Coolcat: Software Solutions
05/30/2003 12:00 am EST
Kevin Kennedy runs a number of proprietary screens to isolate momentum-based stocks. His latest low-priced, high-momentum selection (with relative strength of 99 and a price of 15 or less) is Mobius,a software firm. Another screen looks for "Super 7" stocks which must meet numerous criteria, including relative strength of 97, a high-low ratio of 4 to 1 or better, a new high in the previous two weeks, a nd a breakout base of 4 weeks or longer in the past two weeks. His latest two Super 7s are also software firms, Captiva and SVI:
"Mobius Management Systems (MOBI NASDAQ) provides integrated solutions for total content management. The company's ViewDirect TCM repository serves as the foundation for a software suite that meets a broad range of content-intensive e-business requirements, including Web site, digital asset, and document management; workflow and imaging; Internet presentment and payment; records management; and enterprise report distribution. Mobius products are used by more than 1 million customers and employees of nearly 1,400 organizations worldwide. More than 60% of the Fortune 100 companies use Mobius software."
"Captiva Software (CPTV NASDAQ) provides input management solutions. Since 1989, the company's award-winning products have been used to manage business-critical information from paper, faxed and scanned forms and documents, Internet forms and XML data streams into the enterprise in a more accurate, timely, and cost-effective manner. These products automate the processing of billions of forms and documents annually, converting their contents into information that is usable in database, document, content, and other information management systems. Captiva's technology serves thousands of users in insurance, financial services, government, business process outsourcing, direct marketing, and other markets."
"SVI Solutions/Island Pacific (SVI NYSE) is in the process of changing its name to Island Pacific. The company delivers high-quality, high-reliability software to the retail industry. Recently the company has transformed itself into a low-cost, high-value provider of retail enterprise solutions by developing breakthrough technologies, and by partnering with leading consulting organizations to provide next-generation services. In addition, Island Pacific leverages its years of experience with emerging and established retailers to craft creative solutions tailored for each customer's needs. With nearly 200 customers, Island Pacific and its solutions are represented in more than 30,000 stores worldwide and manage more than 1.5 billion in transactions annually."