A

Ticker: ATAC (Aftermarket Technology Corp)
Date posted and Stock Price: 10/06/07  33.15
Shares Outstanding:  22.9 Million 
Year High: 33.75
Year Low: 17.51
Annual earnings Per Share: 1.10(Diluted)  
PEG Ratio: 1.77
Market Cap: 732.38
Revenue: 519.15M              P/S Ratio: 1.41
15 Largest Institutional Action Last Qtr: (06/07)

Out of the top 15 institutions who own this stock, 9 sold shares the last qtr.  The largest percent sale came from Lee Munder Investments with a sale of 54.5% of its holding. 

Two institutions that bought more were as follows.

• Barclays Global Investors, N.A.- Increased stake by 45.6% (345,039)
• State Street Global Advisors (US)- Increased stake by 29.0% (177,924)
  
  

Related companies:   BWA, DCNAQ, CELL, DPHIQ, BDTE, ETN

Summary:

The Fundamentals on this stock gleam.  Qtr Earnings Growth year over year  at 48.9 (according to yahoo.com)  This company has no debt and the more I look at the fundamentals the more I like it. According to the Charts at Google this stock has never traded at this level.   Long Term I think this company may have what it takes for a small cap stock to be around a while.  Time will tell how this stock does.

• Dalton, Greiner, Hartman, Maher & Co.-  100% (New Buyin)  204,038
• Sterling Johnston Capital Management-   100% (New buying)  161,150
• Rice Hall James & Associates-  Increased Stake by 509% 146,963
• Independence Investments-  Increased stake by 7.6% or 53,590 shares
  
  

Related companies:  PHII, BRS
  
Summary:

As I look at the fundamentals of this stock I get excited.  QTR Rev. Growth 15.60% and Qtr Earnings Growth is 105.20% (yahoo.com).  If you are a momentum investor, then I would wait for any pullback to the 50 day moving average.  You will want to watch the 50 dollar level very closely.  Does this stock have what it takes to be a good long term investment? I think it does.  Be aware of the avg. volume.  If the stock pulls back and volume dries up then I think you will see a confirm longer term upside. 

Ticker:ALGT (Allegiant Travel Company)
Date posted and Stock Price:10/07/07   32.90
Shares Outstanding:20.73M
Year High: 36.51
Year Low:24.00
Annual earnings Per Share: 0.90(Diluted)  
PEG Ratio:1.17
Market Cap:682.02
Revenue: 397.34M           P/S Ratio:1.72
15 Largest Institutional Action Last Qtr:(06/07)

3 of the 15 largest institutions sold a total of 92,033 shares in the Qtr ending 06/30/07.  There were four new buyins by institutions.

• Vanguard Group, Inc- increased stake by 1610.07%
• Principal Global Investors- increased holding by 197%
• Fidelity Management & Research- increased position by 289%
• RS Investments- increased their position by 115%

The Four companies listed above bought a combined Total of 864,300 shares.
The Four institutions that took complete new positions accounted for 2.07 Million shares
  

Summary:

There are several things I like on the fundamental side of life for ALGT.  The fact that Qtr Revenue Growth is 49.10% while the Qtr Earnings Growth is at 112.20% (yahoo finance).  Their debt levels are very small compared to other microcaps. 

On the technical side of life, if I were going to buy this stock, I would wait for any pullbacks and look at the volume pattern that sets up.  Fridays move of 2% was on double normal volume.  If perchance this breaks to the upside above 34, that could be a buy point.  The 50 day moving average should be starting to move up so there may be some pschy going on here.

Ticker: ALLI  (Allion Healthcare)
Date posted and Stock Price:10/07/07   $7.01  
Shares Outstanding: 16.20M 
Year High 7.48
Year Low:3.85
Annual earnings Per Share: 0.15(Diluted)  
PEG Ratio:1.59
Market Cap 113.42
Revenue:237.50M             P/S Ratio:0.48
15 Largest Institutional Action Last Qtr:(06/07)

• Barclays Global Investors- increased holdings by 1034%

Out of the top 15 institutions, 6 sold shares, 5 did not buy or sell, and 4 bought.

Related companies:  BIOS, MHS, CVS, ESRX, WAG, ABC, MCK  

Summary:

This stock is bound to be a powerhouse for the longterm, providing the market in general behaves.  On the Technical side it looks like the stock is flirting with resistance with the 7 dollar level.  Look for a breakout on higher then normal volume.  I would expect that since this stock has had a great run we may get a pullback.  Time will tell.  Fundamentals are in Tip top shape for a micro cap company so look for more institutional Buying of this stock in the future.

Ticker: AFAM    (Almost Family, Inc)
Date posted and Stock Price: 10/12/07   $19.91
Shares Outstanding: 5.43 M  
Year High: 26.59
Year Low: 10.01
Annual earnings Per Share: 1.12(Diluted)  
PEG Ratio: N/A
Market Cap:107.65 M
Revenue: 114.41M              P/S Ratio: 0.94
15 Largest Institutional Action Last Qtr:(06/07)

Out of the top 15 institutions that own this stock, 4 sold shares.

5 Institutions had new new buyins.  The Biggest institutional buys were from companies below.

• Bjurman, Barry & Associates- New Buy in with 196,000 shares
• UBS Securities LLC- Increased position by 1262% with 44,059 shares
• Oberweis Asset Management, Inc- Buy in with 61,800 shares
• Headstream Asset Management, L.P.- Buy in with 47,500 shares
• Whitebox Advisors, L.L.C.- Buy in with 19,376 shares
• Credit Suisse Securities (USA) LLC- Buy in with 19,287 shares
• Wexford Capital LLC- Buy in with 15,400 shares
  

Related companies: AMED, GTIV, LHCG, NHHC, LNCR, AHG, MATR
 

Summary:

Almost Family, Inc. (Almost Family) is a regional provider of home health nursing services.(Google Finance).  When I first found this company, I smiled from ear to ear.  I know you are saying, great he is posting a stock he got a warm fuzzy about.  This is a small company with a very attractive price to sales ratio.  The float is very small(2.75 million shares).  We could be at a nice ground level entry providing the market holds up.  Technically the stock looks like it is in a five dollar trading range.  Ultimately I would like to see this stock move sideways in that trading range from 15-20 dollars, then break out on huge volume above the 20 dollar level.  That would be a screaming buy.   

Ticker:

AIMC (Altra Holdings)
Date posted and Stock Price: 10/13/07   $16.75
Shares Outstanding: 26.27M 
Year High: 18.80
Year Low: 13.36
Annual earnings Per Share: 0.50(Diluted)  
PEG Ratio: 1.06
Market Cap: 439.69M
Revenue: 523.58M             P/S Ratio: 0.84
15 Largest Institutional Action Last Qtr: (06/07)

Out of the 15 largest holders of this company, 10 added to their positions and five proceeded with initial buy-ins in the qtr. ending June 30, 2007.  This stock has clearly been accumulated and it should be interesting to see what happens next QTR.  companies that had initial Buy-Ins are as follows:

• Hocky Management Company, L.L.C- Initial purchase of 985,807 shares
• Caxton Associates, L.L.C.-  Initial purchase of 834,873 shares
• Systematic Financial Management, L.P- Initial purchase of 767,165 shares
• WS Capital Management, L.P- Initial purchase of 750,000 shares
• Friess Associates LLC- Initial purchase 644,767 shares

The rest of the top ten institutions that owned, added to their positions with the smallest additon being 10.1%  The largest increase in shares for the qtr came in by S.A.C. Capital Management, L.L.C. by adding to their position by 2945% which was a purchase of 1.05 million shares.

Related companies: N/A

Summary:

Altra Holdings, Inc. is a designer, producer and marketer of a range of mechanical power transmission (MPT), and motion control products serving customers in a group of industries, including energy, general industrial, material handling, mining, transportation and turf and garden.(google finance) I think this stock is going to do very well in the long term. (5-10 yrs) Altra looks like it is trying to put in a base here around the 16.00 level.  If Volume drops as the stock price does look for the stock to move to the upside.  fundamentals are good and I would guess it is only a matter of time before the stock moves higher as the company grows.