Security, Surveillance unfortunately everywhere in this world..

You're in your hotel room, just woke up... and ready to go just for a little breakfast... A good start of the day...
Did you know that, on this normal day, normal behavior, you become A MOVIE STAR.... more famous then Brad Pitt, for the surveillance system of our Morld... !!

Imagine, you just wear your jacket, go to the elevator... click... a little surveillance camera is watching your first movements of the day..
You pass through the reception & the security people of the hotel..
You're just out of the hotel, that... not only, the camera of the street corner is again watching you.. bur Biiiig Brother Satellite is there to send some photos of the street you're in...
And you just enter the grocery store or any Fast food chain... & there again, a little camera is making out of you the MOST FOLLOWED MOVIE STAR...

Is this normal? is this just the world in which we have to leave nowadays with all the potential terrorist threats, etc...

So, how to take advantage of this... to enhance your wealth...

What about, have a look to some companies who are providing all this technology...

1/ Satellite photos: GEOY, DGI... Did you know that Google Earth is using their pics to show you our planet...
2/ Satellite, RF & Wireless transmission: think CMTL or TSYS...
3/ Camera & others: CSR, CPBY... (99% china play)

So, which one whould you consider in your portfolio... Is there not an security ETF?... Not that I'm aware of. Any particular country? China?... Personally, I admit that I have positions in all of them (apart from DGI)

But, recently, I added CPBY (click here). Why?

Fundamentally:
NO LONG TERM debt, reasonable PE around 10. Revenue increase for 2010: +20%. So, attractive PEG too...

Technically: in a consolidation around the 6 level... Any short term popup above 6.25 could be a BUY signal for another upleg...

Price Target:
Short term: 2010 EPS should be around 0,78US/share. So, a short term target of 7,8 shouldn't be unreallistic, as it would just be a PE of 10... with a PEG of 0,5!!!
Long term: as long as globally, the security remains an issue, as long as the company revenue increase... The limit is "an orbit to the sky"... But I'd take some of my money out if it goes too high, too fast...

I really suggest you also to have a look to CSR with a slighly lower PE... &/or add DGI and CMTL (since it positive earnings) which all seem to confirm a technical uptrend move...

Good luck all & behave yourself under the invisible spotlight of the cameras...

Joël, live from Seoul...

Economy Recovery? Export recovery? then you need Shipping companies. I.e. DAC

If the economy comes back, Shipping should have some tailwind too in this market... no?

In the shipping industry, one I'd suggest is: DANAOS Corp.

Why?
Technically:
1/ refusing to descend below the 50DMA (around 4.5US$). It tried several times to rally, but was refused to do it, due to the economy & political uncertainty.
2/ Volume on the upside always higher.. See its attempt in September 2009.

Fundamentaly:
1/ Making money
2/ Market Cap well below its enterprise value, with a book value per share of 6+.
3/ I like the insiders ratio (80% ), and a low Institutionals ratio at 5% (which avoids to have too much manipulation "on the downside" for the stocks...).

General sentiment:
ALL depends the DRY BALTIC INDEX... & this all depends about the Economy recovery & Market sentiment...

I'd suggest to build up some position at these prices: 4.7, 4,6 & 4,5...

ARIAD Pharmaceuticals & CDII (china magnesium play)

This Drug company has just a piepeline with Stage 3 drug that you shouldn't miss.
Technically it's on a nice recovery.
I bought today @2.31...
Short term objectif/resistance: @2.6US$
Look @the chart: ARIAD Pharmaceuticals, Inc. Share Price Chart | ARIA - Yahoo! Finance

Also, I had to cover up my short TWM, as the market just want to go up for the new year...
I admit it was a mistake to buy at a period where Santa Claus Rally & Beginning of the Year is usually giving more power to the Bulls...
Having said that, I might come back if the market shows sign of weakness...

Another Fast winner this morning was: CDII who announce that they will make 10Million US$ or Net revenue... Knowing that outstanding shares are 26+millions... Easy calculation made me buy it in early trade @1.3... and tried a doubling at 1.25, but was just too late...
hort term objectif and resistance: 2US$. (but I admit that this is still too low for its 2010 EPS)

Also, I'd recommend to have a look on High Yield plays such as: GAIN, GOOD & TAXI & PHB (Bond play)... All have a Yield of 9+%.. Not too bad if you want to your "cash" to make some return.

One more time, let me wish you a Healthy, Happy & Wealthy 2010...

Joël