp. (DTLK-NASDAQ)
“Companies are under tremendous pressure to keep up with rapidly growing data volumes
and maintain around-the-clock availability. Increasingly, the vitality of many companies
is tied to their information assets. As a result, many companies are in search of robust
solutions that will provide them with more rapid data recovery in the event of an
unplanned disruption or disaster. At the same time, new regulatory compliance and
litigation support requirements are placing additional demands on many organizations,
resulting in the need for information life cycle management solutions.” - Greg Meland
Technology
Healthcare Claims Processing ClaimsNet.com Inc. (CLAI: OTC: BB)
“We provide a bridge between the doctors offices, or the healthcare providers, and
healthcare payers. We are a claims clearing house that allows electronic communication
between the parties for the submission of claims and the explanation of benefits. We are
removing paper from the relationship, providing for a much more accurate and complete
transmission of data. This allows everyone to gain from efficiencies, both in accounts
receivable and administrative cost.” - Don Crosbie
Technology
Lifestyle Products Digital Lifestyles Group, Inc. (DLFG-OTC:BB)
“What we are doing with the hip-e node is not only delivering music to a consumer
device, but we are delivering television, movies, shopping. It is a multicast of
multimedia to a consumer device that is compelling. We maintain an ongoing relationship
with all of our customers. We make money when we sell the hardware on the front end but
then we also have downstream recurring revenue opportunities from those customers from
whom we never lose the relationship. That is a profound opportunity for us as it relates
to monetizing our customer base and building value.” - Kent A. Savage
Technology
Semiconductors Brillian Corporation (BRLC-NASDAQ)
“The technology is very exciting. Here at Brillian we have the largest Liquid-Crystal-on-Silicon (LCoS™) microdisplay
manufacturing facility in North America with 25,000 square feet of clean room. The company
has been manufacturing microdisplays for about five years. The technology is one that has
been difficult for many to master and Brillian is one of the few that has been able to do
that.” - Vincent Sollitto, Jr.
Financial
Regional Western Sierra Bancorp. (WSBA.NASDAQ)
"In the Sacramento region, we have been fortunate over the last ten years. We have
had an average of over 2.5% population growth rate and over 3% per year employment growth
rate. Amazingly, we have had retail sales of over nine percent a year. There is still a
demand for housing in Sacramento and it is still affordable. We find that companies from
the east bay still want to bring their business out here because of the lower rents and
employment is so much cheaper than trying to hire somebody in the bay area. One other nice
thing about the area is there is still a lot of land, so there is still potential for
growth. Rocklin, Folsom, Elk Grove, North Natomas, Yuba City, Modesto, Merced, and Turlock
are all areas of strong growth." - Gary Gall
Financial
Community Banks MetroCorp Bancshares, Inc. (MCBI-NASDAQ)
“In all of our banks, we staff ourselves with employees that can speak five different
languages, including Spanish. Depending on the location of the branch, we modify the
number of people that speak a certain language. This service is quite expensive, but we
are committed to it. The other thing that we are committed to is constantly having
communication sessions with incoming customers. For instance, if a customer is used to
paying cash, we facilitate a program so they can deposit their cash, transform that to a
CD, and then we extend them credit so they can start building a credit history. Some of
these programs are not for profit, and serve to help them build their foothold in this
country.” - George M. Lee
Healthcare ImmuCell Corporation (NASDAQ/ICCC)
“We started working on a product called Mast Out in 2000. We are very excited and
fortunate that by the end of 2004, we brought the technology to a stage where it
interested Pfizer and they teamed up with us to take it further. With our Pfizer deal,
virtually overnight, the opportunity went from what ImmuCell had as a USFDA effort to a
worldwide global effort. Pfizer’s resources can help us expand the program to outside
of the US, principally Europe and other territories around the world.” - Michael F.
Brigham
Communications Equipment
Wireless Mobile Data Digital Dispatch Systems Inc. (DD-TSX)
“We started with being focused on the taxi market, and I am pleased to say that we
now have achieved world leadership. We have a significant part of the American market,
which we estimate to be 75 and 80%. We probably have over 50% of the world taxi market.
From that point-of-view, I think we achieved our vision. Every company has been formed
over a long period. Later on during our life cycle in the company we changed the vision to
the idea that we didn’t want all of our eggs in one basket, which was the taxi
market. We diversified into the roadside assistance and today we have places like the United
Kingdom. The Automobile Associations of the U.K., Belgium, Ireland, the United States and Canada;
they are all DDS customers. We have made a major saturation in that market and also in the
private transit and public transit market.” - Vari Ghai
March 24, 2005
Healthcare, Basic Materials, Consumer – Non Cyclical, Services, Mining, Technology,
Resources and Consumer Cyclical
Healthcare
Diagnostics Grant Life Sciences, Inc. (GLIF – OTC: BB)
“I was retired for many years from being a CEO in biotech and when the opportunity
came to me to look at a novel patented technology that serves an unmet market of over 1.7
billion people, that was enough excitement to get me to come back to work again…
Normally to check cervical cancer, women generally go for a Pap smear, which is considered
in the industry to be highly inaccurate. Currently, there is no simple test, where you can
just take the blood from a patient and determine by measuring antibodies in the blood
whether cervical cancer or cervical cancer pre-cursors are present. We have
developed what we believe is the first blood test that does this, and the initial data is
extremely compelling.” - Stan Yakatan
Basic Materials
Paper and Paper Products Potlatch Corp. (PCH-NYSE)
"The company was started in 1903 as a timberland owner and lumber company. Today we
have a million-and-a-half acre of timberland in three states in the United States that we
manage as one of our four business segments. The four segments include resource
(forestlands), wood products, pulp and paperboard and consumer tissue products. Our wood
products segment operates a number of structural lumber and panel manufacturing
operations; five lumber mills at present as well as a plywood mill and a particleboard
plant. We have a bleached pulp and a paperboard business, which produces bleached
paperboard for food and drug packaging at two locations. We also have a private label
consumer tissue business, which has two manufacturing plants and four converting
operations. We are the dominant producer of private label tissue in the western United
States.” - S. Pendleton Siegel
Consumer – Non Cyclical
Textiles – Non Apparel Bio-Warm Corporation (BOWC.OB)
"One facet of the company that I had not mentioned was the health benefits of our
product. Because we do dip it into carbon, the benefits that come out from the textiles is
that they emit an infrared ray out into the air, which the human body absorbs. The health
benefits of these rays are tremendous, for curing arthritis to better skin tone to working
your heart to losing weight. These have all been proven by the New England Journal of
Medicine and Health of all the health benefits of infrared technology. It seems like
everyday we are getting to know and establish a different field of business that we never
thought was possible. When we started to develop this textile, we could not imagine
electric blankets, bedding, heated floors, greenhouses, operating rooms, or car
seats." - John Park
Services
Real Estate Operations Associated Estates Realty Corp. (AEC-NYSE)
“The vision that I had in 1993 has changed to today where we operate in 12 states.
From a strategic standpoint, we will continue to lessen our dependence on our Midwest
assets by both selling some of our Midwest properties and acquiring properties in other
markets, such as Florida, metro D.C., and Atlanta.” - Jeffrey I. Friedman
Mining
Minerals-Exploration Panoro Minerals Ltd. (PML-TSXV)
“The market for copper grows because of demand primarily coming out of China, and
India. A lot of the manufacturing is moving into these countries and there is a demand for
consumer goods developed within these countries that are fueling the demand for copper. China
has always been a huge importer of copper. New discoveries and new production capacity has
just not been able to keep pace with the increasing demand. That has worked to raise the
copper price from sixty-two to sixty-eight cents a couple of years ago, to the $1.40 range
that we are looking at now.” - Helmut H. Wober, P.Eng. (Brit. Columbia)
Technology
Energy/Environment Wavefront Energy and Environmental Services, Inc.
(WEE-TSX: V)
“Wavefront has a unique technology, Pressure Pulsing, which we feel is very timely in
the today’s current market in that it is proven to extract more oil out of the ground
at increased production rates. It is one of the few companies that I have been exposed to
that has a technology that is globally applicable and far-reaching that can be used in
other sectors such as in groundwater remediation.” - D. Brad Patterson
Technology
PC Security Com-Guard, Inc. (CGUD-OTC:BB)
“Firewalls, anti-virus and anti-spy programs protect to a certain degree and do a
good job on known threats. However, new techniques that hackers develop daily are
constantly being introduced. New viruses, new penetration methods, and new spy-ware can
still be installed on a system without the users knowledge and vital data can be extracted
from the disc drive. What we have focused on is protecting data at the disc level, and we
do that by locking up the files, by hiding them, and then at the ultimate level of
protection, by encrypting them, so even if they were stolen or the computer itself was
stolen, the data would still be safeguarded from any access. We look at it from a data
standpoint and we protect it from the disc level up. Our software detects attempted
intrusions from the Internet or from a local person walking up to the keyboard and trying
to open a protected file or to load the file onto a floppy disk-drive and walking away
with it. We also log the event and send notifications of the activity to the legal owner.
If a camera in installed on the system, the ComputerSafe program can even send a
video clip of a physical intrusion.” - Joe Sigismonti
Technology
Computer Services Proginet Corporation (PRGF-OTCBB)
Proginet has initiated several new initiatives to contact our existing customer base who
give us high mark in terms of support and service, and cross-sell technologies that they
are currently not using. The combination of our low market-cap, the demand for security
products, our customer base and the fundamentals of being positive cash flow and
profitable, I believe to be very strong factors for anybody to consider in terms of
investing in Proginet." - Kevin M. Kelly
Consumer Cyclical
Auto and Truck Parts Gabriel Technologies Corp. (GWLK-OTC: BB)
"From a security standpoint, most freight and goods have been shipped in un-locked
containers, or trucks. Most have been identified with what we call the indicative seal,
which is purely a seal that provides chain-of-custody and no or minimal security that
could be cut with a bolt cuter or scissors. Our product line provides real-time security
and deals with barrier locks and boxes that cover the hasp of trailers and makes it very
difficult to penetrate those containers on trucks or air cargo containers." - Keith
Feilmeier
Resources
Industrial Minerals Electra Gold Ltd. (ELT-TSXV)
“I think the sustainability is important and the fact that we have been in business
for a long time. We have signed a five-year contract with Ash Grove Cement Company, which
is the largest independent cement maker in North America. We probably will sign more
agreements with more large companies. We will be producing for a long time on projects. I
think we can ultimately do better and longer term business at the lead of our best years
in the gold business. Our best year may have been 1994 in the gold business when we did
thirty cents a share in earnings and we feel we can do better than that ultimately on a
basis of decade after decade. It is sustainable; it fits the needs of a changing political
environment where people are looking for sustainability rather than fast returns. I think
this company is going to be strong.” - Doug Stelling
Healthcare
Industry Draxis Health Inc. (DRAX-NASDAQ)
“The fundamental message to the investors is that we are now a leader in two strong
growth markets. We now have a five-year track record of solid financial performance in
earnings growth, EBITDA and cash flow. We continue to have a strongly positive outlook. We
are not your usual small biotech company where there is always a potential for a home-run
but always the risk of striking out. This is a much more stable company that sits on a
solid core of business, yet has a pipeline of innovative products that could add
considerable value to a company that is growing in value even from its core
business.” - Dr. Martin Barkin
March 10, 2005
Telecommunications, Financial, Industrial, Communications, Services and Technology
Telecommunications
Wireless Processing Solutions ISCO International Inc. (ISO-AMEX)
"If your goal is to be a large growth, emerging company, clearly being in wireless is
the right space and a piece of this industry that is again starting to grow significantly
is infrastructure. It is exactly the right place to be in terms of a huge growing market.
From the perspective of the industry, it is consolidating. The cost structure of the
industry is such that it benefits from especially consolidating its physical assets in
terms of its real estate and tower space. I think the strategy with ISCO is the right one.
Our strategy is to support operators in a way that we call full integration transparency.
ISCO, having a unique RF competency, has created a value added portfolio of products
specifically focused on integrating disparate technologies within legacy cell sites. It is
an ideal segment to play." - John Thode
Financial
Banking Franklin American Mortgage Company (Privately Held) “The market of 2004 was tough on the bottom line and on revenue and equity
return, but it did give some solid companies with good balance sheets the opportunity to
recruit. Recruiting in 2004 was positive and we look for 2005 to be just as strong. We
think we are going to do a good job of adding to our staff and finding some quality
talent. Acquiring solid people will give us more opportunity to grow our market
share.” - Dan Crockett
Industrial
Filtration CLARCOR Inc. (CLC-NYSE)
“We have the products they want and need. Quality in today’s world is a given
but our customers can always count on the fact that our quality is second-to-none. In
customer service, we pride ourselves in being able to fill an order within twenty-four
hours. One-stop-shopping is becoming much more important to many of our customers, so that
they can buy all of their filtration requirements from us. We think we have the best
distribution in the filter industry. There are thousands of distributors selling to
hundreds of thousands of customers.” - Norman Johnson
"I think that what readers should
remember about Voiceglo is that it is a global company and that in the midst; we actually
call it the fastest way to a working U.S. telephone number in the world. Someone
sitting in Paris, can log on to glophone.com and have a working U.S., New York City phone
number in less than three minutes. That is unparalleled anywhere in the world and no other
company can do that. There is no equipment required. All you need is an internet
connection, dial-up or broadband. That is the message it is a sort of instant global
telepathy. You don’t have to wait between 12:00 and 5:00 for the phone guy to show
up; that is the message." - Edward A. Cespedes
Services
Communications Services CallWave Inc. (CALL-NASDAQ)
"CallWave today is a voice application software provider. Through the evolution of a
VoIP technology layer, our platform now enables us to provide very rich, high value-added
software based applications for your phone calls; either wireless or traditional landline.
What that means is that regardless of where a call comes into you, whether it is on your
home phone, office line or cell phone, the VoIP technology enables CallWave to help you
screen and transfer those calls in real time. You are saving yourself time and money.
" - Jason Spievak
Services
Homebuilding HouseRaising, Inc. (HRAI-OTC:BB)
“I think the value package of the one-stop shopping coupled with the 15% savings is
the big appeal. We can do everything for the homebuyer starting with the house plan,
giving him a price, helping him to get financing and building the house out, in a way that
ends up saving you 15% or more. If you are building a $400 thousand house, that is a
savings of about sixty thousand dollars and that is meaningful to most people.” -
Charles M. Skibo
Technology
Semiconductors Ultra Clean Holdings Inc. (UCTT-NASDAQ)
“We develop and manufacture customized subsystems similar to contract manufacturers
but with more design and engineering content. The subsystems that we manufacture are
primarily gas panels, but recently we have expanded into other modules, such as frame
assemblies, liquid delivery subsystems and process modules for our customers. Our founding
was in 1991 and we have benefited dramatically from the trend toward outsourcing in the
semiconductor, capital equipment industry. ” - Clarence Granger
Technology
Security, Communications & Compliance eLinear, Inc. (ELU-AMEX)
"We have taken and built specific practices within our company that we believe will
take care of our shareholders and grow the company. The first of those practices is
security. We believe that security and compliance related security technologies will lead
corporate spending. Second is our IP practice, which includes IP networks as well as Voice
Over IP. The convergence of voice, data and video networks has created a lot of
opportunity. We are already viewed as a leading player in our primary markets. Also, in
our Core IT practice, we are doing a great number of interesting things with core
technologies around Microsoft Corporation (NASDAQ: MSFT), the Sun product line and
specifically storage. Our last practice is physical infrastructure, which is focused on
securing premises. We are doing a lot for things related to CCTV and secure card access
and those kinds of technology-based physical and security products." - Michael Lewis
Technology
Digital Signal Processing Lyrtech Inc. (LYT-TSXV)
"When I arrived, Lyrtech was in tremendous financial difficulties, they were
basically in technical financial bankruptcy. So what we did was change the business model
and financial structure of the company and financed it. We then hired a sales team,
because the company didn't have a sales team for the past twenty years; it was engineers
selling to other engineers. We hired the sales team back in 2003 and began to see growth
in 2004, since we were now focusing on marketing and sales instead of just trying to find
the next super technology. We changed from an R&D, engineering company to a marketing
and selling company." - Miguel Caron
Energy
Oil and Gas Exploration Aspen Exploration Corporation (ASPN-OTC: BB)
"The vision for 2004 was to continually increase Aspen’s gas production,
revenues, and share price, in addition to drilling quality gas prospects. We have done
that quite nicely. If you look at an Aspen stock price chart going back to April of 2004,
we traded at 62 cents per share and today we are currently at a twenty-five year high of
$3.00, a five-fold increase in 10 months. Aspen’s net daily production has increased
from a very minimal volume to over 2,000 MCFPD (two thousand cubic feet of natural gas per
day) with Aspen’s gross operated production in excess of 10,000 MCFPD. The most
recent 10-Q for the six-month period ending 12/31/04 showed record results. For this
period, we had revenues of approximately $2 million, which is a 140% increase over the
same prior year period." - Bob Cohan
Energy
Coal Compliance Energy Corporation (TSXV-CEC)
“We are a small growth orientated company with little overhead. We have managed to
put together an extremely experienced and strong team with an entrepreneurial approach. We
do have extensive open pit mining experience and many years of successful operation within
the group.” - JC. ( Jim) O’Rourke, P. Eng.
Financial Community Banks Cooperative Bankshares, Inc. (COOP-NASDAQ) "Cooperative Bankshares is a
conservative, long-term financial institution in one of the most rapidly growing markets
in the country. It is the largest local bank in that market and we will continue to grow
the bank in a responsible manner." - Frederick Willetts, III
Communications
Publishing EP Global Communications, Inc. EPGL.OB
“Our plan is to develop the core franchise further. Sadly, disabilities are not
confined to our shores. Information that we publish is information that is relevant all
over the world. Our mission is to provide and facilitate the interaction of scientists,
physicians, researchers and teachers, together with families. In that way, when everybody
is working together, you can affect positive outcomes. Our plans are to expand our
franchise internationally by developing licensing arrangements with countries that show
interest. We have had some contacts with people in Australia, New Zealand, England and
Italy. Our plans are possibly to acquire some entities that round out our business
franchise or at least embark upon some strategic initiative with them. We are also looking
to expand the franchise that we created five years ago called The World Congress and
Exposition on Disabilities. - Joseph M. Valenzano, Jr.
Healthcare
Pharmaceuticals Provectus Pharmaceuticals, Inc. (PVCT-OTC:BB)
"Our very first compound is an old drug or old compound, which was abandoned for use
years ago and we screened for it. The FDA has already approved it for IV injections and
use in the eyes, so that hurdle is already over. The quality control tests to release it
are done, the stability tests are done. All we have to do is go to the FDA in the clinical
trial process and say we are going to use this drug for something different. We are
working with in two different areas. In oncology, we have just had and IND allowed for
doing breast cancer and melanoma. After that, we will add liver cancer. We just signed a
contract with Clinimetrics, a global, full-service contract research firm that serves the
pharmaceutical, biotechnology and medical device industries and started the process that
call for the first patients. We will have the Phase I studies, the first humans, starting
very shortly. Interestingly enough, the first Phase I study is not only a dose escalation
safety study, but we have been allowed to increase the dose up to efficacy levels, which
normally you don’t get to until Phase II. We will get efficacy data in Phase I, so we
are already compressing the process." - H. Craig Dees, PhD
Utilities
Water Utility Pure Cycle Corporation (PCYO-NASDAQ)
“I have been with Pure Cycle for fifteen years and have structured most of the asset
acquisitions of the company. One of the things we always knew is we were acquiring a very
valuable asset. The difficulty was it was not so clear as to when those assets would begin
to monitize. We knew year-over-year our assets increased in value because we knew the
price of water in Denver and the State of Colorado continued to rise. If you look at tap
fees fifteen years ago, they were ranging around $2,500.00 a tap, now they are over
$12,500.00 a tap. We have seen tremendous increases in the value of our assets and our
shareholders have benefited. The company continues to maintain a fiduciary role in
managing the investment capital. It was inevitable that these assets would be monitized,
we just didn’t’ know when and how that would happen.” - Mark Harding
Telecommunications
Connectivity Y-Tel International Inc. (YTLI-OTC: BB)
“Our target is the international caller and the person that calls from outside the
U.S. and into the U.S. That is the part in telecommunications that has the greatest
potential for growth in the next two years.” - Steve Lipman
Services
Real Estate Operations Wilshire Enterprises Inc. (WOC-AMEX)
“What attracted me to Wilshire is that historically this company was perceived as
under managed and therefore was undervalued by the capital markets. I thought those two
issues could be corrected by changing the management team and focusing on repositioning
some of the assets, and this gave us an opportunity to create shareholder value.” -
Daniel C. Pryor
February 10, 2005
Financial, Technology,
Services & Basic Materials
Financial
Regional Banks First State Bancorporation (FSNM-NASDAQ)
"We decided to do the stock split for a couple of reasons; first, we are always
looking for ways to increase the float and liquidity in our stock. Our stock price has
increased steadily over the past three years to a point where we felt that a stock split
was appropriate. We believe that over a period of time that the shares issued in the split
will help increase the activity in our stock. Also, concurrent with that, we increased our
cash dividend. We wanted to send the message that although our earnings were flat, in
terms of earnings per share from 2003 to 2004, that we have enough confidence in our
future results to be able to go ahead and increase the cash dividend at this point. We
wanted to send the message to the market that we have turned the corner in terms of what
we think our future performance is going to hold and we wanted to reward our shareholders
accordingly." - H. Patrick Dee
"I have been covering First State Bancorporation since the late 2001. What
attracted us to the story is that they were a very effective grower in Albuquerque MSA
(Metropolitan Statistical Area), which went through a fair amount of M&A activity in
the 90's like very many metropolitan areas did. They saw huge turnover in the local
commercial banking franchises as they were swallowed up by other out-of-state
consolidators that were ultimately swallowed up by Wells Fargo & Company (NYSE: WFC).
First Security is a good example of this. Several mergers gave First State the opportunity
to insert themselves as the commercial bank of choice on a local basis in Albuquerque and
more recently in Santa Fe." - Peyton N. Green
Financial
Community Bank Mountain 1st Bank and Trust Company
(NC) (MOBT-OTC:BB)
"We hire people who are people persons. We expect our people to greet customers by
name. We design the offices to be warm, friendly and inviting. We have gourmet coffee
machines and we put everybody through coffee 101; you walk in, pick your flavor of coffee
and we make them coffee one-at-a-time as the customers come through. We have rocking
chairs on the front porch of some of our offices, we bake cookies for customers on Fridays
in several offices and we have self service coin counting machines. Regularly, we wear
business casual attire with logo shirts rather than coats and ties. Our customers have
told us this makes them feel more comfortable and at ease in our offices. All these things
have been put in place to make our the experience of entering one of our office favorable
and repeatable." - Greg Gibson
Technology
Scientific and Technical Instruments Image Sensing Systems Incorporated (ISNS-NASDAQ)
"ISS is a technology based company with two strategic partners that provide leverage
in manufacturing, distribution and support as well as camera technology. We are a Company
focused in Traffic Management." - James Murdakes
Technology
Automated Currency Acceptance Global Payment Technologies, Inc. (GPTX-NASDAQ)
"Given the suite of products at our disposal, GPT is well positioned as we seek to
regain our position of dominance in the industry." - Thomas Oliveri
Technology
Communications Equipment Astrata Group Incorporated Inc. (OTCBB:ATTG)
"In the Homeland Security sector, probably the single biggest threat to the country
are containers entering the country, and that does not just apply to the US, but to most
countries. Currently containers entering busy ports are usually unchecked and therefore
represent a major breach in security. Astrata is developing a system to track these
containers from point of origin to point of arrival, to assure people that they have not
been tampered with and pose no threat. This is a big growth area in the tracking market,
and it’s where we are focusing our research & development at the moment." -
Anthony Harrison
Services
Real Estate Operations Kite Realty Group Trust (KRG - NYSE)
"We’ve grown substantially in the last five years in the real estate business
and we began to look at additional options in terms of the company going forward. We
looked at the capital structure of the company and what was best for making sure that the
company was around for another forty years. That was also the time that we began to look
at becoming a public company as an option. Of course a lot of things have to happen in
order for a company to go public; things you control and things you don’t control. It
really aligned well for us and we were able to successfully go public this past summer in
August of 2004." - John Kite
Basic Materials
Minerals Exploration Southern Rio Resources Ltd. (SNZ-TSXV)
"Many people in the industry, including myself, have operated worldwide through the
nineties when the industry opened up so much. We are aware of the risk/reward rate ratio
in many parts of the world and certainly operating in Canada, the risk aspect is quite
low; both the political and physical risk is low. That makes it a very good place to
explore and that is a large part why we focus on North America and Canada. We know what
the ground rules are and how to deal with the authorities and we know what the regulations
and the system is all about." - Lindsay R. Bottomer
Financial
Regional Banks Ohio Legacy Corp. (OLCB-NASDAQ)
"What investors ought to know is that our Board of Directors owns approximately 37%
to 40% of the stock. They have made a commitment to Ohio Legacy Corp. to provide value to
the shareholders and they are committed to that process. In that commitment, there is the
building of the franchise value. We are not interested in just growing for growths sake,
but we are interested in building a franchise that has value in the future and that goes
hand in hand with building an institution." - L. Dwight Douce
January 27, 2005
Metals, Technology & Services
Metals
Exploration Cornerstone Capital Resources Inc.(CGP-TSXV)
"What sets us apart is our emphasis on process. We have excellent projects but,
more importantly, we have demonstrated that we have the ability to generate new projects
and bring them to the stage where they can be funded by joint ventures. That is very
important because it is not just the projects that we have right now, but our ability to
continue to generate and joint venture projects that is important to our shareholders.. We
have demonstrated that we have staying power and we are sustainable. We have demonstrated
that we have excellent technical and management expertise. We also have a highly qualified
board of directors of very well respected people. For all those reasons, we think we have
a good story for people who are interested in investing in mineral exploration." -
Glen H. McKay
Technology
Computer Hardware CSP Inc. (CSPI-NASDAQ)
"CSPI is now focused not only on our defense business, but we have a very large
business focused on integration solutions for complex IT environments where we provide
consulting services for network management, storage systems and network security along
with hardware and software from leading industry suppliers. The company has changed
dramatically over the last eight years." - Alexander Lupinetti
Technology
Electronic Instruments and Controls Aura Systems, Inc. (OTCBB: Aura) "The company has worked with the military since the AuraGen® was first
introduced. It was clear that this was a very applicable use of the device. The company
has much history with the military and the government in its development stage, and there
has been a lot of testing done by the Army. Currently the AuraGen® is being purchased by
the Navy, the Coast Guard and the Army. It is being looked at by the Marine Corp. We have
been able to successfully demonstrate feasibility and functionality for the many uses the
government and military have for the device." - Raymond Yu
Services
Communications Services IceWEB, Inc. (ICEW – OTC: BB)
"I’d like to finish off by saying that over the last twenty-four months
we’ve somehow on a shoestring budget been able to keep expenses in line and without
diluting the stock we’ve been able to integrate five companies. That is attributable
not to me, but to our world class management team that is really poised for success in the
future." - John Signorello
January 13, 2005 Technology, Healthcare, &
Utilities
Technology
Auto Dealership Mgmt. Software Quorum Information Technologies Inc. (TSX V: QIS)
“Everyone told us that we only have one opportunity to move into the U.S., and when
we take it to be sure we are ready for it. We spent a lot of time with consultants from
the U.S coming up to look at our software end-to-end. The response we got was that this
package is ready to go. We had the software package ready, and we had our integration with
GM U.S. ready, so that is the big reason for the launch. We are getting a big push from
General Motors in Detroit to get down south of the border. We have shown our software at
some very high levels within GM U.S. and there is an enormous amount of excitement around
our software and an enormous amount of excitement in Quorum’s ability to build new
integration points with GM US, like we have done in Canada. We are now putting the plan in
place to get our software rolled-out on a massive scale.” - Maury Marks
Healthcare
Medical Equipment and Supplies Avitar, Inc. (AVR-AMEX)
“Multiple blue-chip corporation are using our products, big companies and little
companies, across many different industries. Recognition of Avitar is growing.
Furthermore, the government is in the process of establishing standards for oral fluid.
Lastly there is a lot of independent documentation that collaborates that oral fluid is a
superior, effective test medium, and sometimes even better than urine. I think we are
right at the tipping point.” - Peter Phildius
Healthcare
Biotechnology ACADIA Pharmaceuticals Inc. (ACAD-NASDAQ)
“We have five programs in clinical and pre-clinical development and three of them are
owned entirely by ACADIA; the three internal programs deal with major unmet medical needs
in schizophrenia and Parkinson’s disease. The two other programs are in collaboration
with Allergan, Inc. One of these programs is targeting neuropathic pain and the other is
targeting glaucoma.” - Uli Hacksell, Ph.D.
Utilities
Natural Gas Utilities South Jersey Industries (SJI-NYSE) “We
argue that there are not many companies similar to ours. There are clearly not many
utilities performing at the level SJI is and we have more opportunity in front of us. We
offer the stability of a utility business, with a growth premium that is almost double
what it is in the utility sector. Our deregulated side is not typical in the utility
business. Most non-utility businesses at other companies have never generated a profit.
Interestingly, we find that are business model is more and more fashionable with each year
that passes.” - Edward
J. Graham
Technology
Electronic Instruments & Controls Spectrum Signal Processing Inc. (SSPI - NASDAQ) “I think that we are an interesting investment proposition because of our
business model: we are fiscally conservative, which really limits the downside risks for
the company and at the same time we are engaged in many activities with very attractive
long-term growth potential. We therefore combine limited down side with solid financials
and add the optionality of exciting growth. I think that is a very interesting formula for
somebody who wants to invest and stay loyal to the company.” - Pascal Spothelfer
December 2, 2004 Technology, Healthcare, Basic
Materials & Industrial Products
Technology
Software and Programming Chordiant Software, Inc. (CHRD-NASDAQ)
“We have an experienced management team with
members that have been here in many cases, since the get go, 7 years back. We have further
strengthened the team with some new key hires. If you look at our pedigree over the years;
many of us have experience in building high-growth software companies. The results for
investors should speak for themselves as Chordiant is taking an increasing share of a
multi-billion dollar marketplace with a new class of process based applications.” - Stephen
Kelly
Healthcare
Biotechnology Xenomics, Inc. (XNOM-OTC: BB)
“When I heard about Xenomics, I drew an assignment to do a technology assessment and
my first thoughts were ‘great, another genomics company, just what the world
needs’. When I got here and looked under the hood at the engine and saw the breadth
and the depth of this technology, the one thing that was inescapable was that Xenomics
creates new markets that are today not molecular and those new markets are at least double
if not triple the size of the existing size of the market.” - Dr. Randy White
Basic Materials
Chemical Manufacturing CFC International, Inc. (CFCI - NASDAQ)
“From a supply standpoint, we have redundancy in backup; each facility can do what
the other one does. Across the world we have our own technically-trained sales people; who
will go in as consultants and sales engineers and talk about the needs of a customer. In
fact, a lot of our product development is based on the needs of our customers. So our
sales people will work to cover those needs and come up with solutions for our product
development. If you add up those attributes you’ll find what sets us apart.” -
Gregory Jehlik
Industrial Products
Advanced Power Electronics Sustainable Energy Technologies (STG - TSX: V)
“What investors should know is that the industry that we are in is growing at a much
faster pace than you would expect from just looking out your window. The growth in the
solar industry, is really exploding. In terms of where we are; number one, we have
patented technology, which gives us some very significant advantages in terms of cost,
reliability and efficiency, because we are probably the most efficient product on the
market. ” - Michael A. Carten
November 18, 2004 Technology, Industrial Machinery,
Services, Capital Goods & Financial
Technology
Scientific Technical Instruments MFIC Corporation (MFIC-OTC)
“Our biggest customer base is in the biotech and pharmaceutical industries. About
eighty percent of our sales are to those industries. We have made some progress in the
food industry in areas such as soymilk manufacturing and nutraceuticals. Soymilk
producers like our process because it produces a better product in terms of texture and
taste, as well as being able to incorporate much more of the soy fiber into the product.
That makes a better product as well as doing away with a large waste problem. We think we
are going to make some progress there. We are continuing to focus on biotech and
pharmaceuticals and to extend our reach further into that area.” - Irwin Gruverman
Industrial Machinery
Oil & Gas Genoil Inc. (GNO - TSXV)
“There is a shortage of the light oil that you need to make gasoline and an abundance
of heavy and that’s our market. We are coming in to provide a solution, to take that
heavy oil and make it light; then supply the shortage. In addition to which, the Saudi oil
that is coming out is heavy, but they probably have 7 or 8 million barrels a day of light
oil that’s coming out of there and if it were disrupted it would be a severe blow to
the western economy. That blow could be practically settled by using a technology like
ours to convert the heavy oil into light, of those 13 million barrels a day of residual
oil. We could then replace the Saudi oil off the residual oil that is presently being used
as heavy oil for heating. The heavy oil would have to be replaced by clean burning coal,
which we have domestically, or nuclear power. So there is a means of achieving energy
independence from the Middle East, through our technology.” - David K. Lifschultz
Services
Business Services Ventiv Health Inc. (VTIV - NASDAQ)
“We’ve had a very busy year over 2004. It’s been an incredibly strong year,
particularly in terms of winning new business. We have won new business worth roughly $160
to $170 million on an annualized basis. We have added 1,600 representatives to our sales
and marketing business; indeed a very large amount of new business on top of our base
business. This has allowed us to continue to grow strongly in our sales and marketing
business. In tandem with that we have also substantially broadened the footprint of the
organization in two ways. Organically we’ve added and introduced a number of new
offerings to our clients, leveraging existing capabilities of the organization, such as
introducing The Therapeutic Institute, Professional Development services, Recruiting
services and our Total Data Solutions services, among others. Secondly, we’ve also
made two acquisitions that have further broadened the footprint of the organization. In
June of this year (2004) we acquired the Franklin Group, a leading player in the
compliance arena as well as in patient assistance. Most recently in September (2004) we
announced the acquisition of Smith Hanley Corporation, a leading player in the outsourced
clinical staffing business and recruiting arena. This gives us a leadership position in
that part of the market, late stage clinical, just before commercialization. So,
we’ve grown very substantially both from an organic point of view and we’ve
further strengthened the organization with a couple of key acquisitions, enabling us to
further build out our market leadership position across multiple arenas.” – John
Emery, CFO
Capital Goods
Misc. Capital Goods Met-Pro Corporation (MPR-NYSE)
“As I mentioned earlier Met-Pro’s Divisions and Subsidiaries have hundreds of
years of combined experience with a broad and diverse customer base. We have an
organization with outstanding employees and superior products. Each Met-Pro Division
or Subsidiary offers field proven, time tested product or system solutions to meet a
customer’s needs on time and on budget.” - Raymond De Hont
Financial
Savings and Loan Guaranty Federal Bancshares, Inc. (GFED-NASDAQ)
“Guaranty Bank has a ninety year history of providing mortgage services to the
southwest Missouri area. We are starting with a firm foundation and history and we are
refocusing our efforts to regain the position as the top provider of mortgage lending in
the area. We have recently added three seasoned professionals from competing organizations
to our staff. We have relocated and consolidated our mortgage staff and greatly improved
our efficiency. We have expanded our product line and we can serve just about any
need that an individual would have. We have a high service level and do a good reputation
for meeting customer’s needs.” - Shaun Burke
November 4, 2004 Healthcare & Technology
Healthcare
Biotechnology & Drugs Corgentech Inc. (CGTK – Nasdaq) “Our drug is in the final
development stage in two Phase III trials for a single indication of‘prevention of vein graft failure’. Our
first trial is in leg surgery.Here the
vascular surgeon will use the greater saphenous vein to bypass clogged arteries in the
leg, for patients who have leg pain at rest. That trial is fully enrolled with 1,400
patients in over eighty centers in the United States and we expect the results of that
trial by the end of this year. The second trial is for cardiovascular arterial bypass
graft (CABG) surgery has also completely enrolled all 2400 patients treated in over a
hundred centers in the United States.The
data from that trial will be available in the first quarter of 2005. We have Fast Tack
designation from the FDA for both indications due to the high unmet medical need,
compelling pre-clinical data, excellent safety profile, and no other approved drugs.This designation could afford Corgentech a
shorter, six month, review cycle to approval.” - Richard P. Powers
Technology
Digital Imaging Tools CompuMed Inc. (CMPD-OTC: BB)
“I believe the market for digital imaging tools is going to grow dramatically in the
next few years. Investors already know that filmless x-ray machines are a hot market, in
that hospitals are rapidly getting away from film. Any tools that are added to these
platforms are going to be natural winners. There is one aspect of our offering that people
miss- it’s not the product, the market or the intellectual property that is the
hidden jewel in the whole thing- it is the CPT code. Getting a CPT code is a three to five
year chore; it is very difficult. We have one dedicated to our technology, and it is a way
for the manufacturer to have a better sales tool, and that is going to drive them our way.
I feel that is going to become obvious to our investors very soon.” - Jerry
McLaughlin
Technology
Software and hardware for on-demand solutions Concurrent Computer Corporation (NASDAQ: CCUR)
“Customers are coming to us for a variety of reasons. Concurrent has extensive VOD
deployment experience. Also, there are many unique requirements in each market, and we
have a lot of expertise integrating with those different devices and software
capabilities. We also have a unique architecture that we believe is leapfrogging our
competition; it allows us to separate streams, storage and content ingest, giving
operators the ability to independently scale streams and storage based on their
customers’ needs. No one else does that.” - Steven Norton
Technology
Software and programming Island Pacific (IPI-AMEX)
Island Pacific has a product called IPMS, which is a full merchandising ERP for mid-tier
retailers. It is one of the most prominent packages in the retail software sector. We
compared the applications or Island Pacific to the applications of Retail Technologies
International (RTI), and realized the two combined would result in a full multi-channel
offering for the mid-tier retailer. The merger was completed in early June of this year.
As one company, we are stronger because we have a complete offering for mid-tier retailers
-- from the store to the back office; the merchandising suite and direct sales, and
catalog marketing. RTI was a global business with customers in seventy-three countries and
products fully translated into fifteen languages. Island Pacific now has a ready-made
distribution to deliver its products globally.” - Michael Tomczak
Technology
Contactless Smart Cards On Track Innovations Ltd. (OTIV - Nasdaq)
OTI America (Subsidiary) “We are selling solutions that are based on our hardware and software. The
hardware consists of contactless cards, readers and the software consists of different
applications we provide. We have one of the strongest backgrounds today in terms of the
technology. We have a superior technology that is tested and proven with a low risk from
the customer prospective and we provide the customer with a complete solution and not just
a component.That eliminates much of the
effort from the customer’s side. We have the experience and the intellectual property
on how to implement contactless solutions in a real life environment.” - Ohad Bashan
October 21, 2004 Energy, Healthcare, Technology,
Services & Business Services
Energy
Oil and Gas Operations GeoResources Inc. (GEOI-NASDAQ)
“We produce about thirty thousand barrels of oil a quarter. All of our oil is sold to
local crude oil buyers that are located in the Williston Basin, foothills and plains.
Because of the demand for oil, it is not hard to find a purchaser. We are not involved in
upstream operations or refining. We find and produce the oil and once we have it in tanks,
then crude oil buyers pick that up and purchase it from us. In the drilling segment, we
contract to other operators or others contract to us for the wells we drill and then drill
wells for operators under contract. That is a thirty day invoicing type of procedure much
like any other contract business.” - Jeffrey Vickers
Healthcare
Infection-Control Products ALDA Pharmaceuticals Corp. (APH-TSXV)
“What was attractive to me about ALDA Pharmaceuticals was the fact that it had
platform technology called T36®. We have
a patent pending on that technology and it is a superior infection control technology. The
first product from that technology is called Viralex™. It is a
surface disinfectant, which has been on the market for a couple of years now. We are
finding the product has an enthusiastic response from the customers, but the company was
virtually unknown outside our home province of British Columbia and Canada. Our task there
is very straightforward; we have to engage in a very effective sales and marketing effort
so that we increase our sales of that product. We are seeking expansion into the United
States; we have our EPA registration as pending any day now and that will probably take
120 days to review and if all goes well, we could be fully registered in the United States
within the year, in all states. That will bring a very large market potential to us as
well. What attracted me to it was the fact that there is a product on the market and we
have developed spin-offs from that product. ” - Terrance G. Owen
Healthcare Medical Equipment & Supplies Bio-Logic Systems Corp. (ALSC: NASDAQ)
Bio-Logic Systems is in an area where we typically have distinct advantages due to the
software and hardware technology that we offer, and we have exclusives in some of our
product lines which is very important. We have considerable experience in
electro-diagnostics across the board in both hearing and screening diagnostics and
neurology and sleep diagnostics. At least two out of three of those areas are growing at a
pretty decent rate, and we definitely have more growth potential and a high quality
balance sheet that investors are buying into.” - Roderick G. Johnson
Technology
Nanotechnology Arrowhead Research Corporation (ARWR & ARWRW)
We have over 180 patents and patents pending in the nanotech area, which provides us
protection for our products and an opportunity to license other people to use some of our
technology. Our plan is to expand our intellectual property base in the near future and to
accumulate as much intellectual property as we can. We are primarily working with Caltech
at this moment. Caltech is the birthplace of nanotechnology. Back in 1959, Richard Feynman
gave his famous speech called, ‘There is Plenty of Room at the Bottom’ and that
was the starting point of nanotechnology. Caltech files more patents than any other
university in the United States. It is an active place and very prolific in producing
intellectual property. We plan to expand our model to additional universities but right
now our hands are full.” - R. Bruce Stewart
Technology Computer Services Packeteer, Inc. (PKTR: NASD)
“We are a company that is focused on application performance over the wide area
network and in giving our customers the ability to both improve and protect the
performance of their important applications and control non-business traffic. That is the
core of what we do. We provide distributed enterprises with visibility into what
applications are running on their network, and the ability to control them based on their
relative business importance. About a year ago, we added compression to create additional
virtual bandwidth, all with the goal of allowing companies to leverage faster WANs, faster
applications, and faster business.” - Dave Côté
Services CDK Services Ltd. (CDK-TSX: Venture)
“The Company’s patented Emission Eliminator chemical pump for natural gas wells
fills a timely market need and there are very real opportunities to significantly grow the
sales of the pump. I also believe that sales of the chemical pump are all upside since the
current market value of the company is supported by the existing businesses, which are
valve and BOP Sales and Service.” - Wayne Thomson
Business Services
Computer Software and Processing CSM Systems Corp. (CKX-TSXV)
“We believe that the digital world is going to explode. Previously some of the
hardware costs have been such where it has been economically unfeasible for companies and
governments to start looking at this kind of technology. In the last year alone the prices
have fallen about 400% as demand grows. We believe that this type of technology is going
to replace what we typically see in retail environments. For example, it is going to be
more pervasive. We live in an information age and traditionally it has been based on
capital television technology. With the digital displays, it opens the door for a whole
realm of possibilities. That is what I think is exciting and enticing about the investment
end of things. We are poised to capitalize on it because we have the background in the
software end of things.” - John Putters
October 7, 2004 Consumer Products,
Consumer/Cyclical, Basic Materials, Entertainment, Financial & Capital Goods
Consumer Products
Tobacco Wellstone Filters, Inc. (WLSF – OTC: BB) We firmly believe that the cigarette market is going to be a commodity market; unlike
it has been in the last forty years, where people were very brand loyal. We feel that we
can make a return on investment even though we are offering a premium cigarette at a
discount price. People will buy our cigarette for the price and they will come back
because of the taste.” - Learned J. Hand
Consumer/Cyclical
Personal, Household products Female Health Company (FHCO-OTC-BB)
“Unfortunately, the HIV/ AIDS issue is getting worse and it isn’t going to go
away. There are drugs that help people live longer but there is no simple treatment
or cure. There is no preventative vaccine and some scientists think that if there ever is
one, it will be years away. We have one of only two products that help to prevent the
spread of HIV/AIDS, the female and the male condom, and ours is proprietary. We have a
business model that is low risk in that we do not invest in advertising in hope that
somebody will buy our product, or manufacture product in the hopes that we can sell it.
Beyond the break-even level, we should have a solid and profitable business. However, we
expect significant period to period variations, but substantial growth in the long
term.” Mr. O. B. Parrish
Basic Materials
Gold Goldcorp Inc. (GG-NYSE, G-TSX)
“We have a very exciting expansion program going on at our Red Lake Mine, which will
take a little more than six months. By the second half of 2006, we will have completed an
elevator shaft that will be down 7,200 ft. below surface. It will allow us to increase our
production at our Red Lake Mine from 500,000 ounces a year to 700,000 ounces and allow us
to drop our cost of production below seventy dollars an ounce. It has a lot of extra
capacity built into it. We are excited about that new platform because it will allow us to
accelerate our new exploration.” - Robert McEwen
Entertainment
Feature Film and Television Production OBN Holdings, Inc. (OBNH.OB)
“In July we recently completed producing a television special called ‘From the
Heart,” which is a 50th year anniversary and celebration of the Four Tops
singing group. Eclectic Entertainment is producing the concert and the television special.
In addition to the television special, which is going to premiere on Omni Broadcasting
Network, we are will be offering it to other networks that have already expressed an
interest in the special. We will also be selling it to television broadcasters in foreign
markets, which we already have interest from to acquire the rights to that particular
show. In addition to that, we will be producing a DVD and a CD that we are going to be
releasing on Retro Records, another OBN Holdings subsidiary.” - Roger Neal Smith
Financial
Community Banks Commonwealth National Bank (CWEA-OTCBB)
“We hired highly experienced employees right from the beginning. We do not have
people who cannot make decisions. I have been in lending for thirty years and when someone
comes in for a loan, it does not take me very long to make a decision in terms of whether
or not we want to begin a relationship. In terms of the branches, they are empowered to
make a decision. If they need flexibility on an account, CD rate or whatever, they have
the authority to make the decision. It is not as if they have to go up two or three levels
of command to try and figure out whether they can take care of a particular
customer’s needs. I think what we have is a long-term commitment to grow and develop
relationships. We are willing to be flexible in the short run, if we think that in the
long term, it will benefit us and the customer.” - Charles R. Valade
Financial
Consumer Financial Services Silverado Financial Inc. (SLVO-OB)
“For us at this point, all of our loans are straight broker and they are sold off to
investors, therefore we have no risk on repayment of those loans. As a direct lender, we
have some risk but it will only be the first payment risk and through the sure step
program on which we are working. We will not have any risk repurchase on those loans,
which is the biggest risk for a direct lender in this business.” - John Hartman
Capital Goods
Construction Materials Structures USA, Inc.
“In the past six months we have moved into a full-scale factory type industrial park
and we are continuing on with code approvals for four different products. One is the
GigaCrete, which is the building system, anther is called Stuccomax, which is a
bullet-proof single-coat, one-application stucco, which has never been done before; we
have literally made history with it. It is applied very quickly and dries within a few
hours. The installer can then move on to the next, which typically they can’t do;
they have to come back two to four times to re-coat the house. The essence behind the
whole business program is to build safer and faster with a superior product and then
extend that from the building side to the actual finishing that goes on in the structures.
Our goal is to go after mass affordable housing on a global basis, not just here in the
U.S.” - Andrew Dennis
September 23, 2004 Services, Energy & Technology
Services
Service Retail HearUSA,
Inc. (AMEX: EAR)
“This is very exciting for us because the administration wants to increase Medicare
Managed Care membership by 9 million people bringing the total to 13 million by January 1,
2007. Of the 4.5 million current Medicare Managed Care Members, we have capitation
contracts covering 600,000. This represents one third of the members with a hearing aid
benefit. Maintaining our percentage (13%) of the new members will generate significant
revenue for the company.” - Paul A. Brown, M.D.
Energy
Specialty Chemicals, Hydrocarbon Fluids and Energy Marketing Enerchem International Inc. (ECH-TSX)
“Enerchem is an oilfield services company providing specialty chemical and
hydrocarbon fluid solutions to the oil and gas industry. There are three internal groups
inside of Enerchem. The Specialty Chemicals Group manufactures proprietary chemical
products. There is the Hydrocarbons Fluids Group, which manufactures drilling fluid,
fracturing fluids and specialty solvents and we have the Energy Marketing Group, which was
created to reduce feedstock costs, improve byproduct resale margins and to develop a crude
oil lease acquisition market.” - Douglas F. Robinson
Services
Communications Services Q Comm International Inc. (QMM - AMEX)
“The big benefit of our product is that the retail merchant doesn’t have to
stock what were called ‘prepaid hard cards’; these were cards that had actual
value to them in dollars, $20.00, $30.00, $50.00. Those cards historically have been
subject to theft by customers and even employees. They also represented a large inventory
carrying cost for the merchant. With our electronic distributions solution we are able to
take our terminal, put it in a retail store, have that connect to a data center that we
run and allow the whole sales process to be done electronically. Once that merchant sells
the product, after the fact we debit their bank account and only after the fact does that
happen.” - Terry Kramer
Technology
Communications Equipment Weida Communications, Inc. (WDAC-OTC: BB) “Our biggest differentiator is that we are in a niche of which no one else is
paying attention. We are the first ones in, the first ones in this category. It is a
category, which has been greatly affected by the Chinese government and certain mandates
of financial institutions, the Hazardous Recovery programs in-place. Right now, to the
best of my knowledge, we are the only ones participating in that with a proven capability
that’s already been approved by China Telecom, because it’s a strategic alliance
with them to take over their major accounts. We are in a unique position.” - Mitchell
Sepaniak
Technology
Computer Services WindsorTech Inc. (WSRT-OTC: BB) “Anyone out there that doesn’t think about identity theft, security and
environmental compliance for their IT for their computer equipment is really just fooling
themselves because these are growing responsibilities. Our mission is to continue to
educate businesses, institutions and consumers on how to handle these assets
appropriately. ” - Marc Sherman
Healthcare
Medical Equipment & Supplies Analyst Interview on: Conceptus, Inc. (NASD: CPTS) –
Cover Story
Ryan Rauch, Principal & Head of the Medical Device Team
Adams Harkness & Hill.
“First, I like the fact that Conceptus has good management, and Steven Bacich,
President and CEO, is well respected both in the clinical community, as well as by Wall
Street.” - Ryan Rauch
Healthcare
Medical Equipment & Supplies Conceptus, Inc. (NASD: CCEL)
”Ours is a story unlike any other medical devices because of two components. One,
there is such a strong, direct-to-consumer appeal of our technology and two, just how
widespread it is. Typically, medical devices serve a very small group of people. It is
unusual to find such a huge potential number of patients for our procedure.” - Steven
Bacich
Healthcare
Healthcare Facilities IntegraMed America, Inc. (NASD: INMD)
”IntegraMed has been a preeminent brand in the fertility community for the last
sixteen years. The company offers a full portfolio of fertility specific products and
services to all segments of the fertility industry including patients, medical providers,
payers and drug manufacturers in this highly focused medical niche.” - Gerardo Canet
Healthcare
Biotechnology & Drugs Bioanalytical Systems, Inc. – (NASD: BASI)
”The product side is very attractive because the gross margins are substantially
higher and it’s easier to scale it up. The service business is attractive because it
supports a lot of talented people in house who give us ideas for our products business and
get us introduced to key people at our client companies who then will buy both products
and services.” - Peter Kissinger
Healthcare
Pharmaceuticals Drug Max, Inc. - (NASD: DMAX)
“We are a service that builds from our experiences with our customers.” - Jugal
K. Taneja
Healthcare Biotechnology & Drugs Kosan Biosciences, Inc. (NASD: KOSN)
”… we use our technology to enhance the properties or activities of known drugs
or lead compounds. Our strategy is to maximize the value and reduce the risk of
development by focusing on compounds with known, validated targets and that address large
and established markets.” - Daniel V. Santi, M.D., Ph.D.
Financial Consumer Financial Services DVI, Inc. (NYSE: DVI)
”…the people involved in the marketplace - the manufacturers and the healthcare
providers - look to raise capital or finance equipment, they want to deal with
people who know their unique situation and problems. We are the only company out there who
can really address those concerns for them.” - Michael A. O’Hanlon
Technology
Software & Programming Vertex Interactive, Inc. (NASD: VETX) “We have incorporated all methods of marketing communication to build awareness
of our solutions and their benefits to the marketplace.” - Nicholas R. Toms
Technology Computer Networks Elite Information Group (NASD: ELTE)
”If you look at the revenue that our core business has generated over the last
several years you actually see a very consistent track record of growth in the 30-35%
rate, and this year’s cash flow and earnings growth is even higher. We think we are
poised for continued growth and are confident about our plan." - Christopher K. Poole
September 2001
Featuring:
Financial, Healthcare, Services & Technology
Services Reit Bedford Property Investors Inc. (NYSE: BED)
“I would point to what the REIT sector has done. It had a 26% total return last year
and it’s up 10.4% the first six months of this year.” - James Moore
Financial
S&L/Savings Banks BROADWAY FINANCIAL CORP. (NASD: BYFC)
“I firmly believe that the Bank’s franchise value is based upon the number of
customers we serve, and that customer service is an important factor in customer retention
and attraction.” - Paul C. Hudson
Technology
Communication Equipment C-COR.net Corporation (NASDAQ:
CCBL) ”We are taking on the whole network, from product infrastructure to operations
management to support, providing a solid comprehensive solution for our customers." -
David A. Woodle
Technology
Software & Programming Time America, Inc.
A Vitrix Company VITRIX, INC. (OTC: VRXI)
“We convey to potential investors that Time America has a full array of products and
services and complimentary channels of distribution.” - Thomas S. Bednarik
Healthcare Healthcare Facilities American Healthways,
Inc. (NASD: AMHC) “We are not selling a diabetes program or cardiac program, we are selling a total
health improvement program for every member of a health plan…We have the potential to
be a great American company – a company of significant size and value – and we
are determined to do that.” - Thomas G. Cigarran
Healthcare Healthcare Facilities Integra, Inc. (AMEX: IGR)
”We will be looking at organic growth as well as acquisitions in that area, and
frankly all of our areas. Our stated goal is to be a one hundred million dollar company by
and including, January 1, 2004.” – Stuart S. Piltch
Healthcare Medical Equipment & Supply Milestone Scientific Inc.
(AMEX: MS) ”It is a revolutionary device, which will enter many disciplines over the coming
years. August of this year (2001), will be the introduction into the medical field.”
– Mr. Leonard Osser
Healthcare Biotechnology & Drugs Genaera Corporation (NASD:
GENR) "There have been a lot of exciting developments at the Company over the last year
as our programs moved forward… By taking them one step at a time I think we will
continue to develop business relationships that support the future development of our
programs and deliver value to our shareholders." - Kenneth J. Holroyd, MD, MBA
August 2001
Featuring:
Technology, Healthcare & Services
Healthcare
Biotechnology & Drugs - Medical Equipment Exten Industries, Inc. (OTC BB: EXTI)
"I think we are at a very exciting point where the company is clearly about to make a
major breakthrough in terms of the new cell line and the way the cells work in our
device.” - Gerald Newmin
Healthcare
Biotechnology & Drugs PacificHealth Labs, Inc. (NASD: PHLI)
”This quarter we expect to be profitable and we are looking to triple our sales this
year over last year. This is a very different company than a year ago. We first had to lay
the groundwork, and we did that. Our research program has developed a strong product
pipeline. We now have exciting new products in two of the fastest consumer growing
categories, a number of products in our pipeline and we’ve just signed a major
licensing deal with the world’s second largest pharmaceutical company…” -
Robert Portman, Ph. D.
Technology
Products for the electric and gas utilities and specialized water systems Electric & Gas Technology, Inc (OTC BB: ELGT)
”With our water making system we see our largest revenues coming from foreign
countries, because of the tremendous problem with water contamination in foreign
countries.” - S. Mort Zimmerman
Technology
Computer Services Dendreon Corporation (NASD: DNDN)
“It’s our belief right now that a company of our size can in fact not only
develop these products but market and sell these products with a very focused sales
force.” - Martin A. Simonetti
Software Technology
Computer Peripherals T/R Systems, Inc. (NASD: TRSI)
“We have all the right ingredients.” - Lyle W. Newkirk
Technology
Computer Peripherals AmeriQuest Technologies, Inc. (OTC BB: AMQT)
”Today, AmeriQuest is a solution provider or information technology consultant. The
reason we chose to go that direction is because the high margin solution business plays
much more to our strengths.”
- Jon Jensen
July 2001
Featuring:
Technology, Healthcare
& Services Companies
Technology Computer Peripherals Hot Products, Inc.com (OTC: HPIC) – (Cover Story)
“I think that one of our strongest attributes is in our ability to listen to
the customer.”
- James A. Copland
Technology
Computer Peripherals AmeriQuest Technologies, Inc. (OTC BB: AMQT)
”Today, AmeriQuest is a solution provider or information technology consultant. The
reason we chose to go that direction is because the high margin solution business plays
much more to our strengths.”
- Jon Jensen
Healthcare
Biotechnology & Drugs Aastrom Biosciences, Inc. (NASD: ASTM)
”…the ability to actually grow and produce therapeutic cell products today on a
broad scale basis is unique to Aastrom Biosciences."
- R. Douglas Armstrong, PhD
Healthcare Medical Equipment & Supplies CRYO-CELL International, Inc. (NASD: CCEL)
“We feel no mother-to-be in the world would allow her baby’s cord blood to be
discarded knowing that it can save a life, whether it be her own child, someone in the
family, a stranger in need of a transplant or to be used for research.”
"We are now the fastest growing company in the country in our field, and we are the
largest exclusive autologous storage company.”
- Daniel D. Richard
Services
Communications Services deltathree, Inc. (NASD: DDDC)
”In the last twelve months we proved voice over IP has an equal or greater quality
than the traditional telephone.”
- Noam Bardin
Technology Communications Equipment Centillium Communications, Inc. (NASD: CTLM)
“Centillium became profitable last quarter, which was nearly nine months ahead of
financial analyst projections. This is a remarkable achievement for a newly public
company.” - John W. Luhtala
Technology
Computer Networks NETOPIA INC. (NASD: NTPA)
“We don’t keep up with the latest in DSL technology, we create it.”
- Alan B. Lefkof
Healthcare
Technology Healthcare Information Technology
Software & Programming Allscripts Healthcare Solutions, Inc. (NASD: MDRX)
”We have the leading installed base, we’ve been at this for quite some time and
we think that we have a good understanding of physician office workflow, which is a very
important aspect of our solution. Secondly, we have financial strength. Through public
offerings, we’ve raised enough money so that we think that we have the staying power
to turn this into a very profitable business.”
- David B. Mullen
June
2001
Featuring:
Technology & Healthcare Companies
Technology
Software & Equipment
(Not public) Active Voice, Inc. ”…we are still the largest independent voice mail and unified messaging
supplier in the world. The advantage we have over most companies is that we have
significant industry brand recognition, strong OEM relationships, and a very large
distribution network compared to most of our competitors.”
- Frank J. Costa
Technology
Software & Programming Activeworlds.com, Inc. (NASD: AWLD)
“...we have a headstart on everyone else. We are also built on an entirely different
premise than our competitors, in which we are not trying to ship entire environments, but
rather streaming 3 dimensional objects, as they are needed and recycling them. We have a
huge install base of over a million and a half.”
- Richard F. Noll
Technology Software & Programming Renaissance Learning, Inc. (NASD: RLRN)
”We are currently in about 55,000 schools, close to 50% of the schools in the
country, and many of the schools use our products very heavily. Educators depend on our
products to help them accelerate learning, and satisfied customers create the potential
for repeat sales. In any given quarter, over 75% of our sales are add-on sales to repeat
customers.”
- Michael H. Baum
Information Technology
and Biotechnology Hadron, Inc. (OTC: HDRN)
“We’ve become a very lean company now so every dollar added at the top line has
a disproportionately beneficial impact on the bottom line.” - Sterling
Phillips, Jr.
Technology
Computer Networks Radisys Corporation (NASD: RSYS)
”That’s what excites us every day when we come to work. The prospects for
getting involved in a lot of leading edge applications with some of the leading
communication companies in the world and being the key part of the next generation
communication products that they deliver.”
- Dr. Glenford J Myers
Technology
Computer Services NetNation Communications, Inc. (NASD: NNCI)
“Our second best quality is the fact that we are very quick at adapting new
technology.”
- Joseph Kibur
Healthcare
Medical Services Laser Vision Centers, Inc. (NASD: LVCI)
“While we are probably still at the tail of the pricing turmoil we have suffered over
the past year due to these discounters, we think we can see the light at the end of the
tunnel now. The company has survived and remains the leader in the industry. In the long
term, we do see much more responsible pricing levels which can only be good for us. We are
cautiously optimistic about the future. We think we have done a good job maintaining the
company-s profitable status during the storm and we are looking forward to a little more
predictable next couple of years.”
- John L. Klobnak
April/May 2001
Technology, Retail & Healthcare
Index:
Howard Smith (Cover Story)
Public Equity Analyst
First Analysis Security “The network security industry is a very dynamic industry, and a high
growth industry.”
- Howard Smith
Technology
Software & Programming
BSQUARE CORPORATION (NASD: BSQR)
“Increasingly we see many new types of customers such as VARs and service providers,
companies that are using smart devices to add value and sell services to their customers.
That has raised the need to maintain and manage the devices they deploy to their
customers.”
- William T. Baxter
ValiCert, Inc. (NASD: VLCT)
“At this point, we believe we have the end-to-end solution for transaction
security.”
- Joseph Yosi Amram
Services
Retail
Haverty Furniture, Co. (NYSE: HVT) “There are four key drivers of our business – the consumer, the store,
the merchandise and efficient operations."
- J.E. Slater, Jr.
Healthcare
Medical Equipment & Supplies
CardioDynamics International Corporation (NASD: CDIC) “We are just at the very beginning and our sales progression has been
$400,000 in l997, 2 million in l998, $7 million in 1999 and $13 million last
year…”
- Michael K. Perry
SpectRx, Inc. (NASD: SPRX) “What is common to all of our products is that you do not have to wait for
the results. This is especially important in cervical cancer detection and infant
jaundice monitoring, and a steady flow of real-time glucose information is what people
with diabetes say they need to successfully manage their disease.”
- Mark A. Samuels
ZOLL MEDICAL CORP. (NASD: ZOLL)
"Our major competitors all have a version of Biphasic technology. However, Zoll
Medical is the only one that has this technology on the market, where clinical testing is
showing that it is actually superior to the old technology. We are the only ones that have
the clinical research to back it up."
- Richard A. Packer
Research & Development
Chemical Research & Development Services
Polymer Research Corporation (NASD: PROA)
“Our company is in so many different fields that seasonal slowdowns do not apply to
us at all. We are a very attractive
company.”
- Dr. Carl Horowitz
Healthcare
Biotechnology & Drugs
SangStat Medical Corp. (NASD: SANG)
“…improving our financial situation every quarter, and we are comfortable with
breaking even in the 4th quarter of this year, 2001, in about six to nine months. We feel
that this should have a significant impact on our stock.. This is the second quarter where
we are delivering results that are better than Wall Street anticipated. We are
making very significant progress and growing the revenues of this company.”
- Mr. Jean Jacques Bienaime
Xechem International, Inc. (OTC BB: ZKEM) “We plan to submit an Abbreviated New Drug Application (ANDA) for generic
Paclitaxel to the US FDA and several other countries in approximately 3 to 6 months, and
then the FDA review process could take another 6 months to a year or more. However, we
think that we will get approval in some of the foreign countries before the United States.
We are in touch with several companies who are interested in taking a license for
marketing rights as soon as we submit the ANDA. Therefore, we will use their marketing
muscles for marketing of the Paclitaxel and other products.
- Dr. Ramesh C. Pandey
March 2001
Healthcare Services
Andreas Dirnagl - Cover Story
Senior Equity Analyst
Gerard Klauer Mattison & Co.
“Traditional areas such as hospitals and dialysis providers can provide an attractive
and highly visible earnings stream, which should provide for good stock
appreciation. Finally areas such as medical devices and technology, particularly
early-stage companies can provide for dramatic upside as their products gain acceptance
and increased usage in their respective fields."
- Andreas Dirnagl
Senior Equity Analyst
“We rate them a buy. Overall, what I would want
to say about CardioDynamics is that from my point of view, this is a typical early stage
medical device company. It is probably even past early stage at this point, where the key
really is adoption. What we have seen repeatedly within the Healthcare industry is that
adoption is something that probably takes longer than what you expected it to take, but
once it takes off it really becomes an accepted standard, and becomes broadly used among
the industry.”
- Andreas Dirnagl
Senior Equity Analyst
Healthcare
Medical Equipment & Supplies
Angeion Corporation (NASD: ANGN)
“…we are very excited about our growth potential and that our new business
changes our business model. Now instead of selling one, 20-50 thousand dollar system
per hospital every 5 to 10 years, we now have devices that can be sold for a couple of
hundred dollars to millions of patients every year.”
- Richard Jahnke
CardioDynamics
International Corporation (NASD: CDIC)
“We are just at the very beginning and our sales progression has been $400,000 in
l997, 2 million in l998, $7 million in 1999 and $13 million last year…”
- Michael K. Perry
CARESIDE, Inc. (AMEX: CSA)
“What differentiates Careside in the point-of-care market is the breadth of the test
menu. No other company has a desktop analyzer that provides more than 20 tests.
Careside provides 59 tests between two devices and continues to add more tests to its
menu, because the Careside Analyzer uses multiple testing technologies in the product.
”
- W. Vickery Stoughton
Cholestech Corp. (NASD:
CTEC)
“Our core business, which is the L•D•X® business, is profitable,
generating positive cash flow which we have used to develop new business for
Cholestech.”
- Warren E. Pinckert II
Cygnus, Inc. (NASD: CYGN)
“…with regards to competition we do not know of any other company that has a
non-invasive product that is going to be close to being submitted to the FDA, whereas ours
has been approved.”
- John C. Hodgman
Imaging Diagnostic System, Inc.
(OTC: IMDS)
“We received the CE marking which allows us to bring the product into the 18
countries in the European Union and other international countries. That opens up a huge
market for us….. We are expecting to have the FDA clearance for domestic marketing
sometime this year.”
- Richard J. Grable
Intuitive Surgical, Inc.
(NASD: ISRG)
“This is a technology and a company that is truly dedicated to building the
extraordinary value for our customers and their patients, for our owners, and for every
member of the Intuitive team on a foundation of common purpose, goals and values. We are
very committed to creating value for our society and our shareholders”
- Lonnie M. Smith
Invacare Corporation (NYSE:
IVC) “…if
someone wants to invest in a non-cyclical, recession resistant business that generates a
lot of cash and is pursuing consistent quarter to quarter earnings improvement, Invacare
is that kind of company.”
- A.Malachi Mixon III
Span America Medical
(NASD: SPAN) "From
a cash standpoint we have in the neighborhood of 4-5 million dollars, and we have no long
term debt whatsoever. Therefore, not only do we have a nice little piece of cash to keep
our business moving, but we also have the ability to finance growth if we find something
that we want to do."
- James Ferguson
Healthcare
Biotechnology & Drugs
Exelixis, Inc. (NASD: EXEL)
“We have over a hundred people working in drug discovery and are very serious about
this. Our goal is to bring two compounds a year into the clinic and to generate a very
high quality portfolio of development compounds and eventually products.”
- George A. Scangos, Ph.D.
Services
Communications Services
Video Network
Communications, Inc. (NASD: VNCI and VNCIW) “We
should generate revenues above 20 million dollars in 2001, which is our first profitable
year. Beyond 2001, we do not see any reason why this kind of growth could not be sustained
for the foreseeable future.”
- Carl Muscari
Technology
Software and Programming
BEYOND.com, Corp. (NASD: BYND)
“…we changed the paradigm and became a services company. Since that time our
eStores revenues have grown, with this year’s growth at more than 78 % over the
previous year, l999. Our Government business grew about 77-78% as well year over year.
Additionally, we were able to reduce our expenses by a dramatic amount.”
- Ronald S. Smith
Deltek Systems Inc. (NASD:
DLTK)
“We consider the fact that Deltek can provide an integrated implementation approach
to be one of the differentiators for Deltek.”
- Kenneth E. deLaski
H-NET.NET, Inc. (OTC: HNSP)
"We already have a base of approximately 12% of the North American market. Our
intention is to at least double that amount with products, which we have developed in the
last two years. On a global basis, we would like to aim for about 10% of the entire
global market, which is into the billions.”
- Anton Stephens
In the
nine years that we have been closing transactions in healthcare, we have achieved
compounded returns of 85% per year. For a nine-year period, that return may be the highest
in the world. – Steven A. Kriegsman, Analyst
The
exciting news is that we have matured into an established multi channel retailer with our
customers coming to us either through our stores, our catalogs, on the phone or on-line.
Ours is a business model that others are now trying to copy. – Bill Shea
During
the last six years the company has developed its niche in the marketplace that addresses
customers with income levels from 25 to 45 thousand dollars a year, particularly female,
and with seniors, which we define as anybody over 55 years old. We have been very
successful with this strategy and in the last two years along with key acquisitions, have
almost doubled our revenues. – Rolando de Aguiar
Earnings
are up, sales are up, and everything seems to be going in the right direction. We’ve
put the ship on the right course and business is very good. – Gerald R. Szczepanski
We are a
company that is growing fast. We have a very intelligent and aggressive management team,
and even though our stock price has risen steadily, I think that we are still undervalued.
– Mr. Ramy El-Batrawi
I think
that making an investment in iGo is a great way to take advantage of the growth of the
mobile market without having to figure out which technology player it invest in. –
Ken Hawk
This is
an industry, which continues to grow 6 – 10% a year, and where the consumer is just
now getting on line. Therefore, it looks pretty well for our future. – Sal Perisano
We have
a successful track record of knowing where the next big impact from technology is going to
be. – Mr. Carl Frappaolo
Companies to Watch:
The Delpi 100 is a list of leading publicly-held B2B, e-content, e-learning, and wireless
companies.
- The Delphi Group has make the list available following the interview.
The handheld computer is really going to revolutionize the way we do business, much like
the way mobile phones did. – Mr. Kevin J. Mills
Socket is a very unique company. It is probably the only company that we know that can
benefit from all of the trends that are converging among wireless, handheld devices,
mobile computing and the new Bluetooth technology. – Michael Davis, Micro Cap Analyst
…the Company mounted a strategy to become an end-to-end wireless network solutions
provider supported by internal, acquisition and partnership growth initiatives. –
Glenn Befort
…we
buy DSPs from the right folks, and get them out into the market as quickly as possible.
This, in combination with the fact that our basic platform is the fastest existing
technology in the world, gives us our competitive edge. – Mr. Dennis I. Schneider
We have
a company that has a great product and great partnerships with twenty-six partners who are
some of the biggest names in healthcare. – Jeffrey S. Brown, CEO/President
We believe that we’re among the first companies to address the idea of using drugs as
coatings on medical devices, to make the medical device better. – William Hunter,
M.D.
“AVAX
is a company with international operations, that’s focused on individualized products
or treatments for cancer and other diseases. AVAX is in an area of product
development that has just recently begun receiving increased attention from both the
scientific and investment communities. We believe that this customized approach to
treating patients, using materials from the patient’s own body to create a
personalized product, is one that’s going to increase in clinical importance over the
next few years.” - Jeffrey M. Jonas, MD
After we
add value to the compounds and take them into the clinic, we seek out licensing
partnerships with pharmaceutical companies. – Marvin S. Hausman, M.D.
We have
a model that is working on eighty percent plus gross margin. – Mr. Steven M. Golden
December 2000
Healthcare
Biotechnology
& Drugs
If
investors buy a biotech or diagnostic device company at the end of Phase I trials, when
you know the product is going to work, and they have the patients to wait for another six
to seven years it usually will pay off. – Ms. Mya Wagle – Equity Analyst
Until
now, we haven’t seen a product with a potential to bring cancer to a manageable
disease, but I think that with angiogenesis inhibitors we will see that possible for the
future. – Carl Martel, Stock Analyst
The
investment community should consider the multitude of markets that are touched by a drug
that is a powerful immunomodulator. – Shalom Z. Hirschman, M.D.
We
formed Aeterna in 1991with a small group of scientists with one thing in mind – to
make a significant impact in the approach to treating cancer. – Eric Dupont, Ph.D.
…the company really attracted senior management people that have a lot of experience
with drugs and a lot of network and international level experience. – Ms. Genevive
Poulin, Stock Analyst
If
ALT-711 performs in humans as it has in our pre-clinical models, I think we will have an
important new approach to treating a broad range of diseases that are caused by
interaction of glucose and protein in diabetes and aging. – Kenneth I. Moch
The fact
that we anticipate that we will have product revenues coming in from the nutraceutical
business next year will help us be able to deliver on all of our goals and objectives.
– Ms. Kathleen L. Kelleher
We
believe that we’re among the first companies to address the idea of using drugs as
coatins on medical devices, to make the medical device better. – William Hunter, M.D.
The
promise of AGI-1067 is that through a simple pill that the patient would take once a day,
we can prevent restenosis from occurring in and of itself… - Russell M. Medford,
M.D., Ph.D.
“AVAX
is a company with international operations, that’s focused on individualized products
or treatments for cancer and other diseases. AVAX is in an area of product
development that has just recently begun receiving increased attention from both the
scientific and investment communities. We believe that this customized approach to
treating patients, using materials from the patient’s own body to create a
personalized product, is one that’s going to increase in clinical importance over the
next few years. - Jeffrey M. Jonas, MD
I think
another great strength of our company as people look at Celgene and other firms that are
in biotech, is that we are making the important transition to profitability, and we had
excellent results in the third quarter. – Mr. John W. Jackson
”We
deliver service levels with 99.5% availability and we adhere to that service level so that
when you click on and expect the application to work, it runs 99.5% of the time.”
– Dr. Jeffrey Green
What
we’re really all about is making therapeutic products. We want to be able to
treat diseases that people can’t treat right now. We have two products
currently in clinical trials. One is a treatment for cystic fibrosis, or CF, which
is one of the most common gene deficiencies and affects about 60,000 patients worldwide. -
Ms. H. Steward Parker
One of
the greatest things that this management team has done over the last few years is to put
the company is such a position that the acquisition of additional aircrafts is as readily
available as the authorization from our partner to fly them. – Rick DeLisi
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