Cogent, Inc. (NASDAQ:COGT)

Best of breed must have technology in huge growth sector ie: security. $4/share in cash.

My company recently upgraded to using a fingerprint ID system in certain areas. I also hear of other company's that want to use fingerprint systems to lock down areas such as Mainframe and server rooms along with work areas that house sensitive information. This industry is still growing. I have this one down as a long term hold.

Company has significant cash and is a leader in Biometrics. Lost a couple of deals and the street has over-reacted

http://www.breitbart.com/news/2006/11/22/061122140639.i4btwcrg.html

I don't know if this is COGT's work, but it's an example of how the technology will be used. Plus, fingerprinting's being used increasingly as a means of identification.

The valuation seems reasonable for now. I admit the near-term volatility might make this one a bumpy ride, but I like the numbers long term.

people keep getting arrested. these people will always be in business

The growth potential is great for this one.

Way too oversold on downgrade to HOLD. Delayed contracts will materialize in next 6 months.

Well-run company in a growth business whose stock price has been beaten down by a bad quarter.

I ran a stock screen to filter out companies with similar characteristics to C-Trip (CTRP), I then did a discounted cash flow valuation on each of the stocks that were listed and added them to my selections if the valuation was reasonable. This was one of the stocks that filled this criteria.
Some of these stocks may not prove to be successful but some of them should do extremely well and far outweigh the losers. By keeping up to date with news articles it should be possible to dump any of the stocks when they look like they are going to struggle and minimise losses, thereby leaving the winners to keep running.

biometrics security ever important going forward

I don't expect the growth in fingerprint and other biometric techology to slow any time soon. Couple this with what appears, to this Fool, to be a reasonable valuation, and I think this stock will outperform over the next 5 years.

Due for a bounce

As the need for instant identification grows the fingerprint software and hardware development Cogent makes or creates should make this company a hot commodity.

True Vaue pick

With the CEO owning the bulk of the shares outstanding, there will be short term price movements that don't make any sense. That being said, this company is in the "perfect storm" market situation, and is poised to explode to the upside.

Overly beaten down with last months earnings report. Will recover over the next 6 months.

Opened a position yesterday. A solid amount of cash and a reasonable multiple for a possible fast grower. As security systems advance in technology and need upgrading, COGT stands to benefit. And if the sanctions against China are ever lifted this could shoot up.

Great technology, many applications under which it can be used.