It looks like I’ll be eating my first dose of humble pie since I started PeakStocks.com about 7 months ago. In a business where if you get slightly over 50% of your picks right, you attain rock star status, it looks like we’ll be adding SoundBite to the “losing” side of the scorecard, at least for now.

SoundBite Communications (Nasdaq: SDBT), a leading provider of on-demand customer contact solutions, reported its fiscal 1st quarter 2008 earnings on Wednesday May 7th after the market closed, and to say they were bad would probably not serve the word “bad” properly.

Not only did SoundBite miss their own guidance and estimates for the first quarter, but they also LOWERED guidance for Q2/2008, AND full-year 2008, only 3 months after they had raised that same guidance.

So is it time to sell SoundBite and cut our losses? Maybe…

What follows is a brief summary of SoundBite’s earnings announcement and conference call, with my solemn thoughts at the end.

Look for a full report on their latest quarter and analyst conference call highlights in a few weeks after they release their latest 10-Q filing and I have a chance to parse the data fully. Read the rest of this entry »

I was going to wait before recommending my next addition to the portfolio until I had finished my full research report, but seeing where things stand today, the valuation combined with the business prospects make this one too juicy to pass up at today’s price.

The company is GeoEye, Inc. (Nasdaq: GEOY), a small/medium sized business that provides space-based, and aerial imagery and geospatial information through high-resolution and low-resolution imagery, imagery-derived products, and image processing services to customers worldwide.

GeoEye is the leader in a niche field with high barriers to entry, has nice growth prospects ahead of it and several upcoming catalysts that I believe put us in a highly advantageous position.

Normally I would wait until I have finished my full research report before sending out a formal recommendation of a company that I have been following and intended to recommend, but the current share price and valuation and the company’s strong niche and leadership within their field, lead me to make this recommendation now.

What follows is a brief description of the company, market, risks, and catalysts.

Look for my full research report detailing every aspect of the company in the coming weeks. Read the rest of this entry »

What:

I am initiating a third (3) BUY recommendation of SoundBite Communications, Inc. (Nasdaq: SDBT), a leading provider of on-demand customer contact solutions, at or around $4.00 per share.

Sometimes the market presents us with a deal, and we need to be ready to pounce.

Read the rest of this entry »

AuthenTec (Nasdaq: AUTH), the world’s leading provider of fingerprint sensors and solutions, released their Q1/2008 earnings and held their analyst conference call Monday, April 28th after the market closed.

As a result of AuthenTec’s latest earnings release as well as rapidly accelerating business trends, which go way above and beyond my expectations, I have upgraded my opinion on AuthenTec from a HOLD to a BUY.

What follows is a summary of AuthenTec’s earnings announcement, conference call highlights, and my reasons for the upgrade.

Read the rest of this entry »

As usual PeakStocks.com portfolio recommendation AuthenTec (Nasdaq: AUTH), a maker of patented fingerprint authentication sensors and solutions to the high-volume personal computer (PC), wireless device, and access control markets, continues to innovate and execute.

I wanted to update you on latest happenings in which AuthenTec has made an acquisition, released a brand new fingerprint sensor technology (their 3rd new sensor/enhancement since the beginning of the year), and updated their earnings expectations as a result of that acquisition.

Read the rest of this entry »

Boeing Gives AAR a Begrudging Acknowledgment

I suppose we can all breath a collective sigh of relief to the news that Boeing (NYSE: BA) has “officially” cleared AAR Corp. (NYSE: AIR) of any wrongdoing in their purported FAA violations in painting certain model landing-gear truck beams in ways that were not kosher. Read the rest of this entry »

A more thorough and detailed analysis of SoundBite Communication’s (Nasdaq: SDBT) last quarterly and full-year 2007 report and reevaluation of the company’s financials and fundamentals, have only reinforced my original investment thesis.

SoundBite is the dominant player in their niche (Automated Voice Messaging/Customer Contact Solutions), growing faster than their overall market and taking market share away from competitors.

In addition, their dirt cheap valuation relative to their fundamentals leaves me scratching my head as to how Wall Street can be so wrong about this company, and compels me to re-recommend SoundBite as an immediate BUY.

If you haven’t already done so, you need to add shares of SoundBite to your portfolio, here’s why: Read the rest of this entry »

FAA Finds Landing Gear Not Properly Maintained

One of the cogent risk factors when dealing with a company like AAR is the very fact that they are intimately intertwined with many important aspects of airline maintenance and repair, and as such, are responsible for the work they perform on these planes and anything that may go wrong with the work they do.

Along those lines, on March 25th, the FAA issued a Unapproved Parts Notification (UPN) letter that stated that during a multi-year investigation, which lasted from the start of 2001 through Nov. 26, 2007, the FAA found that the AAR landing gear service center in Miami “improperly maintained and approved for return to service” parts used in Boeing (NYSE: BA) 707, 747, 757 and 767 planes. Read the rest of this entry »

After tearing through AuthenTec’s (Nasdaq: AUTH) latest 10-k filing, doing some number crunching, and evaluating both the overall market and the semiconductor sector, and recent company developments at AuthenTec, I have changed my investment thesis to a HOLD for the time being.

If you own shares in AuthenTec, as do I, hang onto them.

If you don’t own shares, nibble at today’s prices, but be advised that a stagnant or declining share price could be in the cards for the next quarter or two.

Here’s Why: Read the rest of this entry »

Well, here we go again: AAR Corp. reported earnings after the market closed on March 18th, 2008, and needless to say, my investment thesis is playing out just as expected with AAR reporting another quarter of record revenue and earnings, while beating analysts estimates on both the top and bottom line.

I’ll give a more detailed breakdown of AAR Corp.’s earnings, margins, etc., but I wanted to provide some quick numbers, and conference call and earnings highlights, as well as talk about their latest acquisition. Read the rest of this entry »