Roulston/Dallas presenter likes potential of new product at Heelys (HLYS) at current valuation

With the stock trading at its cash value the company is rolling out its new skateboard shoe. Although a narrow product line its valuation trading right near cash value is worthy as an option on any success of the shoe that the presenter feels may have novelty value.

Roulston/Dallas presenter likes Hot Topic (HOTT) hi cash and no debt

This retailer taking advantage of Pop culture trends has seen negative comps that with the help of new merchandising VP from American Eagle may be poised with great balance sheet to see a shift positive.

Roulston/Dallas presenter feels Auxilium(AUXL-Short) drugs have limited upside

Two drugs Xiaflex and Testim both concern presenter with limited upside potential and yet projections that seem to value the company still well above current upside potential.

presenter still likes Alamo but story has moved stock well

Ag business has been picking up and in particular Bush Hog business has been in line with presenter's expectations. with an upside of $30 the stock is up 40% since recommendation and time to lighten up could be appropriate at this point. 1/3 of company business is with county and city governments who had a tough winter and budgets for roads and maintenance are stretched as well as overall budgets. Story has godd move and good time to lighten

Roulston/ New York presenter likes American Eagle (AEO) for valuation

Not trying to make a statement on the state of the consumer the presenter emphasized that some operating improvements (closing and opening brands, sourcing changes and aerie) and combined with non operating moves like stock buybacks position the stock price attractively.

Roulston/New York Presenter likes Nova Gold (NG-Amex) for diversified properties

Four properties located in Alaska and British Columbia offer diversification but potentially significant reserve potential if Nova can afford their share of development costs. Some recent investors show interest after looking at asset potential.

Roulston/New York presenter likes small cap Gold company Maudore(MAO.V) in Quebec

At our small cap event in New York this presenter made case for Maudore having significant advantages from transportation and mining costs in the close proximity to users. Former Bear Stearns analyst in management has different incentive and perspective and reserves may be understated.

Roulston/New York presenter likes Mercator (ML.TO) and China demand for Minerals worldwide

In a forum that focused on names in some basic materials the presenter likes the outlook for copper and in particular the Mineral Park mine reserves and the ramp up of their production and cash flow.

Roulston/New York presenter likes Spectrum Brands post bankruptcy and refinancing

The bankruptcy story is behind the company. Major shareholders have consolidated over 80% of the company with operations seemingly on the right track and a lack of coverage the story seems to be flying under the radar.

Roulston/New York presenter recommends Devon Energy as value in recent energy turmoil

The move by the company to domestic E+P is well documented but the change to the balance sheet and some of the other cost cutting and operating issues support the timeliness of this recommendation.

Tatum/Roulston Report

This month’s business conditions as reported in the Tatum Survey reflect the uncertainty corporations feel today. Confusing politics, an overwhelming media information flow and an increasingly complex international matrix continues to seemingly confuse directions. Regulation, health care and taxation seem to be the focus of virtually every company we talk to in interviews. Washington provides little direction and leadership. Actions reflect ineptitude dealing with oil spills, immigration or any other issue of the moment resulting in a general feeling of incompetence in resolving challenges we face today. The Tatum Survey once again reflects the mixed signals businesses feel in this environment. Orders, backlogs and employment show a mixed report of confusion of businesses that don’t seem to know how to look forward. Hiring in particular just seems to be the lightening rod of the frustration. Increasingly, it is the barometer both the markets and economists are focused on to cite how businesses in absence of clarity are hesitating to move forward.

It used to be as the US goes the world followed. Although this is still important, there are new factors influenced by emerging markets demand for products and services. This change and the technology revolution happening worldwide continue to impress us as underlying support for the economy and an important cog in the wheel that in the past became overly dependent on the US consumer. As the consumer deleverages and the government impact becomes more regulatory and less stimulative, the outlook will remain cloudy and confusing. Recent European debt concerns show us all where current trends can lead, and the markets responded to this with a sense of realization and questioning of “now what?” The age old question of inflation /deflation and growth/stagnation is in the air. Without the consumer, housing, such an important part of past cyclical growth in place, the new economy needs to truly become defined for the current frustration to disappear. The slam to the financial system has hurt confidence and investor apathy is prevalent. How do we grow wealth? This is a question that investors must be able to define to move forward.

Tatum LLC is a nationwide firm specializing in the providing financial and information technology services and executive fulfillment to companies across the country. This joint effort with Tatum is a unique partnership that will provide a differentiated view of business trends - The Tatum/ Roulston Report.

To read the full survey click here.

Presenter Continues to Recommend Graftech

A New York presenter remains very positive on Graftech (NYSE: GTI, $15.28). The company will not be going on the road prior to the completion of the Seadrift Coke acquisition. The presenter is hearing that big steel players are behind the recent request from the Justice Department for more information about the proposed acquisition. The company still expects a clearance and a subsequent deal closure in 2010.

Roulston Consumer Chair Talks About U.S. Retail Sales

Craig Johnson, President of Customer Growth Partners LLC, and Chairman of Roulston Research's Consumer Group, shares his thoughts in an interview with Bloomberg TV on the outlook for U.S. retail sales.

To listen to Craig's interview click here.

Dissapointing Guidance, but Still Good Upside for Smart Balance

A New York presenter was definitely dissapointed by the lowered guidance offered by Smart Balance' management (NASDAQ: SMBL, $4.22) on the last earnings call. Nevertheless, he believes that the company's push in milk and other new products remains a reasonable strategy. SMBL's presence on supermarket shelves will continue to grow. The presenter still sees a takeover over a long-term, but his new buyout target is $10 rather than $12 he mentioned originally.

Still Positive on Corning

A New York presenter has recently met with Corning's management (NYSE: GLW, $16.91)and remains positive on the comany's prospects going forward. He anticipates a really solid Q2, with no major surprises. The longer-term story remains intact, but the stock has been pressured by concerns about peaking in the glass market and consumer challenges. The presenter is more excited about the guerilla glass potential than he was 3 months ago.

Updated Targets for SVR

A Dallas presenter continues to like Syniverse Holdings (NYSE: SVR, $20.38). He is projecting EPS of $2.01 for 201 and $2.25 for 2011, versus the Street's consensus of $1.89 and $2.08, respectively. His near-term target for the stock is $24, going up to $27 in 12 months.