Directed Electronics, Inc. (NASDAQOTH:DEIX.PK)

CAPS Rating: No stars

The Company is a designer and marketer of home theater loudspeakers, consumer branded vehicle security and vehicle remote start and convenience systems, also the supplier of aftermarket satellite radio receivers, mobile audio and mobile video systems.

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Member Avatar majesticinzi (< 20) Submitted: 9/7/2007 10:44:59 AM : Outperform Start Price: $4.81 DEIX.PK Score: -1.34

looks oversold to me....

strong buy..

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Member Avatar norrab1 (29.46) Submitted: 3/1/2007 1:31:54 PM : Outperform Start Price: $8.64 DEIX.PK Score: -47.43

Absolutely overblown concerns of satrad weakness and merger uncertainties have destroyed the price of this stock.

In March, they had predicted $1.00 in earnings for 2006, and the stock price was at $16. A few months later, they boosted their 2006 outlook to $1.10. In December, based on lowered Sirius projections, they lowered the outlook to $1.06, and the stock has taken an absolute beating since then. They're still projecting more earnings now than they did in March, but the stock is trading for half of the March price! That 4 cent drop in earnings has led to over a 40% drop in price over a 3 month span, which is absolely overblown. It's now trading at a 6.5 2007 P/E versus 20% expected growth!

Even if the earnings level off after 2006, the stock should technically be trading for at least $12 based on DCF+book value. But earnings will still grow after this year: Directed will distribute the new Sirius backseat video systems in addition to a new generation of satellite receivers, and the Polk Audio acquisition will contribute more to earnings in 2007 and beyond. The upcoming earnings report should clarify this concept and reverse the momentum on this stock. At this stock price, any earnings, good or bad, will stop the price slaughter here.

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Member Avatar sir12volt (< 20) Submitted: 1/22/2007 2:57:55 PM : Underperform Start Price: $10.13 DEIX.PK Score: +54.02

Little upside potential here as Satrad sales slow and due to continued weakness in the 12volt market.

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Member Avatar MayberryMac (< 20) Submitted: 10/24/2006 4:51:13 PM : Outperform Start Price: $13.23 DEIX.PK Score: -67.67

Entering prime selling season for CE products. Stock is already undervalued. Look for $18-$20 by January

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Member Avatar reagansgenius (< 20) Submitted: 9/27/2006 5:11:28 PM : Outperform Start Price: $15.73 DEIX.PK Score: -76.16

I like the valuation numbers. PEG under 1.00. PE of around 11.00. Low float (appx. 11M). 50% insider held. 40% institutional holders. Pretty strong revenue growth, and is profitable. May be a little volatile right now due to it's recent PPS strength, but still is an impressive growth / value play.

Results 1 - 5 of 5

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