Market Scan for Small Cap Stocks on October 31, 2007

Submitted by Ducimus Plinius

Market Scan for small cap stocks
at the close of the markets on October 3, 2007

The table below identifies the stocks returned on my scan of the US markets for small capitalizations stocks likely to display the characteristics of stocks entering Phase II, as described by Stan Weinstein.

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Market Comments Submitted by Nick at Ambitions as a Stock Trader

Submitted by My Ambitions as a Trader and Investor

Busy for the Next Few Days...

The next few days are going to be a bit hectic for me so I will not be able to post as regularly as I would like. In addition, I will not have ample time to do sufficient research on new stock picks or ideas. I may be able to throw in a few ideas but nothing more. I should be able to resume regular posting by this coming Monday. For the most part, I have mentioned quite a few stocks over the last few days and weeks. Most of these should work as long as the market holds up. I will try and post a few trade ideas later on tonight.

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Market Comments Submitted by Nick at Ambitions as a Stock Trader

Submitted by My Ambitions as a Trader and Investor

Hit or Miss...

Today was another one of those hit or miss kind of days. If most of your holdings were in NASDAQ listed stocks, you probably did not fare that bad. But, those who had a large stake in China, Shipping or Solar stocks definitely felt the burn today. Remember to keep those stop loss triggers handy if your trades are going against you. This is not the time to pile on tons of money in individual stocks. Keep positions manageable in size. Last thing one needs is to get in over their head and receive a massive margin call.

New Buy Ideas: AOB

Add to: ACTU, ARTG, EDAC, IIN



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Knobias Clip Report (10-30-2007)

Submitted By Knobias ClipReport

ARGN: Reports Solid Earnings on Strong CCS Demand

On the eve of one of the most important Fed Reserve decisions in recent memory, the markets were mixed with the Nasdaq gaining slightly while the Dow and S&P saw small declines. Causing the mixed move was the notion that the Fed decision would have a greater impact on the Dow’s blue chip stocks and the broader overall market rather than the technology driven Nasdaq.

Earnings were still being reported in the midst of the uncertain environment, and for the most part, haven’t been as stellar as in past quarters. One name bucked that trend though, and because of the numbers, broke out to new all time highs on some fairly heavy volume.

Amerigon (ARGN) develops products based on its advanced, proprietary, efficient thermoelectric (TE) technologies for a wide range of global markets and heating and cooling applications. The Company's current principal product is its proprietary Climate Control Seat system, a solid-state, TE-based system that permits drivers and passengers of vehicles to individually and actively control the heating and cooling of their respective seats to ensure maximum year-round comfort. CCS, which is the only system of its type on the market today, uses no CFCs or other environmentally sensitive coolants. Amerigon maintains sales and technical support centers in Southern California, Detroit, Japan, Germany and England.

Before the market opened on Tuesday, the Company reported their third quarter 2007 results. Strong demand for the Company's proprietary Climate Control Seat system drove revenues for this the third quarter and first nine months to $15.9 million and $47.2 million, respectively, up from $12.7 million and $35.6 million in last year's third quarter and first nine months. The jump was a 25% increase from Q306 to Q307.

Net income for the third quarter was $3.1 million, or 14c per basic and 13c per diluted share, compared with net income in last year's third quarter of $900,000, or 4c per basic and diluted share. The Company did, however, enjoy a deferred research and development (R&D) tax benefit of approximately $1.7 million following a study of its research and development activities and related expenses for the period from 1999 through 2006. They did note that they would expect to qualify for further R&D credits, but without the tax benefit during the recent quarter, net income for the third quarter was $1.3 million or 6c per adjusted basic and diluted share.

Following the announcement, shares broke out to all time highs, hitting intraday records of $22.35 before settling in the $20.00 range, up only 5.5%.

The interest could have been sparked by the GAAP numbers, which displayed the benefit and a subsequent year over year EPS increase of over 200%, but also of note was the upbeat feeling towards 2008.

President and Chief Executive Officer Daniel R. Coker noted in the press release, “We had another very good quarter, and we are continuing to have a very good year in 2007. We are achieving the goals we set out for our CCS business in 2007 and are making progress on new applications for our TE technology. As a result, our revenues are growing and expanding as we have predicted, and our bottom line is following along the same path.”

Coker noted that the "take rates," which are the rates that a feature like CCS are chosen by the car buying customers, continue to reflect high acceptance, and are solid and promising. He also added that the Company is getting better penetration in Asia and Europe, a trend that should continue through at least 2008. Coker also said that the Company expects CCS revenue growth in 2008 of 30% to 40% with continued strong increases in profitability.

While the domestic economy could see a pullback causing demand for luxury items to dip, internationally, China is seeing a rising middle class which has begun to demonstrate an excess of disposable income. With a historical derived revenue mix of approximately 65% North American and 35% Asian, the Company could escape any domestic slowdown unscathed with a continuation of traction in the region.

In any event, shares have spiked extremely hard on the earnings report causing extended valuations which could limit upside for the time being. Following the close of the bell on Tuesday, the reaction of the stock even caused Roth Capital Partners to cut their rating from Buy to Hold on valuation concerns. While the name remains a solid play in the luxury area, 2008 forward price to earnings ratios of 87 are hard to justify. Investors would be wise to keep the name on the radar and look for less risky entries or names.



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Market Scan for Small Cap Stocks on October 30, 2007

Submitted by Ducimus Plinius

Market Scan for small cap stocks
at the close of the markets on October 30, 2007

The table below identifies the stocks returned on my scan of the US markets for small capitalizations stocks likely to display the characteristics of stocks entering Phase II, as described by Stan Weinstein.

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Knobias Clip Report (10-29-2007)

Submitted By Knobias ClipReport

SCOM: Flu Season Could Provide Revenue Opportunity

Monday’s session was met with optimism regarding Wednesday’s Federal Reserve meeting scheduling. Many were expecting a cut of 25 basis points on the interest rate but as much as many would want lobby against it, a 50 basis point cut is not out of the realm of possibility.

Many feel the need for an aggressive stance especially with the Fed in a position to thwart a worst case scenario. The housing sector is now at the root of three distinct but related problems: (1) a sharp decline in house prices and the related fall in home building; (2) a subprime mortgage problem that has triggered a substantial widening of all credit spreads and the freezing of much of the credit markets; and (3) a decline in home equity loans and mortgage refinancing that could cause greater declines in consumer spending. Each of these could by itself be powerful enough to cause an economic downturn.

In any event, it is something to watch going into the Wednesday session. In the small cap space, one name recently released earnings which caused a few investors to take notice.

Sharps Compliance Corp. (SCOM), headquartered in Houston, Texas, is a leading provider of cost-effective medical waste disposal solutions for industry and consumers.

The Company's flagship product, the Sharps Disposal by Mail System(R), is a cost-effective and easy-to-use solution to dispose of medical waste such as hypodermic needles, lancets and any other medical device or objects used to puncture or lacerate the skin (referred to as "sharps").

The Company also offers a number of products specifically designed for the home healthcare market. Sharps Compliance focuses on targeted growth markets such as the pharmaceutical, retail, healthcare, commercial, professional and hospitality markets, as well as serving a variety of additional markets. The Company is a leading proponent and participant in the development of public awareness and solutions for the safe disposal of needles, syringes and other sharps in the community setting.

On October 23rd, the Company reported that first quarter fiscal 2008 revenue grew to a record $3.4 million, an increase of 13% from revenue of $3.0 million in the same period the prior fiscal year, and up 17% sequentially compared with revenue of $2.9 million in the fourth quarter of fiscal 2007. Customer billings, which the Company believes is an appropriate measure of performance and progress of the business, also increased to a record level of $3.6 million for the fiscal 2008 first quarter, up 14% compared with the prior fiscal year's first quarter billings of $3.1 million. On a sequential basis, customer billings increased 21%, from $ 3.0 million, in the fourth quarter of fiscal 2007.

The Company noted that the customer billing increase was derived from growth in the hospitality and healthcare sectors as well as the start of the flu shot season around the country. The Company did note an increase of SG&A expense of 21% to $1.15 million for the first quarter of fiscal 2008 compared with $0.95 million in the same period of the prior fiscal year but essentially flat from the fourth quarter of fiscal 2007. The increase in SG&A expense over the prior year period is a result of increased sales and marketing related expenses, non-cash stock-based compensation expense, recruiting fees and facilities rent expense.

The numbers culminated in an EPS of 2c versus 3c per share for the same period the prior year. The reduction in diluted earnings per share year-over-year was noted as being a result of a 2.5 million, or 23%, increase in the diluted shares outstanding due to stock options exercised and a higher stock price.

If the Company can capitalize on the growth of the healthcare sector as well as the current flu season while containing SG&A expenses and dilutionary financing activities, the name is certainly one to follow over the coming quarters. Investors would be wise to watch.



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Market Scan for Small Cap Stocks on October 29, 2007

Submitted by Ducimus Plinius

Market Scan for small cap stocks
at the close of the markets on October 29, 2007

The table below identifies the stocks returned on my scan of the US markets for small capitalizations stocks likely to display the characteristics of stocks entering Phase II, as described by Stan Weinstein.

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Market Comments Submitted by Nick at Ambitions as a Stock Trader

Submitted by My Ambitions as a Trader and Investor

Trade Journal for Monday October 29, 2007

New Buys: ARTG, IIN, ITI

Added To: EDAC

Sold-Profit: AZS (29%)

Sold-Loss: CKSW, BW, CATS


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Market Comments Submitted by Nick at Ambitions as a Stock Trader

Submitted by My Ambitions as a Trader and Investor

In Play: ARTG, IIN
Here are the two stocks that I was talking about. I already played IIN before for a 40% gain so this would be a rebuy for me. ARTG is also showing strength. Today is a good day to grab it as it is taking a small rest before its next move up. Of course, cut your losses short. There is no need to let any loss escalate and get out of proportion. Good luck!

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Market Scan for Small Cap Stocks on October 27, 2007

Submitted by Ducimus Plinius

Market Scan for small cap stocks
at the close of the markets on October 3, 2007

The table below identifies the stocks returned on my scan of the US markets for small capitalizations stocks likely to display the characteristics of stocks entering Phase II, as described by Stan Weinstein.

Click Image to Enlarge

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Market Comments Submitted by Nick at Ambitions as a Stock Trader

Submitted by My Ambitions as a Trader and Investor

Stock Picks and Trade Ideas for Monday, October 29, 2007

Friday's brilliantly bullish close was just what the market needed. Although we didn't exactly close at the HOD, we did manage to successfully bounce off the 50 day MA and close up 1%. Although most of my stocks did well, CRDC and SQNM let me down. SQNM's situation is understandable (nice run-up already), but CRDC was a big let down. Its chart pattern was promising which is why I was surprised. Still, earnings and fundamentals need to be taken into account for the big negative reversal. I believe that traders and investors were looking for a bigger boost in earnings. Perhaps they thought that CRDC would post a positive EPS this quarter. Who knows and who cares. I managed to bail out nicely and break even. I even trimmed down on some ASIA as the stock did not perform as well as I thought it would. None of this really bothers me as there are plenty of new longs setting up very promising chart patterns. Lets take a look at some of the new comers....

New Long Ideas: CROX (rebuy), EPAY, HDB, IBN, ICO, NSIT, SCUR (rebuy), SCL, SQM, TTM, WNG

Add To: ADAM, GHM, NTCT, PGI, TISI, WBD

Sell: SHEN

*ICO and TTM were both previously mentioned by my readers. I do not remember if both were mentioned by the same person or by two different individuals. Regardless, the person (or persons), recognized two potential winners in their infancy. Although they may have been a good buy when first mentioned, now is the correct time to buy ICO and TTM as both are at ideal, low-risk buy points.

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Knobias Clip Report (10-26-2007)

Submitted By Knobias ClipReport

KOSN: CEO Comments on Roche's Termination of Epothilone Collaboration

Roche provided notice that it is terminating its collaboration agreement with Kosan Biosciences Inc. (KOSN) for the development of the Company’s current epothilone anticancer product candidate, KOS-1584, and any other epothilones developed under the collaboration in the field of oncology. Following the effectiveness of the termination of the agreement in 120 days, all licensed rights will revert to Kosan.

Roche said it is terminating the Epothilone Collaboration Agreement for its “convenience” as provided for under the agreement. Kosan believes that Roche is terminating the agreement as a result of a re-prioritization within Roche’s research and development group.

In a conference call today, Kosan president and CEO Robert G. Johnson, Jr., M.D., Ph.D. said, "We do not speak for Roche, but we believe that it was unrelated to the value of KOS-1584. Roche has been a good partner, and they believe in the drug just as we do."

"We did not expect this decision by Roche. We have met all of the milestones in the development of KOS-1584. While we were initially disappointed, but we quickly realized that there are some tangible benefits to reacquiring KOS-1584. We will welcome other opportunities to advance KOS-1584. We plan to proceed with Phase II trials soon, but we will not be able to provide details and indications that we will pursue until the end of the month."

Dr. Johnson added, "Our agreement with Roche four years ago provided a $25 million upfront payment to us with milestone and royalties at comparable amounts for that time. We would expect any future deal structures to be more favorable than that."

Epothilones are a new class of cytotoxic molecules that have been identified as potential chemotherapy drugs. The epothilones appear to be well tolerated, with a side effect profile that is similar to that reported with the taxanes (paclitaxel and docetaxel), but studies indicate superior efficacy to the taxanes. KOS-158 has demonstrated antitumor activity and tolerability in patients with solid tumors. It has shown signs of activity in patients with non-small cell lung, ovarian, breast, prostate, pancreatic, head and neck and colon cancer.

The FDA recently approved Bristol-Myers' (BMY) Ixempra(R)(ixabepilone), an epothilone, for women with advanced breast cancer that does not respond to other therapies. It was approved as a stand-alone treatment for patients with advanced tumors that do not respond to Roche Holding AG's Xeloda(R)(capecitabine). Leading drugs for metastatic breast cancer currently include Bristol's older Taxol(R)(paclitaxel), Sanofi-Aventis' (SNY) Taxotere(R)(docetaxel), Xeloda and anthracyclines (daunorubicin, doxorubicin, and epirubicin, idarubicin and mitoxantrone). According to industry analysts, Ixempra(R) could generate annual sales of $500 million by 2012.

Dr. Johnson noted, "This new class of epothilones has already been validated with the approval of Ixempra. The market is waking up to the promise of epothilones, and interest has increased significantly. We see no reason that this will not continue, and we intend to take full advantage of this interest."

"In the short term, the impact of Roche's termination will be minimal and have no financial impact for 2007. It is also important to note that there is a rich history in recent examples of companies reacquiring successful drugs. We believe that KOS-1584 has the potential to achieve best-in-class status in the emerging epothilone market as well as to compete in the established taxane market."



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Market Comments Submitted by Nick at Ambitions as a Stock Trader

Submitted by My Ambitions as a Trader and Investor

What's Hot and What's Not: A Glance at Specific Sectors and Industries

"Hot"

Here are several sectors that did well today. With oil on a constant rise, it is no wonder that alternative energy stocks are continuing to show immense strength.



Alternative Energy- Coal Stocks (ACI, ANR, BTU, CNX, FCL
- Solar Energy (ASTI, STP)





Agriculture-Fertilizers (AGU, MOS, SQM)



---------------------------


"Not"

Sectors and Industries that have lagged. Both contain large amount of stocks that are still placing in 52wk lows.



Finance- Consumer and Commercial Loan Companies (CIT, COF)



Transportation- Truck (CNW, LSTR)

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Knobias Clip Report (10-25-2007)

Submitted By Knobias ClipReport

CSU: Aging Population Could Cause Increasing Profits

While the housing market has seen a massive decline in the past months because of credit woes and the subprime fallout, there are some niches in the industry that could still see a boost even with the collapse all around it.

The first baby boomer was just announced as starting the process to sign up for Social Security retirement benefits. Over the next two decades, nearly 80 million more baby boomers (who were born between 1946 and 1964) will become eligible for Social Security benefits. The number equals out to more than 10,000 per day.

According to the US Census Bureau, between now and 2050 the population of older adults living in the US will double, while growing at an annual rate of 2.8% a year. In 2030, 33% of the population will be 75 years old or older. 9% will be 85 years old or older.

With the aging of the population, a growth in assisted living housing and companies involved in the area is inevitable. One name in the industry is Capital Senior Living Corporation (CSU). The Company is one of the nation's largest operators of residential communities for senior adults. The Company's operating philosophy emphasizes a continuum of care, which integrates independent living, assisted living and home care services, to provide residents the opportunity to age in place.

The Company owns and/or operates 64 communities in 23 states with the ability to serve 9,544 residents. 49 of the communities are owned or leased with resident capacity of 7,636.

The Company’s latest earnings report in August showed revenue of $46.9 million which increased $9.2 million or approximately 24% from the second quarter of 2006. Adjusted EBITDAR (income from operations plus depreciation and amortization and facility lease expense) of $13.4 million increased approximately 40% from the prior year period. Second quarter 2007 net income was $0.8 million versus a loss of $2.5 million in the second quarter of the prior year. The Company also refinanced $30.0 million of mortgage debt on four owned communities with Federal National Mortgage Association ("Fannie Mae"). These four mortgages each have a term of ten years and a fixed interest rate of 5.9%, approximately 170 basis points below the variable rate debt which was replaced. Since the first quarter, the company has reduced mortgage debt by $51 million, refinanced or retired $162 million, and reduced their average interest rate from 7.5% to 6.1%, resulting in $8.3 million in annual interest expense.

CSU has noted that the Company is looking for acquisition candidates or joint venture announcements, particularly where the Company could also acquire the management contract.

With some $24 million in cash, an acquisition might be a bit out of reach, but a joint venture could easily pay dividends for the Company. The Company has also received some attention from analyst. On October 8th, Stifel Nicolaus upped the Company from a hold to a buy and set their new target price to $11. The firm noted that after the National Investment Center for the Seniors Housing and Care Industry (NIC) conference, the firm expected operators to report improved occupancy in the third quarter results and were less concerned about the negative impact of new construction because they expect construction to be constrained by tighter credit markets.

In any event, third quarter earnings are expected to be released on November 6th. With a growth in their occupancy rate and continued attempts to grow through acquisition or joint venture, the name would certainly be one to watch even with the extended multiples the industry currently enjoys.



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Market Comments Submitted by Nick at Ambitions as a Stock Trader

Submitted by My Ambitions as a Trader and Investor

Frustrating Action...

Today wasn't a good day. For the most part the markets kept me frustrated all the way into the close. Many of my new trade ideas blew up on me. I stopped out on LFT after an ugly reversal. I was actually able to get in at a good price (32.59) and bailed out at 30.20 for a 7.33% loss. So much for that stock. On the flipside, there were several current holdings in the 'folio that did just fine. These stocks are the cream of the crop and boast the strongest RS in comparison to all the other stocks within the U.S.stock market. The one thing that has me a bit uneasy is the fact that I haven't really found any new high quality stocks to buy. Sure there are still plenty of lower-priced speculative issues floating around but nothing to really get me excited about buying. The amount of negative reversals has me a little queasy as well. I may just be over analyzing the situation though. We'll have to wait and see how the week ends. Keep an eye on earnings for ASIA and CRDC for tomorrow. ASIA already reported earnings and CRDC is due to let the new spill tomorrow morning.

Stocks that Did Well: APPY, AXYS, BIOS, CRDC, HNSN, KHD

Added To: AXYS, BIOS

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Market Scan for Small Cap Stocks on October 24, 2007

Submitted by Ducimus Plinius

Market Scan for small cap stocks
at the close of the markets on October 24, 2007

The table below identifies the stocks returned on my scan of the US markets for small capitalizations stocks likely to display the characteristics of stocks entering Phase II, as described by Stan Weinstein.

Click Image to Enlarge

Ducimus Pliniusis not a registered investment advisor. Please read the complete Small Cap Stocks Blog Disclaimer



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Knobias Clip Report (10-24-2007)

Submitted By Knobias ClipReport

TMTA: $250M Settlement Causes Huge Spike in Shares

Wednesday’s session saw the financials feed the bear following Merrill Lynch’s larger than expected losses. Online retailer, Amazon.com, also contributed to the downward move following an earnings report that beat estimates, though fell due to expected profit margins declining with the holiday season right around the corner.

Even further, the National Association of Realtors reported sales of existing homes fell 8% in September to their lowest levels in 8 years. Median sales prices also fell 4.2%. Following the intraday bounce off lows of over 200 points, the Dow closed almost even, while the Nasdaq was down almost 1%. Speculation suggested an emergency Fed meeting as the catalyst, though the rumors were quickly dismissed.

In the small cap space, one name saw a fairly large increase in price on an important piece of news.

Transmeta Corporation (TMTA) develops and licenses innovative computing, microprocessor and semiconductor technologies and related intellectual property. Founded in 1995, Transmeta first became known for designing, developing and selling its highly efficient x86-compatible software-based microprocessors, which deliver a balance of low power consumption, high performance, low cost and small size suited for diverse computing platforms. The Company also develops advanced power management technologies for controlling leakage and increasing power efficiency in semiconductor and computing devices.

In October of 2006, the Company filed a patent infringement suit against Intel for infringement upon 10 Transmeta U.S. patents covering computer architecture and power efficiency technologies.

The complaint charged that Intel had infringed Transmeta's patents by making and selling a variety of microprocessor products including at least Intel's Pentium III, Pentium 4, Pentium M, Core and Core 2 product lines. The complaint requested an injunction against Intel's continuing sales of infringing products as well as monetary damages, including reasonable royalties on infringed products, treble damages and attorneys' fees.

In January, Intel countersued and disputed Transmeta's charges while accusing the smaller rival of infringing seven Intel patents. One of Intel's patents, filed in 1998, covers an "apparatus for controlling power usage," while the remaining six cover kinds of chip features.

In May, the Company reported some disappointing earnings and announced a restructuring was to take place.

“In the first quarter of 2007 we made the difficult, but necessary, decision to reduce our spending by restructuring the company to focus on developing and licensing our technologies and intellectual property,” said Les Crudele, president and CEO in the Company’s first quarter earnings release. “The restructuring is proceeding according to plan and, in some cases, is ahead of schedule. We expect to further reduce our headcount by 15 to 20 percent during the second quarter, mainly affecting general and administrative positions. As a result of the restructuring, we are no longer pursuing engineering services as a separate line of business and have also exited the business of selling microprocessor products.”

On Wednesday, the Company made a large stride towards their licensing and development strategy. Trasmeta announced that it had reached an agreement with Intel to settle all claims between them and to license the Transmeta patent portfolio to Intel for use in current and future Intel products.

The agreement grants Intel a perpetual non-exclusive license to all Transmeta patents and patent applications, including any patent rights later acquired by Transmeta, now existing or as may be filed during the next ten years. Transmeta will also transfer technology and grant to Intel a non-exclusive license to Transmeta's LongRun and LongRun2 technologies and future improvements.

The agreement provides for Intel to make an initial $150 million payment to Transmeta as well as to pay Transmeta an annual license fee of $20 million for each of the next five years for a total of $250 million.

Following the announcement, shares of TMTA gained over 230%, INTC shares fell 3.5%, while Applied Micro Devices (AMD), who owns $7.5 million in preferred stock in TMTA, shares fell 4.37%.




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Market Comments Submitted by Nick at Ambitions as a Stock Trader

Submitted by My Ambitions as a Trader and Investor

Stock Picks and Trade Ideas for Thursday October 25, 2007

New Long Ideas: ARCI (rebuy), CSV, CVS, GVP (rebuy), HLIT, MFW (rebuy), OTEX, SPIR, WRLS (rebuy)

Speculative/Risky Long Ideas: GBT, LFT, PVD, SCON, VGZ, XPL

Add to: ACTU, AIRM, APPY, ARTG, ASIA, AUTH, BIOS, BKE, EDAC, EXLS, FRM, HNSN, RBN


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Market Comments Submitted by Nick at Ambitions as a Stock Trader

Submitted by My Ambitions as a Trader and Investor

Trade Journal for Wednesday October 24, 2007

New Buys: ARTG, ASIA



Added To:



Sold for Profit: SQNM (25% of position for +61.53% gain)



Sold for Loss: DDUP (11%) I made a mistake of not keeping my losses small and allowed them to escalate.

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Knobias Clip Report (10-23-2007)

Submitted By Knobias ClipReport

FOLD: Sees 52-Week High on Tuesday After Positive Ph I Study for Pompe Disease

Shares of Amicus Therapeutics, Inc. (FOLD) hit a 52-week high on Tuesday after it announced positive results from two completed Phase 1 clinical studies of AT2220 (1-deoxynojirimycin HCl) for Pompe disease. The Phase 1 results showed that AT2220 was well-tolerated. The Company expects to initiate a Phase 2 clinical trial of AT2220 for Pompe disease in early 2008. The FDA has also granted orphan drug designation for AT2220 in the United States.

Pompe disease is a rare inherited metabolic muscle disorder that affects about 1 in 40,000 people in the U.S. It is caused by the buildup of a complex sugar called glycogen in the body's cells. The accumulation of glycogen in certain tissues, especially muscles, impairs their ability to function normally. The early onset form of the disease is the most severe, progresses most rapidly, and is characterized by musculoskeletal, pulmonary, gastrointestinal, and cardiac symptoms that usually lead to death for patients between 1 and 2 years of age. The late onset form of the disease begins between childhood and adulthood and has a slower rate of progression that is characterized by musculoskeletal and pulmonary symptoms that usually lead to progressive weakness and respiratory insufficiency.
There is currently no approved cure for Pompe disease. Genzyme Corp.'s (GENZ) Myozyme(R) was granted FDA approval for the treatment of Pompe disease in 2006. It has been shown to improve ventilator-free survival in patients with infantile-onset Pompe disease as compared to an untreated historical control, whereas use of Myozyme in patients with other forms of Pompe disease has not been adequately studied to assure safety and efficacy.

Amicus is initially targeting lysosomal storage disorders, which are severe, chronic genetic diseases with unmet medical need. Amigal is currently in Phase 2 clinical trials for Fabry disease and Phase 2 clinical trials of Plicera for Gaucher disease.

Fabry disease is a genetically inherited disease that is caused by the lack of or faulty enzyme needed to metabolize lipids, fat-like substances that include oils, waxes, and fatty acids. A mutation in the gene that controls this enzyme causes insufficient breakdown of lipids, which build up to harmful levels in the eyes, kidneys, autonomic nervous system, and cardiovascular system. Males tend to experience the most severe clinical symptoms, while females vary from virtually no symptoms to those as serious as males.

Gaucher's disease is the most common of the lysosomal storage diseases. It is caused by a deficiency of the enzyme glucocerebrosidase, leading to an accumulation of its substrate, the fatty substance glucocerebroside. Fatty material can collect in the spleen, liver, kidneys, lungs, brain and bone marrow. Symptoms may include enlarged spleen and liver, liver malfunction, skeletal disorders and bone lesions that may cause pain, severe neurologic complications, swelling of lymph nodes and (occasionally) adjacent joints, distended abdomen, a brownish tint to the skin, anemia, low blood platelets and yellow fatty deposits on the sclera.

Genzyme, the early pioneer in this area, has developed Fabrazyme(R) (agalsidase beta) to replace the missing enzyme in patients with Fabry disease. It is available in over 30 countries, including the United States and Europe. Genzyme's Cerezyme(R) is indicated for Gaucher's disease.

All of the conditions that the Company is currently developing products for are quite rare, and the enzyme drugs are among the most expensive in the world. Cerezyme, for instance, costs $200,000 a year. Sales of the drug last year were $1 billion. The demand and lack of competition in this area could provide significant opportunities for Amicus.


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Market Scan for Small Cap Stocks on October 23, 2007

Submitted by Ducimus Plinius

Market Scan for small cap stocks
at the close of the markets on October 23, 2007

The table below identifies the stocks returned on my scan of the US markets for small capitalizations stocks likely to display the characteristics of stocks entering Phase II, as described by Stan Weinstein.

Click Image to Enlarge

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Market Comments Submitted by Nick at Ambitions as a Stock Trader

Submitted by My Ambitions as a Trader and Investor

Trade Journal for Tuesday October 23, 2007

New Buys: ANET, ANO, AUTH, AZC, CRDC, EDAC, HLCS, WSCI, ZRAN

Added To: ALDN, ALGT, BIDZ, BIOS, CYBS, DDUP, KHD, PGI, RBN, SUSS, UVE

Sold Profit: SYUT (+29.77%)

Sold Loss: HIFN (-10.33%)


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Knobias Clip Report (10-22-2007)

Submited From Knobias ClipReport

NAPS/PLUG/SILC: Three Names Pop Up on Many Radar Screens

Monday’s session saw the Dow dive then recoup the losses, finishing ahead on the day by 45 points. Tuesday’s session will most likely be dominated with talk of Apple earnings which were set to be released after the bell on Monday. Following last week’s steep decline, a stabilization in the market was noted.

In the small cap space, three stocks found the radar screens of many traders. Two of the three had some fairly encouraging news while one was void of any announcements.

The first, Plug Power Inc. (PLUG), through its wholly owned subsidiary Cellex Power Products, Inc., announced a purchase order for GenDrive(TM) fuel cell power units from Wal-Mart Stores for use in lift trucks at one of the company's distribution centers. This is Plug Power's largest single GenDrive order to date, although the specific terms were confidential.

It was noted that the order followed a successful beta trial at two Wal-Mart distribution centers in Ohio in late 2006. During the trial, the 12 fuel-cell-powered pallet trucks ran in live, working conditions for more than four months, logging more than 18,000 hours and 2,100 indoor fuelings by pallet truck operators. The Cellex Power fuel cells demonstrated environmental and operator benefits. The new units will power pallet trucks used at Wal-Mart's food distribution center in Washington Court House, Ohio, replacing the lead- acid batteries that are traditionally used in such applications.

This fuel cell order aligns with Wal-Mart's strategy to integrate innovative technologies into its business plan that reduce operating cost and help the environment. The purchase of these fuel cell power units is equivalent to removing approximately 60 cars from the highway in southeastern Ohio in terms of CO2 and greenhouse gas emissions.

Following the announcement, PLUG shares gapped open to highs of $4.75 before closing up only 18% at $3.51.

The second was Napster Inc. (NAPS). The Company, in collaboration with AT&T, unveiled a new service on Monday that allows its subscribers to download music from Napster Inc. directly to their cellphones, keeping pace with services already offered by rival wireless carriers. It represents a shift in AT&T's stance on mobile music to an "over-the-air" download model versus "sideloading," or transferring music from a computer to a phone through a physical connection. The service, Napster Mobile, is an expansion of AT&T's foray into music. In July, it began a download service called eMusic, which catered to the independent scene. Napster Inc.'s entire music catalog of more than 5 million songs will be available for wireless download starting early next month. Following that announcement, Napster shares were up 4% on 307K shares traded.

The last name was Silicom Limited (SILC). The Company is an Israeli based provider of high-performance server/appliances networking solutions. The Company's flagship products include a variety of multi-port Gigabit Ethernet, copper and fiber-optic, server adapters and innovative BYPASS adapters designed to increase throughput and availability of server-based systems, security appliances and other mission-critical gateway applications.

On Monday, shares plummeted 24% on over 1.28M shares traded on no major news. It was reported that the name was removed from the naked short list by Buyins.net, while earnings weren’t expected until October 29th, before the market open.

In any event, the names were certainly on many radar screens and are worth further looks. Investors would be wise to watch.



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Market Comments Submitted by Nick at Ambitions as a Stock Trader

Submitted by My Ambitions as a Trader and Investor

End of the Day Recap/Stock Picks and Trade Ideas for Tuesday October 23, 2007

Just when the situation looked ready to get super ugly, the markets put in a surprise positive reversal. The reversal was most likely a combination of dip-buying traders and positive tech sector earnings reports. Still, the tech saturated bounce was more then enough get the DJIA involved in a little positive action. At the moment it is still too early to tell if this will be a failed attempt or a successful one in refueling the rally. More action and hints toward an actual direction will be needed. Until then we'll have to get used to some sideways (wave-like) action.

New Long Ideas: CRDC (very volatile and risky-but at a good low-risk buy point), CYBS (if you didn't grab today it is still a good buy), GSB

Add To: HNSN, JOBS, LULU, PGI

Sells: ALLI, GVP, SYNP


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Market Scan for Small Cap Stocks on October 22, 2007

Submitted by Ducimus Plinius

Market Scan for small cap stocks
at the close of the markets on October 22, 2007

The table below identifies the stocks returned on my scan of the US markets for small capitalizations stocks likely to display the characteristics of stocks entering Phase II, as described by Stan Weinstein.

Click Image to Enlarge

Ducimus Pliniusis not a registered investment advisor. Please read the complete Small Cap Stocks Blog Disclaimer



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Market Comments Submitted by Nick at Ambitions as a Stock Trader

Submitted by My Ambitions as a Trader and Investor

Stock Picks and Trade Ideas for Monday October 22, 2007

New Buys: DDUP (rebuy), GVP, HIFN, JOBS, PGI, SUSS, SYNP

Maybe: ANET, CYBS, WSCI

New Shorts: ABT, ATI, BA, DD, DNB, ITT,

Add To: BIDZ, BIOS, LULU, NSUR, TTG, UVE

My Ambitions as a Trader and Investor is not a registered investment advisor. Please read the complete Small Cap Stocks Blog Disclaimer



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Market Comments Submitted by Nick at Ambitions as a Stock Trader

Submitted by My Ambitions as a Trader and Investor

Trade Journal: Taking Some Profits/Taking Some Losses

Lets face it, yesterday (Friday October 19, 2007) was brutal. The negative action forced me to stop out and cut my losses on many of my positions. In addition, it has also forced me to come to the realization that I have to take profits in order to preserve my gains. Despite the crazy action there are still plenty of stocks that I am holding onto. I will continue to hold onto these decent positions unless I am forced to sell them. True to my strategy I never hold onto a loss if it falls to down 8% from where I bought it (well at least I try to stick to it). This strategy helps me contain my losses to small amounts.



New Buy: SYNP (rebuy)





Add To: BIDZ, LULU



Hold: AATI, ABX, ACCL, AEM, AEY, AIRM, ALLI, ALXN, APPY, ARTW, AXYS, BIDZ, BW, CATS, CF, CFSG, CLDA, CU, CVGW, FALC, FRM, GHM, GOLD, HA, HMSY, IEP, INXI, JASO, JST, KOP LKQX, LGTY, LULU (so far up 116%), MCZ, MVG, NEOG, NG, NUAN, NTCT, OMTR, PMFG, SHEN, SHOR, SLI, SIL, SQNM, SYUT, TLEO, TOD, TRAK, TWTI, VCO, VMW, VSEC, WAT



Sold for Profit: ARCI (sold the rest of my position for a 10.86 gain), ATRO (+4.8%), BCSI (+24.63%), BKR (+6.22%), BOOM (+7.8%), BPHX (38.04%), CMED (+19.6%), DSX (+43.8%), EHTH (+11.27%), EXM (+57.9%), FARO (+39.34%), GME (+9.9%), HEW (+4.16%), ISRG (+36%), ITRI (+5.95%), LDSH (11.11%), MEAS (+11%), OMCL (8.70%), OI (#.6%), PAS (sold the rest of my position: 15.6%), PENX (+41%), QEPC (+19.27%), RBN (+46.56%), RESP (+2.9%), RGLD (+.65%), SIMC (+54%), SNCR (+12.50%), SNDA (+15.20), STRA (+6.87), STRL (7.6%), SYNT (+11.14%), TTES (+6.75%), TWI (+73.68%), VDSI (+47.4%), WRLS (+80.7%)



Sold for Loss: ACM (-6.44%), CREE (-8.20%), CROX (-1.41%), DGIT (-1/05%), FMCN (-2.75%), HLF (-2.62%), GNET (-6.20%), IFSIA (-8.9%), MDCA (-5.30%), ONXX (-4.73%), PRKR (-1.27%), SHMR (-8.7%), SVT (-2.15%), TCN (-7.84%), WLDN (-1.20%)



Sell if: AMAC (sell if it closes below the 50 day MA on above average volume), SILC (so far down 7%. Sell if it closes below the 50 day MA)


* Note: I am not finished posting all the trades. I will try and finish by tomorrow.

My Ambitions as a Trader and Investor is not a registered investment advisor. Please read the complete Small Cap Stocks Blog Disclaimer



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Market Scan for Small Cap Stocks on October 19, 2007

Submitted by Ducimus Plinius

Market Scan for small cap stocks
at the close of the markets on October 19, 2007

The table below identifies the stocks returned on my scan of the US markets for small capitalizations stocks likely to display the characteristics of stocks entering Phase II, as described by Stan Weinstein.

Click Image to Enlarge

Ducimus Pliniusis not a registered investment advisor. Please read the complete Small Cap Stocks Blog Disclaimer



Visit 1800blogger to see all of our industry leading blogs

Knobias Clip Report (10-19-2007)

Submited From Knobias ClipReport

PURE: Shares Spike on Recent MRSA Infection Reports

Friday’s session saw a fairly gross trading day with Google being one of the lone bright spots in the market. Honeywell, 3M, and Caterpillar collectively helped the Dow to close at its lowest point of the day, down over 370+ points. Contributing to the unrest was another record day from crude which broke through the $90 a barrel level.

Next week, earnings and oil should decide whether the market will continue this downward path or bounce off its 50 day moving average.

One of the small caps that weathered the overall down day to turn in another 52 week high was Pure Bioscience (PURE). Highlighted a few weeks back before their 3rd quarter earnings release, the name has since seen a rally from the $3.50 range to a close over $7 on Friday.

PURE Bioscience (PURE) develops and markets technology-based bioscience products that provide solutions to numerous global health challenges. PURE's proprietary high efficacy/low toxicity bioscience technologies, including its silver dihydrogen citrate-based antimicrobials represent innovative advances in diverse markets and are a leader in the global trend toward industry and consumer use of "green" products while providing competitive advantages in efficacy and safety.

The Company’s patented silver dihydrogen citrate (SDC) is an electrolytically generated source of stabilized ionic silver. SDC destroys bacteria by disabling proteins and halting metabolic and reproductive functions. SDC is colorless, odorless, tasteless, non-caustic and formulates well with other compounds. As a platform technology, SDC is distinguished from competitors in the marketplace because of its superior efficacy, reduced toxicity and the inability of bacteria to form a resistance to it. It also offers 24-hour residual protection against standard indicator bacteria.

In June, the Company announced their 3rd quarter earnings that showed revenue traction for their SDC-based products internationally. Revenues for the quarter were $132,379, an increase of approximately 200%, as compared with $44,314 in the same quarter of the prior year.

Even though the Company has yet to receive approval from the FDA to market the SDC products domestically, they have continued their research and testing and even completed a 20-fold capacity expansion of their SDC production facility which increased their annual SDC revenue capacity from $11 million to more than $250 million. They also added a new automated blending and packaging operation to provide a cost-effective, quick turn around alternative for smaller distributors.

But even with the continued expansion, the main catalyst is the GMP suite becoming certified, which is a requirement for them to be able to manufacture SDC as an active pharmaceutical ingredient. The Company noted that they expected to have that