September 2009 (3)	October 2009 (2)	November 2009 (4)	December 2009 (4)
May 2009 (2)	June 2009 (3)	July 200 (2)	August 2009 (3)
January 2009 (2)	February 2009 (0)	March 2009 (1)	April 2009 (1)

    Life Partners Holdings Inc.  (NASD: LPHI) is a financial services company and the parent company of Life Partners, Inc. (“LPI”). LPI is engaged in the secondary market for life insurance known generally as “life settlements.” It is the only publicly traded life settlement provider. The Company's operating revenues are derived from fees for facilitating life settlement transactions. Life settlement transactions involve the sale of an existing life insurance policy to another party. By selling the policy, the policyholder receives an immediate cash payment to use as he or she wishes. The purchaser takes an ownership interest in the policy at a discount to its face value and receives the death benefit under the policy when the insured dies.

The Company provides purchasing services for life settlements to its client base. The Company does this by matching life settlors with purchasers. The Company facilitates these transactions by identifying, examining, and purchasing the policies as agent for the purchasers. Since its inception, the Company have facilitated over 50,000 purchaser transactions involving over 5,700 policies totaling over $1 billion in face value.  The purchasers of the life settlements are categorized either as institutional or retail. Institutional purchasers are typically investment funds designed to acquire and hold life settlements. These funds are often affiliated with large investment firms. Most of the Company's earlier purchasers were high net worth individuals, which are referred to as retail purchasers. The retail purchasers generally come through a network of financial planners, who are called licensees.

The stock's price gained 15.9% over the past 3 months (vs. the Industry's -83.4%); 68.4% over the past 6 months (vs. the  Industry's -154.1%); and 105.0% over the past 12 months (vs. the Industry's -183.6%). The Company is classified as a small-cap growth company (with a market cap of $450.22M) that is rated to outperform the market over the next six months with a Risk Level of 4 (Above average). The Company was founded 1991. The Company's  principal executive offices are located in Waco, Texas. The Company has 40 employees.

Sector: Finance;   Industry: Insurance (Miscellaneous);    Ticker: LPHI;     Exch: NASD;     01/16/09 Closing Price: $40.18

          Myriad Genetics Inc.  (NASD: MYGN) is biotechnology company focused on the development and marketing of novel therapeutic and molecular diagnostic products. The Company's molecular diagnostic business focuses on the analysis of genes and their alterations to assess an individual’s risk for developing disease later in life (predictive medicine) and to assess a patient’s risk of disease progression, disease recurrence, drug toxicity, and drug response (personalized medicine). To date, the Company have launched five commercial molecular diagnostic products, including both predictive medicine and personalized medicine products. The Company market these products through its own 190-person sales force in the United States and have also entered into marketing collaborations with other organizations in selected foreign countries. Molecular diagnostic revenue was $145.3 million for the year ended June 30, 2007, an increase of 44% over the prior fiscal year.

The Company currently have four proprietary drug candidates in seven clinical trials, and a number of other promising drug candidates that are in
late-stage preclinical development. The Company's major drug development programs include Flurizan™ for the treatment of Alzheimer’s disease, Azixa™ for the treatment of primary and metastatic brain tumors, MPC-2130 for the treatment of hematologic cancers, MPC-0920 for the treatment of thrombosis, and Vivecon™ for the treatment of AIDS. MYGN's revenues for the fiscal year ended June 30, 2007 consisted primarily of sales of molecular diagnostic products (92%) and research payments (8%).

The stock's price gained 26.6% over the past 3 months (vs. the Industry's 23.0%); 12.4% over the past 6 months (vs. the  Industry's -30.7%); and 70.0% over the past 12 months (vs. the Industry's -3.1%). The Company is classified as a mid-cap growth company (with a market cap of $3.31B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Company was founded 1991. The Company's  principal executive offices are located in Salt Lake City, Utah. The Company has 994 employees.

Sector: Healthcare;   Industry: Biotechnology & Drugs;    Ticker: MYGN;     Exch: NASD;     01/23/09 Closing Price: $71.90

     Pegasystems Inc.  (NASD: PEGA) develops, markets, licenses, and supports software to automate complex, changing business processes. The Company's software enables organizations to build, deploy, and change enterprise applications easily and quickly by directly capturing business objectives, automating programming, and automating work. The Company's  software also allows organizations to avoid the time and expense required to create lengthy policy manuals and system specifications by unifying business rules with business processes in the software and automating the creation of system documentation. The Company's software is standards-based and can leverage existing technology investments to reduce implementation time. The customers use the Company's software to improve their customer service, reach new markets, and boost operational effectiveness.

The Company's has a patented technology that unifies business processes and business rules targeted for the Business Process Management (“BPM”) software market. The Company provides implementation, consulting, training, and technical support services to help the customers maximize the business value they obtain from the use of the Company's software. The Company's also maintain alliances with systems integrators and technology consulting firms to support its customers.
    
The stock's price gained 45.2% over the past 3 months (vs. the Industry's -13.4%); 31.3% over the past 6 months (vs. the  Industry's -78.2%); and 79.6% over the past 12 months (vs. the Industry's -66.9%). The Company is classified as a small-cap growth company (with a market cap of $638.89M) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Company was founded 1983. The Company's  principal executive offices are located in Cambridge, Massachusetts. The Company has 825 employees.

Sector: Technology;   Industry: Software & Programming;    Ticker: PEGA;     Exch: NASD;     03/20/09 Closing Price: $17.96

STOCK GRADE (ASG): 51.26  (VERY GOOD)               

BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
EXPANDED BUSINESS DESCRIPTION (Reuters)
STOCK INFO/RESEARCH (MSN)
COMPETITORS (CNN Money)
OWNERSHIP (MSN)
KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
RISK LEVEL: 2 (Less than average) (MSN)
COMPANY'S WEB SITE

Management's Effectiveness (Trailing 12 Mo.)	. . .	Return on Equity:	6.34%
Profitability (Trailing 12 Mo.)	. . .	Profit Margin:	5.19%
Stock's Growth Record (Trailing 12 Mo.)	. . .	Revenue:	30.69%
	. . .	EPS:	65.68%
	. . .	Price:	79.60%
	. . .	Dividend:	NA
PE & EPS (Trailing 12 Mo.)	. . .	Price/Earnings:	61.51
	. . .	Earnings/Share:	0.29
Price / Share (Pick Date, Closing Price)	. . .	Pick Date 03/20/2009:	$17.96
COMMENT: The stock's pick price (of $17.96) is over the 13-day EMA and the 50-day EMA price range; i.e., higher than  the 13-day EMA price (of $16.58) and higher than the  50-day EMA (of $14.72) by 8.43% and 22.00% respectively. This suggests that the pick price is NOT presently timely NOR advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report "ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).	. . .
Price / Share (13-day EMA)	. . .	03/20/2009:	$16.58
Price / Share (50-day EMA)	. . .	03/20/2009:	$14.72
Price / Share (13-day EMA)	. . .		Current:
Price / Share (50-day EMA)	. . .		Current:
Price / Share (Current)	. . .	Current Price	Quote
Price / Share (Historical)	. . .	Historical Price	Quote

SPECIAL NOTE:

1. Pegasystems reports record Q4 and FY 2008 revenues. (Answers.com; March 10,2009)
2. InformationWeek names Pegasystems company to watch in 2009. (YahooFinance; January 28, 2009)

^Top page

     Shanda Interactive Entertainment Ltd.  (NASD: SNDA) is an interactive entertainment media company and the largest operator of online games in China. The Company offers a portfolio of diversified entertainment content including some of the most popular massively multi-player online role playing games, (or MMORPG) and casual online games in China, along with online chess and board games, a network PC game platform and a variety of cartoons, literary works and music.

Shanda's core online game business includes the operation of online games that are either licensed from third-parties or developed in-house. In 2006, the Company commercially launched games had approximately 2.45 million peak concurrent users. In 2006, Shanda commercially launched a MMORPG Archlord and a casual game Crazy Kart, and began open-beta testing for a 3D MMORPG titled Dungeons & Dragons Online. The Company also started to test several in-house developed online video games for its EZ Platform in late 2006. Shanda's content offerings primarily consist of online games, including MMORPGs and casual games, as well as online chess and board games, a network PC game platform and wireless games.

The stock's price gained 59.5% over the past 3 months (vs. the Industry's 41.5%); 85.5% over the past 6 months (vs. the  Industry's 35.4%); and 60.3% over the past 12 months (vs. the Industry's =34.7%). The Company is classified as a mid-cap growth company (with a market cap of $3.19B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Company was founded 1999. The Company's  principal executive offices are located in Shanghai, China. The Company has 2,564 employees.

Sector: Technology;   Industry: Computer Services;    Ticker: SNDA;     Exch: NASD;     04/10/09 Closing Price: $46.41

     Green Mountain Coffee Roasters Inc.  (NASD: GMCR) sell over 100 whole bean and ground coffee selections, hot cocoa, teas and coffees in K-Cup portion packs, Keurig single-cup brewers and other accessories. In recent years, a significant driver of the Company’s growth has been the sale of K-Cups and Keurig brewing systems. The  Company manages its operations through two business segments, Green Mountain Coffee (“GMC”) and Keurig, Incorporated (“Keurig”).

GMC sells whole bean and ground coffee, hot cocoa, teas and coffees in K-Cups, Keurig single-cup brewers and other accessories mainly in the Eastern United States' wholesale and retail markets, and directly to consumers. Coffee sales in the GMC segment are tracked through six separate channels: office coffee service (OCS), consumer direct, resellers, food service, supermarkets, and convenience stores. The majority of GMC’s revenue is derived from its wholesale customer accounts located primarily in the Eastern United States. Keurig is a pioneer and leading manufacturer of gourmet single-cup brewing systems and markets its premium patented single-cup brewing systems for consumers at home (AH) or away-from-home (AFH). Keurig sells its single-cup brewers, coffee, tea and hot cocoa in K-Cups produced by a variety of roasters, including GMC, and related accessories mainly in domestic wholesale and retail markets and also directly to consumers. Keurig earns royalty income from the sale of K-Cups from all coffee roasters licensed to sell K-Cups.      

The stock's price gained 88.0% over the past 3 months (vs. the Industry's 14.8%); 166.1% over the past 6 months (vs. the  Industry's -22.6%); and 93.5% over the past 12 months (vs. the Industry's -118.5%). The  Company is classified as a mid-cap growth company (with a market cap of $1.95B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Company was founded 1993. The Company's  principal executive offices are located in Waterbury, Vermont. TheCompany has 1,152 employees.

Sector: Consumer / Non-Cyclical;   Industry: Food Processing    Ticker: GMCR;     Exch: NASD;     05/15/09 Closing Price: $77.82

      Cubic Corp.  (NYSE: CUB) designs, develops, manufactures and installs customized electronic products for use in military applications; and automated revenue collection systems for public mass transit systems. Cubic’s defense business segment consists of three business units: Readiness Systems, Mission Support Services, and Communications & Electronics. The Company's products for this segment include customized military range instrumentation systems, tactical engagement simulation systems, firearm simulation systems, communications and surveillance systems, surveillance receivers, power amplifiers, and avionics systems. The Company market its products and services directly to various U.S. government departments and agencies and foreign governments.

The Company is also the leading turnkey solution provider of automated fare collection systems for public transport authorities worldwide. The Company provides a range of service and system solutions for the bus, bus rapid transit, light rail, commuter rail, heavy rail, ferry and parking markets. These solutions and services include system design, central computer systems, equipment design and manufacturing, device-level software, integration, test, installation, warranty, maintenance, computer hosting services, call center services, card management and distribution services, financial clearing and settlement, multi-application support and outsourcing services. During fiscal year 2007, approximately 54% of the Company's total business was conducted, either directly or indirectly, with various agencies of the United States government. Most of the remainder of the Company's revenue were from local, regional and foreign governments or agencies.
 
The stock's price gained 46.4% over the past 3 months (vs. the Industry's 81.2%); 44.3% over the past 6 months (vs. the  Industry's 40.6%); and 56.2% over the past 12 months (vs. the Industry's -103.3%). The Company is classified as a small-cap growth company (with a market cap of $1.02B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Company was founded 1949. The Company's  principal executive offices are located in San Diego, California. The Company has 7,000 employees.

Sector: Capital Goods;   Industry: Aerospace & Defense;    Ticker: CUB;     Exch: NYSE;     05/29/09 Closing Price: $38.15

     NetEase.com Inc.  (NASD: NTES) operates a leading interactive online community in China and are a major provider of Chinese language content and services through its online games, Internet portal and wireless value-added services businesses. The Company generate revenues from fees charged users of its online games and, to a much lesser extent, of wireless value-added and other fee-based premium services, as well as from selling advertisements on the NetEase websites. The Company's basic service offerings on the NetEase websites are available without charge to its users.

The NetEase Web sites provide Internet users with Chinese language online services centered around three core service categories: content, community and communication. The Company's wide range of content appeals to a broad audience group spanning all age groups. However, the Company's services are particularly popular among younger audiences between the ages of 19 and 34 with total average daily page views of more than 710 million. The Web sites consolidate and distribute content from more than one hundred international and domestic content providers. Content is distributed through various channels, including channels focusing on news, entertainment, sports, finance, information technology and automobiles. The NetEase websites provide a broad array of free and fee-based community and communication services, including e-mail, blogging, instant messaging, matchmaking, alumni directories, clubs, e-cards, chat rooms and community forums.

The stock's price gained 80.2% over the past 3 months (vs. the Industry's 97.1%); 101.3% over the past 6 months (vs. the  Industry's 128.1%); and 64.9% over the past 12 months (vs. the Industry's -47.1%). The Company is classified as a mid-cap growth company (with a market cap of $4.87B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Company was founded 1997. The Company's  principal executive offices are located in Beijing, China. The Company has 2,368 employees.

Sector: Technology;   Industry: Computer Services;    Ticker: NTES;     Exch: NASD;     06/05/09 Closing Price: $37.94

      AsiaInfo Holdings Inc.  (NASD: ASIA) is a leading provider of high-quality telecommunications software solutions and information technology (IT) security products and services in China. In the telecommunications market, the Company's software products and services enable its customers to build, maintain, operate, manage and continuously improve their communications infrastructure and services. the Company's largest customers are the major telecommunications carriers in China and their provincial subsidiaries, such as China Mobile Communications Corporation, or China Mobile, China United Telecommunications Corporation, or China Unicom, China Network Communications Group Corporation, or China Netcom, and China Telecommunications Corporation, or China Telecom. In addition to providing software solutions to China’s telecommunications carriers, the Company also offer sophisticated IT security products and services to many small and medium -sized companies in China.

The Company's operations are organized into two divisions: AsiaInfo Technologies and Lenovo-AsiaInfo. For the year ended December 31, 2007, approximately 86% of the Company's total revenue was contributed by AsiaInfo Technologies, while the remaining revenue was contributed by Lenovo-AsiaInfo. AsiaInfo Technologies  provides software solutions to China’s telecommunications carriers. Products and services in this division cover customer management and billing solutions, decision support systems, service applications such as messaging, broadband, wireless and other advanced applications and network infrastructure services, including network design, implementation, operation and optimization. Lenovo-AsiaInfo mainly provides IT security products and services tailored for small to medium-sized companies, focusing on the firewall and Virtual Private Network, or VPN, sectors. Lenovo-AsiaInfo’s IT security applications are fixed configuration products with varying performance characteristics that offer integrated firewall, VPN and denial of service protection capabilities.

The stock's price gained 58.8% over the past 3 months (vs. the Industry's 103.9%); 69.8% over the past 6 months (vs. the  Industry's 121.1%); and 62.5% over the past 12 months (vs. the Industry's 39.3%). The Company is classified as a small-cap growth company (with a market cap of $677.46M) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was founded 1993 by Chinese nationals residing in the United States. The Company's  principal executive offices are located in Beijing, China. The Company has 3,149 employees.

Sector: Technology;   Industry: Software & Programming;    Ticker: ASIA;     Exch: NASD;     06/12/09 Closing Price: $21.33

STOCK GRADE (ASG): 43.61  (GOOD)               

BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
EXPANDED BUSINESS DESCRIPTION (Reuters)
STOCK INFO/RESEARCH (MSN)
COMPETITORS (CNN Money)
OWNERSHIP (MSN)
KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
RISK LEVEL: 3 (Average) (MSN)
COMPANY'S WEB SITE

     HMS Holdings Corp.  (NASD: HMSY) provides cost management services for government-sponsored health and human services programs. These services help customers recover amounts due from third parties, avoid and reduce costs, and ensure regulatory compliance. The Company's customers are State Medicaid agencies, government-sponsored managed care plans, child support agencies, the Veterans Health Administration, the Centers for Medicare & Medicaid Services (CMS), and other public programs. The Company help these programs contain healthcare costs by identifying third party insurance coverage and recovering expenditures that were the responsibility of the third party or that were paid in error. 

The demand for the Company's services arises from the small but significant percentage of government funds spent in error, where either another payor was actually responsible for the service, or a mistake was made in applying complex claim processing rules. The Company's services focus on containing costs by reducing error rates. The Company's 2007 revenue increased by approximately $58.7 million or 67% over 2006 revenue primarily as the result of internal growth and business acquisitions. The Company's services draw upon its proprietary information management and data mining techniques, and include coordination of benefits, cost avoidance, and program integrity. In 2007, the Company recovered more than $1.0 billion for its clients and with data provided to clients, prevented the expenditure of several billion more.

The stock's price gained 31.6% over the past 3 months (vs. the Industry's 68.8%); 34.3% over the past 6 months (vs. the  Industry's 81.4%); and 87.6% over the past 12 months (vs. the Industry's -64.3%). The Company is classified as a small-cap growth company (with a market cap of $1.05B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Company was founded 1974 and their principal executive offices are located in New York New York. The Company has 874 employees.

Sector: Technology;   Industry: Computer Services;    Ticker: HMSY;     Exch: NASD;     06/26/09 Closing Price: $40.75

STOCK GRADE (ASG): 48.96  (GOOD)               

BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
EXPANDED BUSINESS DESCRIPTION (Reuters)
STOCK INFO/RESEARCH (MSN)
COMPETITORS (CNN Money)
OWNERSHIP (MSN)
KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
RISK LEVEL: 3 (Average) (MSN)
COMPANY'S WEB SITE

1. HMS Holdings announces a strong 1Q 2009 results. (Smartbrief; May 1, 2009)
2. A company that benefits from the hard times. (Forbes; February 6, 2009)
3. HMS Holdings raises 2009 revenue & earnings outlook. (Boston.com; February 2, 2009)
4. HMS Holdings is a top stock pick for 2009. (BloggingStocks.com; January 11, 2009)
 

  Last modified: 07/25/10