Reminder: Updated Mock U.S. portfolio holdings:

WWWW CMT VSR MERC AMOT CVU KEM USHS RES ABL PDFS TORM SMCI

Tor Minerals (NASDAQ:TORM) receives $11 million purchase order. We consider contracts that total at least 50% of company’s quarterly revenue run rate to be significant. The company had been reporting quarterly revenues of around $9 to $12 million. The entire contract is slated to be recorded in the 2012 second quarter.

Lifeway Foods, Inc., Lifeway Foods (NASDAQ:LWAY), a leading supplier of kefir cultured dairy products, today announced an agreement nearly tripling distribution of its kefir line in Target stores as well as adding new Lifeway products to Target's dairy cases. Availability in Target will increase from 170 to 453 locations, with the addition of three flavors of 8-oz. Lifeway Kefir four-packs to Target's offerings. This is the first major expansion with Target in eight years and the new offerings were available to consumers beginning the first week of May. Full Release

GeoBargain  Tgc Industries (NASDAQ:TGE) reports strong first quarter 2012 results more than doubling EPS from prior year.  Reports EPS of $0.60 vs $0.28 and crushes analyst estimates of $0.36

GeoSpecial Tor Minerals (NASDAQ:TORM) reports strong first quarter 2012 results.  Reports EPS of $0.41 vs $0.22 in prior year.  GeoSpecial TORM is up 96% since first being tracked as a GeoSpecial on the radar on 5/6/2010 at $8.44

Accelr8 Technology Corporation (AMEX:AXK) attracts up to $35 million private equity investment

GeoBargain Tgc Industries (NASDAQ:TGE) declares 5% dividend

Please see our GeoBargain/GeoSpecial year end reviews

GeoBargain Manitex Intl (NASDAQ:MNTX) announces a 59% increase in backlog from year end 2011.

Supervalu (NYSE:SVU) reports strong fourth quarter 2012 results and provides fiscal 2013 EPS guidance of $1.27 to $1.42

Great call Joe on Kit Digital Inc (NASDAQ:KITD). Was able to pick some up this morning.  Take a look at  Sunesis Pharmaceuticals (NASDAQ:SNSS) "hype"  news $2.85. Same type of news that sent Threshold Pharmaceuticals (NASDAQ:THLD) flying.

http://www.geoinvesting.com/companies/snss_sunesis_pharmaceuticals/research/hot_bio-tech_news/0036621

Roth's note said buyout by private equity or by companies such as CSCO, IBM, etc. for low to mid teens dollar wise.

Kit Digital Inc (NASDAQ:KITD), Do we have any idea what price Roth is looking for?  (interesting how this story parallels your Chinacast Education (NASDAQ:CAST) theory.

This just out from Roth .....

http://finance.yahoo.com/news/kit-digital-transaction-involving-sale-153814282.html 

I'm in on this news at $6.70

Luminart (OOTC:LUMP) could jump on Energy Exploration Boom Hype: This stock has been inching up since the third quarter of 2011 and now we know why.  It is  another company jumping on the North American energy boom bandwagon through the operation contract hauling services.  The company claims to have have reported 2011 revenues of $1.4M (most of which came in the fourth quarter with EPS of $0.01). Has 11,430,442 shares of Series A Convertible Preferred Stock outstanding and will likely need to raise capital. We are not sure if this company is legitimate, but will give it the benefit of the doubt since its involved in a hot industry.  Given if the market believes the numbers the company is operating at an EPS run rate of $0.04 which translates into a stock price of $1.00 using a P/E of 25 or $0.40 using a P/E of 15.  2011 year end numbers were not audited.

Good news for GeoBargain on the Radar Seagate Tech (NASDAQ:STX) $27.33

March 14 (Reuters) - Chipmaker LSI Corp. Lsi (NYSE:LSI) raised its estimates for the current quarter citing a stronger-than-expected recovery of the hard-disk drive market and rise in demand for its flash-based products.
LSI, which counts hard-drive disk maker Seagate Tech (NASDAQ:STX) as a key customer, expects adjusted earnings from continuing operations of 12 cents to 16 cents per share, on revenue of $585 million to $615 million.

NH Blog note: 1/13/2012 $19.50 http://blog.geoinvesting.com/?page_id=2770 (p/w GEOTEAM)

Reported non gap EPS of $1.14 for FY June 2011. GPR of 6, but has 400 million shares outstanding, which is well over our maximum threshold of 50 million. Company is selling at a PE of 4 times FY 2012 EPS estimate of $4.52. This PE appears low but that is typical for a company in the volatile hard disk drive storage market. This company could have a cloud computing component, which could lead to PE expansion.

Another GeoSpecial, Core Molding Technologies (AMEX:CMT) hits new 52 week high.

Hurco Companies (NASDAQ:HURC) and $HCII handily beat analyst EPS estimates. See our U.S. Beats/Misses blog for more details.

Today, the GeoTeam would like to bring to your attention the latest positive news on some of the stocks that we are currently tracking:

GeoBargain Semtech (NASDAQ:SMTC) reported strong 4th Qtr. Financial Results.  See SMTX company commentary. 

GeoBargains on the Radar Ceco Environmental (NASDAQ:CECE) and Trans World (OOTC:TWOC) reported strong fourth quarter results.  Although CECE sales growth was weak for the quarter, analysts have sales increasing nicely year over year and for every quarter in 2012. CECE has a GeoPowerRanking of 4.

See CECE company commentary. 

Regarding TWOC, on 12/27/2012 via our new high screen we noted:

TWOC has had 4 consecutive quarters of EPS growth of over 30 percent. Although revenues are growing they are still within a historical range. We listened to the 2011 third quarter conference call where it was insinuated that the 4th quarter will be strong and that the company is evaluating a couple projects to accelerate its growth. We got the sense that these projects are significant. Just hired an IR firm and is looking to up-list.  Selling below book value of 4.50. Will take a small position in anticipation of a good 4th quarter and shareholder friendly news. (Source: Blog new high screen)http://blog.geoinvesting.com/?page_id=2770

See TWOC company commentary.

GeoBargain Cpi Aerostructures (AMEX:CVU) released a solid 4th quarter earnings report. The GeoTeam believes the sequential decline expected in first quarter is no surprise, since it's common knowledge that the first quarter is typically its weakest and analyst EPS estimates already reflect this reality.  We have added to our position.  See CVU company commentary. 

GeoSpecial Versar (AMEX:VSR) announced a huge contract (relative to their other contracts.)  We define a contract to be significant when its value is at least approximately 50% of the company's quarterly revenue run rate. This is a welcome surprise as we were somewhat timid on this GeoSpecial since 2012 EPS estimates indicated sluggish growth, but picking up in 2013. The story may just have become timelier.  See details here. 

Go here to see many stocks that have reported earning both last night and this morning. 

Magnetek (NASDAQ:MAG) number and comments look really good

Synergy Resources (AMEX:SYRG) provides update on drilling activity. Company has been losing money for last several quarters but analyst estimates call for positive earnings for each quarter in 2012.

Ex-GeoSpecial Natures Sunshine Products (NASDAQ:NATR) reports strong 4th quarter EPS of $0.48 easily exceeding analyst estimates of $0.25

See our premium research note on our 52 week high blog for Greenhunter Energy (AMEX:GRH). Another stock possibly to benefit from Energy Exploration Boom.

Please see our review of the $MNTX GeoNugget released on February 1, 2012, originally Premium.  http://geoinvesting.com/companies/mntx_manitex_intl/research/geobargain_notes/0035646

Cybex Intl (NASDAQ:CYBI) continue momentum off of yesterday's strong fourth quarter 2011 earnings report. See yesterday's blog note. Currently listening to replay of conference call for more details.

Friendfinder Networks (NASDAQ:FFN) gets through huge resistance at $2.35