Web Stock Search Snares Yahoo!, Sirius, Niches

3. Provide Commerce(PRVD Quote) is perfect for me. I'm always late with flowers. There's just too many days in the year for which one needs to order flowers, so I really need a way to set up all the days, messages, orders in advance at the beginning of each year and then I don't have to think of it again (I hope my wife and mom are not reading this). Failing that, Provide Commerce, operator of ProFlowers.com is the next best thing. It has streamlined the traditional model by shipping directly from the flower growers, cutting down on costs and boosting margins.

After a record Mother's Day this year, the company upped guidance for the fiscal year ending June 30, 2005, to 43 cents to 56 cents a share, and sales are now expected to range from $171.5 million to $175 million. Provide has shown steady sales growth too, reaching $128 million in 2004 from $88 milion in 2003. Given the company's $300 million market cap, $70 million cash in the bank with no debt, and $21 million in cash flow from operations it's a good start. My guess is the company gets acquired at the $35-$40 level within two years.

Sirius, I'm Serious

Up front I have to admit that Sirius Satellite(SIRI Quote) is not my usual stock pick. It loses money and will continue to do so for at least two years. But between now and the end of the year I have just two words to support this pick: Howard Stern. People are going to buy the dream here and the dream happens in the fourth quarter. Sirius is down 10% on the year and recently sold off due to a UBS downgrade. Meanwhile, XM Satelllite(XMSR Quote), its lone competitor, blew away subscriber expectations last quarter and people expect Sirius to deliver a similar performance. This, its recent content with the NBA, NHL, NFL, and Nascar, plus the impending January start of Stern's show and the anticipation of fourth-quarter gift-giving (I want one for my car actually, so I hope my wife reads this part) should drive this stock higher between now and November.

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