Archive for April, 2007

SWIR – Q1 2007 Earnings

By: ispeculatornew | Date posted: 04.26.2007 (12:00 am)

SWIR – Sierra Wireless (Nasdaq) (Closing Price – $16.77)

Sierra Wireless reported outstanding first quarter results today and I think the share price is going to make some huge gains in the next few months.

Sierra Wireless reported revenues of 85.43 million which was a huge jump sequentially and almost double what they made in the corresponding quarter last year. Sierra came in with earnings of 0.20 per diluted share which doubled what they earned sequentially and year over year. They also posted impressive guidance for the second quarter: revenues of 92 million and earnings of 0.21. (more…)

DTLK – Datalink Q1 2007 Earnings

By: ispeculatornew | Date posted: 04.25.2007 (12:00 am)

DTLK – Datalink (Nasdaq) (Closing Price – $6.76)

Datalink reported very disappointing first quarter results today and the stock price took quite a hit. However, I think the selloff provides a good buying opportunity for those willing to hold through the end of the year.

Datalink reported revenue of 40.91 million. This was an increase sequentially and year over year, but the increase was due to the addition of two months of revenues from their acquisition of MSCI. The lower margins of MSCI’s products and the costs related to integrating MSCI took a toll on earnings and Datalink reported a loss of 0.06. (more…)

STRM – Update

By: ispeculatornew | Date posted: 04.23.2007 (12:00 am)

STRM – Streamline Health Solutions (Nasdaq) (Closing Price – $4.87)

The stock price of Streamline Health has rebounded nicely from its lows after fourth quarter earnings. The reasons for this increase were a press release announcing a new customer and a favorable report by an analyst.

The press release was good news but Streamline mentioned in their last earnings report that they had already closed one transaction in the first quarter. The press release probably was referring to that agreement. (more…)

STRM – Q4 2006 Earnings – Hold

By: ispeculatornew | Date posted: 04.04.2007 (12:00 am)

STRM – Streamline Health Solutions (Nasdaq) (Closing Price – $4.01)

Streamline Health reported disappointing results for the fourth quarter of 2006. They reported earnings of 0.03 per diluted share on revenues of 3.84 million. This was well below the revenue guidance they had given in the previous quarter.

Streamline did not meet its guidance due to delays in finalizing several significant contracts. However, the company stated one of these contracts was already closed in the first quarter and the others were near completion. The CEO also stated “that should the remaining agreements be completed as anticipated, we expect record first quarter revenues.” (more…)

STRM – Buy and Accumulate

By: ispeculatornew | Date posted: 04.01.2007 (12:00 am)

STRM – Streamline Health Solutions (Nasdaq) (Closing Price on Friday 3/30/07 – $4.27)

The stock price of Streamline Health has dropped considerably since I originally recommended it. Streamline’s decline has been perplexing because there hasn’t been any negative news announced.

On the contrary there have been a few press releases stating customers have been upgrading their document management systems. In their Q3 06 earnings release they gave guidance for annual revenue growth of 20% based on the expected signing of an agreement that got delayed in the third quarter and other large system sales. It seems based on the recent announcements that they are likely to meet their guidance. (more…)