Betapeg LLC

STRONG BUY - 12/18/2009 - Tower Group has been an outperformer in an industry beaten down by the 2007-2009 recession. Tower Group managed to increase shareholders’ equity and book value through it all. The Company’s strategy is to underwrite insurance in specific market segments often ignored by traditional insurance companies. They often go where no one else is willing to go.

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STRONG BUY - 11/30/2009 - Myriad’s products specialize in preventative medicine which is a field expected to grow enormously. Healthcare paradigms are shifting from reactionary to proactive which is an issue highlighted by healthcare reform initiatives in the United States. The Company sees itself as the vanguard of a new disease prevention paradigm. The small market status of preventative medicine should enable Myriad to find its niche in new genetic testing procedures which are expected to see rising demand in the coming decades.

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STRONG BUY - 11/20/2009 - Apollo Group, Inc. is a private education provider. The Apollo Group boasts the largest student body in North America with over 200,000 full-time students. Sales and net profit have increased 77% and 40% respectively over the last five years. Earnings yield, return on equity, and profit margin are all above the sector average indicating healthy profitability.

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STRONG BUY - 11/13/2009 - Cubist’s spectacular growth is highlighted by its 517% revenue increase from 2004 and 253% profit increase from 2007. Their primary marketable product (CUBICIN) has proven to be a success. The Company is active with seven new drugs in the “pipeline” with the goal of final FDA approval. This could prove lucrative for stock holders.

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STRONG BUY - 11/12/2009 - Questor Pharmaceuticals (QCOR) has experienced phenomenal growth over the last five years. Revenues have increased 418%. Profits have increased 448%. Total assets have increased 216%. The Company has no long-term debt and has kept total liabilities far lower than both total and current assets. The Company could pay off all its creditors with cash today and still have plenty left over.

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DOWNGRADE TO SELL - 11/10/2009 - Tesco (TESO) has experienced extraordinary growth in its business over the last five years. Revenues have grown 250% since 2004 and profits have grown 489% since 2005. Recent quarters have dampened this phenomenal growth. Revenues have declined in each of the last five consecutive quarters.

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DOWNGRADE TO SELL - 11/5/2009 - The Petroleum Development Corporation (PETD) has had stellar growth over the last 5 years. Sales and profits have increased 231% and 403% respectively. However, the recent quarters have weighed heavily on PETD. Third quarter revenue has declined 86% from the previous year’s third quarter.

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DOWNGRADE TO SELL - 9/28/2009 - United States Steel (X) is experiencing difficulties on multiple fronts. Competition from highly subsidized Chinese steelmakers is weighing heavily on the Company which filed a trade complaint with the Commerce Department. US Steel faces an industry-wide slowdown in the demand for steel which the fundamentals are increasingly reflecting.

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STRONG BUY - 9/24/2009 - Tesco (TESO) has experienced extraordinary growth in its business over the last five years. Revenues have grown 250% since 2004 and profits have grown 489% since 2005. The PE, PS, and PB are all below the Company’s five year averages in addition to the sector averages which indicate this Company to be undervalued.

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STRONG BUY - 9/18/2009 - Exxon Mobil (XOM) is the largest market capitalized oil company in the world which in 2008 obtained the highest quarterly and annual profit in United States history. The Company plans to invest $125 billion over the next five years to develop new technology, deliver new Upstream projects, increase refining capacity, and grow their Chemical business. Eight Upstream projects were initiated in 2008 with new fields in Angola and developments in Nigeria and Malaysia. Exxon Mobil’s revenue and profit have increased 60% and 79% respectively in the last 5 years.

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STRONG BUY - 9/14/2009 - First Solar (FSLR) is a high growth company in an emerging renewable energy industry. The Company has embarked on an ambitious production capacity expansion plan as countries around the world begin the process of converting to sustainable energy economies. Module production has increased 144% from last year and the Company shipped its first gigawatt in March 2009.

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STRONG BUY - 9/4/2009 - CardioNet (BEAT) is a newly public company having successfully raised $83 million in March 2008 and $152 million in July 2008. The Company has since made its first full year profit of $9 million. Revenues have increased 442% in the last 5 years and 65% in just the last year. The Company exhibits extremely high growth potential in a healthcare sector expected to grow substantially in the next decade.

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STRONG BUY - 9/11/2009 - Integral Systems (ISYS) has exhibited excellent growth rates during the last 5 years. Revenues and profits have grown 77% and 269% respectively. The PE, PS, and PB ratios indicate ISYS to be substantially undervalued. ISYS is valued at $13.62 for FY2009. With a current price of $6.49 (September 11, 2009), ISYS is about 110% undervalued for the fiscal year. The 5-year chart indicates undervaluation indicated by the stock price being below the historical support line at $10.

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STRONG BUY - 9/9/2009 - Sterling Bancorp (STL) is a New York-based banking and financial services company with assets exceeding $2.2 billion. Sterling has suffered along with the financial sector in the sub-prime financial crisis. The Company has differentiated itself from failed titans such as Citigroup with their conservative approach to banking. 

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STRONG BUY - 8/19/2009 - The Petroleum Development Corporation (PETD) has had stellar growth over the last 5 years. Sales and profits have increased 231% and 403% respectively. The PE, PS, and PB ratios indicate PETD to be substantially undervalued. PETD is valued at $35.30 for FY2009. With a current price of $13.30, PETD is 171% undervalued for the fiscal year. The Company has an incredibly high earnings yield and profit margin of 66% and 20% respectively. Current profit levels would enable PETD to pay off all long-term debt within 4 years on profit alone.

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STRONG BUY - 9/19/2009 - DSX has had stellar growth over the last 5 years. Sales and profits have increased 526% and 370% respectively. Risks to DSX include oversupply of dry-bulk ships, global economic recession, and low shipping rates. Growth will be slow short term as the global economy slowly recovers from the worldwide recession. Dry-bulk shipping rates should rise as demand for shipping increases with the economy recovery. This could be tempered by a possible oversupply of ships. The Company benefits greatly from international trade especially from the United States, European Union, Africa, Middle East, Russia, China, India, Japan, Australia, and Brazil. Investors in DSX enjoy well-diversified exposure to international markets.

STRONG BUY - 8/3/2009 - GME has sustained double digit earnings growth since 2004 with a strong correlation in the stock performance. The recession of 2008 has resulted in a disconnect between GME’s earnings curve and its stock price. This indicates an opportunity to buy into GME while its earnings power remains unrecognized by the market. Chief Financial Officer David Carlson has bought in excess of $1 million worth of GME stock.

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STRONG BUY - 3/20/2009 - X has had stellar performance over the last 5 years. The current recession will stifle this performance as steel prices remain low due to oversupply and increased competition from foreign steel mills. X may benefit from stimulus packages being passed in the United States, Asia, and Europe which may need steel for infrastructure projects. The first quarter of 2009 is expected to show a decline in sales and profits from the previous quarter (Q4 2008).

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