Stocks and Dollars

Analytical Chemist submits:

Newly profitable small-cap biotechnology company DUSA Pharmaceuticals (DUSA) is an investment with fantastic return opportunities. With rapidly increasing sales and its greater than 80% gross margin leading to even more rapidly growing profits, investors may want to join in the chant: D-U-S-A! D-U-S-A! DUSA is an integrated dermatological biotechnology company whose main products treat the common skin condition actinic keratoses (AK), precancerous lesions caused by sun exposure. AKs are responsible for more than 8 million visit to dermatologists and other skin care physicians annually. This figure is significantly higher than 2003’s 5.2 million visits. It is estimated that the direct costs of AK are greater than $1 billion annually.

Levulan PDT is used to treat non-hyperkeratoic AK of the face or scalp. AKs are precancerous lesions caused by sun exposure. Levulan PDT is applied with DUSA’s Kerastick. Exposure to DUSA’s BLU-U light source converts the application into the drug actually

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Rash Menaria submits:

Following is a list of 31 companies with a market cap between $200-1000 mn, consensus EPS growth rates for 2011 and 2012 greater than 50%, and a PEG ratio of less than 0.5.

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Ron Sommer submits:

MIND C.T.I. (MNDO) is a small micro-cap gem. The company provides software solutions to various types of communications providers. It has a rock solid balance sheet, a low PE and delivers a high-yield dividend. The company’s activities are described as follows:

Mind C.T.I. Ltd. develops, manufactures, and markets real-time and off-line billing and customer care software for various types of communication providers. The company offers billing and customer care solution supports multiple services, including voice, data, and content services, as well as prepaid and postpaid payment models in a single platform. It also provides a workflow engine to support the creation and execution of business processes, such as order management, trouble ticket, and debt collection. In addition, the company offers an integral point of sale solution that comprises dealer, store, and cashier management and sales processes. Further, it provides professional services, primarily to billing and customer care customers, consisting of

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Kapitall submits:

If you’re looking for small cap ideas, the following list might interest you.

Here we present 4 stocks priced under $3 that have seen significant improvements in analyst rating over the last three months.

Mean analyst ratings of 1 indicates a “buy” recommendation, whereas a rating of 5 indicates a “sell” recommendation – therefore, the rating becomes more bullish as it approaches 1.

Do you agree with the analyst consensus? Use this list as a starting-off point for your own analysis.

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1. Capstone Turbine Corp. (CPST): Industrial Electrical Equipment Industry. Market cap of $474.74M. Current price at $1.93. Over the last three months, the average analyst rating improved from 1.25 to 1. The stock is a short squeeze candidate, with a short float at 12.88% (equivalent to 5.97 days of average volume). The stock has had a good month, gaining

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Alfred Little submits:

Chinese RTO Puda Coal, Inc (PUDA) Chairman Ming Zhao transferred the ownership of PUDA’s sole Chinese operating entity, Shanxi Puda Coal Group Co., Ltd (“Shanxi Coal”), to himself in 2009 without shareholder approval according to official government filings. Then, in 2010, Zhao sold 49% and pledged the other 51% of Shanxi Coal to CITIC Trust Co., Ltd (“CITIC”), a Chinese private equity fund, for RMB245 million ($37.1 million).

Zhao then recklessly leveraged Shanxi Coal by borrowing RMB3.5 billion ($530.3 million) from CITIC at an incredibly high 14.5% annual interest rate (including fees) to finance the development of its coal mines. PUDA shareholders are completely unaware of these transactions that decimate the value of its U.S. listed shares.

Background – An Industry Facing Government Mandated Consolidation

According to PUDA’s 2010 10-K filing:

In order to improve production efficiency, workplace safety and to reduce coal mine accidents, the Shanxi provincial government issued

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Edward Dostillio submits:

For the Seeking Alpha readers that consider themselves value investors, I suggest you take a look at a microcap company named Perceptron Incorporated, ticker symbol (PRCP).

Perceptron was recently named as one of the 150 “Best and Brightest” innovative leaders for 2011 and a “Company to Watch” by MDB Capital Group, LLC. This recognition is given to those technology leaders ranking in the 90th percentile or above among 1,500 companies with U.S. patents as rated by PatentVest®, MDB’s proprietary, intellectual property (IP), business intelligence database. According to MDB, companies on last year’s “Best and Brightest” list outperformed the S&P Small Cap 600 Index by 1.4 to 1 and the S&P 500 Index by 2.8 to 1.

To get a better feel for exactly what Perceptron does, the link to it’s corporate website is below. Pay close attention to the ‘What’s New‘ section at the right of the website. There you

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Ian Wyatt submits:

The rationale for investing in Israeli tech stocks is simple: It is the most innovative high-tech nation in the world. Last week, I noted the reasons why Israel stands above all other nations when it comes to the high-tech industry. Now, as promised, I want to give you the name of one of my favorite emerging stocks in the high-tech world of “The New Silicon Valley.”

As I mentioned several times over the past month, every portfolio should include dividend-paying stocks as part of a diversification strategy. So when I came across a microcap Israeli tech stock with a high-yield dividend of 9.7 percent, I was compelled to dig further into the company.

Most investors associate dividend paying stocks with blue-chip value companies with moderate growth and high-cash flow. But small cap stocks with large dividends also have the ability to deliver high-yield income. The benefit of buying small cap

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Bert Wilkison submits:

It was announced during the after hours trading session on 04/06/11 that GlaxoSmithKline (GSK) and XenoPort, Inc. (XNPT) received FDA approval for their restless legs syndrome [RLS] product, Horizant (.pdf), after having initially been issued a complete response letter [CRL] for the compound in February of last year.

The company’s stock opened the following morning at $11.11 and spiked as high as $11.42 before closing the day at $9.96, up 56% from its previous close of $6.38.

Institutional ownership of Xenoport’s stock is remarkably high, accounting for over 90% of the float, while the reported short interest as of 03/15/11 was just 815,112 shares. This seems to be a clear indication that there was little doubt Horizant would be approved this time around.

With just 35.26M shares outstanding and over 26M shares changing hands on 03/07/11, it seems likely that some long-term holders partook in a well

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