tag:blogger.com,1999:blog-40424358132241258982011-08-24T00:03:46.246-07:00Reg FD leveled the playing field for individual investors by requiring issuers to provide individual investors with the same information made available to investment professionals. Despite the increased availability of information afforded by Reg FD, there remain inefficiencies in the market. In my opinion, small cap stocks are the best avenue for investors to exploit these opportunities. The purpose of my blog is to gather, analyze, and present information on various small cap stocks.Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.comBlogger261100tag:blogger.com,1999:blog-4042435813224125898.post-32795069973655257542008-11-18T12:41:00.000-08:002008-11-18T20:56:53.115-08:00

As promised in my post from earlier today, here is a rundown of Q4 guidance based on information from the Q3 earnings release and 10Q.(all numbers in thousands except EPS)SalesBased on the earning release, management expects Q4 sales to be comparable to Q2 sales of $63,183 million.Guidance in the 10Q is a little more specific.Explosive Welding – return to Q2 levels $52,996AMK – consisted with Q1

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-47572232375109811262008-11-18T12:24:00.000-08:002008-11-18T12:40:21.251-08:00

I just finished taking notes on BOOM’s Q3 conference call and 10Q. Considering the tightness in the credit market, slowdown in the economy and precipitous drop in commodity prices (why has “precipitous drop” become my favorite phrase as of late?), I was pleasantly surprised by the results and guidance. Overall, results were better than expected and guidance was in-line with what was given on the

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-49099320618368152932008-08-11T10:38:00.000-07:002008-08-11T13:46:30.378-07:00

I put together some quick thoughts on BOOM's Q2 results.GuidanceIn the first quarter earnings release, management said they expected to achieve full-year financial forecasts and the company’s financial performance during the second half of the year would be significantly stronger than that of the first. At the same time, management cautioned investors about uncertainty surrounding the future

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-3421895948671142652008-05-05T21:48:00.000-07:002008-05-05T21:54:24.600-07:00

Below are my notes from Dynamic Material Corporation’s Q1 2008 conference call. It is probably more accurate to describe my notes as quotes but let’s stick with calling them notes.I intended to save my commentary for a more detailed analysis that I was planning on posting later this week but I got a little carried away with my comments at the end of this post.Opening Comments – Yvon Cariou, CEO

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-24763207596457489142008-03-26T11:53:00.000-07:002008-03-26T12:35:42.288-07:00

I have to admit that I was pleasantly surprised by the results that Hurco reported on February 28, 2008. Congrats to all the longs that stayed long despite all the market volatility.Sales and BookingsSales in Q1 of fiscal 2008 increased $20 million, or 30%, to $60.9 million from $46.9 million in the year-ago quarter. Sequentially, sales increased 21.6%. In my Hurco financial model, I have

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com1tag:blogger.com,1999:blog-4042435813224125898.post-39200801595971502382008-03-25T10:09:00.000-07:002008-03-25T10:37:33.153-07:00

After BOOM reported its Q4 and 2007 earnings, I wrote a couple of blog entries detailing my thoughts and analysis on the earnings release and conference call. In my first blog entry, I went through the process of stripping-out the DYNA impact on BOOM’s Q4 results. In my second blog entry, I highlighted what I considered to be the key points from the earnings release and conference call. In my

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com5tag:blogger.com,1999:blog-4042435813224125898.post-80928330444440844942008-03-17T11:22:00.000-07:002008-03-17T12:32:58.569-07:00

Last Monday, I promised I would put together a few blog entries detailing my thoughts and analysis on Dynamic Materials Coporation’s (“BOOM”) recent earnings release and conference call. In the same blog entry, I went through the process of estimating BOOM’s Q4 financial results excluding the impact of its recent acquisition of DYNAenergetics (“DYNA”). Today, I will highlight and provide

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-58909569034052407432008-03-10T15:02:00.000-07:002008-03-17T11:58:22.506-07:00

On Thursday evening, Dynamic Materials Corporation (“BOOM”) announced its financial results for the fourth quarter ended December 31, 2007. After the release and conference call, BOOM shares traded substantially lower in after hours Thursday and continued to fall in regular market hours on Friday. By the time all was said and done, BOOM closed down $10.22, or over 19%, to $43.38. While it is

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-14269213689353881282008-03-05T10:48:00.000-08:002008-03-05T13:43:39.009-08:00

On November 16, 2007, Dynamic Materials Corporation (“BOOM”) announced it purchased privately held DYNAenergetics (“Dyna”), a German-based manufacturer of clad metal plates and various oil-field related explosives and associated hardware. Below, I have highlighted some of the information from the 8K filings, BOOM presentation at the Sidoti conference, and Dyna’s web sites. As BOOM reports

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com2tag:blogger.com,1999:blog-4042435813224125898.post-91533510588938960182007-12-20T13:39:00.000-08:002007-12-20T14:25:27.363-08:00

Market ShareIn our last thread (see here), you totalled 31 Bolt vessels and 28 non-Bolt vessels. These numbers did not include WesternGeco, PGS, and a number of other vessels with limited to no information readily available. I have concluded, with a high level of certainty, that all of WesternGeco’s vessels (I get 18 including Western Spirit) and half of PGS’ vessels use Bolt guns. I would also

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-63153625425188646602007-11-06T20:50:00.000-08:002007-11-06T21:08:58.796-08:00

Don’t ask me how it happened but in my last post covering Bolt Technology Corporation (“Bolt”) (AMEX: BTJ) I incorrectly wrote that some of Bolt’s fiscal 2007 capex spending went towards the replacement of equipment that was lost in an explosion at one of its manufacturing facilities. It must have been pretty late at night when I wrote that section of my post because there was no such explosion.

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com7tag:blogger.com,1999:blog-4042435813224125898.post-2858120973014330932007-10-02T21:26:00.000-07:002007-10-11T09:01:21.290-07:00

For a long time I wanted to post a blog entry about Bolt Technology Corporation (“Bolt”) (Ticker Symbol: BTJ) but I didn’t for a couple of reasons. For starters, Bolt shares had been “bolting” higher through much of 2007 (last pun…I promise). From its 2007 low on January 11th to its high on July 9th, shares were up more than 270%. Furthermore, the run-up from January to July came without a

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com2tag:blogger.com,1999:blog-4042435813224125898.post-50991524628266896992007-08-22T09:02:00.000-07:002007-08-22T09:08:27.623-07:00

Last week, Hurco Companies, Inc., ("Hurco" or Ticker Symbol: HURC), a designer and producer of computerized machine tools, reported results for its third fiscal quarter of 2007, ending July 31, 2007. Given the spike in Hurco’s share price following the release of earnings, the market clearly liked the results. Looking at the details of the report, the market reaction was seemingly well

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-30388110428953684922007-08-09T07:56:00.000-07:002007-08-09T09:52:54.067-07:00

On Thursday, July 26, Dynamic Materials Corporation (“DMC”) (Ticker Symbol: BOOM), reported second quarter net income of $5.7 million, or $0.46 per share, on revenues of $34.5 million. Revenues were up 24% and net income was up 13% compared to the second quarter of 2006. Looking at the numbers alone and the year-over-year growth rates, I would call it a good quarter. I wouldn’t call it a blowout

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com1tag:blogger.com,1999:blog-4042435813224125898.post-69283460428182601452007-07-26T12:24:00.000-07:002007-07-26T12:33:17.064-07:00

In the lip-synched words of Milli Vanilli“Blame it on rain yeah yeahYou can blame it on the rainGetOoh, ooh (ooh)I can’t, I can’t. I can’t, can’t stand the rainI can’t, I can’t. I can’t, can’t stand the rain”Monday morning, TGC Industries (Ticker Symbol: TGE) reported second quarter net income per diluted share of $.08 on revenues of $21.7 million. On average, analysts were expecting $.15 per

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-39296414325410445462007-05-25T13:25:00.001-07:002007-05-25T13:43:36.701-07:00

After reading the press release concerning Dynamic Material Corporation's ("DMC" Ticker Symbol: BOOM) most recent large contract (read my take on the new contract here), I immediately called Mr. Geoff High, of Pfeiffer High Investor Relations, to see if I couldn't squeeze-out some information on the contract beyond what was in the press release. While Mr. High had to be tight-lipped about the

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-42202442878530612232007-05-23T09:25:00.001-07:002007-05-23T09:54:58.558-07:00

Originally, I intended on taking some time today to write about American Science & Engineering’s (“AS&E” Ticker Symbol: ASEI) fourth quarter earning release, conference call, share buyback plan, and dividend announcement. In light of Dynamic Material Corporation’s (“DMC” Ticker Symbol: BOOM) contract announcement this morning, I decided to write about this contract and its broader

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com2tag:blogger.com,1999:blog-4042435813224125898.post-40134568940867572172007-05-18T14:04:00.001-07:002007-05-23T09:25:29.612-07:00

Hurco Companies, Inc. (Public, NASDAQ:HURC)SalesSales for the quarter increased 15.28% to $42.49 million from $36.86 million in the year-ago quarter. At the same time, sales slipped 9.35% from the first quarter of fiscal 2007 and 1.55% from the fourth quarter of fiscal 2006. It is important to note that the fourth quarter of fiscal 2006 and the first quarter of fiscal 2007 benefited from the IMTS

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-17699624650143796762007-05-08T09:16:00.000-07:002008-03-26T12:42:58.920-07:00

If you are connecting to this blog entry from my message board post on 3/26/2008, please follow this link:http://regulationfd.blogspot.com/2008/03/just-another-great-q.htmlI insterted the wrong link on the message board. SorryIn March, I wrote about Hurco Corporation ( "Hurco" or Ticker Symbol: HURC ), a designer and producer of machine tools. My original blog entry on Hurco can be found

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-19050615887830766292007-05-01T21:20:00.000-07:002007-05-02T13:49:17.476-07:00

On Thursday, Dynamic Materials Corporation (“DMC” or Ticker: BOOM) announced first quarter earnings of $0.40 per diluted share on revenues of $33.1 million. Analysts were expecting earnings of $0.35 per diluted share on revenues of $26.9 million. Despite handily beating top and bottom line estimates, shares of DMC are trading 11% lower than the $37.12 pre-earnings closing price.So why are shares

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com1tag:blogger.com,1999:blog-4042435813224125898.post-92121019132578237062007-04-25T19:32:00.000-07:002007-05-01T13:07:26.149-07:00

Last Friday, two days after I posted my comparison of Dawson Geophysical (“Dawson” and Ticker: DWSN) and TGC Industries (“TGC” and Ticker: TGE), TGC reported financial results for its first quarter of 2007. For the quarter, TGC reported earnings of $0.13 per diluted share on revenues of $18.6 million compared to year-ago earnings of $0.17 per diluted share on revenues of $14.8 million. Since

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-15015462176080452772007-04-17T13:46:00.000-07:002007-04-18T13:06:58.367-07:00

Given all the hype around the seismic data acquisition industry, J.J. Fad has decided to release a new rendition of their 1988 hit Supersonic and plan to call it Superseismic.OK…maybe I am lying about the J.J. Fad bit but the seismic data acquisition industry really has been on a tear. I have been following this industry since Bill Mann, co-advisor for The Motley Fool Hidden Gems newsletter,

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-73476640844318609222007-03-28T11:17:00.000-07:002007-03-28T21:36:47.322-07:00

Anyone that actively followed small cap stocks in 2004 and 2005 likely heard of Dynamic Materials Corporation (“DMC”). Aside from having an explosive sounding ticker symbol...BOOM...DMC captured the attention of investors with its explosive like returns of 300% and 395% in 2004 and 2005, respectively.Since 2005, returns have been anything but explosive. At a current share price of $32.70, shares

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com2tag:blogger.com,1999:blog-4042435813224125898.post-24887437511440137542007-03-09T14:08:00.000-08:002007-03-10T12:43:24.257-08:00

American Science & Engineering, Inc. (Public, NASDAQ:ASEI)By now, most people have read or heard about the new airport screening system the Transportation Security Administration (TSA) is piloting at Sky Harbor International Airport in Phoenix, Arizona. When the news first broke in early December, there wasn’t a shortage of media coverage or distortion of facts.When you heard the news of the TSA

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0tag:blogger.com,1999:blog-4042435813224125898.post-90646893525038006382007-03-05T10:39:00.000-08:002007-03-06T07:41:17.573-08:00

With the recent breakdown in global equity markets, now is the time to be building your watchlist and looking for bargains. Hurco Companies, Inc. (HURC) is one company investors should be adding to their watchlist.IntroductionHurco Companies, Inc. (Public, NASDAQ:HURC)Hurco designs, manufactures, and sells computerized machine tools and related software. Hurco, founded in 1968, has been around

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com3tag:blogger.com,1999:blog-4042435813224125898.post-21730616422792627902007-02-28T00:41:00.000-08:002007-03-09T20:41:19.484-08:00

“Regulation FD (Fair Disclosure) is a new issuer disclosure rule that addresses selective disclosure. The regulation provides that when an issuer, or person acting on its behalf, discloses material nonpublic information to certain enumerated persons (in general, securities market professionals and holders of the issuer's securities who may well trade on the basis of the information), it must make

Tuffhttp://www.blogger.com/profile/11430636582570413165noreply@blogger.com0