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Posted by cashmakers on :
 
I would prefer to post my future thought in one thread to keep this form organized. Thanks for your support and comments.
 
Posted by cashmakers on :
 
My new researched aggresive portfolio: ODSY CSH CGPI GLT KOMG AEY AGII GPX IFC STFC.

I use my model and filter to get these result, but remember I am a FA guy, not look at the TA too much. But now is not a good time to load since market trend is not clear. Actually it is good to play option these days or swing due to the up and down game. Will give more detail analysis about the stocks that I pick in the portfolio later.
 
Posted by cashmakers on :
 
NGPS will see much higher recently, from my TA analysis, the next target is $23. Don't sell your shares here so cheap. Of course I will hold some for 25. It had a little bit down just now becasue of the market red. Don't worry about this stock, not much downside risk now. Buy it and hold. I strongly don't think CMC will sell their shares.
 
Posted by cashmakers on :
 
NGPS @ 17 strong support

Actually I don't want to comment on this stock again. You all know how crappy the market is and we can not do much about it. Definitely I am strongly holding this stock. What I would like to say is if you want to earn some quick money, this is it. NGPS been shorted sell from above $20 and seems MM play this one for the reason of market now. Everytime market up a little bit, the stock up alittle bit. Before that the MM play this stock with ANTP, now it change to market. Market will be rebounce next week and all the shorter will cover. This stock can fly several dollars a day and now is the bottom bottom. If you are finding a stock to trade at the bottom, this is it. I am holding it tight, won't sell it under $25. YMYD, don't put all your money into one basket.
 
Posted by cashmakers on :
 
NGPS see some correction today also, oversold and shorted together with market last week, undervalued company and good business sector. Due to ANTP plunged last friday, it has some rebounce today. Although SNHY correct almost 2 dollars today, I am afraid its downtrend recently , very similar to ANTP and NGPS previous downtrend after surge to yearly high. AIRT should hold or buy at this level.Downside risk for NGPS and ANTP is lower than SNHY. INCX and TASR, don't get in at this moment, INCX down to its IPO last year, but it has some trouble with its business and management team, it will announce first quarter earning on Apr 28th. TASR still struggles with its law suit and some forbiden using TASAR guns, some rumor about the further people get killed by TASAR gun. But INCX and TASR can be in the watching list.It will have earning announcement tomorrow.

Tomorrow and wednesday have some important report and earning, keep an eye on them.
 
Posted by cashmakers on :
 
NGPS contract with NAVY coming. From daily candle chart, NGPS ready to take off. Two green candle on the bottom, I see the price tunnel is between 16 and 23, now it is heading north. I am still waiting for those who short it and not covered , from the volume so far since Monday, seems the shorter still holding the short. Market is doing good now and don't forget NGPS has another undergoing contract with NAVY, I believe it is very possible that NGPS will get the contract with NAVY, no competitors so far, only several days to go. Once contract announce, the pirce should shot up at least 2 dollars. Info as follow:

Original Archive Date: Apr 26, 2005
Current Archive Date: Apr 26, 2005

The Patuxent River, Naval Air Warfare Center has a requirement to procure a Inertial Maesurement Unit. This notice of intend to contract on an other than full and open competition basis with Novatel Inc, Calgary, Canada.


http://www.eps.gov/spg/DON/NAVAIR/N00421/N00421-05-T-0095/SynopsisP.html
 
Posted by pensandoenti67 on :
 
How about NMKT any comments? Company went from 2.5 mil to 24.9 mil. Projected for 2005 is 75MIL only .50 a share. comments
 
Posted by cashmakers on :
 
next play: TZOO bottom established , I was worried it will go down more this morning, so I shorted it above 32,covered 31.3. Now it seems volume halted, should see some rebounce soon. I am in.
 
Posted by cashmakers on :
 
close to 1M volume, shorter will cover before the market close, everyone predict tomorow will be a good day, so it is the last chance for the shorter to cover. Half an hour to go, let's see how TZOO jump.
 
Posted by cashmakers on :
 
Analysis on CD:

Cendant operate in five segments: Hospitality (e.g. Ramada, Days Inn, Howard Johnson), Real Estate (e.g. Century 21, Coldwell Banker), Vehicle Services (e.g. Avis Group Holdings), Financial Services (e.g. tax preparation, credit card info.), and Travel Distribution.

RAMADA and Days INN are typical cheap hotel nationwide. In NY area, Ramada is pretty popular for low rate hotel. From economy POW, just like ebay and walmart, when people want to save money, they will choose cheap price products. If you buy house, you must know what Century 21 is.

The company recently spinoff of its mortgage and fleet businesses to shareholders through a distribution of PHH Corp. stock. The spinoff is in keeping with the company's plans to focus on the travel industry. Cendant had been shopping its mortgage business for some time in order to remove the volatility associated with interest-rate movements.

Absent the mortgage business, management has lowered its earnings guidance to $1.35-$1.40 a share, on sales of $17.4 million $18.1 million. The April 25 has earning out, which is 0.24/share, this is after lower the earning guidance, so the earning will be right on target, or barely beat.

From FA POW, belong to mid cap with 20B Market Cap. Cendant to post 15% year-over-year bottom-line growth. 11.54 P/E ratio with 11.83 forward P/E, the diluted EPS is due to the Absent the mortgage business. High institution holding and low agency cost with large dividend pay out, 0.04% insider holding. little 0.72% short interest. 77.60% Earnings Growth: 8.80% Revenue Growth: 12.075 book value per share, but the concern is its debt to equity ration:1.587. Seems their business sector is in travel and real estate, the D/E ratio is not very high.

Fresh off its acquisition of Orbitz, the number two Internet booking company, it continues to extend its presence via numerous smaller acquisitions, such as London-based Gullivers Travel Associates and Octupus Travel Group Ltd. Also, CD named former Priceline COO Mitch Truwitt, to be president of its travel group.

The development of the growing online travel segment to help CD get things back on track in 2006 and to produce healthy gains out to in the next 2-3 years. The stock holds above-average long-term appeal and good timeline.

TA analysis: RSI touch the 20 line, almost 52 week low, volume is picking up this year with average 3,777,772 volume. Under 20, 50, 100MA line. See Bottom and support at 19 level.

Short term target >20, 2-3 year targe :40-60
 
Posted by cashmakers on :
 
Ebay been oversold recently.
eBay's current Price Target is $77 (+41% from the 2004 Target of $55 and +144% from the 04/22/05 price of $31.51). This dramatic rise in the Target is the result of a +35% increase in the equity base and a +4% increase in the price/equity multiple.


http://cnnfn.investor.reuters.com/ReportDetails.aspx?docid=20561334&sId=1

Ebay oversold recently

Although it has a little bit problem by increasing commision fee, it is growing company and with small competitors (overstock.com is small relative to ebay).


Standing Up To a Giant


Ebay aims to conquer China. Jack Ma has his "ants" doing handstands to repel the American invasion.

Ebay has conquered online auctioning, racking up $778 million in profit last year on a transaction volume of $34 billion. But Ebay won't stay on top unless it also conquers what eventually will be the world's largest market for online goods:China. Ebay bought its way into China in 2002, holds half of a $1 billion market and will spend $100 million this year to bolster its presence there. China is a "must win" and "is likely to be the defining measure of business success on the Net," Ebay Chief Meg Whitman told Wall Street analysts in early February. "A bunch of small competitors are nipping at our heels."

Jack Ma is more than a mere ankle-biter. Ma runs the Taobao consumer site, the biggest homegrown rival to Ebay in China. Though it didn't start up until a year after Ebay arrived, Taobao has quickly gobbled up 41% of China's online auction sales, compared with Ebay's 53%; it has 4 million registered users, gaining on Ebay's claim of 10 million customers in the country. To take on the decidedly American presence of Ebay, Taobao--Mandarin for "searching for treasure"--plays up its local staff and an all-China focus; its online moderators use screen names from characters in famous Chinese kung fu novels. Most important, Taobao doesn't charge sellers a cut, as Ebay does.

Ma's core business is Alibaba, the business-to-business Web auction site he's been building since the Internet craze of the late 1990s.Now at $68 million in annual sales, Alibaba competes locally with the longer-established Global Sources. Like Taobao, Alibaba offers basic service free of charge but gets revenue from 85,000 members who pay $250 to $10,000 a year for extra services such as personalized Web pages and accreditation.

Alibaba's main site is devoted to in-China trade, and a second site handles trade with companies in the rest of the world. So naturally Ma must keep his eye on the Ebay juggernaut, which is aimed at both consumer and business users.

The Taobao site is "a firewall on the consumer side against Ebay coming after Alibaba," says Jason Brueschke, a sell-side analyst with Pacific Growth Equities in San Francisco. Setting up Taobao "was defensive at first," Ma concedes. "But now we are going after them."

In the combined office for the two businesses in Hangzhou, two hours' drive south of Shanghai, he is brash: "We want to be the world's largest consumer site."

Toppling Ebay is a bold (if not suicidal) ambition, and Ma tells his staff it requires a different perspective. Ebay looks less fearsome when you're upside down, he argues, so new employees are encouraged to learn how to do a handstand. It's going to take more than that. Ebay, with $3.3 billion a year in revenue, expects overseas sales to eclipse its U.S. business in two years. It now is the dominant auction site in Germany, France and Australia, crushing local rivals or buying them; it leads in Korea and Singapore; and it just launched in Malaysia, the Philippines and India. It is considering Vietnam, Thailand and Indonesia.

But Ebay's Whitman says China is top priority. China's population of Net users, likely to surpass 100 million this year, is second only to that of the U.S. and may double in two years. Taobao and Ebay "are fighting tooth and nail," says Victor Koo, who runs China portal Sohu. "If Ebay wants to be a global consumer site, it needs China."

And China is a special case, Ma argues."Ebay may be a shark in the ocean, but I am a crocodile in the Yangtze River. If we fight in the ocean, we lose--but if we fight in the river, we win."

At 40, Ma is known respectfully around Alibaba as "Grandfather," having formed China's first Internet company in 1995, about the time Jeff Bezos was starting Amazon.com in the U.S. That year Ma, who'd learned English as a youth hanging out at a tourist hotel and offering free guided tours to foreign guests, got to the U.S. as an interpreter for a trade delegation. He visited friends in Seattle and learned about the Internet.

After some early ups and downs with Web startups back home, he was able to raise $25 million in 1999 from Goldman Sachs, Softbank of Japan and others to form Alibaba. Today that business clears $5 billion a year in transactions (Ebay's size,as a pay site,in 2000).

Ebay entered China in 2002 by paying $30 million for a one-third stake in Eachnet, an auction site set up three years earlier by Harvard graduate Yibo Shao and a partner. A year later Ebay bought the rest of Eachnet for $150 million, keeping on its chief, Shao. He vows that Ebay Eachnet, as the site is known, will win: "There can be only one big [consumer auction] site in China."

Ma countered by teaming up with Masayoshi Son's Softbank to launch the Taobao consumer site for $56 million. He picked the ideal partner:Son had beaten back Ebay in Japan by taking an early lead in auctions with his Yahoo Japan joint venture. Ebay closed its Japan site in early 2002.

"We were both thinking the same thing:Son kicked Ebay out of Japan. I have the same chance in China," Ma says. "Ebay doesn't think we are a threat. China will be a worse defeat than Japan." His swagger rankles some observers. Last year Ma gave a presentation on his grand scheme to half a dozen Wall Street types, and one of them stalked out midway through the pitch, with a parting shot:"Ebay will win!"

But so far not a single Western Web site has succeeded in China. AOL in 1999 launched a $200 million joint venture with China's biggest PCmaker, Legend Computer (now called Lenovo). Three years later AOLsold out, and Legend switched to a local telecom partner. All the top sites in China are homegrown: Sina for portals, Shanda for games and, for search, Baidu, which is about to go public. Yahoo is an also-ran in the market; its auction site, 1pai.com, runs a distant third to Ebay and Taobao.

In addition to the $100 million spending spree that Ebay plots this year, it spent an undisclosed sum to sign exclusive deals with China's three largest portals (Sina, Sohu and Netease) to block Taobao ads from those sites. (Sohu and Sina have since dropped the exclusives). "They are doing everything they can to block us," says Ma. Ebay is also plastering ads all over China, on subway platforms and buses. "They have deep pockets, but we will cut a hole in their pocket," Ma jokes.

Ebay has stumbled since scaling the Great Wall. Last year it overhauled the Eachnet site to comply with Ebay's worldwide format. The design change confused some customers, and product listings plunged--down to 250,000 from 780,000 before the switch. Ebay lost some fans last May, when it changed the rules about how sellers can limit their buying audience. "Many power sellers left Ebay to go to Taobao," says Ebay power seller Wang Yun, who remains loyal to the site. Ebay denies it.

Chen Zhuoyuan started selling clothes from Wuxi, China over Ebay's site a year ago but quit after a week because of technical problems, switching to Taobao. "The trades are bigger," she says. Ebay also lags behind in offering its PayPal payment system in China, while Ma launched his own version, Alipay, in January. And the online giant has been shuffling local management, keeping Shao as chairman but assigning a new chief executive officer. "Taobao didn't win the first battle, but Ebay lost it," Ma maintains.

Ebay's onslaught can be expected to continue, but Ma has a fallback: Dozens or hundreds of Ebay sellers in China are cheaply sourcing goods from Ma's Alibaba site, then reselling the items at a profit, says analyst Brueschke.

In addition to its free-pricing practice, Taobao uses guerrilla marketing to keep up with Ebay's might. The China site advertises on the cheap on hundreds of small Web outlets ignored by Ebay. Taobao is the eighth most popular site in China, ahead of Ebay at number 13, according to Alexa, an Internet traffic monitor. An Ebay spokesman argues Taobao's guerrilla tactics artificially inflate its ranking because pop-up ads for Taobao on other sites count as "visitors" to Taobao itself. "It's like saying a person seeing your billboard has visited your store," says Shao. Ma says he is phasing out that ploy--with no visible drop-off in Taobao's Alexa ranking.

In contrast to the Ebay machine, Taobao and Alibaba are vintage dot-com. Young Chinese hipsters in blue jeans sit at open desks beneath posters that say: "Pay any price, do anything, to WIN!" Last year Ma staged a fifth-anniversary bash, in an arena, for all 2,000 employees, with Taobaoists waving flags of worker ants, their mascot--the conceit being that tiny but united they can defeat an elephant. The four-hour event ended with everyone holding hands and singing the lyrics "You have to go through a thunderstorm to see a rainbow"--a reference to the dot-com bust and the dark days of the SARS virus scare as Taobao launched in mid-2003. Then they went disco dancing late into the night, climbing on the bar--Ma among them.

Hijinks can goose morale, but the business model of gaining footing with free traffic and snaring revenue from ancillary services is what concerns those Wall Street skeptics Ma encountered last year. Blessed with his seemingly patient backers and "enough gas in the tank," his Alibaba Holdings has not joined the dot-com rush to the public markets that led to turbulence in the West and later in China.

"Alibaba plans for the long term, and our focus is on our customers and building a great business," maintains Ma. "Plus, our competitors are public, so we know all of their war plans. Why would we want to give up that advantage?"

Additional reporting by Maggie Chen.
 
Posted by cashmakers on :
 
comment on EBAY:
Although ebay been down for a longtime due to its increased commition fee and lost some customer to other competitors and only 2 cents earning top on the expectation, at least from TA, it will rebounce. Article mention that GOOG is cheaper than EBAY, I think this is not true. People always predict think according to the recent historical data, when it is uptrend ,people are hype and pump, overbought the already-up-stock. The other way around, when price down, people always dump and criticize the company, think about it, why those critique all come out after fact, why they don't bring it out when the price was skyrocket. This is called overreaction. So when the price is too low due to oversold, it is time to buy.
 
Posted by cashmakers on :
 
Tomorrow NGPS contract will be announced by NAVY, time to cover and buy.

http://www.eps.gov/spg/DON/NAVAIR/N00421/N00421-05-T-0095/SynopsisP.html
 
Posted by cashmakers on :
 
NGPS Air Force Contract coming on May 7

GPS DL-4 RECEIVER ENCLOSURE WITH DATA LOGGING CAPABILITIES

Copyright (c) 2005 Federal Information & News Dispatch, Inc. All rights reserved

NOTICE TYPE: Special Notice

DATE POSTED: 21-APR-05

AGENCY: Department of the Air Force

OFFICE ADDRESS: Department of the Air Force, Air Force Materiel Command, AFFTC - AF Flight Test Center, 5 S WOLFE AVE, Edwards AFB, CA, 93524-1185

SUBJECT: GPS DL-4 Receiver Enclosure with Data Logging Capabilities

CLASSIFICATION CODE: 59 - Electrical and electronic equipment components

SOLICITATION NUMBER: F1S0AE5077B001

CONTACT: Terence Vickers, Contract Negotiator, Phone 661-277-9559, Fax 661-275-7860, Email terence.vickers@edwards.af.mil

NOTICE TEXT: Department of the Air Force

Air Force Materiel Command

AFFTC - AF Flight Test Center

Notice of Contract Action for a Sole Source Procurement

SUBJECT: NOTICE OF INTENT TO AWARD A SOLE SOURCE PROCUREMENT FOR NOVATEL Products.

DESC: INTENT TO AWARD A SOLE SOURCE PROCUREMENT WITH NOVATEL INC. The Air Force, Edwards Air Force Base, CA intends to award a Sole Source purchase order to NOVATEL INC., 1120-68th Ave NE, Calgary AB T2E 8S5 Canada. NOVATEL INC. is the manufacturer. The Sole Source purchase will be for the following commercial items:

1. P/N: DL-4+L1L2W, Manufacturer: NOVATEL, DL-4+L1L2W-L1/L2, RT-2 Output, SBAS, Quantity - 4

2. P/N: 31324181, Mfr: NOVATEL, High Capacity Industrial Grade Compact Flash Memory Card (For DL-4PLUS) (Min 1Gb), Quantity - 4

3. P/N: SW-PP-GNVT-Post Processing Software, Quantity - 2

4. P/N: DL-4+RT2, Mfr: NOVATEL-DL-4+RT2-L1/L2, 2 cm RTK Position, Quantity - 2

Pertaining to the above items, the Air Force Flight Center (AFFTC), Edwards AFB, CA has a requirement for GPS receiver enclosure with data logging capabilities to be used for the B-1 and B-52 CTF programs. The DL-4 plus is a rugged, lightweight enclosure containing the OEM4-G2 receiver and featuring integrated memory, an LCD, and a keypad for data logging. It offers three serial ports, USB support, a configurable PPS output and mark input, and a variable frequency output. The following are the required specifications:

*Internal flash card recording for ease of data removal and reliability recording

*Compact size and rugged packaging required with OTS (off-the-shelf) availability, weight 3 lbs (1.4Kg) or less -

*Must have dynamic tracking capability for flight test vehicles and be able to acquire satellite tracking when initialized airborne

*Must have ability of both code and kinematics (Li & L2) data recording capabilities

*Must have a minimum data sampling rate of 20Hz

*Must be able to operate in a variable VDC input (+6-18 VDC)

*While in a data logging mode, must use less than 5 watts

*Must have multiple data 110 ports for communications and data outputs

*Must have a display panel for user interfacing and programming.

Please note that this is not a request for competitive proposals. However, all interested parties who believe they can meet the requirements are invited to submit in writing complete information describing their ability to provide the items above. Responses may be sent via e-mail to Terence.vickers@edwards.af.mil or mailed to AFFTC/PKDB, 5 South Wolfe Ave, Edwards AFB, CA 93524-1185, Attention: Terence D. Vickers. Phone Number 661-277-9559 and Fax Number: 661-275-7860. Information received as a result of this notice will be considered solely for the purpose of determining whether to conduct a competitive procurement. A determination by the Air Force not to open the requirement to open competition, based on response to this notice, is solely within the discretion of the Air Force. If the office has not received any affirmative written responses by Close of Business (COB), 7 May 2005, a Sole Source purchase order will be pursued with NOVATEL INC., 1120-68th Ave NE, Calgary AB T2E 8S5 Canada.

INTERNET ADDRESS: http://www.eps.gov/spg/USAF/AFMC/AFFTC/F1S0AE5077B001/listing.html

Provided by Federal Information & News Dispatch, Inc. (FIND) 202-429-5944

Terence Vickers, Contract Negotiator, Phone 661-277-9559, Fax 661-275-7860, Email terence.vickers@edwards.af.mil

CNDL000020050422e14m00048
 
Posted by <cashmakers> on :
 
NGPS earning next Monday

NGPS GRMN ASY TRMB LEIX MOT QCOM ROK SYMM XATA .
Most of the GPS company has good earning for 1Q gives some confidence on GPS market. NGPS has NAVY and Air force contracts going on, the announce date should be May 7th. "NGPS Air Force Contract coming on May 7 GPS DL-4 RECEIVER ENCLOSURE WITH DATA LOGGING CAPABILITIES ". Take care.
 
Posted by cashmakers on :
 
WTSLA My short term target $8, longterm $13

Wet Seal, the women's apparel retailer, looks to be heading down the road to recovery. The company's fiscal-first-quarter (ended April 30th) share loss narrowed to $0.23, from the $0.52 deficit registered in the year-ago period. Wet Seal reduced operating expenses considerably in the period by closing more than 150 of its non-profitable stores. Meanwhile, same-store sales improved an impressive 30% in the April period.


From WSJ:
The Wet Seal, Inc. Announces May Comparable Store Sales Up 56.9%

Business Wire
(c) 2005 Business Wire. All Rights Reserved.

FOOTHILL RANCH, Calif. - (BUSINESS WIRE) - June 2, 2005 - Specialty retailer The Wet Seal, Inc. (Nasdaq:WTSLA) today reported net sales for the four-week period ended May 28, 2005 of $40.0 million, compared with net sales of $33.0 million for the same period last year, an increase of 21.1 percent. Comparable store sales from continuing operations increased 56.9 percent for the four-week period ended May 28, 2005, compared with a decline of 7.8 percent for the same period a year ago.

Mr. Joel Waller, chief executive officer of The Wet Seal, Inc. commented: "May represents the fifth consecutive month of comparable store sales growth since the implementation of our new merchandise strategy in January for the Wet Seal business. Our results continue to validate our strategy and we are pleased with the sales performance of both Wet Seal and Arden B."

During the four-week period ended May 28, 2005, the Company opened one Wet Seal store.

Headquartered in Foothill Ranch, California, The Wet Seal, Inc. is a leading specialty retailer of fashionable and contemporary apparel and accessory items. The company currently operates a total of 399 stores in 46 states, the District of Columbia and Puerto Rico, including 308 Wet Seal stores and 91 Arden B. stores. The company's products can also be purchased online at www.wetseal.com or www.ardenb.com . For more company information, visit www.wetsealinc.com .
 
Posted by cashmakers on :
 
WTSLA 5.77 doing good today will see much more higher this week
 
Posted by cashmakers on :
 
Add OS into my portfolio, together with SCHN as steel sector. Both of them have strong FA with strong ROE, ROA, Earning and high institute holding. Since the steel industry coming back, the leading steel companoies, such as OS, SCHN will have outperfrom return. Target shortterm $21, mideterm $25. the TA chart very similar to NGPS from $14 to $28
 
Posted by cashmakers on :
 
Hold SCHN tight, target $28-30 Analyst point out that double bottom for SCHN and will go on with its uptrend momentum.
 
Posted by cashmakers on :
 
Here are the Steel company
which have potential uptrend: ATI MTL IPS PKX SID NUE RESC X SCHN STLD STTX OS AKS TONS

The best ones are SCHN and OS compared their FA and TA
 
Posted by cashmakers on :
 
Comment on SCHN.
Although NUE announce the lower end of its earning prediction for 2Q, SCHN is not a steel producer and it should not be compared directly with NUE.

Second, If you look at their June 5 report, you can predict the Schnitzer's sales are about double the reported values, moreover if you include their share of the joint venture which accounts for a significant share of profits to SCHN.

http://library.corporate-ir.net/library/87/870/87090/items/155021/060905presentation.pdf

Base on SCHN's potential future scrap demand, and SCHN's auto parts business, the 3Q for SCHN should be good. I analyse and predict the earning correctly consecutively for GMTN 10Q, LAZ 1Q, NGPS 2Q, KOMG 1Q this year.
 
Posted by cashmakers on :
 
News: JPM Reports 15.6% LAZ Stake
(c) 2005 Dow Jones & Company, Inc.

WASHINGTON (Dow Jones)--JPMorgan Chase & Co. (JPM) reported a 15.6% Class A stake in Lazard Ltd. (LAZ), according to a Schedule 13G filed Monday with the Securities and Exchange Commission.

JPMorgan, one of the underwriters for Lazard's initial public offering in May, beneficially owns 5.86 million Lazard Class A common shares, the filing said.

JPMorgan reported its stake on a form designated for passive investors, or those not seeking to change or influence a company's operation.

Shares of Lazard closed Monday at $23.67 each.

LAZ definately a Strong buy, Fidelity require 15% stake of LAZ three weeks ago and give the target $27. Now JPM bought another 15.6% stake. Take a look at how many merge & acquicition cases these days (almost every day), you can figure out the M&A business for LAZ.
 
Posted by cashmakers on :
 
LAZ doing good today on JPM's 15% stake purchased on Tuesady. LAZ Will see Rally next week. Investment bank won't be affected by the oil price that much and the cheaper the companies' price, the more M&A business (that happened in 1980s). Now more than 30% of common A class stocks acquired by Fidelity and JPMorgan.
 
Posted by cashmakers on :
 
M&A is booming, we see the M&A happen everyday. LAZARD is the number one in this field, its business is growing. Here is today's news from WSJ:

June 24th 2005, Callaway Golf Mulls Strategy; Investor Group Makes an Offer

By Stephanie Kang

"the Carlsbad, California, company said that it has received unsolicited "indications of interest" and was weighing strategic options with the help of investment bankers Lazard Ltd. "
 
Posted by cashmakers on :
 
CD, CSH new high here. I called CD $19.7, CSH under $15. Still hold these two stocks. Add more LAZ here, from its TA, bullish chart and target is as those investment bank gives"close $27"
 
Posted by cashmakers on :
 
Out > $20 CSH from <$15 entry . I called CSH long time ago when it tanked to $14 and bought it $15. Now it touch my target $20. Out all of my position on CSH. Still holding CD, called from 19.7
 
Posted by cashmakers on :
 
Two good news for LAZ, target $25
WPP CEO Sorrell In Talks To Join Lazard Board - FT

65 words
30 June 2005
05:21 pm
Dow Jones International News
English
(c) 2005 Dow Jones & Company, Inc.

NEW YORK (Dow Jones)--Sir Martin Sorrell, chief executive of WPP Group PLC (WPPGY), the world's second-biggest marketing services group, has been in talks to join the board of directors at Lazard Ltd. (LAZ), the investment bank, The Financial Times reported in an article on its Web site Thursday. [ 30-06-05 2221GMT ]


Lazard to decide on Paris listing by end-2005


30 June 2005
05:55 am


PARIS (AFX) - Lazard will decide by the end of 2005 if it is to list its shares in Paris as well as in New York, according to chief executive Bruce Wasserstein.

In an interview with Le Figaro, Wasserstein added that the bank is not for sale.

Lazard, listed in New York since May 5, is an 'independent bank and there is no reason for that to change,' he said.

paris@afxnews.com
 
Posted by cashmakers on :
 
HLTH good entry here. Health sector. Uptrend Momentum with solid financial background.
 
Posted by cashmakers on :
 
Health Care sector: MDRX HLTH HH CRA CERN ECLP ERES IDXC RX INCY NDC VMDC

This sector been dooding so good for the last 3 months, outporform s&p by average 10%. With baby boomer (average age 75) coming in the next decade, health care business will experience its golden time. HLTH is one of the most growing company in this sector. Solid balance sheet with cash flow on operation growing recently. Another health stock might take a close look is ERES.
 
Posted by cashmakers on :
 
HLTH Target: $14-$16

WebMD (formerly Healtheon/WebMD) provides Internet-based healthcare information and services to facilitate connectivity and transactions among physicians, patients, payers, and other healthcare participants. Its platform allows for the secure exchange of information among the disparate systems used in the industry. Administrative services include patient enrollment, referrals and authorizations, diagnostic orders and results, clinical data retrieval, and claims processing.

Valueline Upgrade HLTH to Timeness 1 for strong buy for the next 12 month on June 24.

We have raised our 2005 revenue target for WebMD. Recent acquisitions in the company's Business Services group are adding to this segment's top line. Moreover, it is now able to offer a more complete solution for managing the health claims/payment process, and so it is probable that Business Services will benefit in terms of contract signings. At this point, we estimate that the group's revenue should advance by some 10%, up from 7.5% and adding about $20 million to WebMD's overall tally. Elsewhere, we have bumped up our sales target for WebMD Health by around $10 million, while leaving those for Practice Services and Porex unchanged.

Earnings should continue progressing at a fast pace this year. WebMD has substantially raised its forecast for 2005 to a range of between $0.20 and $0.25 a share (GAAP). Accordingly, we have moved our estimate up by $0.08 a share, to the center of the current band. The reasoning behind the increase is underpinned by the potential for a higher margin in Business Services, reflecting more profitable contracts and reduced HIPAA-related expenses. In addition, it appears that operations may be running smoother at Practice Services, and that the profit margin may improve there, as well.

The company has filed a registration statement to offer 10%-14% of WebMD Health to the public. In terms of revenue, the portal business is growing fast; it is also a good contributor to the bottom line. The IPO is a good idea for two reasons, in our view. First, it will give investors an opportunity to own shares in a profitable Internet business. Second, WebMD can use the proceeds to bolster its financial position (its 3.25% notes due 2007 were recently converted). At this writing, the registration statement was not yet effective.

WebMD shares are currently top-ranked for Timeliness. The stock has found steady market support since our March report, most likely reflecting the better earnings prospects for 2005 and the potential that such growth may continue in coming years. Nonetheless, new commitments to this issue are best considered by risk-tolerant accounts.

June 24, 2005
 
Posted by cashmakers on :
 
LAZARD Research report:

(http://biz.yahoo.com/prnews/050705/nytu049.html?.v=15)
PricewaterhouseCoopers Forecast: M&A Market Heats Up

(http://www.forbes.com/facesinthenews/2005/07/05/0705autofacescan11.html?partner=yahootix&referrer=)

Wasserstein's Lazard (nyse: LAZ - news - people ) came in 10th place In M&A Business.

(http://www.ajc.com/wednesday/content/epaper/editions/wednesday/business_24bca6d69074f00a0007.html)

Mergers up 39% from last year, gobal merger-and-acquisition volume rocketed to $1.4 trillion in the first half of 2005, an increase of 39 percent from the same period last year. Finance was the most active industry, accounting for $238 billion of the deal volume.

(http://home.businesswire.com/portal/site/google/index.jsp?ndmViewId=news_view&newsId=20050701005166&newsLang=en)

The good news for U.S. dealmakers is that deal value has skyrocketed, indicating a willingness among buyers in the U.S. and U.S. cross-border market to open the purse strings for acquisitions. Total disclosed dollar volume for the second quarter jumped to U.S.$275 billion, the highest quarterly deal value since the fourth quarter of 2000 and an improvement over the U.S.$243 billion total for the first quarter. Increasing deal value can be attributed to ongoing strength of the mega-deal market (defined by FactSet Mergerstat as deals with values of more than U.S.$1 billion). The second quarter posted 55 deals in this category, up from 34 last quarter.


(http://austin.bizjournals.com/austin/stories/2005/07/04/daily6.html)
M&A pace to continue for rest of '05. Without a doubt, U.S. corporations plan to continue their rapid pace of acquisitions"

LAZ 3 month target $26.5, Over $30 by the end of 2005.
Look at how hot the M&A business is this year and this trend will go on in the next few years, just like what we experienced in 1980s'. LAZARD is the top 10 M&A investment bank with M&A business in US, EURO, JAPAN, and more.
 
Posted by cashmakers on :
 
Regeneron Initiates VEGF Trap Intravitreal Clinical Development Program and Genentech Announces July 18 Webcast Discussion of Data Presented at ASRS


http://www.financialnewsusa.com/release.php?rlsid=2489
 
Posted by macdrsirules on :
 
Hats off to cashmakers, nice job. I just looked at most of your picks and wish I was in on most. Keep it up.
 
Posted by cashmakers on :
 
Big news for LAZ. Another 10.71% stake by Jennison Associates. Reports 10.71% Stake In Lazard

131 words
8 July 2005
03:19 pm
Dow Jones International News
English
(c) 2005 Dow Jones & Company, Inc.

WASHINGTON (Dow Jones)--Jennison Associates LLC reported a 10.71% stake in Lazard Ltd. (LAZ), according to a Schedule 13G filed Friday with the Securities and Exchange Commission.

Jennison Associates, an investment adviser to several investment companies, insurance accounts and institutional clients, beneficially owns about 4 million Lazard common shares, the filing said.

Prudential Financial Inc. (PRU) indirectly owns 100% of the equity interests of Jennison, so Prudential may also be deemed to beneficially own these Lazard's shares, the filing said.

Jennison Associates reported its stake on a form designated for passive investors, those not seeking to change or influence a company's operations.

-By Denise Jia, Dow Jones Newswires; 202-862-1359; denise.jia@dowjones.com [ 08-07-05 2022GMT ]

Document DJI0000020050708e178001hu

So Far, JP Morgan 15%, BOA 15% Prudential 10.71%. These major holder are Banks and Insurance companies, they have their good reason to require so much stake into LAZARD, they know exactly what LAZ's future is. LAZ still under IPO, go buy.

http://www.sec.gov/Archives/edgar/data/1311370/000005341705000077/0000053417-05-000077-index.htm
 
Posted by cashmakers on :
 
RHAT $16 target by most Analyst. Good Support at $14 level. Will see more appreciation follow analyst recommend.
 
Posted by cashmakers on :
 
SCHN $27, just $1 from my target, will hold till $28 short term. Call from $23. LAZ will see its IPO price back in several weeks.
 
Posted by cashmakers on :
 
REGN research update:
Cancer Vaccine; IL-1 Trap Shows Positive Results in Study of Patients with Inflammatory Disease

233 words
16 July 2005
Obesity, Fitness & Wellness Week
289
English
(c) Copyright 2005 Obesity, Fitness & Wellness Week via NewsRx.com

2005 JUL 16 - (NewsRx.com) -- Regeneron Pharmaceuticals, Inc. announced positive preliminary results from an ongoing pilot study of once-weekly dosing of the Interleukin-1 (IL-1) Trap in patients with CIAS1-associated periodic syndrome (CAPS), a family of autoinflammatory diseases.

All four patients enrolled in the study to date experienced a positive response to a subcutaneous loading dose regimen of the IL-1 Trap, including a sizable reduction in daily patient diary scores and acute phase reactant levels. In the ongoing chronic dosing phase of the study, these patients continue to demonstrate a positive response to the IL-1 Trap.

The study was conducted under a Cooperative Research and Development Agreement (CRADA) with the National Institute of Arthritis and Musculoskeletal and Skin Diseases (NIAMS), part of the National Institutes of Health.

The senior investigators in this study are Raphaela Goldbach-Mansky, M.D., Staff Clinician with NIAMS, and Daniel Kastner, M.D., Ph.D., Chief, Genetics and Genomics Branch with NIAMS. The United States Food and Drug Administration (FDA) has granted Orphan Drug Designation to the IL-1 Trap in CAPS disorders. Currently, there are no approved therapies for CAPS disorders.

This article was prepared by Obesity, Fitness & Wellness Week editors from staff and other reports. Copyright 2005, Obesity, Fitness & Wellness Week via NewsRx.com.

Document OBWK000020050708e17g00085
 
Posted by <cashmakers> on :
 
REGN target $15 with its new research (side effect) on eye disease. FA is ranked above B+ by valueLine and $25 target by 2008. REGN's cash and profit getting better and better. I am holding several thousand shares of REGN from under $9. Will see over $10 soon.
 
Posted by <cashmakers> on :
 
LAZ head to its IPO $25. Target $26.5 in the next couple of weeks. TA looks attractive.
 
Posted by cashmakers on :
 
Holding ADBE to $30. REGN target $15 and LAZ target $26.5. SOLD SCHN above $27 today. Holding OS.
 
Posted by cashmakers on :
 
REGN is the best Biotech stock this year. from both TA and RA and their disease research and cancer drugs, the stock looks charming. Still a good time to buy. REGN trade average @20 last several years. I am holding it to $15.
 
Posted by cashmakers on :
 
THis is why LAZ worth at least $26.5
Take a look at this link and you will know why LAZ target is $26.5. However my target is not just based on these analyst opinion, but from FA my model.
http://finance.yahoo.com/q/ao?s=LAZ

Article from WJS:
U.S. deal makers still lead the M&A world

July 14th 2005
AFX Asia
(c) 2005, AFX Asia. All rights reserved.

NEW YORK (XFN-ASIA) - When Chinese oil company CNOOC Ltd. Stunned the markets by making a $18.5 billion bid for Unocal Corp. last month, it didn't lean on China's burgeoning banking industry.

Nor did the company go to any Asian-based firm to advise them on the deal. Instead, like many foreign companies, it sought American-made advice from Goldman Sachs Group Inc. , J.P. Morgan Chase and legal advice from Davis Polk & Wardwell.

As CNOOC's choice suggests, Chinese mergers and acquisitions may be grabbing headlines, but U.S. investment banks continue to be grabbing the fees for advising on deals.

"They have a vast wealth of experience, detailed home country knowledge and are very adroit at hiring people from every country," said James Owers, a Harvard University associate and finance professor at Georgia State University. "When you overlay that with the traditional experience you have competitive advantage."

Indeed, though M&A is up in countries around the world, including Japan, the United Kingdom, Italy, Germany, Spain and Russia, the U.S. market remains the hottest with $593 billion in deals through the first half of the year, up 35%, according to Dealogic.

China's M&A market is actually having a slower year through the first half, down 15% to $23 billion. That puts the People's Republic 11th globally behind countries like Canada, Australia and the Netherlands.

U.S. leaders

Through the first half of 2005, four of the top five global advisers were U.S.-based firms: Morgan Stanley , Goldman Sachs, Merrill Lynch & Co. and J. P. Morgan ranked one through four. Swiss bank UBS placed fifth.

Owers cautions that U.S. banks and sellers such as Unocal may learn a lesson from the late 1980s and early 1990s. At that time, foreign buyers, including many from Japan, bought U.S. assets. The fear about foreign ownership incited nationalism and protectionism, Owers said. But, in the end, the sellers and bankers were the ones who profited.

"If someone offers you more than market price, give them the keys and let them drive it away," Owers said.

Shrinking competition

It was only a few years ago when firms such as Lazard Ltd., Cazenove, and Schroeders were considered top competitors emerging from Europe.

But Lazard booted its European management for U.S. banker Bruce Wasserstein and went public on the New York Stock Exchange. J.P. Morgan bought a 50% stake in Cazenove in 2004 and Schroeders was acquired by Citigroup for $2.2 billion in 2000.

In their place, banks such as HSBC Holdings under John Studzinski, Deutsche Bank , Dresdner Kleinwort Wasserstein and Nomura remain second-tier players with bigger ambitions.

Even in Europe

U.S. banks remain the heavyweights in Europe taking advising roles in the two biggest deals of the year. When Bayerische Hypo Vereinsbank agreed to be acquired by UniCredito Italiano in June for $18.6 billion, J.P. Morgan, Citigroup, and Deutsche Bank advised the target. Merrill Lynch and Goldman advised the buyer.

Likewise when Pernod Richard and Fortune Brands agreed to buy Allied Domecq in April for $17.7 billion, Goldman advised Allied, three U.S. banks advised the buyer with Deutsche Bank, CSFB and BNP Paribas.

That U.S. firms are leading the deals isn't new and isn't likely to change.

"They are aggressive in their strategy," Owers said. "If you're good at something and have a good strategy...you will be dominant."

This story was supplied by MarketWatch. For further information see www. marketwatch.com.

MMMM
 
Posted by cashmakers on :
 
Regeneron Pharmaceuticals Attend July 22th Obesity Drug Development Summit http://www.cbinet.com/show_conference.cfm?confCode=HB549&field=daytwo

In Vivo Target Discovery and Validation by High Throughput Genome Engineering
A high throughput genome engineering technology platform has been developed to determined the in vivoexpression pattern of many novel obesity and diabetes-related genes at high resolution, validate and invalidate putative targets as well as dissected important metabolic pathways. This method also provides important insights into mechanisms of novel compounds currently in development for the treatment of obesity and diabetes.

Overview of technology
Validation and invalidation of diabesity targets using KO models
SHIP2 lipid phosphatase as target for treatment of obesity
Mark W. Sleeman, Ph.D., Director of Neural and Endocrine Biology,Regeneron Pharmaceuticals Inc.

Watch REGN these days, getting hotter and hotter. Valueline raise its timeliness on June based on REGN's much-better-than-before financial statement and its new drugs research with its target $15. Three years target from Valueline is $25.
 
Posted by cashmakers on :
 
FLEX strong buy. Target $20 end of 2005. Will see appreciation recently with its earning soon this month. Market Concensus 0.16, but valueline gave out their estimate 0.18 due to the Nortel contract.

Flextronics earned $0.16 a share in the fiscal fourth quarter (ended March 31st). The top line was likely about $4.0 billion in the period. Revenues probably benefited from roughly $100 million in initial contributions from its major deal with Nortel Networks, and a moderate recovery in the telecom, computer, and consumer markets.

The core electronics manufacturing-services (EMS) business should grow at a decent pace. We look for low single- digit percentage advancements in key end markets, including cellphones and information technology. Plus, revenues from the industrial, medical, and auto industries ought to climb rapidly this year. Many additional opportunities exist in those end markets, which should comprise an increasing portion of FLEX's top line. We think FLEX will gain much new outsourcing business during fiscal 2005, thanks in part to companies looking to mitigate the impact of high energy costs.

The Nortel contract will ramp up significantly this year. Revenues from that telecom equipment manufacturer should be roughly $300 million in the June quarter, and $500 million in the September period. The agreement will likely be solidly accretive to share earnings in fiscal 2005. Acquisition costs during calendar 2005 will run about $700 million. As the contract expands to include printed circuit boards (PCBs) and enclosures, annual revenues ought to be between $2 billion and $2.1 billion.

Operating margins should continue to widen this fiscal year and next. Operating cost containment and improved capacity utilization should assist margins. Plus, a greater proportion of higher-margined products and services, such as network services and PCBs, ought to drive gross margin expansion. However, Nortel's higher-cost facilities will likely hamper margins to some degree.

Flextronics shares are a good long-term holding for risk-tolerant investors. More end-to-end supply chain service offerings, such as with Nortel, should support earnings growth out to 2008-2010. In particular, the high-margined original-design-manufacturing business is poised to deliver $4 billion annually to the top line.
 
Posted by cashmakers on :
 
Bought ACN @23.56 for midterm.
Accenture will probably post a share-net advance in the mid-teens on a percentage basis in fiscal 2005. (Fiscal years end August 31st). The company's February quarter was solid, and early indications are that the spring should bring even more favorable results. A recovery in the consulting business continues to gain steam despite some high-profile earnings misses at several software companies, and ACN's bookings in this area remain healthy. Conversely, outsourcing bookings remain soft, but this has a lot to do with the fact that Accenture has grown increasingly selective with the contracts it accepts. All told, earnings of $1.40 in the current fiscal year are attainable.

The dip in gross margins is likely a temporary aberration. In the last few months, gross margins have fallen about 200 basis points, and Accenture's stock price has slipped in tandem. But the drop can be tied to project delays associated with a contract with the U.K.'s National Health Service. This deal incurred a $24 million loss in the February term and is expected to yield around a $130 million loss for fiscal 2005. However, the blame is being put on another vendor's slow progress with regard to this pact, and ACN should be unscathed in the long term.

The information technology market's macroeconomic environment augurs well for Accenture's future. Discretionary spending on the IT front has been trending upward for the last several quarters. This is a favorable development that offers a solid platform for the company to parlay its hefty market position into sizable revenue and earnings growth. We do caution, however, that the landscape of this arena is complex and changes quickly.

These shares are most appealing as a long-term selection. While concerns from the aforementioned margin pressures shake out in the coming year, we expect this equity to perform in line with the overall market indices. But the picture gets much brighter out to 2008-2010. Over that span, we foresee double-digit annual advances on both the top and bottom lines. Too, recent rumblings from management indicate a growing potential to initiate a dividend, although we have not factored in that prospect yet.

Target $35 at the end of this year
 
Posted by cashmakers on :
 
SCH on fire. Strong Earning and positive guidance
 
Posted by cashmakers on :
 
Versatel Finally Bought, Tele2 Pays EUR1.3B

By Arent Jan Hesselink

"
Morgan Stanley & Co (MDW) Limited acts as financial advisor to Tele2, ABN Amro Holding NV (ABN) was advisor to Apax and Versatel was advised by Lazard (LAZ). "

Lazard's Euro M&A business.
 
Posted by cashmakers on :
 
ACN target $35, strong buy.
Expanding business outsourcing to China Indian, Malasyia, etc. This is an ineviable trend. ACN is an expert in this field. Fast growing company with A financial ranking and good timeliness. Just like my previous recommend KOMG.
 
Posted by cashmakers on :
 
FLEX strong buy. Target $20
Flextronics International, the world's top contract electronics manufacturer.
expanding its manufacturing facilities in Malaysia to counter rising costs in China. The Singapore-based, Nasdaq-listed company plans to invest 1 billion ringgit (US$263 million) over the next 10 years to build an integrated 1.2-million-square-feet industrial park, adjacent to the Port of Tanjung Pelepas, Malaysia’s fast-growing container port.

Target $20.
 
Posted by cashmakers on :
 
ACN report
http://biz.yahoo.com/fool/050719/112179072914.html?.v=1

Pay attention to PAYX, RECN, RHI recent jump on the global outsourcing business expansion. ACN is one of the largest outsourcing services firms in US, this stock will follow the sector trend. My target is $30 for this one.
 
Posted by cashmakers on :
 
NGPS almost $34, REGN $9.8, I call REGN $8.9 two weeks ago. Now FLEX July 26 earning, the valueline estimate beat the market consensus, I bet FLEX's earning will beat the expectation. Target $20
 
Posted by cashmakers on :
 
REGN broke $10, call 8.9 two weeks ago. FLEX exceeds $ 14.1. LAZ almost back to its IPO level, will see consensus target $27 in the next couple of weeks.
 
Posted by cashmakers on :
 
Big news for FLEX after hour:

http://www.forbes.com/markets/2005/07/21/ems-nokia-ericsson-0721markets17.html?partner=yahootix

Credit Suisse First Boston said strong second-quarter results from Ericsson (nasdaq: ERICY - news - people ) and Nokia (nyse: NOK - news - people ) are a positive for Flextronics International (nasdaq: FLEX - news - people )

Valueline gives higher than market expectation earning for 2Q. And Target $25 to $30 in the 2008. My target is $20 in the short term.
 
Posted by cashmakers on :
 
FLEX Q1 earning tomorrow, first call estimate 0.16. S&P report is 4 stars with a target $30. Morningstar gives a 4 stars with a fair value $30 and with selling suggestion @ $37. Valueline give out stronger than market consensus Q1 which is 22 cents. Pay attention tomorrow. My target is still $30 in the next several months.
 
Posted by cashmakers on :
 
correction for flex

FLEX Q1 earning tomorrow, first call estimate 0.16. S&P report is 4 stars with a target $16. Morningstar gives a 4 stars with a target $16 and with selling suggestion @ $15.7. Valueline give out stronger than market consensus Q1 which is 22 cents. Pay attention tomorrow. My target is still $16 in the next several months.
 
Posted by cashmakers on :
 
UAW hires Lazard to comb GM books

JOSEPH B. WHITE AND LEE HAWKINS JR.
Wall Street Journal
The Globe and Mail
All material copyright Bell Globemedia Publishing Inc. or its licensors. All rights reserved.

DETROIT -- Under pressure from General Motors Corp. to make significant health care benefits concessions, the United Auto Workers union said it has hired investment bank Lazard Ltd., the New York law firm Cleary Gottlieb Steen & Hamilton LLP and Leon Potok & Co. as part of a team that will conduct an analysis of GM's finances.

A UAW spokesman said the team of financial advisers, which also includes Milliman Inc., a Washington, D.C., actuarial consulting firm, and legal and financial staff members employed by the UAW, already has been gathering information on GM's condition. “We have not set a deadline,” UAW spokesman Paul Krell said. “We are going to do this thoroughly. That's not to suggest there's any foot-dragging here.”

UAW President Ron Gettelfinger said in an interview with The Wall Street Journal in June that the UAW would hire outside advisers to examine GM's finances and management claims that the company needed substantial concessions to reduce health care costs before the expiration of the current master contract in the fall of 2007.

Lazard and Cleary declined to comment. A Milliman spokesman confirmed that Milliman will be conducting an actuarial analysis relative to GM's health care costs but didn't elaborate.

Local UAW leaders have said the company wants concessions that would save $1-billion (U.S.) a year in health care outlays and cut GM's liability for future retiree health care costs by as much as $20-billion.
 
Posted by cashmakers on :
 
TA channel analysis shows LAZ touch its techincal rebounce level
, it should be rebounce from here 23.8. Still hold my $26.5 target for LAZ in the next couple of month.
 
Posted by cashmakers on :
 
HLTH pop, add some LAZ @ 23.6 level, due to bank sector down today, LAZ down 2% with no bad news. Market overreaction. I add more shares on LAZ.
 
Posted by cashmakers on :
 
DJ Scotia Ups Flextronics Tgt To $15.10 From $13.40>FLEX


(END) Dow Jones Newswires

July 27, 2005 09:16 ET (13:16 GMT)


Credit Suisse First Boston maintained an "outperform" rating and $16 price target on Flextronics.
http://www.forbes.com/markets/2005/07/26/amazon-infospace-flextronics-cx_pk_0726eyeonstocks.html?partner=yahootix


RESEARCH ALERT-Wells Fargo ups Flextronics price target to $21

July 27 2005

Reuters News
(c) 2005 Reuters Limited

BANGALORE, July 27 (Reuters) -


FLEXTRONICS INTERNATIONAL LTD.
Current $21 Prior Price Target $16



--Wells Fargo Securities reiterated its "buy" rating on the company's shares.

--No further details were immediately available.

TECH-FLEXTRONICS-RESEARCH1 (URGENT)|LANGEN|Table|ABN|E|U|RBN|SI


MorningStar.com target $15.7

Valueline raise the Timeliness to 2 last week with a Target $25-$35 in the next three years.
 
Posted by cashmakers on :
 
FLEX institution buy a lot today, will be bullish :

http://thomson.finance.lycos.com/lycos/iwatch/cgi-bin/iw_ticker?ticker=flex
 
Posted by cashmakers on :
 
S&P buy opinion on FLEX

Flextronics (FLEX ) posted first quarter earnings per share from operations of 17 cents, vs. 14 cents, on slightly higher revenue. S&P reiterate its buy opinion.

http://yahoo.businessweek.com/investor/content/jul2005/pi20050727_8442_pi004.htm
 
Posted by cashmakers on :
 
LAZ will back to $25 next week

From my TA analyst, the support point is 23.8, I added more under that price. Will see back to its IPO in the next severl weeks. LAZ's next earning will be fantastic.

LAZARD EURO Business

Berlusconi, Financiers Mull An Italian Turnaround Fund

07-28-05 12:21 PM EST
MILAN -(Dow Jones)- Silvio Berlusconi and some of Italy's wealthiest men, including the Italian premier's business rival Carlo De Benedetti, are considering financing a turnaround fund aimed at reviving medium-sized Italian companies.

CDB Web Tech Investments SpA (CDB.MI) said Thursday its board had commissioned its founder and Chairman Carlo De Benedetti to conduct a feasibility study on the idea.

The listed venture capital fund said it expects the proposal to be finalized in September and that it would finance the initiative with a EUR500 million capital increase.

CDB Web Tech said it would also transfer its current businesses, excluding EUR50 million in cash, to a new company to be listed on the stock exchange.

Major investors have shown interest in the turnaround fund, CDB Web said in a statement, saying that Berlusconi's Fininvest SpA (FNV.YY) holding company was among them.

Other interested parties include Diego Della Valle, whose family controls Tod's SpA (TOD.MI), Luca Cordero di Montezemolo, chairman of Fiat SpA (FIA) and Ferrari SpA as well as the head of the Charme private equity group, CDB Web Tech said. Another prospective investor is Sopaf SpA, an investment fund run by Giorgio Magnoni, whose brother Ruggero runs Lehman Brothers Holding Inc.'s (LEH) operations in Italy.

Mediobanca SpA (MB.MI), Lazard Ltd (LAZ) and Lehman Brothers, who are advising the proposed deal, will help promote the rights issue, CDB Web said.
 
Posted by cashmakers on :
 
LAZ to Announce 2Q on 08/10.

First Call Estimate: Q2 $0.38, P/E Ratio: 15.53
First Call Forecast: Mean $26.67 # of Price Targets 3

LAZ's Q2 will go on to be good due to global M&A booming. We can tell this from the merge & acquisition news everyday this year. Current price level still very low, $2 from the market mean target. Especially LAZ expand its business in China due to huge chinese merge market. This is a very solid company and definately a good investment. I predict LAZ will jump $1-2 high on the earning day, just like last quareter.
 
Posted by cashmakers on :
 
Add 2K more FLEX here, still hold the target $16. Average entry price $13.5.
 
Posted by cashmakers on :
 
Lazard To Step Up M&A Advisory Service In Japan

148 words
3 August 2005
Nikkei Report
English
?Copyright 2005. Nihon Keizai Shimbun, Inc. All rights reserved.

TOKYO (Nikkei)--Lazard Ltd. plans to double the staff offering advisory services on mergers and acquisitions to about 55 at its Japanese unit.

The major U.S. investment bank believes that more M&A deals will be struck in Japan now that the government is setting clearer rules for them, including regulations to govern hostile takeover attempts.

Lazard will assign to the local unit Yasushi Hatakeyama, a managing director who has been advising corporate clients about hostile takeovers in the U.S.

The Japanese unit will also step up its advisory service regarding corporate restructuring as well as its asset management operations.

Lazard's push into M&A services is expected to intensify competition among U.S. investment banks, which are active in that business segment in Japan.

(The Nihon Keizai Shimbun Wednesday morning edition)
 
Posted by cashmakers on :
 
Accenture and The Dow Chemical Company Sign Multi-Year Business Services Agreement; Accenture to Expand Its Relationship as a Strategic Services Supplier

609 words
4 August 2005
03:05 pm
OsterDowJones Commodity Wire
English
Copyright 2005, Comtex News Network. All Rights Reserved. Standard Attribution Statement: News Provided by COMTEX.

NEW YORK--, Aug 04, 2005 (ODC via Comtex) --

Aug. 4, 2005--Accenture (NYSE: ACN) and The Dow Chemical Company (NYSE: DOW), the leading global chemical company, have signed a multi-year agreement under which Accenture will continue as a strategic services supplier and will provide a broad range of business application development, implementation and support services to Dow, extending to 2011.

As part of the new agreement, Accenture will help Dow identify value-added opportunities, develop and implement initiatives and support and improve Dow's organization. Dow will leverage Accenture's knowledge of industry practices, Dow's organization and work processes to deliver results.

The new agreement expands on an already successful long-term relationship between the two companies during which Accenture helped Dow improve IT development and support productivity by more than 45 percent and supported the implementation of key strategic initiatives over the past ten years.

As a key enabling element of its business growth agenda, Dow is developing a shared services center in Shanghai, China leveraging leadership, capabilities, resources and processes developed with Accenture. Accenture has been in Greater China since 1993 and will deliver innovative services to support Dow's growth strategy in China.

"Accenture has been instrumental in improving Dow Information Systems processes and productivity and our new multi-year agreement will build on our previous success and broaden the scope of our relationship to include shared services work process, project and support service improvements," said David Kepler, Dow's Corporate Vice President of Shared Services and Chief Information Officer.

"Accenture's proven ability to effectively team and integrate culturally with an industry leader like Dow has enabled both companies to deliver measurable results for many years," said Steven Gratto, a global lead partner in Accenture's Chemicals industry group. "We are confident that under this new agreement Accenture and Dow will be able to take this long-term and successful relationship to the next level by leveraging broader global services to support Dow's business."


About The Dow Chemical Company


Dow is a leader in science and technology, providing innovative chemical, plastic and agricultural products and services to many essential consumer markets. With annual sales of $40 billion, Dow serves customers in 175 countries and a wide range of markets that are vital to human progress: food, transportation, health and medicine, personal and home care, and building and construction, among others. Committed to the principles of sustainable development, Dow and its 43,000 employees seek to balance economic, environmental and social responsibilities. References to "Dow" or the "Company" mean The Dow Chemical Company and its consolidated subsidiaries unless otherwise expressly noted.
 
Posted by cashmakers on :
 
Kyocera closes Tijuana plant, contracts Flextronics for Americas supply

190 words
4 August 2005
Business News Americas
English
(c) 2005 Business News Americas (BNamericas.com)

US CDMA handset manufacturer Kyocera Wireless (KWC) has closed a manufacturing plant in Tijuana, Mexico and outsourced production for the Americas market to Flextronics, Kyocera México's director Enrique Pacheco was reported as saying by local press.

KWC set up in Mexico in 2001 and supplies the country's third and fourth placed mobile operators Iusacell and Unefon, which concentrate 30% of its Latin American sales.

"Last year we carried out a study on manufacturing production costs and opted to close the [plant], and contract a third party for manufacturing equipment," Pacheco was reported as saying.

Flextronics was selected because its Mexico plant is close to the US border, he added.

This year Kyocera plans to launch five new models, international marketing director Natasha Marvin was quoted as saying.

In June, Kyocera said it expects flat sales growth in Latin America this year with a reduction in sales in Colombia compensated by greater sales in Venezuela and Brazil.

KWC resulted from Kyocera's acquisition of a cell phone unit run by CDMA technology developer Qualcomm (Nasdaq: QCOM).

http://www.bnamericas.com
 
Posted by cashmakers on :
 
LAZ Q2 this Wednesday before Open.
MM been bashing it in the last two weeks in order to absorb it low. From I-watch data, it shows that 99% of the trade are done by institution. I trace the institution action these days, it seems that they start to buy their shares back. Analyst estimate is .33 per share, my financial service shows me a better number than that. Will beat the market consensus again. Watch it Wednesday. $1-2 jump is possible.
 
Posted by cashmakers on :
 
ACN has very strong cash flow and growing potential. Still a good buy at $25. Target $40-60 for 12 month.
 
Posted by cashmakers on :
 
ACN, FLEX, RHAT, VRX, MOT, LAZ strong buy at this point.

ACN hold firmly at $25, my target >$30. FLEX overreaction on the earning and insider sell 100,000 shares recently, but still hold my target $16. RHAT due to correction after jump on the earning, now it is a good time to entry little by little. VRX recently bought a license, there is a momentuem after this news, my model show me a $22-23 target. MOT upgraded by valueline and hold a 4 stars by MorningStar. LAZ earning tomorrow before the market, 0.33 is the estimate, I believe they will go on doing good thanks to the global M&A businesses.
 
Posted by cashmakers on :
 
Flextronics upgraded by BOA

Analyst Actions: Flextronics Adding 1% on Upgrade - Early Volume Thin but Top Bid Higher at 13

75 words
9 August 2005
03:05 pm
MidnightTrader
English
(c) 2005 Midnight Trader, All Rights Reserved

Boston, Aug 09, 2005 (MidnightTrader via COMTEX) --

FLEX is up about 1% in its first thin-volume pre-market match after the stock was reportedly upgraded by Bank of America to Buy. The firm also set a price target of $17 per share.

Price: 12.93, Change: +0.16, Percent Change: +1.2


http://www.midnighttrader.com

Document MDNTDR0020050809e1890008g

RESEARCH ALERT-BofA ups Flextronics to "buy" from "neutral"

37 words
9 August 2005
06:32 am
Reuters News
English
(c) 2005 Reuters Limited

BANGALORE, Aug 9 (Reuters) -


FLEXTRONICS INTERNATIONAL LTD.
Current Prior
Rating Buy Neutral
Price Target $17 $15


TECH-FLEXTRONICS-RESEARCH1|LANGEN|Table|ABN|E|U|RBN

Document LBA0000020050809e1890013u
 
Posted by cashmakers on :
 
Contract between FLEX and NT

To FLEX, the Nortel contract will ramp up significantly this year. Revenues from that telecom equipment manufacturer should be roughly $300 million in the June quarter, and $500 million in the September period. The agreement will likely be solidly accretive to share earnings in fiscal 2005. Acquisition costs during calendar 2005 will run about $700 million. As the contract expands to include printed circuit boards (PCBs) and enclosures, annual revenues ought to be between $2 billion and $2.1 billion.

http://www.forbes.com/markets/2005/08/09/nortel-networks-earnings-0809markets11.html?partner=yahootix

Goldman Sachs said potential catalysts for the stock include continued benefit from the outsourcing agreement with Flextronics International (nasdaq: FLEX - news - people ), greater expectations from the Street as the company attempts to emerge from accounting issues, as well as continued cost-cutting.
 
Posted by cashmakers on :
 
LAZ Declares Quarterly Dividend $0.052 per share

http://biz.yahoo.com/bw/050809/96110.html?.v=1
 
Posted by cashmakers on :
 
Lazard earnings rise 30%

Lazard (LAZ: news, chart, profile) reported second-quarter pro forma earnings of $32 million, or 32 cents a share, up from a year-ago equivalent profit of $24.7 million, or 25 cents a share.

The average estimate of analysts polled by Thomson First Call was for earnings of 33 cents a share in the June period.

Revenue rose to $336.4 million in the latest three months from $286.4 million in the same period a year ago.

Merger-and-acquisition revenue increased 35% to $182 million.

The stock closed Tuesday at $23.60, up 2.2%
 
Posted by cashmakers on :
 
UPDATE 2-Lazard second-quarter profit rises 30 pct

322 words
10 August 2005
07:01 am
Reuters News
English
(c) 2005 Reuters Limited

(Recasts, adds details)

NEW YORK, Aug 10 (Reuters) - Lazard Ltd. , an investment bank specializing in mergers-and-acquisitions advising and asset management, on Wednesday said second-quarter earnings rose nearly 30 percent as deal activity increased.

Mergers-and-acquisition revenues jumped 35 percent to $182 million in the quarter. Investment banks are broadly seeing a surge in merger revenue, as rising stock markets and improving economic conditions spur companies to grow through acquisitions.

Lazard, a 157-year old banking partnership that went public in May, reported proforma net income increased to $32.02 million, or 32 cents a share, in the quarter ended June 30, from $24.74 million, or 25 cents, in the year-earlier period.

On that basis, analysts, on average, expected Lazard to earn 33 cents a share, according to Reuters Estimates.

Total revenue advanced to $336.4 million from $286.43 million a year ago. Operating revenue rose to $330.13 million from $282.06 million.

Net income according to generally accepted accounting principles (GAAP) was $27.59 million, down from $79.36 million.

Proforma figures for Lazard give a more accurate picture of the company's performance because the accounting rules used to calculate earnings on a GAAP basis for the second quarter, when the company was public, differ from rules used when it was a partnership.

Lazard shares closed Tuesday at $23.60 on the New York Stock Exchange, down 5.6 percent from their initial offer price of $25.

Its revenue growth from mergers was in line with other banks, such as Merrill Lynch & Co. , which said last month that second-quarter merger advisory fees rose 33 percent.

According to industry research firm Dealogic, first-half global merger volume rose 39 percent compared with the same period last year.

FINANCIAL-LAZARD-EARNS (UPDATE 2)|LANGEN|ABN|E|U|RBN|RNP|DNP|PCO

Document LBA0000020050810e18a0019x
 
Posted by cashmakers on :
 
Accenture Wins $6.3 Million Contract

86 words
10 August 2005
US Fed News
English
© Copyright 2005. Hindustan Times. All rights reserved.

By US Fed News

PHILADELPHIA, Aug. 10 -- The Defense Logistics Agency has awarded a contract valued at up to $6.3 million to Accenture LLC, Reston, Va., for informational technology services.

The contract was awarded by the agency's Defense Supply Center, Philadelphia.

For more information about US Fed News contract awards please contact: Myron Struck, Managing Editor/US Bureau, US Fed News, Direct: 703/866-4708, Cell: 703/304-1897, Myron@targetednews.com.

HTS ssbn 050810-32454 SSACHDEVA

Document INDFED0020050810e18a00160
 
Posted by cashmakers on :
 
LAZ CC give strong guidance for the second half and 2006. M&A business growing and expanding businesses in China and Japan.Announce 2Q dividend.
 
Posted by cashmakers on :
 
LAZ miss a penny should not affect its strong revenue growth and aggressive Net Income increase.

Compared to its 2004 business, LAZ grows significantly by their reduce compensation stratergy. A good buy when it goes dip and will pick up its lost ground soon. All their CC sounds good to me so far. People always pessimistic without kowning why. Overreaction should be corrected after investor digest the good CC.
 
Posted by cashmakers on :
 
Reuters good analysis and report on LAZ relate to compensation expense. Net Income should be higher if under non-GAAP compared to 2004 before public traded.

The company's merger and acquisition revenues increased 35 percent to $182 million in the quarter.

Rising stock markets and improving economic conditions are spurring companies to grow through acquisitions, boosting merger and acquisition revenues for most major investment banks.

Total revenue advanced to $336.4 million from $286.43 million a year ago. Operating revenue rose to $330.13 million from $282.06 million.

Net income according to generally accepted accounting principles (GAAP) was $27.59 million, down from $79.36 million.

Adjusted figures for Lazard give a more accurate picture of the company's performance because the accounting rules used to calculate earnings on a GAAP basis for the second quarter, when the company was public, differ from rules used when it was a partnership.

For example, under a partnership, compensation to partners is not an expense, but for a public company, compensation to managing directors is an expense.

The difference helps explain why compensation and benefits expenses in the second quarter of 2005 rose more than $50 million to $161.15 million in the second quarter from the same quarter last year.

Its revenue growth from mergers was in line with other banks, such as Merrill Lynch & Co. , which said last month that second-quarter merger advisory fees rose 33 percent.

According to industry research firm Dealogic, first-half global merger volume rose 39 percent compared with the same period last year.
 
Posted by cashmakers on :
 
KOMG new high, OS coming back from the dip last week. MOT will see more momentum after its good earning. FLEX head to its target $17 by BOA yeaterday. ACN target $30 by S&P analysis.
 
Posted by ya ya on :
 
You should look into SSFT - Scansoft
 
Posted by cashmakers on :
 
LAZ SEC filing showing the NI should be much higher if Tax rate keep the same level as 2004. 2005 Tax rate 29.5%compare to 19.9% in 2004. So If we look at EBITDA instead of NI, LAZ's 2005 second quarter jump 43% compared to 2004. Also, LAZ announce its quarter dividend 5 cent per share will attract institutional investor especially those fix income fund or dividend fund. LAZ still under its IPO, it is undervalue when a company with constant growing rate in both revenue and profit for both annually and quarterly.

http://www.sec.gov/Archives/edgar/data/1311370/000089882205000974/aug9_exhibitfinal.txt
 
Posted by cashmakers on :
 
MORN jump 14% after 2Q earning. Called this one @ $23
 
Posted by cashmakers on :
 
Very positive analyst report from Merrill on LAZ’s unseen revenue.
My target for this one is $25 IPO price in the short run. If LAZ report solid 3Q , they will fly like GHL . This article in-line with exactly what Wasserstein mention in CC that many people misunderstand the league-table rank in that we have advising businesses which are not reported to the league.
“The company finished 10th among global advisers through the first half of the year, advising on 94 deals valued at $146 billion. It earned a reported $264 million in fees, up 23% from the same period last year, according to Dealogic.
But not everyone sees the results as lacking.
"The cohort of senior bankers hired in the past couple of years is hitting its stride in terms of productivity," Merrill analyst Guy Moskowski wrote in a note Wednesday.
Moskowski also defended Lazard's league-table standing by pointing out that only six of 13 deals the bank advised on were reported in the league tables. "Lazard also sometimes receives revenue from advising in cases where there is ultimately no transaction, as in when it advises against doing a deal," he said.”
http://www.marketwatch.com/news/yhoo/story.asp?source=blq/yhoo&siteid=yhoo&dist=yhoo&guid=%7BEB5D55C0%2D81BD%2D4AEC%2D8A6C%2DD79A5003BA25%7D
 
Posted by cashmakers on :
 
Raymarine Announces Flextronics Contract Agreement For 5 Yr
74 words
11 August 2005
07:59 am
Dow Jones International News
English
(c) 2005 Dow Jones & Company, Inc.
Edited Press Release
LONDON (Dow Jones)--Raymarine, a global leader in the supply of marine electronic products to the leisure boating market, Thursday announced an agreement whereby Flextronics will provide vertically integrated manufacturing services to Raymarine.
The services, which will be provided initially through Flextronics' Hungary facility, will include printed circuit board assembly, box build, plastics, metals, printed circuit board, logistics, and test engineering services. [ 11-08-05 1259GMT ]
 
Posted by cashmakers on :
 
Accenture unit aims for 25-30% growth

The Chilean unit of US consulting firm Accenture expects to close this fiscal year, ending August 2005, with sales up 25-30% compared to FY04, the company's general director Ricardo Cerdán told BNamericas.
Cerdán declined to give a specific figure for revenues.
Operating in Chile since 2001, the company offers a wide variety of services from the strategic design of a process through to its technical implementation, including IT processes, an area which currently generates nearly 70% of total sales.
"We are an integral service provider, including IT concepts. We offer solutions on how to improve through new operational structures and we also help firms in the design of new operating models," Cerdán said.
In IT, the most requested projects are implementations of solutions such as enterprise resource planning (ERP), business intelligence (BI) and customer relationship management (CRM), besides optimization of technical architectures, according to the executive.
Accenture Chile divides its operations into four business units: the financial industry, telcos and high tech companies, natural resources and manufacturing, and consumption companies. Cerdán expects the largest operations to come from the banking and telecom markets, because of the nature of their businesses.
Most Accenture contracts in Chile are with large corporations and not with SMEs or public institutions.
"Because this operation is new, our strategy is still focused on reaching our targets in each of the industries we participate in, consolidating services for each one of them. The idea is to penetrate segments where we have no presence and increase penetration in those industries where we have a large growth potential, such as mass consumption and natural resources," he added.
 
Posted by cashmakers on :
 
Recent big M&A deal: Maytag's board, its investment banking adviser Lazard Ltd.

Also today, LONDON (Dow Jones)--BA Capital Partners Europe, the private-equity unit of Bank of America Corp. (BAC), has appointed financial advisor Lazard Ltd. (LAZ) to sell Finland's Paroc Group Oy AB, people close to the situation told Dow Jones Newswires Monday.
This is a EUR500 million deal.

LAZ Target $27 by BOA and CBSF analyst.
 
Posted by cashmakers on :
 
ACN establish a "W" bottom, it is meant to be go up. Very solid company with strong market shares in IT outsource business. Mean Target by S&P500 and First Call is $30 and Valueline is $40. I called it @ 23.6
 
Posted by cashmakers on :
 
LAZ has big shares buying these days. Just now a 10000 shares purchased and last week there was a 24500 buy.

Take a look at I-watch, amazing institution buying.

http://thomson.finance.lycos.com/lycos/iwatch/cgi-bin/iw_ticker?t=LAZ&range=7&mgp=0&i=3&hdate=&x=9&y=13

Very similar to NGPS last time, after it went down froom 22 to 14 without any reason, institution buying, such as Fidelity. Now LAZ already has 30% stake by JP Morgan and Fidelity. I bet LAZ will head to its mean target $26-$27 soon.
 
Posted by cashmakers on :
 
Raymarine to outsource with Flextronics

By Malcolm Locke and John Duckers
619 words
16 August 2005
Birmingham Post
24
English
(c) 2005 Birmingham Post & Mail Ltd

Britain lost another major piece of its manufacturing base yesterday as Raymarine, the marine electronics company, confirmed it would move work to Hungary.

It has agreed an outsourcing deal with US-based Flextronics International in a move that will result in the closure of its factory in Portsmouth and the loss of 250 jobs.

Raymarine is well-known to the vast majority of boating enthusiasts.

The group makes gadgets such as fish finders, navigation systems, radar consoles, autopilots and global positioning systems.

The outsourcing move was originally flagged back in July, but the name of the manufacturing partner and new location were not disclosed.

Raymarine"s affected employees have been fully consulted about the move, but group chief executive Malcolm Miller said staff were "obviously upset".

"It"s been a tough decision to take, but I think staff understand why we"ve had to do it," he said.

"Flextronics is an important tier one supplier of electronics and Raymarine will be able to plug in to its expertise and get the benefit of its global purchasing power. The outsourcing of our UK manufacturing operations is essential for Raymarine to remain competitive. It"s not just about cutting jobs and the wages bill."

The group said the outsourcing move would save it £5 million in 2007; £10 million in2008; £10.5 million in 2009; and £11 million from 2010 onwards. The cost of implementing the move will be £15 million this year and a further £6 million in 2006. About a third of the costs will be redundancy charges.
 
Posted by cashmakers on :
 
LAZ very strong uptrend, head to its IPO price. Big institution buying.
 
Posted by cashmakers on :
 
MICROSOFT Pick Flextronics FOR NEXT XBOX


Aug 18, 2005 (WENN via COMTEX) --

Microsoft Corp has enlisted the skills of Canadian firm Celestica Inc to join Flextronics International Ltd and Wistron Inc in the building of its Xbox game console. Microsoft announced Tuesday (16AUG05) it was expanding that roster to three for its next-generation Xbox 360 due out later this year (05), probably November. Todd Holmdahl, corporate vice president of the Xbox Product Group, enthuses, "With three contract manufacturers on board, we're poised to have the flexibility and efficiencies we need to keep up with the consumer demand." Plants for each of the three companies building Microsoft's newest game console are located in the Pearl River Delta region in southern China. A Celestica spokeswoman said the company will begin production of the device at its plants in early 2006. (ES/WNWR/JB)

Document WENN000020050818e18i0005z
 
Posted by cashmakers on :
 
Maytag signs Whirlpool $2.7B takeover offer.Lazard Ltd. advised Maytag, along with Wachtell, Lipton, Rosen & Katz and Cleary Gottlieb Steen & Hamilton. Greenhill & Co. advised Whirlpool, along with Weil Gotshal & Manges, Howrey LLP, and the Boston Consulting Group.

Institution keep buying large shares in the last month. http://thomson.finance.lycos.com/lycos/iwatch/cgi-bin/iw_ticker?t=LAZ&range=7&mgp=0&i=3&hdate=&x=10&y=9

Now I see the JPMorgan and Bank of America $27 target is closer and closer.

More M&A deal in Italian by LAZARD:

MILAN (Dow Jones)--Advisors for ABN Amro Holding NV (ABN) and Banca Popolare Italiana Scarl (BPI.MI) will meet Wednesday to discuss the possible sale of the Italian bank's stake in Banca Antonveneta SpA (NTV.MI) to the Dutch bank, Milano Finanza reports Wednesday, citing people close to the talks.

The meeting is exploratory and Popolare Italiana's board will meet Thursday to hear its advisors' report, the paper says.

Popolare Italiana is being advised by Lazard Ltd. (LAZ) and Dresdner Bank AG (DRB.YY), while ABN Amro is being advised by Rothschild and Lehman Brothers Holdings Inc. (LEH).
 
Posted by cashmakers on :
 
Accentrue upgraded by Valueline from 3 to 2 last month and upgraded again yesterday from 2 to 1. Now ACN is holding a timeliness 1 which is strong buy in the next 12 month. Low end price target is $40 in the next 2 years and up end is $60 by Valueline.S&P report showing the price target is $30 in the next 12 months and with a 4 stars which is buy. I got in ACN @23.6, ACN will see much higher close to $27 soon.
 
Posted by cashmakers on :
 
ACN touches it 50days MA, will rebounce from here with updrade by valueline.
 
Posted by cashmakers on :
 
Good time to buy more LAZ shares, it is on the uptrend tunnel. The lost today due to those profit taken. Nice jump last two weeks from 22.5 to 25.3. Now still not late to catch LAZ to touch its analyst target which is $27. Buy more here.
 
Posted by cashmakers on :
 
InPlay: Lazard +0.6% after Chairman & CEO disclosed last night purchase of 120k shares at $24.96-$25.20. Like I said, market mean target is $26.6, any price lower than this is undervalued. Those JP Morgan and BOA and Boston First Capital are all in bank industry, they know LAZ more than other do, so their target is pretty accurate.
 
Posted by cashmakers on :
 
ACN rebounced from its 50MA and will see the target $30 in the next several weeks. It is been updated by valueline twice within a month which is unusual (that means valueline's analysts predict something good really gonna happen). I called ACN when it touched its 50MA at $24.8.

LAZ Also very solid. A little sell this morning due to yesterday jump and market red. Now it seems that LAZ come back to its true value, the target is $27 and this morning JP Morgan gives initial senitiment. WIll see much more uptrend in the next several weeks.

I predict the market will come back to life after the tank last several weeks.
 
Posted by cashmakers on :
 
ACN cut jobs to reduce cost. Very solid finicial background with short-term uptrend momentum, hold my target $30.

LAZ with insider open market purchase last week and heavy institution absorbing shares in the last month, will see its mean analysts target $26.6 soon. Pay attention to its 3Q, usually much higher than 1Q and 2Q according to the industry and its M&A business.Won't sell under $26.5

MOT holding tightly.
 
Posted by cashmakers on :
 
VRX I called that two weeks ago, today doing really good. Also SGP.

Here are my Phama Stocks list: VRX HGSI SGP MRK RNAI ARNA BMY TGIC MYGN CVTX BRL BIIB

VRX, SGP, BIIB, HGSI (bought last week) are my holding.
 
Posted by cashmakers on :
 
Today, E.ON (10 GBP billion deal ) has reportedly hired Lazard Ltd to advise on a possible takeover of Scottish Power.

Germany's E.On AG (EON) confirmed Monday that it is mulling options on a possible takeover offer for ScottishPower PLC (SPI), after the U.K. listed power company's shares rose sharply on bid speculation.
 
Posted by cashmakers on :
 
Hope you guys still hold SCHN and OS, I out these two stocks already, very nice pop today. LAZ yesterday has huge volume 0ver 700k compare to average 400k, with 85% institution purchasing from I-Watch. Today LAZ has some momo with good news and new Euro Deal. Target $27
 
Posted by cashmakers on :
 
ReEnter some shares in KOMG, sold all my position over $40 not long time ago. This is one of the biggest winner this year in my portfolio, I called it around $20 here. LAZ also gave me a decent profit in the last three months, still holding.


I am calling ACN again with target $30. THis company has very very good financial background with very attractive growthing ratios.

ACN sign a new 10-year contract with Citadel

144 words
7 September 2005
M2 EquityBites
English
(c) Copyright 2005 M2 Communications, Ltd. All Rights Reserved

Accenture (NYSE: ACN), a management consulting, technology services and outsourcing company, and Citadel Investment Group LLC, an investment capital firm, have signed a ten-year agreement under which Accenture will manage key aspects of Citadel's financial data management processes.

The aim is to help Citadel enhance the quality of its market information and secure greater returns from its data operations.

Under the agreement Accenture will provide Citadel with a managed service, known as Accenture Managed Reference Data Service, for consolidating, validating and enhancing published reference data. Accenture Managed Reference Data Service operates on a centralised, "one-to-many" basis to maximize cost and operational efficiencies through economies of scale, according to the company.
 
Posted by cashmakers on :
 
LAZ form a intraday W shape. Today it touched its news high $26 since IPO, the momo will go on in the next few weeks before the 3Q out. The 3Q earning will be outperformed than the 2Q according to VE financial reports. $26.6 mean target is almost there.
 
Posted by cashmakers on :
 
Three POP out stocks from TA and Chart:
ACN, FLEX and LAZ.

all these three stocks have recent uptrend momo. Interesting thing: LAZ seems opposite to the market, when market in red, LAZ in green, when market in big green, it usually in red. Just my observe, but this is a good stock to hedge the market risk if my observation is correct.
 
Posted by cashmakers on :
 
Call again for LAZ, buy dip today and will see $1-2 profit in a very short term. Look at yesterday and today's volume, very thin. This suggest those institution or big guy are holding the shares tight, the down from $26 to $25.2 is purely due to small traders' activities. The mean target $26.7 to $27 by three big banks analysts. If you are interesting in $1 or 2 bulls profit with very low risk, now it is time to buy LAZ and hold for one or two weeks.
 
Posted by cashmakers on :
 
MM's typical play: ACN.
With two big contracts this week, the stock down 50 cents? Interesting. Typical MM bashed and flush shares in order to absorb heavily at the low price. Exactly the same pattern as NGPS when MM bashed it to $14 and then Fidelity bought tons of it at $14. Interesting MM's play. From weekly chart, ACN head to $30. Good time to enter when ACN is still low.
 
Posted by cashmakers on :
 
Three contracts in a week, amazing.
ACN will see rebounce. Start from monday, MM bashed ACN in order to absorb at low. But with three big contracts this week, MM hard to to that. ACN target $30.

Agfa-Gevaert, Accenture in conract to supply UK digital radiology equipment

100 words
14 September 2005
01:57 am
AFX International Focus
English
Copyright AFX News, 2005 All reproduction and presentation rights reserved.

BRUSSELS (AFX) - Agfa-Gevaert NV said it has entered into an agreement with Accenture to supply digital radiology imaging equipment to hospitals in the North East of England.
 
Posted by cashmakers on :
 
My call two weeks ago: RHAT, MOT, ACN

Today, a good entry for FLEX with correction after rally early this week. S&P report hold a BUY sentiment with target $16. At the same time First Call mean target $16.1 with upper limit $20 and lower side $13. Now FLEX is undervalued based on its earning discount model. FLEX rank 5 (highest undervalued) by S&P. My target still hold $16. It had several huge buy order just now, check the intraday trading, it has 250000 shares bought 5 minutes ago.

LAZ definately a good buy here with its 3Q good earning coming next month. This week LAZ envolved two big M&A deals in European market. Will see above $26 again soon.
 
Posted by cashmakers on :
 
FLEX MM absorbing

ACN nice move here, remember i said that MM bashed it at the beginning of this week in order to absorb it at low price. Typical MM action, however, three big contracts this week won't let MM to bash it. Now ACN head to a higher price.

Same story for FLEX here, only difference is FLEX does not have solid contracts or big good news. MM bashed it for a lot time. Their mean target is $16 for FLEX by the end of 2005. If you are MM what do you want to do before you buy? If you still not holding FLEX, it is a golden opportunity to absorb it at lower than $13 level.
 
Posted by cashmakers on :
 
Called VRX three weeks ago, new high today. Target $23
 
Posted by oohgee4 on :
 
CASHMAKERS HAVE YOU HAD ANY DEALINGS WITH IVOC
 
Posted by cashmakers on :
 
Three Picks In Information Technology by UBS.

UBS said it favors information-technology companies with exposure to discretionary spending. "We continue to believe consulting [and] systems integration spending trends are ahead of investor sentiment," UBS said.

The research firm's top picks in the IT sector are Accenture (nyse: ACN - news - people ), BearingPoint (nyse: BE - news - people ) and Cognizant Technology Solutions (nasdaq: CTSH - news - people ). UBS said it also remains positive on Sapient (nasdaq: SAPE - news - people ).

Outsourcing remains a steady grower, according to UBS. "We believe modestly improving processing trends are already reflected in most stocks, and we see the government IT stocks as fairly valued," the research firm said.

ACN Target $30 short term. Last week we saw $26.5 already.

http://www.forbes.com/markets/2005/09/19/information-technology-picks-0919markets19.html?partner=yahootix
 
Posted by cashmakers on :
 
Out half RHAT here, reenter < @$14 one month ago, I call it here when it was $14.5. Holding my MOT and VRX, both solid company. MOT's RAZR is very popular in the market, just like IPOT NANO. VRX my target rang $23-$25.

FLEX formed a double bottom recently with large volume, from TA analysis, it is a good entry point. FLEX with NORTEL deal will generate 2Billion revenue by 2006.
http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh10430_2005-09-19_17-21-21_n19647502_newsml

LAZ I will hold it above $27. Definately a solid company utilize the M&A booming business.

ACN not need to mention it again, target$30, called it here @23.6
 
Posted by cashmakers on :
 
FLEX targets of $17 and $36 by the research firm.

The research firm's top EMS sector picks, rated at "buy," are Flextronics International (nasdaq: FLEX - news - people ) and Benchmark Electronics, with respective price targets of $17 and $36. Its least favorite pick is Solectron (nyse: SLR - news - people ), rated at "neutral" with a $4 price target.

http://www.forbes.com/markets/2005/09/21/ems-earnings-semiconductors-0921markets09.html?partner=yahootix


Dongbu Selects Accenture to Implement New Financial Management System

SEOUL, South Korea - (BUSINESS WIRE) - Sept. 21, 2005 - Accenture (NYSE: ACN) has been selected to help Dongbu Insurance, Korea's second-largest non-life insurer, enhance its accounting and financial management operation to improve operational efficiencies and increase financial data transparency.

It is a good time to buy today as the market in big red.
 
Posted by cashmakers on :
 
Good news for LAZ, out just now

Leading Investment Banker Riccardo Pavoncelli to Join Lazard for Cross-Border Deals
Monday September 26, 12:41 pm ET


LONDON--(BUSINESS WIRE)--Sept. 26, 2005--Lazard announced today that Riccardo Pavoncelli, one of Europe's leading investment bankers, is joining the firm in October to focus on European cross-border investment banking.

I am looking forward to LAZ's 3Q earning, which usually the best in the year.Holding tight my position.
 
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ACN touch its 50MA, will see Relative Strength. MM want to keep its price low to absorb it. But they can not bash it down since so many good news for ACN recently. Will see much higher soon, now it is a good time to buy at its 50MA.
 
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LAZ has new contract with No1 underwriter Bear Stearns

Bear Stearns & Co. (BSC.N: Quote, Profile, Research) said on Tuesday it has hired David Braunschvig, formerly managing director at Lazard Ltd. (LAZ.N: Quote, Profile, Research) in New York, as a senior managing director in its investment banking group.

http://yahoo.reuters.com/financeQuoteCompanyNewsArticle.jhtml?duid=mtfh87722_2005-09-27_20-59-26_n27244814_newsml

Also LAZ adding Morgan Stanley banker Pavoncelli

Lazard Ltd. (LAZ.N: Quote, Profile, Research) , the global mergers advisory firm, on Monday said veteran Morgan Stanley (MWD.N: Quote, Profile, Research) investment banker Riccardo Pavoncelli will join the firm next month to focus on European cross-border transactions.

Summer usually is the best season for banking and M&A deal, see how many merge deal we have these days. LAZ's 3Q earning will be this Nov. Target $27 by three major analyst firms.
 
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Sold all my MOT position and bought 1k more LAZ today at 24.06, with sveral big good news this week with Morgan Standly and Bear Stearn, MM are absorbing the shares quitely. From level II i can observed several big buy order done this morning. LAZ will start to jump at *24 level. Hold tight my LAZ shares, won't sell it under $27
 
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Out the rest of shares of RHAT *21.5. Out the first half above $17. Call RHAT in July under $13. 65% return within 3 months. A big win in my portfolio. Now RHAT is not for short, but it is too high from a TA perspective. Remember RHAT is the number one in Unix server.

Watch ACN on OCT 5, Earning will be impressive and beat the expectation. Holding my shares tight here.
 
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CASHMAKER HAVE YOU HEARD ANYTHING ABOUT PHXI LATELY ARE THEY STILL IN FOR THE REVERSE SPLIT
ALSO DO YOU HAVE ANYTHING ON IVOC
 
Posted by oohgee4 on :
 
HOW ABOUT PHXI AND IVOC
 
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Great news before ACN earning on this Wednesday. If the earning is good, will jump at least $2 to $28 level, the low end target is $30 by S&P and First Call

Frankfurter Allgemeine Zeitung: Accenture growing strongly in Germany (Accenture plant auch nachstes Jahr tausend Neueinstellungen).

198 words
30 September 2005
Frankfurter Allgemeine Zeitung
18
English
The Financial Times Limited. European Intelligence Wire. All material subject to copyright. Frankfurter Allgemeine Zeitung © 2005 All rights reserved.

Management and IT consulting group Accenture, which is headquartered in the US, has achieved strong growth in Germany. In the first three quarters of the financial year 2004/05, which ended in August, turnover in Germany increased by 18 per cent to $544m. Growth in Germany was therefore stronger than the group as a whole and stronger than the market. Alongside the US and Japan, Germany is one of the driving forces of growth within Accenture.

The consulting group said that the situation had improved in Germany, with customers now wishing to make the best use of their IT systems to increase turnover, rather than just looking to cut costs. In the last three quarters, Accenture said that it had taken on around 700 new employees in Germany and was confident that it would reach its target of employing of around 1,000 new staff by the end of the year. The company declined to comment on growth targets for next year, but said that it hoped to take on a further 1,000 staff in Germany.

Abstracted from Frankfurter Allgemeine Zeitung
 
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BOA analyst raise price target for Lazard to $29 from $27. The analyst confident on the 3Q earning due to M&A booming during this summer and those hidden business not reported to the panel. LAZ should at least trading above $27. Holding my shares tight.$26 is coming soon.


http://www.forbes.com/markets/2005/10/03/lazard-wasserstein-earnings-1003markets12.html?partner=yahootix
 
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Good news to Lazard on it earning Oct 25th. Target $27

6 October 2005 Merrill Lynch & Co. and Lazard Ltd. will report 'solid' third-quarter results, but will not surprise the market with better-than-expected results such as Goldman Sachs Group and Lehman Brothers did in September, according to a research note issued Thursday by J.P. Morgan Chase analyst William Tanona. Tanona cited strong debt underwriting, merger activity and increased capital markets business as the driver for strong investment banking results.
 
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Market overreact to the jobless claim and interest rate fear. Oil price down to almost $60 with natrual gas supply boosted by the reserve. Market usually overreact during earnings period.

After market ACN accounce its 4th earning and 2005 report and 2006 guidance. MM watch ACN for a long time, they are absorbing tons of shares today during the market down. Will see shares jump tomorrow open.

FLEX bottom is $12, today even the market is big red, FLEX not willing to tnak, the support is here.

When market coming back tomorrow, it is time for FLEX and ACN to fly.
 
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ACN surprise good earning AH yesterday, jump $1 before market. S&P and FC target$30, and Valueline raise its target to $40 after ACN impressive earning. Will see much higher due to the momentum and market recovery.

Another LAZ yesterday got a good news that its earning will at least beat its target. Although this is not a strong new, look back LAZ's 3Q earning, much better than the 1Q and 2Q. Of course 2005 is M&A booming, LAZ will beat the expectation.

FLEX earning Oct 25th, BofA holding "BUY" and FLEX is one of the top 3 picks by S&P in the EMS industry. Call it here at its bottom support.
 
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FLEX Very positive news just out on WallStreetJournal
TAMIL NADU, FLEXTRONICS TO SET UP ELECTRONIC GOODS FACILITY

141 words
7 October 2005
Asia Pulse
English
(c) 2005 Asia Pulse Pty Limited

CHENNAI, Oct 7 Asia Pulse - The Tamil Nadu government on Thursday signed an agreement with Flextronics, a Fortune-500 company of the US, for setting up an electronics goods manufacturing facility in Sriperumbudur, near here, at an investment of Rs 4.3 billion (US$97 million) over five years.

Under the MoU, signed in the presence of Chief Minister J Jayalalithaa, the facility, coming up at the SIPCOT industrial park, would manufacture electronic products for leading brands.

Flextronics is a leading Electronics Manufacturing Services (EMS) provider.

An official statement here said that Karnataka and Pondicherry, besides Tamil Nadu were considered as the possible locations for putting up the manufacturing facility by the US giant, but after 'detailed evaluation', the company concluded that Chennai was the 'best location offering maximum competitive advantage.'


Singapore's Flextronics to set up US$100 million industrial park in southern India

236 words
7 October 2005
12:40 am
Associated Press Newswires
English
(c) 2005. The Associated Press. All Rights Reserved.

NEW DELHI (AP) - Singapore-based Flextronics International Ltd., a leading electronics makers, plans to set up an industrial park in southern India with an investment of about US$100 million (€82 million), government and company officials said.

The investment would be made over the next five years under an agreement signed Thursday between the company and the government the Tamil Nadu state, where the park is to be located, The Hindu newspaper reported Friday.

"This industrial park in Chennai will significantly enhance Flextronics' strategic global footprint, enabling us to ... better serve our customers," Flextronics Chief Operating Officer Michael McNamara said in a statement on the company's web site.

The city of Chennai is also known as Madras.

McNamara said the "announcement underscores our commitment to this increasingly important region and the needs of our customers looking to serve the India marketplace."

Production at the industrial park is expected to begin by June 2006, a company statement said. The company has similar industrial parks in Brazil, China, Hungary, Mexico and Poland.

Flextronics has been in India for nearly five years and employs 5,000 people here, the statement said. Its Indian operations include manufacturing facilities in Bangalore and Pondicherry cities, and software and hardware design centers in Gurgaon, Chennai and Bangalore.

I am holding my target $16
 
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Lazard "buy," target price raised

Monday, October 03, 2005 10:26:59 AM ET
Banc of America

NEW YORK, October 3 (newratings.com) - Analysts at Banc of America Securities maintain their "buy" rating on Lazard Ltd (ticker: LAZ). The target price has been raised from $27 to $29.

In a research note published this morning, the analysts mention that the company has closed $89 billion in publicly-disclosed deals in Q3, as compared to $56 billion in Q2. Banc of America Securities expects Lazard's revenues and earnings to be robust going forward, with the company expected to close deals worth $152 billion in Q4.



LAZ.NYS | detailed quote - chart - all headlines previous

06/17/05 Lazard initiated with "overweight" - update Morgan Stanley
06/09/05 Lazard initiated with "buy"
 
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Comment on FLEX and give a buy opinion:

Net Institutional Purchases - Prior Qtr to Latest Qtr
Shares
Net Shares Purchased (Sold) 32,527,300
% Change in Institutional Shares Held 7.9%

In the last 3 months, the MM's holding increased by 7.9% and what we see the stock price in the last 3 months, keep down. Very obviously the MM use small sell to bash the price down and absorbing shares to build up its position at low price. Oct 25th will be its earning and all those analyst, including Wells Fargo, BofA, JPMorgan gives a "BUY" and strong EMS growthing signal. $12 should be the support point, with 13.57M shares shorted, we will see big rebounce and uptrend momentum soon, those people will cover before Oct 25th.

So now it is the best time to get into FLEX. I bought it $13.8, although generate lost, holding it tight and add more shares today.

The Oct 25th we will see back to $14 again.
 
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LAZARD announce several big deals today:

DJ Lincoln Natl Confirms Deal To Acquire Jefferson-Pilot, Jefferson was advised by Lazard Freres & Co. and Morgan Stanley (MWD).

Ericsson seeks to buy British Marconi; Report cites $2.7-billion takeover bid, The British company is being advised by investment bankers J.P. Morgan Chase & Co., Morgan Stanley and Lazard Ltd., the newspaper reported.


More good news:

Lazard, Macquarie join global infrastructure fad

Global infrastructure has become the newest asset class designed to sate the voracious appetite of local superannuation funds as well as retail investors.

Lazard Asset Management aims its global listed infrastructure fund at super funds and institutions while Macquarie Investment Management will offer its unlisted international infrastructure securities fund to retail customers.

Both funds will be fishing in the same international pond, having similar techniques and similar ideas of providing diversification and reasonable growth and yield.

Local listed infrastructure investments certainly have proved popular perhaps too popular.

Lazard's Rob Prugue says Australian infrastructure stocks as a group appear to be trading at a premium to their global peers.

LAZ target $27
 
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Time to buy LAZ at low $24 level again.

LAZARD underwriter business today:
Les Echos: Stock market debut for Mercialys (Mercialys valorise 1.32 milliard pour son arrivee en Bourse aujourd'hui).

12 October 2005
Mercialys, the property subsidiary of French retail group Casino, is to be floated on the stock market today. At 18.13 euros, the share will be priced at the top of the bookbuilding range, valuing the company as a whole at 1.32bn euros.

The transaction, lead-managed by ABN-AMRO-Rothschild and Lazard Ixis, takes the form of a capital increase by 214m euros. It is reported to have been oversubscribed by more than 10 times by institutional investors.


Threshold Pharma 6.25M-Shr Offering Priced at $10.46 Each

12 October 2005

NEW YORK (Dow Jones)--Threshold Pharmaceuticals Inc.'s (THLD) secondary offering of 6.25 million shares was priced at $10.46 apiece Tuesday.

Morgan Stanley, CIBC World Markets and Lazard Capital Markets were listed as underwriters for the offering.

The company and certain stockholders may sell an additional 937,500 shares to the underwriters to cover overallotments, the filing said.

The Redwood City, Calif.-based biotechnology company previously said in a Securities and Exchange Commission that it intends to use the net proceeds for clinical development of its product candidates, research and development, initial development of sales and marketing capabilities, working capital, capital expenditures and other general corporate purposes, including potential strategic acquisitions.

The company said it won't receive any proceeds from the sale of shares by the selling stockholders.
 
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My Technical Analysis program shows me LAZ touch rebounce line, i am adding more shares here.
 
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Very positive report to LAZ today by David Weidner:

http://www.marketwatch.com/news/yhoo/story.asp?source=blq/yhoo&siteid=yhoo&dist=yhoo&guid=%7B072AA86A%2D14B0%2D41DD%2D917A%2D2A0D164A86A5%7D

"But its clear Lazard bankers are racking up the frequent flier miles as they pitch and seal big deals such as Lincoln National. If its pipeline is as strong as the firm suggests, Lazard's all-star team is poised for a strong year-end finish.

This is one team of high-priced veterans that's delivering when it counts."
 
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Lazard doing good today, back to $25 again, with volume soar compared to average daily volume last two weeks. MM absorbed tons of shares yesterday at low as $23.70 level.
Will see momentum followed.

Today LAZ announce two more deal with two new IPO companies:
1.

Geron Corp. (GERN) announced that on September 19, 2005, the underwriters of its public offering of 6 million shares of common stock exercised their over-allotment option in full to purchase 900,000 additional shares.

The move resulted in an additional gross public offering price of $8.1 million.

UBS Investment Bank acted as the sole book-running manager for the underwritten public offering. SG Cowen & Co., LLC, Needham & Co., LLC, Lazard Capital Markets, LLC, Rodman & Renshaw, LLC, and WBB Securities, LLC, acted as comanagers.


2.
2005 OCT 22 - (NewsRx.com) -- GTx, Inc., (GTXI) announced that it is offering to sell, subject to market and other conditions, 5,000,000 shares of newly issued common stock pursuant to its effective shelf registration statement previously filed with the U.S. Securities and Exchange Commission.

The company intends to grant the underwriters a 30-day option to purchase up to an additional 750,000 shares of common stock.

Goldman, Sachs & Co. is acting as the sole book-running manager of the offering. Lazard Capital Markets, LLC, and SG Cowen & Co., LLC, are acting as comanagers of the offering.


LAZ now together with those biggest investment banks in the business, like GS, UBS, Bear Stearn, etc.
 
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Warning: watch how MM boost FLEX up in the next 10 days, don't forget the last three month, MM's holding increased by almost 10% with price down. Typical MM play here. So many report shows that FLEX is the top pick among EMS industry. Oct 25th will be its earning day and EMS is coming back and expanding in 2006 so I believe FLEX will announce a very positive guidance for 2006. Dirty cheap here, good timing to load FLEX.
 
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news on Reuter: LAZARD. Will close strongly today above $25

George Bilicic, managing director and head of Lazard's
global power and energy investment banking group, will take on the responsibility for leading the firm's Midwestern U.S. advisory operations.

In the newly created position, Bilicic will retain his
current role, while coordinating Lazard's efforts in developing the advisory business in the Midwest. He will keep offices in New York and Chicago.

George Bilicic heads the Global Power & Utilities Group of Lazard in New York where he is a managing director.

http://today.reuters.com/investing/financeArticle.aspx?type=fundsNews2&storyID=URI:urn:newsml:reuters.com:20051014:MTFH42190_2005-10-14_18-21-31_N14566858:1

http://www.ttnews.com/lmt/UFMSept05/energybill.asp
 
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Lazard World Dividend & Income Fund Declares Monthly Dividend

NEW YORK - (BUSINESS WIRE) - Oct. 17, 2005 - The Board of Directors of Lazard World Dividend & Income Fund (NYSE:LOR) today declared a monthly dividend distribution of $0.1167 per share on the company's outstanding common stock. The dividend is payable on November 23, 2005 to shareholders of record on November 10, 2005. The ex-dividend date is November 8, 2005.

Lazard Global Total Return & Income Fund Declares Monthly Dividend

NEW YORK - (BUSINESS WIRE) - Oct. 17, 2005 - The Board of Directors of Lazard Global Total Return & Income Fund (NYSE:LGI) today declared, pursuant to a level distribution policy, a monthly dividend distribution of $0.1042 per share on the company's outstanding common stock. The dividend is payable on November 23, 2005 to shareholders of record on November 10, 2005. The ex-dividend date is November 8, 2005.
 
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Manager Michael G. Fry to Join Lazard Asset Management
This guy will bring more deals to LAZ for sure, by just look at his background.

17 October 2005


LONDON - (BUSINESS WIRE) - Oct. 17, 2005 - Lazard Asset Management (LAM) announced today that Michael G. Fry, a senior global equity portfolio manager, is joining the firm as a Managing Director, based in London.

Mr. Fry will join LAM's Global Equity and Global Ex-U.S. Equity Portfolio Management teams as a senior Portfolio Manager.

Prior to joining LAM, Mr. Fry spent 10 years at UBS Global Asset Management. Mr. Fry's most recent position was Head of Global Equity Portfolio Management, and he also served as the lead Portfolio Manager for global equities. Before this, Mr. Fry held positions at UBS as Global Head of Equity Research and Head of Australian Equities.

"We are very pleased to add a global investment professional with Michael's breadth of experience," said Ashish Bhutani, LAM's Chief Executive Officer.

John Reinsberg, Deputy Chairman of LAM, added: "Michael is a key hire for Lazard Asset Management and its clients, and we believe he will enhance our robust global equity efforts with his strong investment insight and skill."

Before joining UBS, Mr. Fry was a Portfolio Manager at Armstrong Jones Investment Management, and at Schroder Asset Management in Sydney, Australia; as well as serving as a Senior Accountant at Price Waterhouse in Adelaide, Australia.

An indirect subsidiary of Lazard Ltd (NYSE: LAZ), Lazard Asset Management offers a range of equity, fixed-income, and alternative investment products worldwide. The firm manages more than $73 billion for institutional clients and high-net-worth individuals.
 
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FLEX boom, short cover (13.57M shares shorted) after news of Flex's changes in its Board and with solid news that Flextronics July-Sept net up 24 pct on yr. Like I pointed out last week, watch how MM boost its price up before its earning on Oct 25th. Call FLEX again here at $12 level. Target by S&P, FirstCall and BankofAmerica is $16.


India Flextronics Software 2Q Net INR324M Vs INR256M

8 words
19 October 2005
04:39 am
Dow Jones International News

Oct 19 (Reuters) - Three months ended Sept. 30

(versus the same period a year earlier, in million rupees unless stated)

Net profit 321 vs 258

Total income 1,493 vs 1,181

NOTE: Flextronics Software Services Ltd. is majority-owned by Singapore-based Flextronics International Ltd. (Reporting by Rosemary Arackaparambil in Mumbai) ($1 = 45.2 rupees)
 
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Great news for FLEX, earning next Tues. Watch it.

FLEXTRONICS SOFTWARE ANNOUNCES Q2, H1 RESULTS

248 words
19 October 2005
Hindustan Times
English
(c) 2005 The Hindustan Times Ltd

Hindustan Times

MUMBAI, India, Oct. 19 -- The Bombay Stock Exchange Limited (BSE) made the following corporate announcement:

Flextronics Software Systems Ltd., has announced the following results for the quarter & half year ended September 30, 2005:

The audited results for the quarter & half year ended September 30, 2005

The company has posted a net profit after tax of Rs. 321 million for the quarter ended September 30, 2005 as compared to Rs. 258 million for the quarter ended September 30, 2004. Total income has increased from Rs. 1,181 million in Q2-05 to Rs. 1,493 million for the quarter ended September 30, 2005.

The company has posted a net profit of Rs. 558 million for the half-year ended September 30, 2005 as compared to Rs. 506 million for the half-year ended September 30, 2004. Total income has increased from Rs. 2,296 million in H1-05 to Rs. 2,772 million for the half-year ended September 30, 2005.

The unaudited consolidated results are as follows:

The Group has posted a net profit after tax of Rs. 324 million for the quarter ended September 30, 2005 as compared to Rs. 256 million for the quarter ended September 30, 2004. Total income has increased from Rs. 1,193 million in Q2-05 to Rs. 1,510 million for the quarter ended September 30, 2005.

Edited Press Release are provided through HT Syndication, New Delhi.
 
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GHL Greenhill 3Q profit more than doubles, 3Q EPS 58c Vs 27c. LAZ is much bigger and boarder in business than GHL and specialize in M&A and international asset management. GHL fantastic earning shed light to LAZ's 3Q (9th, Nov). LAZ's target been upgraded from $27 to $29 by BOA analyst recently, who is all star analyst in banking industry.

LAZ still trading at its IPO price, still cheap (keeping at $25 showing the value confirm and support). Although LAZ has higher debt than GHL, look at LAZ recently hire all those big guys in the banking industry which will bring much more big deals to LAZARD.

My Target still $27 at the end of this year. Added more share last week at lower than $24, and I called it that time.
 
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I feel sorry about those investor who followed my recommend and in FLEX,it is all my bad. I did a lot of research on FLEX and didn't expect FLEX generated lost last quarter. Like the analyst mentions Flex won a $2 billion contract with Nortel Networks and a more than $1 billion contract with Kyocera Corp. that should boost results heading into calendar year 2006.

It has completed the divestiture of two divisions. Flextronics Semiconductor was sold to AMIS Holdings, and 70% of Flextronics Network Services has been merged with Telavie AS, a unit of Altor 2003 Fund. Those two units accounted for about $900 million in annual revenues. FLEX received more than $500 million, and retains a 30% stake in the network services business. These sales will likely have a dilutive impact on earnings in the near term, offset partly by debt paydown and share repurchases. Still, the increased concentration of resources on vertical-integration offerings points to more rapid profit growth over the long term.

New customers are likely to support solid top-line gains. Flextronics has added new customers in the server and storage, computer-peripheral, and semiconductor-equipment markets. This business should begin to materially impact revenues next fiscal year (fiscal years end March 31st). Plus, revenues from the industrial and medical industries are growing rapidly. We think FLEX will continue to attract clients in growing markets, thanks to its EMS market leadership and wide range of capabilities.

Revenues from Nortel should be about $1 billion this fiscal year. Barring further delays, the transfer of that firm's production operations to FLEX should be completed by April, 2006, and those operations ought to provide more than $2 billion in revenues in fiscal 2006. Remaining payments to Nortel as of June 30, 2005 were around $525 million, and these outlays should be completed by December, 2006.

Standard & Poor's Equity Research analyst Richard N. Stice lowered estimates and the price target on Flextronics International (nasdaq: FLEX - news - people ) but reiterated a "buy" rating with target $13-$16.

I added 2k position at $9 this morning. Investors always overreact to the earning report. I am looking its future earning not the historical earning. EMS industry is recovering since 2004, as number 1 in the industry, Flex will do good.
 
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If you read the article below, I bet you will agree with me to invest into FLEX who is the number one EMS company in the world. FLEX heavily invested 500Million dollars into indian market to reduce cost as well as utilized Indian booming market. FLEX's careful strategy will bring it a favable business and market share in the coming years.

Too much overreaction here on FLEX, especially Cramer is bashing this company ( maybe he is in the short position).Although the earnings number is not good last weeks,it is due to is divestation and modest market demand on eletronic products. But Morgan Stantley analysts and Value line analysts report that the EMS sector is coming back. I am holding FLEX tight.

HERALDING A HARDWARE BOOM

VENKATESHA BABU ADDITIONAL REPORTING BY RAHUL SACHITANAND
1,485 words
6 November 2005
Business Today
98
English
(c) 2005 Living Media India Ltd

The Motorola phone, or Dell notebook, or Palm handheld you buy may not necessarily have been manufactured by the company whose brand name it sports. Welcome to the world of EMS (electronic manufacturing services). Outsourced manufacturing is not a new phenomenon. China and Taiwan have practically built their economies on this platform. India, which has established itself as a software and services powerhouse, is now trying to make its mark in this space. Can it?

The world's largest EMS player, the Singapore based $15.9-billion (Rs 69,960-crore) Flextronics is betting that India's strengths in design and software services will enable it to emerge as a big EMS player. Over the last 12 months, it has invested in excess of $500 million (Rs 2,200 crore) to acquire or invest in Indian companies that fit into its global plans. Says Mike McNamara, coo and CEO-designate, Flextronics: "All our moves are carefully calibrated. In a business where margins are wafer thin (3-4 per cent), we make investments only after studying the market. And unlike original equipment manufacturers (OEMS), we go where our customers want us to be." Therefore, India! Other EMS providers like Solectron, Jabil Circuits, Elcoteq and Celetronix have also established operations here.

The explosion in the Indian telecommunications sector is primarily responsible for this sudden burst of attention. According to Gartner, 21 million mobile phones were sold in India in 2004; this will increase to 34 million in 2005. China and India will together account for nearly 200 million units in 2007. And by 2009, the Indian market is expected to surpass China's, with sales of 139 million cellphones. Little wonder that the country is looking so alluring.

Henry Gilchrist, APAC Director (Business Development), Elcoteq Asia, another leading EMS provider that has invested $100 million (Rs 440 crore) in India, says: "More than 75 per cent of the telecom equipment in India is imported. The country has proven capabilities in software and hardware design; this can easily be leveraged to support the EMS industry. India is where our customers want to be. It has, therefore, become an extremely attractive location for manufacturing."

The Government of India is taking measures to encourage EMS. It has imposed a 4 per cent special additional duty on all imported handsets, thereby providing a boost to domestic manufacturing. The EMS industry is also being allowed to import capital goods, components and consumables sans any import duties. Says Sridhar Mitta, an IT industry veteran and CTO of E4E: "A pure price play is a fleeting and temporary advantage. EMS players must offer innovative designs to reduce costs. This is more sustainable over the long run."

That, precisely, seems to be Flextronics' strategy in India. Its acquisitions of design companies like Deccanet and Emuzed, and software services players like Hughes Software Systems and Future Software will generate huge savings at the back end and cushion its margins. Globally, Flextronics leverages its back-end competence by designing, manufacturing and delivering cellphones for 33-50 per cent of the price that end users typically pay. And this is working for it in a global market where electronics and telecom companies are looking to specialise as pure marketing and strategy outfits, increasingly leaving design and manufacturing to third party outfits like itself.

Cumulatively, Flextronics has invested over $1 billion (Rs 4,400 crore) on a 17,000-square feet manufacturing facility in Bangalore, a 4,000-sq. ft unit in Pondicherry, hardware design centres in Bangalore, Chennai and Gurgaon, and on the acquisitions and investments it has made in India. It manufactures optical networking equipment, telecom handsets and switches for customers like Tejas Networks, Motorola and Nortel at these facilities. On October 6, it announced plans for another $100-million (Rs 440 crore) manufacturing site, this time in Chennai, which will manufacture phones not only for the domestic market, but also for global customers. "We notice that India's domestic market is maturing rapidly; so, having a local manufacturing presence makes sense," says Vijayan Chinnasami, Vice President for Malaysia & India at Flextronics. "Our main objective at this moment is to cater to the Indian market; in future, though, our Indian manufacturing plants will probably become part of our global supply network," he adds. Flextronics has recently signed a deal with Galaxis Sale, a German company, to make seven lakh set-top boxes for cable, satellite and terrestrial television platforms. These will be made at its Bangalore facility, which it acquired from telecom giant Motorola in 2000.

According to Ernst & Young estimates, the EMS market in India could grow to Rs 20,000 crore in the next five years, from Rs 3,800 crore now. "We're not talking millions anymore when we talk about the Indian contract manufacturing market," says Adam Pick, Senior Analyst for EMS and ODM Services at iSuppli, a market research outfit that specialises in the tech space. "It's already in the billion-dollar league. That is very appealing to a business manager from any node of the electronics supply chain."

Sanjay Nayak, CEO of Tejas Network, an optical networking company that provides networking solutions, believes that the arrival of Flextronics and other EMS providers signals the beginning of a hardware boom in India. "The entire ecosystem for hardware will be in place over the next three-to-five years," he says. Going forward, Nayak says companies like Flextronics will definitely use India as a hedge against the risk of placing all their eggs in the China basket.

But infrastructure bottlenecks remain a major concern in India. Another worrying trend for Flextronics is the weak component supplier base. Says McNamara: "If India is to emulate China's EMS exports story, it will have to get two things right-an efficient components supplier base and infrastructure." (See "India's Components Supplier Base Is Weak").

To make the most of its Indian operations, Flextronics will have to expand its portfolio rapidly. The string of acquisitions it has made in this country gives it access to a wide range of skills. The company has been able to keep its customers like Dell, Microsoft, Xerox, Motorola, Siemens, Nokia and Alcatel happy by offering great manufacturing efficiencies, and the Indian acquisitions will only add to its advantage in the global market. Says McNamara: "Eventually, we hope to grow our EMS operations in India to the same size as our operations in China." When that happens, India will have arrived on the world's EMS map. -additional reporting by Rahul Sachitanand
 
Posted by cashmakers on :
 
FLEX CFO bought 10,000 shares Friday afternoon. Now you see, even the insider believe this stock is oversold and mispricing.I believe the insiders have better view than any other outside analysts and of course Cramer. I will follow the smart money this time and add more shares.
 
Posted by cashmakers on :
 
Good news from reportor for the banking industry.LAZARD now is one of the most active banks who is specializing in M&A. A lot of big deals will make LAZ's 3Q earning colorful. Nov 7 will be the earning. I am holding for my target $27 tight. BTW, congrad to those who holding SCHN, OS, RHAT, and REGN after my comments. These stocks make my portfolio beatiful this year.

BANKERS MAKE MILLIONS FROM 'MERGER MONDAY'

BY JAMES ROSSITER
1 November 2005
The Evening Standard
27
English
(c) 2005 Associated Newspapers.

A HANDFUL of the most influential bankers in the City are to share tens of millions of pounds in bonuses after Britain's £25 billion takeover frenzy, dubbed 'merger Monday'.

They include deal makers at UBS, Rothschild and JPMorgan Cazenove, as well as British heads of investment banking at the big American houses Lazard, Goldman Sachs, Merrill Lynch and Goldman Sachs.

Most are on course for bonuses this year of between £1 million and £5 million, depending on their seniority.

Japan's Nippon Sheet Glass has hired UBS and Lazard for its takeover approach for Pilkington which could value the glassmaker at around £2.5 billion, including more than £500 million of debt.

Peter Thompson is leading the charge, head of corporate finance and a former head of European mergers and acquisitions. He has teamed up with William Rucker, head of Lazard's UK operation and one of the City's most prolific deal makers of the past few years.
 
Posted by cashmakers on :
 
Watch LAZ today, EPS 52c > 37c expactation. Huge jump in Revenue. Earnings rose threefold to $51.7 million. Target rose to $30. Compared to its peer GHL, LAZARD still sell on discount.
 
Posted by cashmakers on :
 
Lazard Third-Quarter Profit Triples, Target $35 by Analysts.
Associated Press (Wed 9:52am)
 
Posted by cashmakers on :
 
Add 500 shares LAZ here, small guys sell on news. Hold the target $30 tight. Easy money here. GS lead the investment banking industry today, will see higher.
 
Posted by cashmakers on :
 
Analysts say: Flextronics Seen Set For Long-Term Success and Craig rates Flextronics at "buy" with a 12-month price target of $12.50.

It is cheap and good buy. ET 1:30pm today FLEX hold an investment relationship meeting, will talk about FLEX's revenue projection and business growth. I bet the CEO will say something good about it. Don't forget the deal between Nortel and FLEX, it will bring FLEX 2B in revenue.


http://www.forbes.com/markets/2005/11/09/flextronics-earnings-semiconductors-1109markets02.html?partner=yahootix
 
Posted by cashmakers on :
 
Level II shows some big block of purchase in the last 30 minutes, Institutional Investors must buy a lot of shares today. Usually the upgrade by analysts will follow the big positive shock of the earning. It is so rediculous that Morgan Stanley's analyst downgrade LAZ and insiste that the earning is 34cents. I bet that analyst get fired. Check your I-watch chart, it shows 50% transactions are from Institution. Tomorrow may have upgrade news, I am holding my shares tight, not selling it under $30.
 
Posted by cashmakers on :
 
Aggressive Investors Alert! November 9, 2005

1,503 words
9 November 2005
M2 Presswire
English
(c) 2005 M2 Communications, Ltd. All Rights Reserved.

Stocks showing interesting activity yesterday at the close of the regular trading day were: Sohu.com Inc. (NASDAQ: SOHU) down 2.1% on 1.6 million shares traded, Freescale Semiconductor (NYSE: FSL) up 0.7% on 1.9 million shares traded, Flextronics (NASDAQ: FLEX) up 3.5% on 11.3 million shares traded and Silicon Laboratories Inc. (NASDAQ: SLAB) up 0.7% on 1.7 million shares traded.

Nov 9. Flextronics (nasdaq: FLEX - news - people ) will host a meeting with analysts tomorrow during market hours. Earlier today, Bear Stearns said it expects management to address the overall tone of end-markets, particularly the consumer market, given the upcoming holiday shopping season. "While business with Sony Ericcson has been good, we believe Flextronics needs to address its competitive positioning in handsets in light of the recent defections of business from both Siemens (nyse: SI - news - people ) and Alcatel (nyse: ALA - news - people )," wrote analyst Thomas Hopkins, in a note to clients. "We would also like to get more detail on its pipeline of signed outsourcing (outside of Nortel (nyse: NT - news - people ) and Kyocera (nyse: KYO - news - people )), which includes over $2 billion annually in storage, servers and laser-printing deals." The analyst maintained an "outperform" rating on the stock with a price target of $16. "We maintain that Flextronics is oversold, trading at a 27% discount to the group and competitors, like Sanmina-SCI (nasdaq: SANM - news - people ), which have a riskier outlook," he said.


Banc of America Securities analyst Scott D. Craig said Flextronics International (nasdaq: FLEX - news - people ) "remains well positioned for long-term success with new programs ramping in 2006."

Craig wrote in a research report that Flextronics' revenue trends "appear to have stabilized." "We believe Flextronics' revenue is tracking at least in line with expectations. Long-term, Flextronics targets 10% to 15% revenue growth and we estimate fiscal 2007 revenue to grow 6% compared with consensus of 10%," he said.
 
Posted by cashmakers on :
 
Aggressive Investors Alert! November 9, 2005

1,503 words
9 November 2005
M2 Presswire
English
(c) 2005 M2 Communications, Ltd. All Rights Reserved.

Stocks showing interesting activity yesterday at the close of the regular trading day were: Sohu.com Inc. (NASDAQ: SOHU) down 2.1% on 1.6 million shares traded, Freescale Semiconductor (NYSE: FSL) up 0.7% on 1.9 million shares traded, Flextronics (NASDAQ: FLEX) up 3.5% on 11.3 million shares traded and Silicon Laboratories Inc. (NASDAQ: SLAB) up 0.7% on 1.7 million shares traded.

Nov 9. Flextronics (nasdaq: FLEX - news - people ) will host a meeting with analysts tomorrow during market hours. Earlier today, Bear Stearns said it expects management to address the overall tone of end-markets, particularly the consumer market, given the upcoming holiday shopping season. "While business with Sony Ericcson has been good, we believe Flextronics needs to address its competitive positioning in handsets in light of the recent defections of business from both Siemens (nyse: SI - news - people ) and Alcatel (nyse: ALA - news - people )," wrote analyst Thomas Hopkins, in a note to clients. "We would also like to get more detail on its pipeline of signed outsourcing (outside of Nortel (nyse: NT - news - people ) and Kyocera (nyse: KYO - news - people )), which includes over $2 billion annually in storage, servers and laser-printing deals." The analyst maintained an "outperform" rating on the stock with a price target of $16. "We maintain that Flextronics is oversold, trading at a 27% discount to the group and competitors, like Sanmina-SCI (nasdaq: SANM - news - people ), which have a riskier outlook," he said.


Banc of America Securities analyst Scott D. Craig said Flextronics International (nasdaq: FLEX - news - people ) "remains well positioned for long-term success with new programs ramping in 2006."

Craig wrote in a research report that Flextronics' revenue trends "appear to have stabilized." "We believe Flextronics' revenue is tracking at least in line with expectations. Long-term, Flextronics targets 10% to 15% revenue growth and we estimate fiscal 2007 revenue to grow 6% compared with consensus of 10%," he said.
 
Posted by cashmakers on :
 
Out LAZ $30 my target. Bought LAZ 5 months ago under $22, pretty good return. Will reenter if it pull back.But it still a good buy here, i out my shares due to the 35% return on it(I am seeking on 15-20% return).
 
Posted by cashmakers on :
 
AIRT Technical ALERT: Bullish. Daily chart showing uptrend and ready to pop out.

Announced improved 2Q financial Yesterday Nov 8 with pretty decent number. Cash flow imporved with Tangible asset consecutively increased. Very good financial ratios.
More important, only 2.6M outstanding shares, with almost no short ratio. Low Debt to Equity ratio:0.128. Awesome Trailing P/E : 16.01

AIRT has not direct competitors, very wide trench with its business. Look at First Call Company Financials on AIRT: awesome ratios. Compared to 2003 2004, Asst, Cash, Earning, Revenue all invereasing.

Good entry point at $11, holding my target $14 at this moment. I believe the good 2Q number should boost it up for a while
 
Posted by cashmakers on :
 
Very strong and positive forecast on the AIRT business growing from CEO's statement yesterday.

Consolidated revenues increased $1,770,000 (10.8%) to $18,136,000 for the quarter ended September 30, 2005 compared to the same quarter in the prior fiscal year. The increase in revenues was primarily related to increased flight and maintenance services, in part due to placement of newer ATR aircraft into revenue service, and acquisition of aircraft parts which was primarily associated with the transition to the newer ATR aircraft. The majority of the quarter's revenues increase was comprised of direct operating costs, passed through to the Company's air cargo customer without markup.

Walter Clark, Chairman and Chief Executive Officer of Air T, stated, "We are proud of our team at Global, who have worked hard to see the deicing booms returned to service at the Philadelphia airport. We recognize that our decision to take the lead in this effort has had an adverse short-term effect on our financial results, but believe that as a long-term matter we need to stand behind the products that we sell. We will continue to pursue our legal action against the subcontractor that designed, manufactured and warranted these products to recover these and other costs."

Oil price keep going down and should relieve air line industry pain by a certain level. AIRT definately benifit on this. Take a look at WLDAE now, similar indutry with high growth and solid business. AIRT does not compete directly with WLDA, but the number can reflect some good signal.

I am in AIRT here, technical showing bottom form at $10 level and has uptrend graph. should see short term momentum with good financial in 2Q.
 
Posted by cashmakers on :
 
AIRT has low downside risk with high potential upside space. Sell side is very thin on this stock now, any buys will boost this baby up. Don't forget this stock only have 2.6M shares. And recent has thin volume. I believe the good number of it financial will bring investors' eyes.
 
Posted by cashmakers on :
 
Money keep flowing into AIR Line industry, especially those small air line firms. Take a look at MESA, WLDAE, LUV, LFL, AIRT, etc. Oil price down, AirLine stocks up. Pay close attention to AIRT, with only 2.6M shares, when hot money flow into AIR industry, AIRT will be the hottest stock again.
 
Posted by cashmakers on :
 
here we go, AIRT jump up. LEVEL II showing a lot of buy coming in. Very bullish chart and stong buy power from I-Watch :
http://thomson.finance.lycos.com/lycos/iwatch/cgi-bin/iw_ticker?ticker=airt
 
Posted by cashmakers on :
 
In LUV here, follow the hot money in AirLine Sector. Smart money flow to AIRLINE last month. Look at the sector's performance last month, awesome. Add more shares AIRT aiming target $14. AIRT only 2.6M shares, amazing.Very attractive financial and technical data.
 
Posted by cashmakers on :
 
In SCS and CHB here. Both of them have very attractive financial ratios and technical trend.

SCS,Steelcase, Inc. engages in the design and manufacture of office furniture, primarily in United States and Canada, as well as internationally. SCS ranked 3 by valuengien.com and give and Timeliness 1 and Technical 1 (highest) from Valueline, and 3 starts from morningstar with a fairvalue of $15.00. Valuengien gives 6-Month 1.30% return. My target of SCS is $18.

The office furniture market has been showing signs of life recently. Given its leading market position, Steelcase is poised for a turnaround in its sales growth and profit margins, as its customer base tends to more sharply increase office furniture purchases during better economic environments (partially because of postponing purchases during lean times). Steelcase is the world's largest office furniture manufacturer, it will definately take advantage of this office furniture business booming.

CHB, Champion Enterprises, Inc. engages in the production and sale of factory-built homes. It produces a range of homes, including multisection, ranch-style homes, one-half story and two-story homes, single-section homes, cape cod style homes, and multifamily units, such as townhouses.CHB ranked 3 by valuengien.com and give and Timeliness 1 and Technical 2 from Valueline, Valuengien gives 6-Month 4.16% return. Hurricane Katrina relief and reconstruction will bring huge business to CHB in the short run. My target of CHB is $20.

The company should post a hefty year-over-year share-net advance in 2005. Champion reported a 58% jump in earnings for the September interim, on a considerably more modest 6.4% top-line advance. Notably, CHB's average selling price increased by 11% during the quarter, as the company passed on higher raw material and transportation costs to its customers. This, in conjunction with ongoing operational restructuring actions, augurs well for additional margin improvement over the balance of the year and into next. Moreover, the company recently received a $60 million order for 2,000 single-section manufactured homes from FEMA, in connection with Hurricane Katrina relief efforts, which should lift CHB's top and bottom lines during the final stanza of 2005. Excluding the FEMA order, Champion's backlog at the end of the third quarter was up 47%, relative to the year-ago figure. However, with the FEMA request taken into account, third-quarter backlog jumped an impressive 97%. All told, we look for Champion to report 2005 earnings of about $0.52 a share, with a strong double-digit advance the following year.

Champion stock is a top selection for year-ahead relative price action. The company seems on track to post a significant rebound in share earnings this year with double-digit growth thereafter.
 
Posted by cashmakers on :
 
Comment on SCS

The company continues to benefit from the strong demand in the office furniture arena. The improving fundamentals within the commercial furniture market are being driven by the steady growth in corporate profits and related capital expenditure. The company has continued to directly benefit from this upturn, as has been demonstrated by the solid year-to-year revenue and profit advances in recent months, which has been primarily driven by Steelcase's large corporate customers. Management notes that the North American segment (57% of revenues) remains the strongest contributor to revenue and profit enhancement. This is thanks mainly to solid results at the company's Turnstone subsidiary, which is outpacing the overall market in terms of year-over-year growth. Although the effects of recent hurricanes have created some challenges, the company has addressed these issues. The negative variances that have resulted from the devastating storms are not likely to have any material effect on earnings.

Company's margins to continue to widen over the next few years. Steelcase's efforts to improve its cost structure are paying off. Plant consolidation and workforce reductions have supplemented revenue growth and enabled margins to expand considerably. This trend to continue, as management notes that the company remains committed to cost restraint. Recent list price adjustments should further bolster the top line, offsetting the high cost of raw materials. Indeed, analysts looking for the operating margin to increase by as much as 440 basis points by the end of fiscal 2006.

Steelcase shares are timely. The stock's appreciation potential out to 2008-2010 is in line with the Value Line median. Strengthening demand, coupled with the company's solid brand recognition, should further enhance revenues. Too, it is optimistic that the company's efforts to maximize productivity are likely to improve efficiency and drive profits over the next 3 to 5 years. Income-oriented investors may find the dividend yield appealing.
 
Posted by cashmakers on :
 
in GYMB here, aiming for $25 target as momentum going on. Valuengien 6 month return 3%. Valueline rank Timeliness 1 and Technical 2 on it with target $30.

Gymboree's new outlet stores will likely improve inventory management.Given that Janie and Jack merchandise can sell at price points that are 40% higher than those at Gymboree, average selling prices and profit margins should improve.The high-end children's apparel market is growing rapidly as more parents are having babies later in life, when they have more income to spend on their children's clothes.

According to U.S. Census Bureau projections, the number of children age 5 and younger will grow 10% over the next 10 years, compared with 8% total population growth.

Same-store sales increased 10% as the retailer's fall merchandise was well received by consumers, despite growing macroeconomic concerns. Gymboree has managed its inventory well this season and anticipate fewer markdowns compared with last year, when fall merchandise was introduced too early. Furthermore, the retailer is taking the right steps to reduce product costs (from design to sourcing to packaging), and analysts expect gross margins to increase in the second half of the year. Gymboree is on track to improve upon its disappointing 2004 holiday season. Analysts remain comfortable with revenue growth and profitability projections over the next five years.
 
Posted by cashmakers on :
 
My current aggressive portfolio:

Airline: AIRT LUV

Gas, oil and eletricity: RES FCEL

EMS: FLEX

Retail store:GYMB GPS SCS

Software: ACN BMC

Telecome: JDSU

Homebuilding: CHB
 
Posted by cashmakers on :
 
Here is Valuengine forecast for AIRT.

Click here for NEWS about AIRT - NEW!
ValuEngine Rating
n/a

ValuEngine Forecast
Target Price* Expected Return
1-Month 11.35 0.14%
3-Month 11.44 0.60%
6-Month 11.96 5.16%
1-Year 13.60 19.65%
2-Year 15.05 32.39%
3-Year 16.23 42.79%


AIRT's total cash and cash equivalent increased by 660% compared to 2004

Total asset Total Assets increased by 23% from 2004.

My sentiment is strong buy at the current level, My target on AIRT is $14. It is very cheap now, look at its 3 month chart, amazing uptrend shape.
 
Posted by cashmakers on :
 
Add more GYMB < $20 today, excellent entry today. Tomorrow earning will be good, GYMB already gave out guidance of their business with 10% same-store sales jump. Today's retreat is due to the sector and people keep profit, not any problem with the company itself, <$20 is a good entry.
 
Posted by cashmakers on :
 
GYMB Share Repurchase 55M shares.

The Company also announced that its Board of Directors has authorized the Company to utilize up to $55 million of the Company's cash reserves to purchase shares of the Company's outstanding common stock. Purchases will be made from time to time on the open market or in privately negotiated transactions. Depending on market conditions and other factors, purchases under this program may be commenced or suspended without prior notice at any time, or from time to time, through October 28, 2006. At current price levels, approximately 10% of the Company's outstanding shares could be repurchased under this program.

Lisa Harper, Chairman and Chief Executive Officer, commented, "Repurchases of our common stock will provide additional value to our stockholders. The Board's action is a reflection of the Company's strong position and cash flow, which the Board believes is sufficient to support the Company strategies for continued growth of its businesses in addition to the share repurchases under this program."


Net sales from retail operations for the third fiscal quarter of 2005 were $174.5 million, an increase of 14% compared to net sales from continuing retail operations of $152.8 million for the same period last year. Comparable store sales for the third fiscal quarter increased 10% compared to the same period last year.

The Company now expects earnings from continuing operations for the third fiscal quarter of 2005 to be in the range of $0.35 to $0.37 per diluted share. For the fourth fiscal quarter of 2005, the Company now expects earnings from continuing operations to be in the range of $0.37 to $0.39 per diluted share. For the full fiscal year 2005, the Company anticipates that its earnings per diluted share from continuing operations will be in the range of $0.77 to $0.81. Comparable store sales are expected to increase for the fourth quarter of fiscal 2005 in the range of low to mid single digits.

Earning Tomorrow, analyst expect 37 cents.
 
Posted by cashmakers on :
 
CHB: Zacks Earnings and Margins Strategy highlights: Advisory Board Co., AAR Corp., Champion Enterprises, and Western Sierra Bancorp

932 words
10 November 2005
05:00 am
Business Wire
English
(c) 2005 Business Wire. All Rights Reserved.

CHICAGO - (BUSINESS WIRE) - Nov. 10, 2005 - Earnings are the single most important metric for a company. Combine that with a healthy Net Profit Margin and you find a screen that has generated a cumulative return of +425% since January 2001. During the first half of 2005, this screen continued its winning ways with a +13.8% return. This screen is called the Earnings and Margins Profit Track strategy. Here are four stocks meeting this screen's exclusive criteria: Advisory Board Co. (NASDAQ:ABCO), AAR Corp. (NYSE:AIR), Champion Enterprises, Inc. (NYSE:CHB), and Western Sierra Bancorp (NASDAQ:WSBA). View the entire list of stocks for the Earnings and Margins Profit Track at http://at.zacks.com/?id=1858

Here are four companies that meet the following Earnings and Margin Profit Track:

Advisory Board Co. (NASDAQ:ABCO) reported fiscal second-quarter earnings in late October. The result topped last year's second quarter and matched the consensus estimate. The company noted that its performance was driven by cutting-edge research agendas and continued program innovation, which led to strong renewal performance and continued growth across ABCO's program portfolio. The company, which has a net margin of .16, managed to produce annual earnings growth of about 15% above the previous year.

AAR Corp. (NYSE:AIR) generated impressive earnings growth of 400% last year over the previous year. The company, a worldwide leader in supplying aftermarket products and services to the global aerospace/aviation industry, reported fiscal first-quarter earnings of 15 cents per share in late September. The result surpassed the consensus estimate by about 7% and eclipsed last year's first-quarter earnings. The company stated that sales and earnings growth for the quarter were driven by increased sales in the Aviation Supply Chain, Maintenance, Repair & Overhaul and Structures & Systems segments.

Champion Enterprises, Inc. (NYSE:CHB) posted third-quarter earnings of 20 cents per share in mid-October, matching analysts' expectations and outperforming the year prior total. The company stated that the third quarter was marked by continued progress toward attaining its goals of improved margins and modular growth. CHB experienced earnings growth of almost 120% for its most recently completed year versus the previous year.

Western Sierra Bancorp (NASDAQ:WSBA) is a profitable company as evidenced by its net margin of .20. WSBA has also demonstrated solid year-over-year growth with the full year 2004 posting earnings growth of nearly 20% above the year prior. In mid-October, the company announced GAAP earnings of 59 cents per share for the third quarter. The result improved on last year's 49 cents and outpaced the consensus estimate by almost 2%.

Discover all the current stocks currently on the Earnings and Margin Profit Track at: http://at.zacks.com/?id=1859
 
Posted by cashmakers on :
 
ACN new high $27.4. Accenture Wins $784.03 Million Contract

129 words
15 November 2005
US Fed News
English
?Copyright 2005. Hindustan Times. All rights reserved.

By US Fed News

OXON HILL, Md., Nov. 15 -- The U.S. Department of the Treasury has awarded a contract valued at up to $784.03 million to Accenture LLP, Reston, Va., for total information processing support services.

The contract was awarded by the department's Internal Revenue Service, Oxon Hill, Md.
 
Posted by cashmakers on :
 
GYMB earnings beat Street, co raises FY view

Wed Nov 16, 2005 04:34 PM ET
(Adds forecast, other details)

LOS ANGELES, Nov 16 (Reuters) - Gymboree Corp. (GYMB.O: Quote, Profile, Research) on Wednesday reported third-quarter results that beat Wall Street analysts' estimates and raised its profit outlook for the year on improved sales at its children's apparel stores.

Net income for the third quarter tripled to $12.6 million, or 39 cents per share, from $4.2 million, or 13 cents per share, a year ago.

Wall Street analysts had expected the San Francisco-based company to report earnings of between 35 cents and 38 cents per share with an average view of 37 cents per share, according to Reuters Estimates.

Total sales rose nearly 14 percent to $177.1 million, slightly ahead of analysts' average estimate of $174.8 million, according to Reuters Estimates.

Sales at stores open at least a year, a key measure for retailers, rose 10 percent during the quarter.

Gymboree said it still expects earnings from continuing operations of 37 cents to 39 cents per share in the fourth quarter.

For the year, the company forecast earnings from continuing operations of 81 cents to 83 cents a share. It had said previously that earnings would be in the range of 77 cents to 81 cents a share.

For next year, Gymboree said it expects to earn $1.03 per share to $1.09 per share, above analysts' average estimate of $1.01 per share. Costs for expensing stock-based compensation, however, will reduce earnings by 8 cents to 10 cents a share, the company said.

Gymboree shares closed at $19.62 Wednesday on Nasdaq.

My target $25 at the end of 2005, $30 next year. Tomorrow, easy to jump $1-2 like LAZ several days ago. GYMB's earning is better than LAZ and raise the outlook in 2006
 
Posted by cashmakers on :
 
The Gymboree Corporation upgrade on Q4 and FY 2005 EPS Outlook; Issues FY 2006 continue growing. GYMBOREE CORP - GYMB: Q3 Results Adj 39c vs 24c; Beats 37c Est; Raise 2006 guidance.

Easy money here. Target $25, should see $1-2 jump today. I believe GYMB's earning is much better than LAZ and GYMB 's financial ratios are more attractive with less outstanding shares. Moreover, company repurchase 55M shares started from Oct 28th 2005. My long term target for this one is $30 by 2006.

GYMB is a safe play with lot of upper space.
 
Posted by cashmakers on :
 
Add more GYMB shares here, no much downside risk, play with momentum. $21 today is very possible. Same pattern, samll investors sell on news in the beginning, followed by the institutional investor buy more.
 
Posted by cashmakers on :
 
VALUELINE raise its target on GYMB from range $17-30 last week to today's $20-$30, the lowest price for GYMB in the next 12 months above $20 and the Timeliness raised to No 1. recently.

Here is the research report on GYMB on Nov 11.

Sales trends at Gymboree appear to be improving markedly. In the last three-month period, the retailer of children's clothing registered better-than-anticipated same-store sales gains, aided by a continued pickup in the boys' category. Despite certain promotional events being pushed out later in the quarter, store traffic remained brisk and gross margins strengthened. Indeed, the gross margin improvement reflects a favorable customer response to the merchandise, leading to fewer markdowns and more full-priced selling.

We've raised our earnings estimate for fiscal 2005 (ends January 28, 2006). Assuming mall traffic around the holidays doesn't slow, we expect a healthy finish to the year. Gross margins should benefit from several measures implemented recently, including supply-chain initiatives intended to lower product costs. Better coordinating the timing of product offerings with key selling seasons and running promotions at strategic times of the year are other steps being taken to shore up margins. Stable SG&A costs should increase leverage on the expense front, meantime. All told, we look for share-earnings to jump more than 55% this year. We also think a profit advance of about 23% is within reach in 2006, on wider margins and a lower share count.

Long-term growth prospects seem encouraging, given the company's two other retail concepts. So far, the Janie & Jack chain is performing well. Customer traffic at the J&J shops, which offer premium-priced, high-quality apparel and gift items for newborns and toddlers, continues to be strong. GYMB expects this division to be slightly accretive to earnings this year and more so next year. Expanding the 60-store chain to 150-200 units over the next few years should help drive sales and profits. Although too early to tell, the Janeville concept, which is still in test mode, has the potential to make contributions in the coming years, as well. This assumes its line of casual apparel is accepted by its target market, women in their 30s.
 
Posted by cashmakers on :
 
ValuEngine gives 3 stars to GYMB with all positive forecast: Target $25 in the next 12 month period:

Target Price* Expected Return
1-Month 19.71 0.45%
3-Month 19.84 1.10%
6-Month 20.21 3.03%
1-Year 20.66 5.32%
2-Year 21.39 9.04%
3-Year 23.93 21.98%


ValuEngine Smart Ratings
Very Attractive: To Day Traders
Very Attractive: To Momentum Investors
Attractive: To Market Leader Investors
Attractive: To Growth-at- Reasonable-Price Investors
Neutral: To Balanced Investors
Neutral: To Classic- Value Investors
Neutral: To Conservative Investors

I bet GYMB still cheap at $20 level, will hold it until at least $23
 
Posted by cashmakers on :
 
In IM and EMC here, both software industry and hightech company with strong financial. IM improve its revenue growth and profit margin and EMC square is well known with strong earning background. Both of these two stocks heavily undervalued.
 
Posted by cashmakers on :
 
Buy some LSI shares follow my TA model alert. Very good bottom formed with good earning recently.

LSI is well positioned to extend its leadership role in the storage market. In the RAID segment, its 1078 system chip continues to exceed expectations in both silicon readiness and in execution. Design wins for next-generation connectivity products (serial attached SCSI) continue to rise at a brisk pace, which augurs well for this quickly growing market. LSI is doing well in the RAID host bus adapter area, as well. As business in the white box server market grows, it should yield incrementally higher margins. New product releases should help boost revenues on the storage system side, too.

LSI's investments in the consumer business should pay off. This unit experienced robust gains of 22%, year over year, in the June quarter, and new orders here promise further strength ahead. The DVD recorder market should be a big boon. Analysts look for this market to double in 2005, with LSI taking about a 45%-50% share. Design wins for its single-chip processor designed for combination units, which contain both a DVD recorder and a DVR (uses a hard drive), have been good. Analysts look for this market to grow substantially over the next 12 months.

RapidChip (RC) seems to be gaining traction. This line combines the high-performance benefits of ASIC chips with the quick time-to-market and customization attributes of field-programmable gate arrays. The affordability of RC should make it a hit with small and mid-sized businesses. Larger customers, too, appear to be interested in using RC as a development platform. They would still switch over to ASIC at some point, but be able to reach full-volume production in a fraction of the time. Analysts look for RC volume to ramp up in the coming quarters.

Profitability should rise. R&D will probably remain high, but the operating line should benefit from lower SG&A outlays. A reduction in depreciation expense is probable, too, due to the impairment of the Gresham facility. All told, share profits should make sizable gains in 2005 and 2006.

Timely LSI stock has strong appeal, thanks to the good earnings growth prospects. If LSI rebounce, it maybe test $10 soon.
 
Posted by cashmakers on :
 
Add more shares SCS with its business growth and TA timliness.3 month chart looks lucrative.

Also built more position on LSI, my TA model shows a bottom play here. LSI valued by Valueline with target $17 to $30 with timeliness 2. I am bullish here.

Steelcase's Think(R) Chair Wins the Design for Asia Award

543 words
21 November 2005
07:00 am
PR Newswire (U.S.)
English
Copyright © 2005 PR Newswire Association LLC. All Rights Reserved.

GRAND RAPIDS, Mich., Nov. 21 /PRNewswire-FirstCall/ -- Steelcase Inc. , a global office environments manufacturer, today announced that it has been selected as a recipient of the 2005 Design for Asia Award, an international design competition sponsored by the Hong Kong Design Centre, that awards companies for designs that reflect, or have an impact on, the Asian lifestyle. Steelcase received this distinction for the Think(R) chair - a smart, simple and environmentally sustainable seating product.

Created in collaboration with designer Glen Oliver Low, McDonough Braungart Design Chemistry and the Institute for Product Development in Copenhagen, the Think chair conforms to the highest environmental standards and raises the bar in cradle-to-cradle design and life-cycle thinking. Think addresses the growing need for ergonomic seating and was lauded at the Design for Asia Awards ceremony as an outstanding achievement in design.

The Think chair provides ultimate support for a full range of postures, allowing users to stay focused without distraction or fatigue. Combined with an elegant and innovative design, the Think chair also adheres to the toughest environmental standards, including Japan's "Green Purchasing Law," which was designed to increase the percentage of materials and parts that have a reduced environmental impact and have the ability to be completely recycled (cradle- to-grave development process).

"It is an honor to receive the Design for Asia Award, which is recognized as one of the most prestigious international awards in design," said James Ludwig, Director of Design for Steelcase. "This award pays tribute to Steelcase's ability to create user-centered products that combine aesthetic appeal with function and environmental sensibility, attributes that are extremely important to the Asian market."

The Think chair officially launched in Asia in March 2005 and was met with great success. The chair experienced double digit growth in Japan this year and Steelcase expects similar growth in the Asian market over the next few years. Based on the chair's success in Asia and North America, the Think chair also debuted in Australia this past August.

The Design for Asia Award is dedicated to promoting design excellence and seeks to raise awareness that good design is an important factor for business success. Judged on the design's excellence, its impact and influence within Asia and on Asian lifestyles, and the commercial success of the design, Steelcase's Think chair was chosen from over 500 entries (including apparel and accessories, communication, interior/spatial, and product designs) from North America, Europe and Asia.
 
Posted by cashmakers on :
 
CHB, a Hurricane play, easy money here.
Now the whole Louisiana (and some other states) need to be rebuilted in a short time under government's funding. The demand side on the factory-built homes is enormous (more than you can imagine).CHB is the number one factory-built homes company and has strong relationship with government. I bet most of the factory-built homes order will give to CHB.

Here is the proof: CHB recently received a $60 million order for 2,000 single-section manufactured homes from FEMA, in connection with Hurricane Katrina relief efforts, which should lift CHB's top and bottom lines during the final stanza of 2005. Excluding the FEMA order, Champion's backlog at the end of the third quarter was up 47%, relative to the year-ago figure. However, with the FEMA request taken into account, third-quarter backlog jumped an impressive 97%.

I will say even $30 for CHB won't suprise me. It is so cheap here, good time to buy.
 
Posted by cashmakers on :
 
$2 for a Pillow? Pillow can tell the story about the efficiency. LUV is still the best discount airline in US.

The legacy airlines have become no-frill airlines while the discounters such as Southwest Airlines and jetBlue Airways now offer more perks and free services. For example, most domestic flights on American, Northwest and Delta Air Lines don't have pillows anymore. But Southwest does.

The Middle Seat: Latest Inflight Fee: $2 for a Pillow --- Fuel Costs, Competition Spur Airlines to Yank More Perks And Add Even More Fees

By Scott McCartney
894 words
22 November 2005
The Wall Street Journal
D5
English
(Copyright (c) 2005, Dow Jones & Company, Inc.)

THE FEE FRENZY at many big U.S. airlines is increasing: as of this month, a pillow on most Air Canada flights costs you $2. And a seat in the exit row (with more leg room) on most United flights now has a price tag of between $24 and $99, unless you're an elite-level frequent flier.

That isn't all. It costs $2 (plus tip) to use the services of a skycap to check a bag at some airports on American Airlines, UAL Corp.'s United Airlines, Northwest Airlines, US Airways and Alaska Airlines, a division of Alaska Air Group Inc. Northwest is charging $1 for some trail mix to go with your beverage. Both American and Northwest have stopped serving pretzels to coach passengers on many domestic flights. And keep your wallet handy when you head to the airport this Thanksgiving -- several carriers recently started charging $25 to confirm a seat on a different flight if you want to get home early.

Big carriers once positioned as full-service providers have slashed amenities for coach passengers and found more services for which they can charge added fees. With fuel prices high and fare prices low, big airlines have continued to pile up billions in losses despite slashing billions of costs from their operations through lower pay, less-expensive airplane leases and more productivity. So they are seeking added revenue wherever they can.

As a result, the legacy airlines have become no-frill airlines while the discounters such as Southwest Airlines and jetBlue Airways now offer more perks and free services. For example, most domestic flights on American, Northwest and Delta Air Lines don't have pillows anymore. But Southwest does.
 
Posted by cashmakers on :
 
JDSU, ************* Posts Stock Pick List: New Deal for New Subsidiary!

652 words
22 November 2005
Market Wire
English
(c) Copyright 2005 Market Wire, Inc.

NOTE TO EDITORS: The Following Is an Investment Opinion Being Issued by Peter Antipatis of Capital Research Group Inc.

WESTON, FL -- (MARKET WIRE) -- Nov 22, 2005 -- ************* names the following stocks to its Stock Pick List: Genesis Technology Group, Inc. (OTC BB: GTEC), JDS Uniphase Corporation (NASDAQ: JDSU), eBay Inc. (NASDAQ: EBAY), CIENA Corporation (NASDAQ: CIEN).

Genesis Technology Group, Inc. (OTC BB: GTEC) announced that the World Bank Group has invested $4.6 million in the China Vocational Education Satellite Network, the contract partner to its new subsidiary, Genesis Distance Learning Division (GDLD). Genesis management has estimated that its contract could have a value exceeding $10 million in profits for the Company in an industry estimated to yield billions of dollars globally.

Other stocks highlighted include JDS Uniphase Corporation (NASDAQ: JDSU): Stock Pick List, up 7% on 54 million shares; eBay Inc. (NASDAQ: EBAY): Stock Pick List, up 2% on 18 million shares; CIENA Corporation (NASDAQ: CIEN): Stock Pick List, up 3% on 7 million shares.

"Analysts are continuing the debate on the fate of the market in the near term, some saying a traditional spring rally is in store, while others say the market must further consolidate its recent gains. To this end, investors will be highly focused on corporate announcements and the release of any economic data that could shed light on the state of the U.S. economy, and the renewed growth phase it has been enjoying." More is available at: http://www.************* .
 
Posted by YellowSubmarine on :
 
Plasticon International (PLNI) - here's the deal.........................

PLNI will put out no PR this week..!!! They are editing all the video and pictures from their acquisitions & deals trip to St Louis, Las Vegas, and Atlanta - and it will all be on the website next week.

IMHO a flood of PR and positive investor information will start next week and this stock will soar. If you don't finish out your collection on Wednesday and Friday, them make sure to buy a new pair of running shoes during the post-Thanksgiving Day SALES....

"...BUY or CRY -- it's gonna fly..............

.
 
Posted by YellowSubmarine on :
 
Apex Resources Group (APXR) - here's the deal..............

Apex has wells, properties and rights along the MacKenzie Gas Pipeline in Canada. They are a grossly ripe Buy-Out target by either a Chinese or domestic oil giant.

Final approvals of the pipeline should be announced any day. APXR should have News out this week. And, the PPS is a steal at today's prices.

DYODD or DYOBooHoo - major-major opportunity here, IMHO. See the APXR Threads on Allstocks and elsewhere.

Apex Resources Group Inc. (OTCBB APXR): is a development stage company. It was incorporated under the laws of the State of Utah on January 27, 1984. The Registrant was initially organized primarily to hold overriding royalties of both producing and non-producing oil and gas properties. However, the Company's articles of incorporation authorize it to engage in all aspects of the oil and gas business and for any other lawful purpose.
Website: http://www.ambraresources.com/

.
 
Posted by YellowSubmarine on :
 
"..Hot Ziggity-Diggity..", they're talking about PLNI on The Motley Fool now...!!!

An Exciting Penny Stock
By Selena Maranjian (TMF Selena)
November 4, 2005

A month or so ago, I wrote an article on penny stocks, advising readers, as I've often done, to consider steering clear. I received a thoughtful response from a reader and thought I'd share it with you. Jeffrey T. said:

"I found your Motley Fool article on penny stocks nearly right on the money ... however, not ALL penny stocks are scams. Take Plasticon International (OTCBB: PLNI), for example. They are a fledgling company utilizing recycled plastic to manufacture concrete building products such as rebar supports and, coming soon, plastic rebar. With the future rebuilding efforts after Hurricanes Rita and Katrina, alternatives to steel products will be sought. Add to this, the company has recently acquired a company specializing in concrete sealing. This product along with the rebar supports can easily add YEARS to the life of bridges and buildings, by reducing the amount of decay from environmental impacts and corrosion. I would like to see you do a follow up story to the one you recently wrote, and highlight that there do exist some DIAMONDS in the pile of shiny rocks as you so appropriately quoted!"

Jeff, your wish is my command. There surely are some diamonds in the pile of penny stocks -- I'll concede that point immediately. The problem is, they're not so easy to find, and I'm not even sure that you've found one in Plasticon.

Plasticon's green flags
Your email did make Plasticon sound quite enticing, so I tried to look up information on it. I struck out at my usual sources of quick data, such as our own Quotes and Data area and even Yahoo!'s offerings. The place where I found the most information was Plasticon's website. There, I learned that:

The firm is 17 years old.

Its "line of patented, plastic concrete accessories has been approved or accepted in all 50 states and several foreign countries including Poland, Israel, Canada, Mexico, and Egypt. In addition, its transportation signage has received DOT approval or acceptance in all 50 states."

It has recently dramatically increased production capacity to $20 million in annual sales -- and up to $30 million, soon.

The market for rebar supports was $27 billion back in 1993, suggesting that there's plenty of money to be made if Plasticon's plastic rebar is accepted and purchased.

Plastic lumber sales in the United States are growing at 40% per year. I've seen plenty of plastic lumber and am impressed with it. Tom Gardner even recommended plastic lumber maker Trex (NYSE: TWP) in our Stock Advisor newsletter. (Though its stock has been having a bad year.)

A link to a profile of the company in a newspaper reported that the firm's products are used in all 50 states, and in more than 200 bridges across the nation, as well as elsewhere. Also, the firm has received patents valued at over $20 million and has an inventory of injection molds valued at over $10 million. (Inventory, like patents, isn't necessarily a good thing, unless it's put to good use.)

The firm is planning to buy back shares -- some 200 million to begin with -- which can boost the share price.
Plasticon's red flags
The only trouble is, despite all this information, I didn't see some of the info I was seeking. Specifically, I couldn't find:

Copies of quarterly and annual financial reports filed with the Securities and Exchange Commission (SEC).

Reports on just how much money the company has taken in in revenues over the past years and quarters, and how much it has kept as profits. (One press release listed on the company website had a headline that said "Plasticon Announces Company is Profitable as of Second Quarter 2005," but the link to the article was no longer working.)

Reports on the company's financial health. For example, how much debt does it have, and how much cash? Sometimes terrific companies crash because they can't service their debt or just don't have enough money to keep the machinery running long enough to make money.
This is pretty standard stuff for most publicly traded companies. For example, a quick trip to the website of Buffalo Wild Wings (Nasdaq: BWLD), a $225 million company recommended in our Hidden Gems newsletter a few months ago, offers links to annual reports and SEC filings, among other things. (Grab a painless free trial of Hidden Gems and see what other small, dynamic firms we've recommended.) It's the same with $650 million Rule Breakers recommendation Myriad Genetics (Nasdaq: MYGN), which is up some 14% since being featured a few months ago. (Try Rule Breakers for free and see the whole list of recommended stocks.)

There's other information I'd want before I'd consider investing in this firm, too. For example, who are its competitors and how are they doing?

Above all, I'm left wondering why the company, if it's doing so well, isn't offering any data on its financial health and performance for investors and would-be investors. One might argue that such details might be hidden so as not to inform competitors, but still ....

I tried one last resort. I called the Investor Relations contact person listed on the website. I thought I'd gotten the wrong number at first, though, because the call was answered by a Florida-based consulting company, which apparently handles investor relations issues for the Kentucky-based Plasticon. Regardless, I asked the fellow to send me the company's latest financial statements -- and was told he couldn't. He said they would be available in the near future, and that he'd send them to me. This was a week or two ago, and all I received was a press release announcing that "Plasticon Transfers Wholly Owned Inventory of Injection Molds to New Production Facility" and "Injection Molds Have Been Independently Valued at $10 Million." I even asked for past reports, while I wait for the latest ones. That went nowhere, too -- they simply weren't available.

In a nutshell
I've seen, read and heard enough about Plasticon now to make me not want to invest in it. This could end up being one of many investments and non-investments I regret later, but that's OK.

The company's market cap, or total market value, appears to be in the neighborhood of $15 million. That's pretty darn tiny. A simple, successful mom-and-pop store down the street might carry such a value. The stock price is a mere penny per share. If the firm is really doing so well, why are the stock price and market value so low?

I remain committed to my belief that most stocks valued at less than $5 per share carry such low prices for good reasons. These "penny stocks" tend to be volatile and are easy to manipulate and lose money on. Basically, I'd rather invest in firms with established and impressive track records and more transparent finances. If Plasticon one day offers more data on itself, I'll be happy to take a closer look, since the company and the industry are quite intriguing.

In the meantime, there are lots (and lots) of more established and exciting companies. Even Tootsie Roll (NYSE: TR) is compelling -- as W. D. Crotty explained recently. He pointed out that had you invested $1,000 in Tootsie Roll back in 1957, you'd have more than a million dollars now, as its average compound growth rate over the period topped 16%. Then there's Avon (NYSE: AVP), which as M. D. Mitchell explained, is growing slowly but surely and may grow much more, thanks to a presence in China. And Stock Advisor selection 7-Eleven (NYSE: SE), which recently reported sales up 17% and profits up a whopping 54%. See? Lots of promising candidates for investments -- and they all have financial statements ready for your examination.

So am I here to slam Plasticon? Not at all. I just don't know enough about it, even though I tried to learn -- which is the problem. If you know more than I do about Plasticon, as you well might, I invite you to share more information on our discussion board.

.
 
Posted by cashmakers on :
 
Steelcase wins tax appeal 2 Million dollars

The Grand Rapids Press
108 words
21 November 2005
The Grand Rapids Press
All Editions
B3
English
© 2005 Grand Rapids Press. Provided by ProQuest Information and Learning. All rights reserved.

KENTWOOD -- Kentwood Public Schools has to return $2 million in property taxes to Steelcase Inc. The district was ordered to do so by the Michigan Tax Tribunal. Steelcase argued city assessors overestimated the value of company properties. Of the $2 million, the school district will be reimbursed $1.433 million by the state, However, it still will lose $592,783 in interest and from debt, building and site funds. The practice of contesting property values has become increasingly common among businesses, and hurts cash- strapped districts and other institutions dependent on taxes, Assistant Superintendent Steve Zakem said.
 
Posted by cashmakers on :
 
Add more shares IM here, target >$20 in two weeks. Zacks also gives a Strong Buy last week. IM and EMC are now my two major positions in software sector.

Zacks Buy List Highlights: CommScope, Inc., Ingram Micro Inc., Rockwell Automation, Inc., and Too, Inc.

(c) 2005 Business Wire. All Rights Reserved.

CHICAGO - (BUSINESS WIRE) - Nov. 23, 2005 - Zacks.com releases another list of stocks that are currently members of the coveted Zacks #1 Rank (Strong Buy) List. The #1 Rank stocks highlighted today are CommScope, Inc. (NYSE:CTV) and Ingram Micro Inc. (NYSE:IM). Further, Zacks announced #2 Rankings (Buy) on two other widely held stocks: Rockwell Automation, Inc. (NYSE:ROK) and Too, Inc. (NYSE:TOO). To see the full Zacks #1 Rank (Strong Buy) List, or the rank for any other stock, visit: http://at.zacks.com/?id=88

Stocks ranked #1 (Strong Buy) by Zacks have produced an average annual return of +33% since inception in 1988. During the 2000-2002 bear market, Zacks #1 Rank stocks gained 43.8% while the S&P 500 tumbled 37.6%.

Here is a synopsis of why CTV and IM have a Zacks Rank of 1. Note that a #1 Strong Buy rating is applied to only 5% of all the stocks Zacks ranks:

CommScope, Inc. (NYSE:CTV) recently reported third-quarter adjusted earnings of 34 cents per share, surpassing the consensus estimate by almost 26% and improving on last year's result. The company commented that it managed costs effectively, achieved operating profits in all segments, including the Carrier segment, and expanded overall operating margins. Earnings estimates for the year ending December 2005 moved up seven cents, or almost 8%, form one month ago.

Ingram Micro Inc. (NYSE:IM) recently posted third-quarter non-GAAP earnings of 36 cents per share, beating last year's 21 cents and jumping ahead of the consensus estimate by roughly 16%. The company stated that over the last eight quarters it has consistently delivered solid sales growth, and this quarter IM drove much of it to the bottom line. The company issued a fourth-quarter earnings guidance of 47 cents to 50 cents. Current Wall Street estimates are 48 cents per share, which is almost 7% more than the forecast of one month prior.

Here is a synopsis of why ROK and TOO have a Zacks Rank of 2 (Buy). Note that a #2 Buy rating is applied to 15% of all the stocks ranked by Zacks:

Rockwell Automation, Inc. (NYSE:ROK) recently reiterated its earnings guidance of $3.00 to $3.10 for the year ending September 2006. Current analysts' expectations of $3.07 per share are almost 2% above one month ago levels. In early November, the company announced fiscal fourth-quarter earnings of 69 cents per share, matching the consensus estimate and topping last year's total.

Too, Inc. (NYSE:TOO) recently released fiscal third-quarter earnings of 48 cents per share, exceeding the consensus estimate by almost 12% and outperforming the year ago total of 33 cents. The company expects earnings of 80 cents to 82 cents per share for the fourth quarter. Wall Street projects 81 cents, almost 4% above last week's estimates.

Truly taking advantage of the Zacks Rank requires the understanding of how it works. The free special report, "Zacks Rank Guide: Harnessing the Power of Earnings Estimate Revisions," provides an insightful background about this wealth-building tool. Download your free copy of the report now to prosper in the years to come by visiting http://at.zacks.com/?id=93 .
 
Posted by cashmakers on :
 
SCS good buy here, TA model alert uptrend chart, just like my model alert AIRT when it was $11. My model doing pretty good at short term TA alert with thin volume stocks.

Also Zack shows that mean recommendation is 1.5, very close to strong buy 1.

Zacks Rank 3
Target Price Consensus 17.33
Last Quarter (200508) EPS .13
Last Quarter EPS Surprise -7.14%
Avg. Broker Recommendation 1.5
(1 = strong buy)

I am bullish on SCS here. Holding shares tight, waiting for my meat.
 
Posted by cashmakers on :
 
Ravenswood Investment Company holding CHB position under its aggrasive growth investment stratergy.

DJ TIP SHEET: Ravenswood Investment Patiently Satisfies

By Alex Davidson Of DOW JONES NEWSWIRES
675 words
22 November 2005
06:42 pm
Dow Jones Chinese Financial Wire
English
Copyright (c) 2005, Dow Jones & Company, Inc.

NEW YORK (Dow Jones)--Robert Robotti, managing member of The Ravenswood Investment Company, L.P, combines the aggressive nature of a hedge fund with the patience of a mutual fund to form a unique investment partnership.

Ravenswood, which includes an investment advisory business and a broker/dealer arm, acts like a hedge fund by buying stocks with the potential to double in three years, charging a performance fee and setting a minimum initial investment sum.

But Robotti said Ravenswood should not be lumped with other hedge funds because of its longer-term approach and multi-faceted operations.

'It is an investment partnership,' Robotti said. 'Ravenswood differs in many ways from the other investment partnerships that are multiplying the way the world fears the Asian bird flu might multiply.'

'Our investment approach is more sane and reasoned, and time tested as to produce returns above the indices with less volatility.'

Indeed, during the past three years as of Oct. 31, Ravenswood posted a net rate-of-return of 32%, compared with the S&P's 3.6% increase in the same period.

For the last 12 months, Ravenswood has a 31% return rate, versus the S&P's 11% rise, and the year-to-date net return for Ravenswood is 17%, ahead of the S&P's 1%.

As of June 31, Robotti said Ravenswood holds 81 positions with $169 million in assets, excluding holdings in pink sheets, cash and cash equivalents and foreign holdings.

To get to this point, Robotti said Ravenswood has focused on growth opportunities in industries like manufactured housing.

One company Ravenswood has bought a significant position in during the last two years is Decorator Industries Inc. (DII), listed on the American Stock Exchange. Ravenswood owns about 20% of the company and started buying shares when they were near the $2 level, below its current $8.

'We think the industry makes sense long term,' Robotti said. 'Where it is today, it's at the bottom of a cycle and we think there's room for improvement.'

Robotti said Decorator Industries has bounced back from a sector-wide depression along with its peers and is currently operating at 40% capacity with little debt - leaving a lot of room for the company, and investors, to benefit from improvements.

'The incremental kick to earnings will be very substantial' when the company's at higher capacity, Robotti said.

Other manufactured housing companies Ravenswood owns positions in include Fleetwood Enterprises Inc. (FLE), Champion Enterprises Inc. (CHB), Cavalier Homes Inc. (CAV) and Skyline Corp. (SKY).
 
Posted by cashmakers on :
 
Out all GYMB and ACN, double my position on LUV and FLEX and CHB.

Oil price down to $56 range, will go down more. Although LUV hedge the oil risk, the lower oil price will lift the airline sector in a certain level. The whole airline industry recovering since recently with summer oil crisis bursted.

FLEX will benifit on XBOX360 and Euro headset and cellphone companies' big order. And FLEX invest hefty in Indian and CHina to reduce the cost in order to keep the market shares and competition.

CHB received FNMA's contract shows the relationship with government. To rebuit some states within a short time is impossible unless use factory-built house and I believe this is what the government will do. CHB go to $30 won't surprise me at all.
 
Posted by cashmakers on :
 
Great news to Southwest Airline: Bush signs bill exempting Missouri from Wright Amendment.Southwest to Fight American On Dallas-to-Missouri Routes

By SAM HANANEL
Associated Press Writer
482 words
30 November 2005
06:55 pm
Associated Press Newswires
English
(c) 2005. The Associated Press. All Rights Reserved.

WASHINGTON (AP) - It's official -- Missourians are now free to fly to Dallas on Southwest Airlines.

President Bush signed a transportation bill Wednesday that allows air travel between Love Field airport in Dallas and points in Missouri for the first time since the Wright Amendment restricted flights 26 years ago.

Southwest officials are now rushing to add daily service from Love Field -- home base of the low-cost carrier -- to Kansas City and St. Louis. The airline is expected to announce details this week.

"It would certainly be our hope to get the service started by the end of the year," Southwest Airlines spokeswoman Beth Harbin said Wednesday. "It's exciting for Southwest and customers in Missouri who are finally going to get low-fare access to Dallas."

Harbin said the company already has an ad campaign in the works that's been waiting for the bill to be signed.

The Wright Amendment was designed to help growth at newer Dallas-Fort Worth International Airport -- home to American Airlines -- when it was built in the 1970s. The restriction said airlines at Love Field could only fly within Texas, its four neighboring states and Kansas, Mississippi and Alabama.

Earlier this year, Sen. Kit Bond, R-Mo., inserted a provision into the annual transportation spending bill making Missouri the ninth state to be exempt from the law.

The move is expected to bring dramatically lower air fares to Missouri, where Southwest is the largest carrier at Kansas City International Airport and the second largest at Lambert-St. Louis International Airport.

Minutes after the bill-signing was official, American Airlines announced plans to compete with Southwest from up to three gates at Love Field.

"Following up on its recent meeting with Dallas Love Field Airport officials, American Airlines today formally notified the airport that it intends to start service from Love Field as soon as it can obtain and prepare appropriate facilities," American spokesman Tim Wagner said.

He said the airline would announce a schedule soon. The company has spent years fighting any repeal of the Wright Amendment, fearing it could lose hundreds of millions a year.

Wagner said opening up Love Field to Missouri flights is significant because many travelers from St. Louis and Kansas City visit the Dallas area and don't just connect with other flights.

"We are afraid those travelers will move over to Love Field because it is closer to downtown Dallas," Wagner said. "There's quite a bit of that local traffic. That's what we've said we'll need to protect."

American lowered its fares to St. Louis and Kansas City in early October, but Wagner said the move was unrelated to the Wright Amendment exemption. American now offers 11 daily flights from DFW to Kansas City and 13 to St. Louis.
 
Posted by cashmakers on :
 
US Airline Industry Poised For Upturn -Analyst


11-30-05 02:42 PM EST
CHICAGO -(Dow Jones)- Having lost $22.3 billion since 2001, the U.S. airline industry now is ready to take off, thanks in part to this year's high fuel prices, according to a research analyst.

"Currently, we believe that the industry is at an inflection point, and could be positioned to accumulate substantial profits over the next couple of years," Stefan Lumiere, special situations analyst at Oscar Gruss & Son, a New York research firm, wrote Wednesday.

Airline passenger revenue hasn't kept pace with the economy, Lumiere wrote. Today, passenger revenue is 0.65% of U.S. GDP, down from 0.95% in 1995. Low-cost airlines have driven ticket prices down across the industry, the analyst said. Lower revenue left many of the major airlines vulnerable to the recent spike in the cost of jet fuel, forcing two of them into bankruptcy.

But, he said, "In addition to low-cost carriers, we believe that skyrocketing fuel prices have been a blessing in disguise for all carriers." The industry not only has cut costs quickly, but has raised ticket prices, he said.

Major airlines in bankruptcy, including United Air Lines, a unit of UAL Corp. (UALAQ), Delta Air Lines Inc. (DAL) and Northwest Airlines Corp. (NWAC), along with US Airways (LCC), which recently emerged from Chapter 11 reorganization, have cut unprofitable routes and renegotiated expensive labor contracts. That's put them in a competitive position with low-cost leaders like Southwest Airlines Co. (LUV) and JetBlue Airways Corp. (JBLU).

At the same time, consumers now believe that airlines need to raise fares to cover rising costs, Lumiere said. For the first time in a long while, higher airline ticket prices will "stick," he believes. "If energy prices subside, margins should expand, thereby resulting in greater profitability for the airlines."

Investors should keep some competitive issues in mind, Lumiere said. First, fuel hedges enjoyed by some airlines will gradually be rolling off, making a more level playing field for carriers like Southwest Airlines, which has enjoyed a significant fuel-cost advantage. But some carriers operate much more fuel- efficient fleets. JetBlue has the most efficient and the youngest fleet of all domestic carriers, Lumiere wrote.

Lumiere on Wednesday initiated coverage on most U.S. airlines and several foreign carriers. But, despite his bullish stance on the industry, he hasn't rated individual stocks. He said it would require more in-depth analysis of off- balance-sheet items and operations excluding hedging contracts, as well as a thorough examination of the indentures and covenants.

-By Ann Keeton
 
Posted by cashmakers on :
 
Southwest Airlines Announces New Nonstop Service From Dallas Love Field to Kansas City and St. Louis





12-01-05 10:10 AM EST | New Law Makes St. Louis and Kansas City Southwest's First New Nonstop Routes From Love Field in 25 Years

/PRNewswire-FirstCall/ -- President George W. Bush recently signed a transportation appropriations bill containing language that exempts Missouri from federal restrictions placed on Dallas' Love Field airport. This exemption now makes it possible for Southwest Airlines (NYSE: LUV), the signature carrier at Love Field, to initiate new nonstop jet service from Dallas to its Missouri operations in Kansas City and St. Louis.

Southwest will start service to St. Louis and Kansas City from Dallas on Dec. 13, 2005, with four daily nonstop flights to each city. The one-way fare from Dallas to either city will be just $79 with 14-day advance purchase. The unrestricted "walk-up" fare is just $129 each way, compared to fares as high as $599 each way on American Airlines.

"Southwest Airlines has served Missouri for more than 20 years but Congress has prevented us from offering low-fare service between Missouri and our home airport at Dallas' Love Field," said Herb Kelleher, Southwest's executive chairman and co-founder. "Missouri has been punished far too long by the resulting high-fare monopoly. We are delighted by Senator Bond's efforts to wipe out the last vestige of airline regulation for the people of Missouri."

Under the leadership of Senator Christopher "Kit" Bond (R-MO), Missouri has been added to the list of states eligible for nonstop commercial air service from Love Field. Since 1979, nonstop service from Love Field has been restricted to Texas and its four surrounding states due to the Wright Amendment, named for then-Speaker of the House Jim Wright who sought to protect Dallas/Ft. Worth International (DFW) Airport. In 1997, Senator Richard Shelby (D-AL) succeeded in adding Alabama, Mississippi, and Kansas to the list. The "Bond Amendment" of 2005 allows competitive air service at Love Field to reach one state further.

"When these two Missouri airports gain new Southwest Airlines service, history tells us that airport traffic will increase as more people are able to fly at a lower price," Kelleher said.

A study by the Campbell-Hill Aviation Group, commissioned by Southwest Airlines, predicts nearly 500,000 additional Missouri passengers per year will be generated through fare savings estimated to be more than $77 million. The US Department of Transportation calls this well-documented stimulation of passenger traffic through low fares the "Southwest Effect." Campbell-Hill also predicts an additional $218 million per year will go to the Missouri economy in related spending.

All eyes will be on Missouri to see if the venerated "Southwest Effect" takes hold in an established market. History, and Southwest Airlines, say that it can. "They don't call Missouri the 'Show Me State' for nothing!" Kelleher said. "The push from Missouri allows us to create a competition laboratory, if you will, to prove our case. Our experience in 60 other markets tells us that all carriers serving these markets will decrease their fares and increase their Missouri traffic. I can't think of a state that wouldn't want that."

Southwest Airlines, the nation's largest carrier in terms of domestic passengers enplaned, currently serves 61 cities in 31 states. Based in Dallas, Southwest currently operates more than 2,900 flights a day and has 31,000+ Employees systemwide.

Fare Rules

Fares are available one-way and are combinable with all other fares. When combining fares, all ticketing restrictions apply. The fares are available for purchase today through the end of Southwest's published schedule (currently March 31, 2006). Tickets must be purchased at least 14 days before departure. Seats are limited. Fares may vary by flight and day of week and will not be available on some flights that operate during very busy travel times. Fares do not include a $3.20 federal segment tax per takeoff and landing. Fares do not include airport-assessed passenger facility charges (PFC) of up to $9 one-way and a U.S. government-imposed September 11th Security Fee of up to $5 one-way. Fares are subject to change until ticketed. Tickets are nonrefundable but may be applied toward the purchase of future travel on Southwest Airlines. Fares are valid on published, scheduled service only. Any change in itinerary may result in an increase in fare.
 
Posted by cashmakers on :
 
Out half LSI, 10% for a week. My TA model showing the presure at $8.7. Long term is still good, but just out some follow my model alert. Will buy back more if it down to around $8.3. Up too much a day for 6%, maybe pull back tomorrow.
 
Posted by cashmakers on :
 
Oil sector plays: GEOI and ABLE. Oil prices spiked above $60 a barrel Monday amid reports that a snowstorm would hit the U.S. Northeast, the world's largest heating fuel market, and boost demand for crude oil and natural gas.

In GEOI and ABLE here for oil price back up above $60. Both of the stocks are thin volume and with great technical rebounce. If the oil price goes up, these two will fly. But if oil price does not up, they won't down much. Both of these stocks are bottom formed.
 
Posted by cashmakers on :
 
Home heating oil demand increase recently due to the long and cold winter. This year the winter is late and we know that usually later the winter the longer. This will boost heating oil price up.

Able Energy, Inc. is a holding company for five operating subsidiaries, which are engaged in the retail distribution of, and the provision of services relating to, home heating oil, diesel fuel, kerosene, and in addition, the Company provides complete HVAC installation and repair.

Moreover, Able Announces Alternative to High-Priced Foreign Oil. Able announced that it has teamed up with TransMontaigne Inc., a leading supply chain management and fuel logistics company, to significantly increase the distribution and utilization of biodiesel, a clean-burning, soy-based alternative fuel product. This latest initiative is a priority for Able, a leading New Jersey based retail energy provider. Able is currently under contract to acquire substantially all of the assets of All American Plazas, Inc., including its truck stop locations.
 
Posted by cashmakers on :
 
As oil price goes up again, investors are searching alternative energy. Such as wind mills, solar power, soy power, etc. Hot money will flow in sooner or later if oil price can not cool down and I believe it won't. Analysts say it is still a long time that we can find a very efficient substitute energy resource, but scientists are keep searching. ABLE and GEOI both are belongs to this alternative energy sector. With a long and cold winter, investors will put more attention into alternative energy stocks. ABLE and GEOI are still so cheap compared to other oil companies' stocks.
 
Posted by cashmakers on :
 
Oil Puts Pressure on Stocks.Oil edged above $60 for the first time in almost a month as a winter storm tracked toward the Northeast and most of the northern U.S. coped with frigid temperatures. Crude for January delivery was recently up $1.08 to $60.40 a barrel in Nymex trading. Meanwhile, natural gas prices jumped 17 cents to $14.10 per million British thermal units.

Oil play again, easy money here, either to make a profit, or to hedge the market. I believe GEOI and ABLE both should be traded above $10. When the market in red, hot money is seeking sectors to flow in. definately the oil and gas sector will be the hot point. When investors are extrapolating the oil price trend, more overreaction will fill in. Will see tomorrow MOMO.
 
Posted by cashmakers on :
 
In HLTH here. Aiming for >$10 target in 3 months.Baby boomer play for a long time, HLTH is the best Web medical services company, I bet you heard about WebMD, I am using it. Nice Technical rebounce chart. HLTH has strong financial background especially a lot of cash.

Here is the business report and financial background:

Revenues should remain on an upward trajectory at Emdeon Corporation (formerly WebMD Corporation). Sales at the company's Business Services group appear likely to advance slightly faster than analysts envisioned , reflecting the contribution of recent acquisitions and better demand for its newer product and service offerings. An increase of 11%-12% may be in the cards for this year.

Meanwhile, Emdeon's second-quarter earnings provided some degree of optimism that its Physician Services segment has finally gotten traction; it may be able to move forward at a much improved pace, given the reported infrastructure improvements and the resulting ability to implement systems in a more effective manner. At this point, top-line growth of 5%-6% seems probable, with an operating margin of some 10%. Analysts continue to anticipate steady progress from Porex, the company's plastics business.

Emdeon is still working its way towards offering 10%-14% of WebMD Health to the public. Revenue from the Internet portal is growing fast, and it is likely to continue doing so. WebMD Health is increasingly the site of choice for health-related information by the general public; it also has a large professional following. Accordingly, its contribution to Emdeon's overall financial performance should please most investors. In terms of the IPO, details remain sketchy, since, at this writing, the registration statement has not been made effective.

The company recently issued $300 million in convertible debt. The senior notes were privately placed to institutional investors under Rule 144A; their coupon is 3.125% and each $1,000 note is convertible into 64.2446 shares (at $15.57). The new debt does not alter Emdeon's financial strength, particularly in view of the upcoming IPO of WebMD Health.

Emdeon shares are top-ranked for Timeliness. This stock, which has performed nicely so far this year, continues to receive good market support. Each of the company's businesses seems to be doing well; the above-mentioned IPO is also a factor here. That said, new commitments are probably best made by aggressive accounts.

Mean Analysts target is 10.9, Valueline lowest target is $11 with high target $19. So far, JPmorgan holding Strong Buy on it, Raymond James holding "outperform" on it. Check this out: http://finance.yahoo.com/q/ao?s=HLTH

I am bullish on HLTH, both in a short term and long term.
 
Posted by ChuckMan on :
 
"posted April 13, 2005 01:01
--------------------------------------------------------------------------------
My new researched aggresive portfolio: ODSY CSH CGPI GLT KOMG AEY AGII GPX IFC STFC."


Cahsmakers,
I just checked to see how your previous picks have done, and I would have to say very well done on these at least you picked back in april. i have not checked others, but very good gains on all of these you made back in mid-april.

-Chuck
 
Posted by ChuckMan on :
 
cashmaker, what is your opinion on SSTY?
 
Posted by cashmakers on :
 
CHB got new contracts from government last week, more contracts coming in when the government is ready to rebiult the cityies for Katrina victims :

The Champion Home Builders factory is filling a 150-home order for the Federal Emergency Management Agency, building 800-square-foot, three-bedroom mobile homes.

Each house will come with furniture and appliances: a couch, two chairs, beds and end tables, dining table and chairs, dressers, refrigerator and stove.

"All they need to move in is a toaster and a coffee pot," said Colleen King, human resources director at the factory.

Nationwide, Champion Enterprises is building 2,000 homes for FEMA.

King said she could not talk about how much money the government was paying Champion for the homes, but according to the FEMA Web site, the national contract for Champion Homes is listed for $80.8 million. That's $40,400 a home.

She said 15 new full-time jobs will remain even after the order has been filled.

The requirements for the FEMA houses are much different from the houses the factory normally produces, King said. And because the government contract called for them to be built on a tight deadline, by Jan. 1, workers had to adapt to the process quickly.

"The specs came from FEMA, and we were required to build to their codes," King said.

One requires the houses to meet the criteria of "Wind Zone 3," which means the houses must be able to withstand 110 mph winds.

The process has been a challenge, King said, because the factory also has to continue manufacturing its other lines of houses at the same time.

"There were so many families who were displaced, and this situation needed immediate response," King said.

King doesn't know whether the houses will be permanently placed, but eventually they will be shipped to staging points in Texas, Arkansas and Mississippi.

About a dozen houses on trailers sit outside the storage area north of the factory, with tags marked "FEMA." They are ready to go as soon as the government says it's time.
 
Posted by cashmakers on :
 
This week LSI Logic unveiled two new chips aimed at giving DVD and personal video recorder manufacturers an inexpensive way to offer ATSC SD and HD recording and playback.

With an FCC mandate of March 1, 2007, looming requiring the addition of an HDTV/ATSC tuner capability consisting of a digital tuner, an 8-VSB demodulator, and an ATSC-compliant HD decoder processor to peripheral systems, LSI Logic said the time is right for its new DMN-8633 and DMN-8683.

Based on the company’s DoMiNo architecture, both are single-chip solutions for ATSC-compliant HDTV DVD recording systems. While they are aimed at consumer products, the new chips could fuel broad acceptance of HD home recording devices based upon their relative low cost and high performance. As a result, they may be a critical factor in the equation that motivates a consumer to upgrade to high definition television.

LSI Logic senior product marketing manager Ed Silva said the new chips and the role they play in the future of HDTV is potential and the market is huge.

As we know that HDTV will be standard in 2007. Till then, most of the family use HDTV, we can imagine how big the market is. LSI's stock recovered since last month from low $ 7, I am bullish on LSI here and aiming for at least $10 target.
 
Posted by cashmakers on :
 
Add more shares of GEOI and ABLE here for oil price jump play. Winter Storm come too early this year will push the heating oil price much higher than expected. Easy money here for small oil stocks. GEOI might go back to its $15 level and ABLE also.


Natural gas prices jumped to a new high Thursday and oil prices also climbed as cold weather across the U.S. Northeast, Midwest and elsewhere raised concerns about increased demand for home-heating fuels this winter.
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But some brokers said they were stunned by the market's apparent knee-jerk reaction to freezing temperatures and snow, chalking it up to speculative buying.

January natural gas futures surged by $1.20 to $14.90 per 1,000 cubic feet on the New York Mercantile Exchange -- a new intraday high for the front-month contract. The previous record was $14.75 set when the December contract was the front month. The rally in natural gas helped fuel the runup in oil prices.
 
Posted by cashmakers on :
 
Best heating oil small stocks to play is GEOI. GEOI has strong financial strength with positive EBITA and 37.50% growth rate. Less risk here. ABLE only has 2.5M shares trading, the oil price pressure will send it to sky.

Colder weather in the Northeast and Midwest drove expectations for greater heating fuel demand, although weekly inventory reports indicate that U.S. oil and gas reserves continue to grow. On the New York Mercantile Exchange, natural gas surged $1.14 to $14.84 per 1,000 cubic feet, as a barrel of light crude jumped 99 cents to $60.20.
 
Posted by cashmakers on :
 
Cold weather amd snow storm will last long this winter, according to weather analyst report. Now, even Texas has winter ice storm shows a inclemnet weather this year. Heating oil demand side increase tremendously, will push the price much higher than we can imagine. Still cheap for those small oil stocks compared to their record high this year in the summer, such as GEOI, ABLE, ESLR, BTJ. Will see higher jump soon.
 
Posted by cashmakers on :
 
Add more CHB here for market effect. With the strong earning from home builder companies, the whole sector will back up. WSJ this morning report and mention CHB:


Small-Stock Focus

WCI Communities Climbs 5.8%

By Anjali Cordeiro Dow Jones Newswires
409 words
9 December 2005
The Wall Street Journal
C3
English
(Copyright (c) 2005, Dow Jones & Company, Inc.)

A jump in energy prices failed to hold down small stocks, which climbed and outpaced the broad market.

Home builders recovered some ground after selling off in the previous session. The sector was active after large-caps Hovnanian Enterprises and Toll Brothers reported robust growth in their quarterly earnings. Among small stocks, WCI Communities rose $1.46, or 5.8%, to $26.69 on the New York Stock Exchange after lifting its earnings outlook for 2006. Champion Enterprises (NYSE) gained 15 cents, or 1%, to 14.55.


Target for CHB is still >$20
 
Posted by <siriandxmtrader> on :
 
This site www.broadbandbrew.com has been very hot lately with their swing type trading style. Check out the last few they did.
 
Posted by cashmakers on :
 
Revisit retail store GMTN for its technical trend. From chart, it rebounced back from historical low $4.4 to current $7.5 within a short period. GMTN recently hired new management team GMTN--David C. Pratt to fill the newly created position of vice chairman of the board. GMTN specilizes in outdoor sports goods, especially in hunting.

Two reasons to play GMTN here:
1. Insider heavily purchased back shares in the last 3 weeks, totally at least 100,000 shares been bought back by insiders. Here is the number: http://www.form4oracle.com/company?cik=0001277475&ticker=gmtn

2. Cold winter before Chirstmas is a good news to outdoor sports retailer since people usually buy outdoor products for Christmas gifts. With cold winter, more people go hunting. I still remember last year this time GMTN tanked just because the winter came too late in Jan, after Christmas shopping season, which cause GMTN's stock tanked a lot. But this year, totally different, early winter and very cold, should boost GMTN's same store sales. Will see its earning number colorful in Jan.

In GMTN here aiming for target $9
 
Posted by cashmakers on :
 
EMC Named Leader in Storage Software Market for 11th Consecutive Quarter; Analyst Firm Reports #1 EMC Continues to Lead Storage Replication, Storage Resource Management Software Segments; Expand Market Share in Back-up & Archive Software


12-12-05 10:02 AM EST | HOPKINTON, Mass. --(BUSINESS WIRE)--

EMC Corporation, the world leader in information management and storage, led the world wide storage software market in total revenue for the 11th consecutive quarter in the third quarter of 2005, according to a report released today by IDC (a). During the third quarter EMC also led the storage replication market with more than twice the revenue share of the next closest provider, and the storage resource management (SRM) market with more than four times the revenue share of the next closest provider. In the back-up and archive segment EMC continued to grow revenue share and outpace the total market as well as the segment revenue leader.

EMC fair value is $16. My target is $20 for 6 months
 
Posted by cashmakers on :
 
A good entry for EMC now, overreaction to the software and storage industry due to HPQ and IBM's move. HPQ and IBM oversold so far and EMC will back up. Add more EMC shares here.
 
Posted by cashmakers on :
 
Market Risk dominate EMC's movement today, even though EMS has good news itself. No brainer here, I am average down here, easy money for rebounce.

Here is the news today:

EMC Cast as the Lead Role in Screen Actors Guild 24x7 Website


12-13-05 09:03 AM EST | Electronic Repository of Information and Intellectual Capital Based on EMC Documentum Platform Increases Efficiency, Reduces Operational Costs and Better Serves Actors

/PRNewswire/ -- EMC Corporation, the world leader in information management and storage, announced today that the Screen Actors Guild (SAG) replaced its outdated, paper-based system with an extensive online contract management solution based on the EMC Documentum(R) enterprise content management (ECM) platform. Consequently, the United States' premier labor union representing actors in film, television, industrials, commercials and music videos, has dramatically improved service to nearly 120,000 members while saving SAG personnel time, lowering operational costs, increasing efficiency and reducing the risk of misplaced or lost information.

"Managing and accessing millions of paper-based contracts, legal documents, resumes, payment schedules, photos and other information was not only time-consuming, but also resulted in duplicate efforts, excess costs and inefficient, error-prone processes," said Beverly Kite, SAG's Chief Information Officer. "We worked with EMC to develop an electronic repository of information and intellectual capital that improves the way we do business to better serve our dues-paying constituents."
 
Posted by cashmakers on :
 
EMC is coming back today. EMC is ranked "Strong Buy" by S&P stock analysts and have a mean target of $18. Also morningstar gives 4 stars which is "Buy" on it with fiar value of $16.00. Even valueline raise its opinion on EMC's to timeliness 2 two weeks ago base on EMC's bright business and market shares in 2006. Although EMC is in a unfavorite industry sector, it is the leader and its business is growing. EMC should be trades at least $15, it is undervalue now. No matter long term or short term holding, EMC won't let us down.

Here is good news relate to EMC today.
MTIC Technology Corporation Offers Enterprise Application Recovery Management Solution

MTI is a leading multi-national provider of professional services and comprehensive data storage solutions for mid to large-size organizations. With more than 20 years of expertise as a storage technology innovator, MTI is uniquely qualified to assess, design, implement and support whole-office data storage and backup initiatives. As a strategic partner of EMC (NYSE: EMC), MTI offers the best data storage, protection and management solutions available today. By employing a strategic, consultative approach, MTI provides customers with a single point of contact that eliminates complexities while delivering operational efficiencies and competitive advantages. MTI currently serves more than 3,000 customers throughout North America and Europe. Visit www.mti.com for more information.
 
Posted by cashmakers on :
 
EMC generate 3 Billion cash oversea this year. Growing business in US and globally. Share at $13.85 is totally undervalued, good time to absorb some.

EMC Corp. is mum as well about its plans for its repatriated funds, up to $3 billion -- equivalent to about two-thirds of the cash position on its latest balance sheet. EMC says the cash it's generated since the beginning of 2004 has mostly been used for stock buybacks and acquisitions, but it isn't allowed to use repatriated funds for buybacks.

EMC's management and board have approved a plan that "does specify how the cash will be used," said Greg Eden, an EMC spokesman. "At this point, we do not intend to disclose that plan."

http://biz.yahoo.com/ap/051214/companies_repatriation.html?.v=2
 
Posted by cashmakers on :
 
Good news for EMC today, it will back up from the sell early this week, it will easily be traded above $14:

EMC Automates, Accelerates and Improves Compliance of Business Processes at York International
Thursday December 15, 10:26 am ET
Successful Implementation of Integrated EMC Documentum and Adobe Intelligent Document Platforms Earned York the InfoWorld 100 Award


HOPKINTON, Mass., Dec. 15 /PRNewswire/ -- EMC Corporation, the world leader in information management and storage, today announced that York International, a leading manufacturer of heating, ventilation, air- conditioning and refrigeration (HVAC&R) systems worldwide, deployed the EMC® Documentum® enterprise content management (ECM) platform with the Adobe Intelligent Document platform. The integrated solution has replaced inefficient paper workflows and ad hoc HTML forms applications for internal employee-related processes with automated, intelligent forms that ensure more consistent business processes worldwide and provide increased security and reliability to meet regulatory requirements. As a result, York has dramatically reduced time, costs and errors associated with the manual process of creating and tracking custom applications. The results achieved were recently recognized by InfoWorld, a leading IT publication, which honored York with its annual "InfoWorld 100 Award" as one of the best uses of technology to meet business goals.
 
Posted by cashmakers on :
 
Good news for LSI just out, LSI is undervalued here with target $10 in the short term.

Maxtor and LSI Logic Push SAS Adoption

December 15, 2005: Having completed compatibility testing of its Atlas Serial Attached SCSI (SAS) hard drive family with LSI Logic's SAS Host Bus Adapters, expanders, RAID controllers and ASIC initiators, Maxtor and LSI Logic have teamed up to drive SAS adoption.

The announcement comes a week after Maxtor and Adaptec declared their SAS partnership push.

Maxtor country manager for Australia and New Zealand, Edward Tien says that Maxtor and LSI Logic have worked on bringing fully tested SAS products to market so resellers can take advantage of the benefits of the serial architecture.

With hard drive connectivity for both SAS and SATA, Harry Mason, director of industry marketing, LSI Logic and president of the SCSI Trade Association says that the SAS architecture provides flexibility and scalability for tailored solutions.

Brian Garrett, an analyst at the Enterprise Strategy Group also indicates his enthusiasm for the SAS push. "As the follow-on to the mature and widely deployed parallel SCSI interface, SAS brings a number of benefits to the table that resellers can take advantage of in designing solutions," says Garrett. "SAS offers 3Gb interface speeds, full-duplex, dual-port disk drives, scalable bandwidth via wide ports and point-to-point connectivity for better fault isolation as well as simplified cabling and cooling, all while leveraging the SCSI command set to maintain compatibility with existing SCSI infrastructures."
 
Posted by cashmakers on :
 
SCS earning tomorrow morning. It announced 0.09 dividend today before the earning's call. Mean estimate is 14c. I am bullish on SCS's business due to office funiture market grows fast since 2003. Along with today's good news on "Factory Output Posts Strong Gain" shed light on this trend.

Let's revisit what analyst say about SCS:
Steelcase remains on track to meet analysts' share-net expectations for fiscal 2005 (ends February 28, 2006). The company continues to benefit from the strong demand in the office furniture arena. The improving fundamentals within the commercial furniture market are being driven by the steady growth in corporate profits and related capital expenditure. The company has continued to directly benefit from this upturn, as has been demonstrated by the solid year-to-year revenue and profit advances in recent months, which has been primarily driven by Steelcase's large corporate customers. Management notes that the North American segment (57% of revenues) remains the strongest contributor to revenue and profit enhancement. This is thanks mainly to solid results at the company's Turnstone subsidiary, which is outpacing the overall market in terms of year-over-year growth. Although the effects of recent hurricanes have created some challenges, alalysts believe the company has addressed these issues. The negative variances that have resulted from the devastating storms are not likely to have any material effect on earnings.

Analysts expect margins to continue to widen over the next few years. Steelcase's efforts to improve its cost structure are paying off. Plant consolidation and workforce reductions have supplemented revenue growth and enabled margins to expand considerably. Analysts expect this trend to continue, as management notes that the company remains committed to cost restraint. Recent list price adjustments should further bolster the top line, offsetting the high cost of raw materials. Indeed, analysts are looking for the operating margin to increase by as much as 440 basis points by the end of fiscal 2006.

Steelcase shares are timely. The stock's appreciation potential out to 2008-2010 is in line with the Value Line median. Strengthening demand, coupled with the company's solid brand recognition, should further enhance revenues. Too, analysts are optimistic that the company's efforts to maximize productivity are likely to improve efficiency and drive profits over the next 3 to 5 years. Income-oriented investors may find the dividend yield appealing.

IMO, Earning will be good and beat the expectation tomorrow, $1 jump is very possible
 
Posted by cashmakers on :
 
SCS good number on its earning and forcast: Steelcase 3Q Earnings Nearly Double
Friday December 16, 8:34 am ET
Steelcase Third-Quarter Earnings Nearly Double As Revenue Grows 11 Percent


GRAND RAPIDS, Mich. (AP) -- Steelcase Inc., the world's top office furniture maker, said Friday its third-quarter earnings nearly doubled as revenue climbed 11 percent.
Earnings grew to $19.1 million, or 13 cents per share, from $10.1 million, or 7 cents per share, last year. Revenue increased 11 percent to $750.7 million in the quarter ended Nov. 25, from $674.1 million a year earlier.
 
Posted by cashmakers on :
 
Steelcase posts higher quarterly profit
Friday December 16, 7:49 am ET


CHICAGO (Reuters) - Steelcase Inc. (NYSE:SCS - News), the world's largest office furniture maker, on Friday posted a higher quarterly profit on strong demand in North America.
Net income rose to $19.1 million, or 13 cents a share, compared with $10.1 million, or 7 cents a share, in the year earlier quarter.

Analysts had expected 14 cents a share, according to Reuters Estimates.

Revenue rose to $750.7 million from $674.1 million last year.

In September, Steelcase forecast third-quarter earnings in the range of 10 to 15 cents a share. It expected sales to rise about 8 percent to 12 percent from a year earlier.


According to an WSJ artcle, pension funds and mutual funds are looking for good investment, it mentioned SCS. Big money flow in soon.
 
Posted by cashmakers on :
 
HLTH Emdeon Raises 4Q View,Sees 06 EPS At Low-End Of Guidance, raise guidance beat the market consensus EPS.


12-16-05 09:11 AM EST
ELMWOOD PARK, N.J. -(Dow Jones)- Emdeon Corp. (HLTH) raised its fourth-quarter earnings guidance but reiterated that it expects 2006 revenue and earnings will be at the lower end of its prior forecast, due to weakness in the business services unit.

In a press release Friday, the health-care services company formerly known as WebMD said it expects income before taxes, noncash and other items for the fourth quarter will be about 1 cent to 2 cents higher than previously projected, primarily due to lower-than-anticipated compensation and benefit expenses.

Emdeon expects fourth-quarter earnings between 6 cents and 7 cents a share, including the loss of 1 cent a share from an outstanding tender offer. Excluding taxes and other times, the company expects earnings of 14 cents to 16 cents a share for the quarter.

On average, nine analysts polled by Thomson First Call expect fourth-quarter earnings of 13 cents a share.

Emdeon backed its fourth-quarter revenue projections of $320 million to $330 million, which brackets Wall Street's average estimate of $326.6 million.

In the year-ago quarter, the company earned $19.7 million, or 6 cents a share, on revenue of $307.6 million. Before items, earnings were 14 cents a share.

In premarket trading on Inet, Emdeon's shares were trading at $8.10, up 18 cents, or 2.3%, from Thursday's closing price of $7.92.

For 2006, Emdeon previously forecast earnings of $90 million to $105 million, or 24 share to 28 cents a share, on revenue of $1.36 billion to $1.41 billion. Excluding taxes and items, the company expects to earn 58 to 66 cents a share.

It reaffirmed that it expects earnings and revenue at the lower end of this guidance.

On average, analysts expect 2006 earnings of $225.8 million, or 60 cents a share, on revenue of $1.37 billion.

Emdeon also said that due to Chief Executive Kevin Cameron's health condition, the board will "actively engage" in succession planning for his position.

Cameron is expected to continue as chief executive until this process is complete, which should occur within the next three to four months, the company said.

Emdeon's former president, Tony G. Holcombe, resigned Dec. 2 to pursue other business opportunities. Holcombe also served as president of the business- services unit, which was to report directly to Cameron after Holcombe's departure.

When Holcombe's resignation was announced in a November release, Cameron said he was undergoing a series of treatments to better manage his health following " a serious health condition several years ago."

A company spokesman wasn't immediately available to give more detail on Cameron's condition, or how it would affect the business-services unit.
 
Posted by cashmakers on :
 
Balance my portfolio: Add three more stocks due to Valueline's upgrade their timeliness. NDN, MPS and FLE.
Out JDSU, GYMB, AIRT.

NDN totally undervalue, stock tanked from over $40 to <$10 due to its SEC filing delay. Buesiness still good and growing. If you like deep undevalued mid cap, this is it.

FLE another hurricane play, VR and mobile home demand increased tremendously recently. Like CHB, FLE is cheap now, with the strong demand in mobile home, its earning number will be several fold.

MPS IT resource consulting company. This industry is booming. Look at ACN, I made a lot from it. Now I am out ACN, but still don't wanna leave this sector. MPS is another pick that I am holding in the IT outsourcing sector.
 
Posted by cashmakers on :
 
Pay attention to SCS's CC at 11am EST. I bet they will boost its outlook and guidance. Institutional money is waiting for its guidance to jump in. SCS is the leader in business funiture industry, with global business recover, the demand side is huge.
 
Posted by cashmakers on :
 
Check CHB today's second order: 365,000 shares purchased. OMG, never seen this kind of big one order. It must be big instituion's block trading. If you guys have TAQ database, you can find this order on Dec 16th,2005 9:37am ets.

CHB Something must going on .
 
Posted by cashmakers on :
 
Comment on CHB. Strong buy before it move up. My target is >$20.

According to Hoover's, Champion Enterprises is the number-two manufactured homebuilder in the United States (behind Clayton Homes), selling about 23,000 homes annually. The stock has enjoyed a very nice rally over the last eight months. Much of it was helped by the active hurricane season. The company was thought to be one beneficiary of the rebuilding efforts along the Gulf Coast. The stock has gained nearly 75 percent from its April 19 close of 8.40. On April 20 the company reported impressive first-quarter earnings and if was off to the races. The stock had significant moves higher in mid-July (second-quarter earnings) and in late August (Hurricane Katrina and its aftermath).

Today's big buy orders gives an obvious signal that institutional investors start coming in. Today' open we saw a very good trend all the way to $15 level. Why it down a lot after the early rally? Easy, typical MM's manipulation before large appreciation. MM use small sell orders to bash the stock price at the same time absorb using block larger buy orders. If you have level II and pay attention to the trading pattern, you can easily observe this trick. I bet something is brewing and news is shared among those big money. Maybe the news is the government's contract. I knew that the government is gonna assign contracts to those mobile home and factory home builders to rebuild the coast. That is why I bought FLE also yesterday. I bought more CHB shares just now for CHB's possible fly next week.

From both TA and FA, CHB is a good play.
 
Posted by <moneymoneymoney> on :
 
Yea something is going down with CHB. As far as EMC is concerned I do not think it will make even close to 18. Gl with your pickings.

smokem if you gott'em
 
Posted by cashmakers on :
 
Champion Enterprises to Close the New York Stock Exchange


12-19-05 10:25 AM EST | In celebration of the Company's tenth anniversary on the Exchange

/PRNewswire-FirstCall/ -- Champion Enterprises, Inc. (NYSE: CHB), a leader in the factory-built housing industry, today announced that its President and CEO William Griffiths will ring the closing bell of the New York Stock Exchange on Tuesday, December 20th at 4 p.m. Eastern, in celebration of the Company's tenth anniversary of being listed on the Exchange. Griffiths will be joined by members of the Company's directors and executive management team.

"For ten years, we have proudly called the New York Stock Exchange home," said Griffiths. "We are pleased to be celebrating this important milestone by ringing the closing bell on the world's premier stock exchange. We have enjoyed a successful partnership with the NYSE and look forward to continuing that partnership for many years to come."

About Champion

Champion Enterprises, headquartered in Auburn Hills, Mich., a leading manufacturer of factory-built housing, has produced more than 1.6 million homes since 1953. Today, Champion operates 32 homebuilding manufacturing facilities in North America and partners with nearly 3,000 independent retailers, builders and developers. For more information, please visit http://www.championhomes.net .
 
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Ticket Servicos Selects EMC for Information Lifecycle Management of Oracle Applications


Brazilian-based Pioneer and Leader in Meal Covenant Services Chooses EMC for Database Archiving; Aims at 40 Percent Storage Cost Savings in Oracle Applications Environment

EMC Corporation, the world leader in information management and storage, announced today that Ticket Servicos, an Accor company located in Brazil, and national leader in government-mandated meal voucher services, is implementing EMC DatabaseXtender software in a tiered storage environment to achieve a higher return on investment from their Oracle E-Business Applications Suite for finance and accounting. Ticket Servicos will leverage DatabaseXtender to migrate and archive Oracle application information to a historical database across multiple storage platforms as it changes value over time. As a result of this information lifecycle management strategy, Ticket Servicos will improve application performance, achieve faster data back-up and recovery, and reduce total storage costs.


IMO, Data Storage is a hot business and will be hotter when companies have more data to store. As a leader in Data Storage business, EMC is bright.
 
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Analysts comment on FLE, a hurricane play. Very strong financial background with larger upside space due to demand on mobile home and factory-built house.

Fleetwood Enterprises may well earn a profit this fiscal year (ends April, 2006). The company has been in a downward spiral due to issues with unsold inventory, and has reported sizable losses in the past three quarters. Analysts believe the bulk of the associated restructuring has been dealt with and, aside from the travel trailer segment, the RV and manufactured housing segments will now be profitable. This result should be obtainable largely because of significant cost-cutting and employee reductions. Furthermore, hurricane-driven demand augurs well for the quarter. Fiscal 2005 earnings estimate of $0.10 a share represents a considerable improvement from last year's loss; and it would mark the first fiscal year of profitability since 1999.

New products could brighten the picture for the travel trailer division. The segment remains one of the largest challenges to revamp, but Fleetwood's recent introduction of new products should help. Indeed, it indicated that dealer reactions to the new ultralight, hybrid, and traditional products are proving positive. While analysts don't expect the segment to rebound overnight, a successful product launch augurs well for an eventual turnaround.

Hurricane-driven demand could prove quite positive for Fleetwood. Following the tragic onslaught of hurricanes this season, a number of the company's products could see a significant rise in demand. Given the large number of people displaced, demand for temporary shelter, both manufactured housing and RVs, could be quite sizable. Furthermore, permanent rebuilding could drive sales through 2006. Although the possibilities seem quite promising, analysts' estimates are very conservative. They assume most business will be given to the industry leaders, given Fleetwood's current struggles. The upside could, however, be significant.
 
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If you like ACN and IT outsourcing business, you cannot miss MPS, which I believe the financial background is better than ACN and it is much cheaper.

Analyise on MPS

MPS Group has been performing well lately. Revenues have been increasing at a fairly solid pace. Healthy staffing demand continues to drive the Professional Services segment, both in North America and Europe, with all areas, including accounting/finance, engineering, healthcare, and law, showing strength. The Information Technology (IT) division is showing improvement overall, too, although analysts note that IT staffing in Europe remains a weak spot. A better mix of high-margin business, higher permanent placement activity, and good pricing discipline are aiding gross margins, meanwhile. What's more encouraging is that MPS has managed to achieve greater operating leverage recently, which has, in turn, benefited the bottom line.

Strengthening margins further remains a top priority, nonetheless. MPS plans to build up the Professional Services business, so that it will make up about 60% of revenues. In addition, the company intends to continue exiting low-margin accounts and focus more on middle-market clients in order to stabilize gross and operating margins within the European IT segment. But analysts don't expect a pickup in this unit until next year, as these initiatives are likely to keep revenues and operating income there subdued for the remainder of 2005. Share net in 2005 may well wind up at around $0.50, or a nickel higher than market's previous estimate. A share-net advance of about 30% might be possible the following year, assuming permanent placement activity remains healthy and the company gains additional leverage on the operating expense front.

The balance sheet is strong. With no debt, and cash in the coffers of about $103 million (as of the June quarter), the company has the financial means to support stock repurchases and make acquisitions to enhance and diversify its service offerings. About $25 million worth of stock repurchases were made recently, and $65 million remain under authorization.

This equity appears to be suitable for a broad range of investors. Not only is the stock timely for the year ahead, but it also offers wide appreciation potential out to 2008-2010.
 
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Analysts raise their mean sentiment to "Strong Buy" on CHB this week. First Call mean target is above $16. Also Put/Call ratio decrease tremedously this week mean investors are optimistic about CHB. It is totally undervalue at $13 level. Check this out:

http://finance.yahoo.com/q/ao?s=CHB
 
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Time to buy MPS, which has the best financial background in my portfolio. MPS with no debt, strong EBITA compare to peers in the industry, impressive balance sheet. IT outsource will keep going as the hottest sector in the coming year. MPS's target is $16 within 3 monthes and $20 in a 12 monthes period. Buy more shares here. This week, MPS shows a typical selloff on profit taken, however, $14 level hell no as its peak. Higher target will come soon. I am bullish here on MPS--low risk as well as large appreciation space.
 
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Looking forward IM's COO presentation. Will be a strong and good factor add to IM's stock price.

Ingram Micro Executive to Present at Upcoming Investor Conference


12-21-05 04:03 PM EST |

/PRNewswire-FirstCall/ -- Ingram Micro Inc. (NYSE: IM), the world's largest technology distributor, announced today that its president and COO will present at the following investor conference in January
 
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CHB's CEO interviewed by WSJ yesterday, they mentioned the strong relationship with FEMA (government) for rebuilding the Katrina disaster area. Demand side on factory-built home is huge due to the Hurricane.

Champion Enterprises -- Chairman & CEO Interview
Dylan Ratigan

DYLAN RATIGAN, CNBC ANCHOR: Now on to a different type of homebuilding, modular and manufactured housing. The industry has gone through its share of problems over the past few years, but there now appear to be some signs of improvement. For more on the turn around, we`re joined by William Griffiths. He`s the president and CEO of Champion Enterprises. It`s the nation`s largest producer of modular homes.

And Mr. Griffiths, make the distinction for us. What is a modular home?

WILLIAM GRIFFITHS, PRESIDENT & CEO, CHAMPION ENTERPRISES: A modular home is simply built to exactly the same codes and specifications as a site- built home. We just build it in a factory.

RATIGAN: So it`s built ahead of time and then delivered and assembled in pieces, that`s the distinction?

GRIFFITHS: Exactly.

RATIGAN: Why was there trouble in that business, in your business, at a time when the broader housing market was really cycling up?

GRIFFITHS: Well, first of all, there really hasn`t been trouble in the modular part of our business; it`s the traditional manufactured housing industry or better known as mobile homes. That`s the segment of the industry that`s had difficulty since 1998. And that was primarily driven by financing concerns not by the manufacturing sector of the business.

RATIGAN: The modular home business, is it parallel to the site built home business? In other words, do you price similarly? Are the homes similar? And why would an individual make the distinction or the choice to buy a modular home versus a site built home if they`re a new home buyer?

GRIFFITHS: The primary proposition for someone to build a modular home as opposed to a site built home is speed and quality. Typically, from signing a contract to move in date for a modular home is 90 days. Very difficult for site builders to match that and because our homes are designed to go down the highway at 60 miles an hour, typically they`re the higher level of quality as well.

RATIGAN: And what is the price range of the modular home?

GRIFFITHS: They can vary from a very entry level home, which of course, is the start point in our industry, perhaps around $100,000 up to multi- million dollar homes. We, in fact, built a home in Colorado that`s 6,800 square feet and sold for a million 3.

RATIGAN: Tell us about your relationship with FEMA and your efforts in New Orleans.

GRIFFITHS: Well, you know, we took an order from FEMA for 2,000 units for temporary housing down in New Orleans. They have been very cooperative to work with under extremely difficult conditions. You know the logistics involved in gathering and trying to disperse all these houses is a massive undertaking, and they`ve been very, very cooperative to work with.

RATIGAN: The home build-out is funded by the government, is that correct?

GRIFFITHS: That is correct. I think in terms of permanent housing in New Orleans, you know there`s still a tremendous amount of work to be done in that region in terms of planning and making sure the infrastructure is in place. So I think in terms of permanent rebuilding, it`s likely to be the second half of next year before we see really any benefits.

RATIGAN: All right. Mr. Griffiths, a pleasure to have you with us this afternoon. Thank you for it. We`ll see you in a little bit when you ring the closing bell to celebrate your company`s 10th anniversary listing on the big board.
 
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Big news to LSI, new technology. California Inventors Develop Semiconductor Device Fabrication Method. The patent has been assigned to LSI Logic Corp., Milpitas, Calif.


ALEXANDRIA, Va., Dec. 22 -- Helmut Puchner of Santa Clara, Calif., and Gary K. Giust of Cupertino, Calif., have developed a method for forming a silicon germanium complimentary metal oxide semiconductor channel in a semiconductor device.

According to the U.S. Patent & Trademark Office, the invention relates to a "method for fabricating a semiconducting device on a substrate, where the improvement includes forming a strained silicon germanium channel layer on the substrate. A gate insulation layer is formed on top of the strained silicon germanium channel layer, at a temperature that does not exceed about eight hundred centigrade. A gate electrode is formed on top of the gate insulation layer, and the gate electrode is patterned. A low dose drain dopant is impregnated into the substrate, and activated with a first laser anneal."

An abstract of the invention, released by the Patent Office, said: "A source-drain dopant is impregnated into the substrate, and activated with a second laser anneal. After the step of activating the low dose drain dopant with the first laser anneal, an insulating layer is formed around the gate electrode, at a temperature that does not exceed about eight hundred centigrade, and a spacer is formed around the gate electrode. The spacer is formed of a material that is reflective to the second laser anneal. Thus, standard materials for the spacer, such as silicon oxide or silicon nitride are not preferred for this application, because they tend to be transparent to the laser beam emissions."

The inventors were issued U.S. Patent No. 6,977,400 on Dec. 20.

The patent has been assigned to LSI Logic Corp., Milpitas, Calif.

The original application was filed on Feb. 18, 2003, and is available at: http://patft.uspto.gov/netacgi/nph-Parser?Sect1=PTO2&Sect2=HITOFF&u=/netahtml/search-adv.htm&r=1076&f=G&l=50&d=PTXT&s1=ISYMD-20051220&p=22&OS=ISD/12/20/2005&RS=ISD/12/20/2005 .
 
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Increase the weight of NDN in my portfolio. Post-Christmas Sales Keep Shoppers Buying, Retail stores stocks all rally today. NDN undervalued, no downside risk, it has been on the bottom for almost 2 months, from TA, it is perfect. Retail sector play here.
 
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Increase the weight of NDN in my portfolio. Post-Christmas Sales Keep Shoppers Buying, Retail stores stocks all rally today. NDN undervalued, no downside risk, it has been on the bottom for almost 2 months, from TA, it is perfect. Retail sector play here.
 
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Deal between Siemens and EMC:
Siemens to offer information lifecycle products to healthcare market 2005 DEC 31 - (NewsRx.com) -- Siemens Medical Solutions, a medical equipment and information technology company, and EMC Corporation, an information management and storage company, have announced a reseller agreement enabling Siemens to offer EMC information lifecycle management products and solutions to the healthcare market.

Siemens will offer EMC Symmetrix, EMC CLARiiON and EMC Centera networked storage systems and platform software with its medical imaging software, Soarian health information system, and syngo suite of radiology information system (RIS) and picture archiving and communication systems.

The combination of Siemens' and EMC's product portfolios will provide healthcare organizations with a tiered information infrastructure to implement an ILM strategy.

Siemens Medical Solutions of Siemens AG has headquarters in Malvern, Pennsylvania and Erlangen, Germany.
 
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HLTH buy back 20% (60 Million shares) of its outstanding shares, very good sign to its stock price. Like Peter Lynch said in his book: there are many reasons that the insiders sell their shares, but there is only one reason they buy: the stock is undervalued and is cheap. We will see HLTH easily to $10

Finance; Emdeon announces commencement of its tender offer

2005 DEC 25 - (NewsRx.com) -- Emdeon Corp. (HLTH) announced that it has commenced its tender offer to purchase up to 60,000,000 shares of its common stock at a price per share of $8.20.

The number of shares proposed to be purchased in the tender offer represents approximately 17.4% of the company's currently outstanding shares. The last reported sales price per share of the company's common stock on the Nasdaq national market on November 22, 2005, was $7.75 per share.

The company's directors and executive officers have advised the company they do not intend to tender any of their shares in the tender offer.

The tender offer is scheduled to expire December 21, 2005, unless extended by the company. Tenders of shares must be made on or prior to the expiration of the tender offer and may be withdrawn at any time on or prior to the expiration of the tender offer.

The tender offer is subject to a number of terms and conditions described in the offer to purchase that is being distributed to stockholders, including that a minimum of 27,500,000 shares be properly tendered and not properly withdrawn in the offer.

On the terms and subject to the conditions of the tender offer, the company's stockholders will have the opportunity to tender some or all of their shares at a price of $8.20 per share. If stockholders properly tender and do not properly withdraw more than 60,000,000 shares, the company will purchase shares tendered by those stockholders owning fewer than 100 shares, without pro ration, and all other shares tendered will be purchased on a pro rata basis, subject to the conditional tender offer provisions described in the offer to purchase that is being distributed to stockholders.

Stockholders whose shares are purchased in the tender offer will be paid $8.20 per share, net in cash, without interest, promptly after the expiration of the tender offer period.
 
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The RNAi Market is Predicted to Be Worth $850 Million by 2010 and is Expected to Further Increase to $1.2 Billion by 2015

DUBLIN, Ireland --(Business Wire)-- Dec. 15, 2005 -- Research and Markets (http://www.researchandmarkets.com/reports/c1589) has announced the addition of the Jain PharmaBiotech report: RNAi -- Technologies, Markets and Companies to their offering.


The markets for RNAi are difficult to define as no RNAi-based product is in clinical development yet. The major use of RNAi reagents is in research but it partially overlaps that of drug discovery and therapeutic development. It is estimated to be $400 million currently in 2005,$850 million by the year 2010 and $1.2 billion by the year 2015. The value of the drug discovery market based on RNAi can be assessed at $650 million in the year 2005, increasing to $1 billion in the year 2010 and $1.5 billion in 2015. Even if a few products get into the market by the year 2010, this market will expand to $3.5 billion based on revenues from sales of RNAi- based drugs and increase further to $5.9 billion in 2015. Markets are also analyzed according to breakdown of technologies and use of siRNAs, miRNAs, etc.

Profiles of 126 companies involved in developing RNAi technologies are presented along with 105 collaborations. They are a mix of companies that supply reagents and technologies (nearly half of all) and companies that use the technologies for drug discovery. Approximately 18 of these are developing RNAi-based therapeutics. The bibliography contains selected 300 publications that are cited in the report. The text is supplemented with 25 tables and 7 figures.

RNA interference (RNAi) or gene silencing involves the use of double stranded RNA (dsRNA). Once inside the cell, this material is processed into short 21-23 nucleotide RNAs termed siRNAs that are used in a sequence-specific manner to recognize and destroy complementary RNA. The report compares RNAi with other antisense approaches using oligonucleotides, aptamers, ribozymes, peptide nucleic acid and locked nucleic acid.

Various RNAi technologies are described, along with design and methods of manufacture of siRNA reagents. These include chemical synthesis by in vitro transcription and use of plasmid or viral vectors. Other approaches to RNAi include DNA-directed RNAi (ddRNAi) that is used to produce dsRNA inside the cell, which is cleaved into siRNA by the action of Dicer, a specific type of RNAse III. MicroRNAs are derived by processing of short hairpins that can inhibit the mRNAs. Expressed interfering RNA (eiRNA) is used to express dsRNA intracellularly from DNA plasmids.

Delivery of therapeutics to the target tissues is an important consideration. siRNAs can be delivered to cells in culture by electroporation or by transfection using plasmid or viral vectors. In vivo delivery of siRNAs can be carried out by injection into tissues or blood vessels or use of synthetic and viral vectors.

Because of its ability to silence any gene once the sequence is known, RNAi has been adopted as the research tool to discriminate gene function. After the genome of an organism is sequenced, RNAi can be designed to target every gene in the genome and target for specific phenotypes. Several methods of gene expression analysis are available and there is still need for sensitive methods of detection of gene expression as a baseline and measurement after gene silencing. RNAi microarray has been devised and can be tailored to meet the needs for high throughput screens for identifying appropriate RNAi probes. RNAi is an important method for analyzing gene function and identifying new drug targets that uses double-stranded RNA to knock down or silence specific genes. With the advent of vector-mediated siRNA delivery methods it is now possible to make transgenic animals that can silence gene expression stably. These technologies point to the usefulness of RNAi for drug discovery.

RNAi can be rationally designed to block the expression of any target gene, including genes for which traditional small molecule inhibitors cannot be found. Areas of therapeutic applications include virus infections, cancer, genetic disorders and neurological diseases. Side effects can result from unintended interaction between an siRNA compound and an unrelated host gene. If RNAi compounds are designed poorly, there is an increased chance for non-specific interaction with host genes that may cause adverse effects in the host.

Regulatory, safety and patent issues are discussed. There are no major safety concerns and regulations are in preliminary stages as the clinical trials are just starting. Many of the patents are still pending. -0- *T Topics Covered: Executive Summary 1 Technologies for suppressing gene function 2 RNAi Technologies 3 MicroRNA 4 Methods of delivery in RNAi 5 RNAi in Research 6 RNAi in drug discovery 7 Therapeutic applications of RNAi 8 Safety, regulatory and patent issues 9 Markets for RNAi Technologies 10 Companies involved in RNAi Technologies 11 References *T
 
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Comment on RNAI's new technology and products. You might not know how big the RNAi market is and how well it can be used in treating hepatitis B and C, dermatology, asthma, Huntington disease, diabetes and oncology and AIDS and more. The RNAi Market is Predicted to Be Worth $850 Million by 2010 and is Expected to Further Increase to $1.2 Billion by 2015. When the time RNAi announce its new drug, those big firms, such as VRX, SGP have to use its license.

Sirna Therapeutics is a clinical-stage biotechnology company developing RNAi-based therapies for serious diseases and conditions, including age-related macular degeneration (AMD), hepatitis B and C, dermatology, asthma, Huntington disease, diabetes and oncology.

Sirna Therapeutics has presented interim phase I clinical trial data for its most advanced compound Sirna-027, a chemically optimized siRNA targeting the clinically validated vascular endothelial growth factor pathway to treat AMD.

Recently, even government pay attention to RNAi tech.Alnylam Pharmaceuticals Inc.received initial government funding to develop RNA interference therapy for pandemic influenza. You can ask any university biology department, there are tons of researchers use RNAi tech on their research.Or take a look at biology literature, it shows how bright the RNAi future is.

The reason I recommend RNAI is this week biotech analysts raise RNAI's target to $8-$10 and wrote a very positive report on RNAI's product. Sirna expects to initiate IND-enabling toxicology studies in the first quarter of 2006 followed by the filing of an Investigational New Drug (IND) application with the U.S. FDA by the fourth quarter of 2006.

This is not a penny stock and is not a micro biotech company. This company's business is huge and has tremedous potential in developing new drug to cure Hepatitis, HIV, Asthma, Oncology, etc.
 
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Like Peter Lynch said: "Buy what you buy.", Here is what customer say about NDN:

Bargain Hunters Head to Dollar StoresDollar Stores Attract All Income Levels
Dollar stores are a penny pincher's paradise. (ABC NEWS)

Dec. 27, 2005 — Dollar stores are growing in popularity, attracting more than the standard penny-pinching crowd.

Seventy-five percent of American households shop at these discounters, according to a survey by global management consulting and market research firm Retail Forward. One-third of all dollar-store shoppers have incomes of more than $50,000, according to a Retail Forward survey. And many have incomes far above that. There are even dollar stores in ritzy Beverly Hills, Calif.


Year-End Tax Tips
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The deep-discount, corner-store concept was born in 1955 when Dollar General store opened. Dollar General is considered the first dollar store.


"I shop here for financial reasons," said Gwendolyn Johnson, who checks supermarket prices before buying at her local dollar store. "It saves me a lot of money, and I have more food in my house for my kids to eat."

ABC News compared eight brand-name items at a Los Angeles 99 Cents Only store with identical ones sold at a supermarket chain. The bill at 99 Cents Only came to $7.92, but the same products at the grocery store totalled $14.78.

Alissa Alhman, a buyer for 99 Cents Only, said that her chain could offer the lower prices because it purchased the products on a closeout, meaning the distributor sells the item on deep discount to reduce inventory.

Avocados to aspirin, batteries to bagels, and computer cables to clothing, the merchandise moves fast — which translates to big business for the dollar stores. They have among the largest profit margins in the industry.

"They do billions of dollars every year, and each one of these companies has found neighborhoods where they do well," said Dan Butler, vice president of retail operations for the National Retail Federation. "And they know their customers and they know where they are going to find their customers."

From coast to coast, the biggest chains have grown to nearly 17,000 with $17 billion in combined revenues.

"We have two types of customers," said Eric Schiffer, chief executive officer of 99 Cents Only stores. "We have lower-income, blue-collar customers who rely on this store. But the other group of customers are more mid to upscale folks who really just enjoy getting a great deal. They have a lot of fun in the store."
 
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RNAi technology is discussed all over the place, including magazine, web, academic field,since it's the next hope for cure HIV, Hepatitis B, C, Huntington's disease. Institutions holding almost 50% of RNAI's share which is unsusal for a small biotech firm, I believe those biotech analysts are very optimistic on Sirna's techology and potential new drugs. I study the wall street webcasting on RNAI which demenstrate their strong results of Phase I and how powerful the new tech on those disease. Here is the link: http://wsw.com/webcast/rrshq7/rnai/

Do you own study on RNAi on google and you will find that people have strong interest in this new technology:

http://www.allbusiness.com/periodicals/topic/2637969-1-2.html

Something is brewing, maybe the good results of their clinical study or strong expectation of their Phase II. It is not usual that analysts strong recommend a small biotech company like that, there must be something going on. In RNAI last week after analysts boost their optimistism on it. RNAi is low float stocks which high institutions interest in it, will easily fly when the news come.
 
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Forbes Ranks MPS Group and EMC Among America's Best Big Companies. These two stocks are in my high growth portfolio. Both of them have good FA and TA. Especially MPS is in the IT outsource hot sector.

Also FLEX is the best EMS company ranked by BOA analysts."Banc of America's top sector pick is Flextronics, rated at "buy" with a $12.50 target price."

I am holding tight the CHB and FLE for strong demand on the factory-built home and RV and contracts from government. Both of these two stocks are raised target by Valueline recently.

Janaury Rally effect is coming.
 
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Pay attention to factory-built homes industry, booming. Take a look at the following article. Add more shares CHB and FLE here, good companies in hot sector. Government will offer contracts to either one of these two companies for rebuilding the Katrina victm states.


http://www.boston.com/yourlife/home/articles/2005/12/22/hottest_trend_in_housing/

Hottest trend in housing
December 22, 2005

Manufactured housing is the fastest growing type of housing in the country, according to the 2000 Census. The nearly 8.8 million factory-built homes, up from 315,000 in 1950, made up 7.6 percent of the country's housing stock; in a dozen counties in the South and West, mobile homes made up more than half.
 
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My TA model alert on CHB base on its 3m chart and 100day MA. Will see rebounce from here. CHB has solid financial background with Forward P/E 13 and 27.17% ROE as well as low float share and over 100% institution holding. Now both its TA and FA is ranked top tier in my portfolio. Recent downtrend may due to homebuilding industry and real estate buble burst rumor. However, CHB's demand side is huge both from individual and government. I add FLE, which is in the same sector into my portfolio in order to increase the weight in the factory-built home sector. Will see CHB back to $15 soon.
 
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Call MPS again with The service sector's growth in December marked the 33rd straight month of its expansion.
MPS specialize in IT outsoursing business and other enterprise sevices. ACN will announce earning this afternoon which should be good and will give confidence to MPS. MPS is better than ACN in sense of TA and it is mucher cheaper. My target will be at least $16
 
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Add more NDN here with grocercy sector play. NDN has low float with nice uptrend chart. It jumped $1 a day two weeks ago from $10 to $11. NDN swing around its bottom level, ready to take off.
 
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ACN will accounce Q1 2006 earning after market close. First call estimate is $.34/share, my calculate is $.37/share, I am betting on it. My model beat the average first call earning forecast. If you want to play earning, ACN is a safe play.

And don't forget MPS which is in the same sector. Should be good tomorrow.
 
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ACN up $1 so far after market close, announce $.36 EPS which beats the market concensus. My model is closer than the First Call, I test it so many times. Easy money here, will sell tomorrow if it jump a lot.
Watch MPS tomorrow also, holding it tight, won't sell under $16
 
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MPS is a better play than ACN. ACN announce strong earning and shows the strong business in IT outsourcing. MPS is much cheaper and with good shape.

Add more EMC at its low. So wierd of wall street. EMC accounce preliminary good number on the earning and cut 1000 job as well as lift its 2006 outlook. EMC totally manipulated by MM, but I am bullish here. EMC is a good buy.
 
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CHB been shorted by stupid money purely base on Technical analysis. CHB is a solid compnay with high growing business and strong fundemental value. There is not reason it should go down. I bet since it touches its 100 days MA line, shorter will cover soon. 5Million shares been shorted from its $15 level. My TA model alerts that rebounce is very likely base on short interest and moving average analysis.

CHB is totally MM manipulated, it will be traded at its fundemental value. I am not afriad of this kind of market volatility and very optimistic on CHB's business.

Will add more if it down. Shorter start cover. Easy money here, good entry at its 100MA line. Look at this number:

http://www.schaeffersresearch.com/streetools/stock_quotes.aspx?ticker_symbol=chb
 
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Similar situation in Wall Street: One time charge affect daily stock price, but not long term value. EMC is a typical example. I remember RHAT last year announce its one time charge affected its quarter earning and after market down 10%, but look at RHAT now. Also LAZ last year announce its one time charge, it down almost $1 that day, but back up $1 next day. Today EMC shows the same play: Day trader play with one time charge affect last quarter earning.

"The charges are expected to shave some 11 cents per share off of fourth-quarter net earnings, bringing quarterly profit to 6 cents per share. Excluding these items, EMC expects earnings to be at the high end of its earlier forecast of 16 cents to 17 cents per share."

All know that one time charge just a transitory effect, it is trival compared to company's business. If you are a investor, should look forward instead of this historical trival effect. EMC today is totally played by day trader who utilize its cutting job and increase dismiss cost.

All these one time charge excluded, EMC tap it high end earning which is 17c and raise it guidance for 2006 revenue and forward earnings. If you are an investors, it is time to load a good company when it is affected by the transitory factor.

It can not be down more since institution's shares not for sale. It is time to load. I bet EMC will rebonce back in the afternoon trading.
 
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Valueline raised CHB's techical today to 1 which signal the best entry point. CHB will rebounce from here. Add more shares.Short will cover soon. CHB's play recall me the NGPS when it was down to $14 and rebounce to $30. Another big meat for me to play, easy money here. Valueline's raise its timeliness to 1 not long time ago aiming $20 target.

Here is the number:
Value Line Ranks*

Timeliness: 1 (Raised - 09/30/2005)
Safety: 4 (Lowered - 11/08/2002)
Technical: 1 (Raised - 01/06/2006)
Industry: 64 (Manuf. Housing/RV)
BETA: 1.7 (1.00 = Market)
 
Posted by cashmakers on :
 
My reply statment of my trading strategy on Mr.Market, share with you guys;

I used to be a big TA fans and addict to it. However, on average, TA can not bring me gold. You lost some and win some, finally it turns out to be a zero sum game. I struggle for years and tried to find a way can give me "sure profit" on TA until someday one CFA analyst told me that "A good fundermental portfolio manager can not live without a good trader" which shed light on my trading life. I got the CFA later and learn tons of FA and model building technique. Now I can conclude my stratergy is Crossectional regression models help me to filter companies and time series models help me to trade. BTW, i also look at psychology, astrology,etc. I can say one thing is my picks is not coincidence or luck, it contains my almost 12 hours work every day(exclude weekend). I read tons of report from valueline, monringstar, valueengine, S&P report, first call, etc. I can tell you one number to show how good my portfolio is, my last 3month return is >50% (of course from oct to next jan is the best time for us) but last year I still made >35% which is far more than s&p 5%.

Although I made some mistake like FLEX and you can say CHB or whatever, on average I make cash.
 
Posted by cashmakers on :
 
update of my growth portfolio, you can find my previous comments on most of these stocks:
AirLine: LUV JBLU
Hightech/SOFTWARE: BMC,EMC,MPS,ACN
Steel: SCHN, OS
Retail: NDN, GPS
EMS: FLEX
Homebuiling: CHB, FLE
Small Good FA stocks: RNAI, BTJ

The best upper space stocks IMO are: EMC, CHB, MPS, NDN and FLE. Some of stocks like SCHN, OS and JBLU I have only Hold sentiment due to their recent jump, but i can not find a reason to sell.
 
Posted by cashmakers on :
 
More good news to CHB:
*DJ S&P Raises Champion Sr Note Rtg To 'B+'>CHB


(MORE TO FOLLOW) Dow Jones Newswires
January 05, 2006 12:40 ET (17:40 GMT)
Copyright (c) 2006 Dow Jones & Company, Inc.- - 12 40 PM EST 01-05-06
 
Posted by cashmakers on :
 
Is this true or rumor: HPQ will buy EMC? If it is true, EMC+HPQ > IBM

HP Will Buy EMC

Okay, so maybe this is a stretch. But think about it: Lump some of the most sophisticated, cutting-edge storage and software with some of the best high-tech services money can buy and you've got ... well, you've got another IBM.

Bocada CEO Mark Silverman, whose modest Bellevue, Wash., company makes storage management software in Microsoft's looming shadow, thinks it could happen.

"The fallout will be huge, both to the HDS relationship, as well as all of HP's storage software," Silverman said in a recent interview. However, it will enable HP (and EMC) to leverage HP services to try to compete with IBM."

Silverman said HP doesn't have much of a storage product portfolio or strategy, while EMC isn't exactly known for providing services.

"EMC has to get bigger and grow outside of storage," Silverman explained. "They created products with high price points, but I credit them with making storage central to IT decision-making."

Silverman also said that the acquisition rate in the past few years has taken its toll on the independent storage channel, with smaller players being sucked up into EMC's, IBM's or HP's solution sets.

http://itmanagement.earthweb.com/article.php/3574631
 
Posted by cashmakers on :
 
AMC Article unveil some signal on the HP-EMC deal rumor. Today's unusual volume and selloff at the market open is MM's typical play? Today's trading chart may shed light on institution absorbing at low price after bashing EMC in the morning by means of blaming EMC' transitory small one time charge effect. I-Watch showing tons of buy at the low $13.6 and with higher than average institutional buying:
http://thomson.finance.lycos.com/lycos/iwatch/cgi-bin/iw_ticker?ticker=emc

I smell something during the trading and Bingo! some articles talk about HP buy EMC after market close clear my doubt. Hope this deal is true.

http://www.eweek.com/article2/0,1895,1908849,00.asp

"EMC Corp. and IBM are poised to make out best in this environment, due in part with partnerships with other large vendors, Farmer said in his report.

About 31 percent of the CIOs say Hopkinton, Mass.-based EMC will pick up more of the spending share, which stands at about 23 percent now, according to analyst firm IDC, in Framingham, Mass.

The share could be considered even larger if EMC's partnership with Dell Inc. is factored in. Dell resells EMC's high-end storage lines, and those EMC machines account for a large percentage of Dell's overall storage revenue, the report said.

The partnership gives Dell, of Round Rock, Texas, the high-end storage devices it was lacking before, and EMC the access to the midrange and low-end that it didn't have before.

A quarter of the CIOs also said IBM, which has about 12 percent of the market, will gain share, the Merrill report said. "

And more:
http://www.internetnews.com/ent-news/article.php/3575496

Google it up and you will find more news about EMC-HP
 
Posted by cashmakers on :
 
EMC upgraded by CSFB analyst after market Friday to a new high target of $26. That is almost 100% price target to its current trading value. I am very bullish here on EMC in the next few month. My old target was $20, but now I won't sell it even at $20. Next week will be interesting for EMC. Today's sell off now make sense to me: MM bashed on it and absorb at a lower price.

EMC's Competitive Position Seen Validated
Kate DuBose Tomassi, 01.06.06, 5:04 PM ET


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NEW YORK - Credit Suisse First Boston research analyst Andy McCullough reiterated an "outperform" rating and a target price of $26 on EMC following the data storage giant's pre-announcement of fourth quarter 2005 earnings with revenue beating the company's original guidance.

EMC (nyse: EMC - news - people ) pre-announced revenue of $2.70 to $2.71 billion, ahead of previous guidance of $2.67 to $2.69 billion. The company said it expects earnings of 17 cents per share, above the original guidance of 16 to 17 cents.

"We believe that these results again validate the strength of EMC's competitive position and the diversification of its business model," McCullough said.

The company also announced plans to cut 1,000 jobs, or approximately 4% of its global head count, to expand its sales force and improve focus on growth opportunities.

"With the company having completed 13 acquisitions in the past three years with minimal work force reductions, we view this rebalancing to be a natural operational progression and not the result of diminished internal expectations at EMC," the research analyst said.

EMC is scheduled to announce fourth-quarter earnings on Jan. 24.
 
Posted by cashmakers on :
 
CHB techincal analysis: rebounce from 100 MA and EMA line. RSI touches its 20 bottom line signals oversold. 6 months uptrend channel rebounce from around $13.30. Shorters buy back to cover. CHB is a solid company with forward PE only 14 compared to current 30. CHB can easily back to $15 level. It is a strong buy here.
 
Posted by cashmakers on :
 
CHB fundemental analysis:
Champion Enterprises has completed the acquisition of New Era Building Systems. In early August, the company announced that it had inked an agreement to acquire New Era, a leading modular homebuilder, and its affiliates, Castle Housing of Pennsylvania and Carolina Building Solutions, for $41 million in cash. This deal has made Champion the largest producer of manufactured homes in the United States. Moreover, the transaction should be immediately accretive to CHB's earnings, as well as lift annual sales by roughly $100 million.

The company should post a hefty year-over-year share-net advance in 2005. Champion reported a 58% jump in earnings for the September interim, on a considerably more modest 6.4% top-line advance. Notably, CHB's average selling price increased by 11% during the quarter, as the company passed on higher raw material and transportation costs to its customers. This, in conjunction with ongoing operational restructuring actions, augurs well for additional margin improvement over the balance of the year and into next. Moreover, the company recently received a $60 million order for 2,000 single-section manufactured homes from FEMA, in connection with Hurricane Katrina relief efforts, which should lift CHB's top and bottom lines during the final stanza of 2005. Excluding the FEMA order, Champion's backlog at the end of the third quarter was up 47%, relative to the year-ago figure. However, with the FEMA request taken into account, third-quarter backlog jumped an impressive 97%. All told, analysts look for Champion to report 2005 earnings of about $0.52 a share, with a strong double-digit advance the following year 2006.

Strong demand plus government contracts will give CHB a good number for year 2005 and backup its 2006 revenue. CHB will announce its 10K for year 2005 in Feb.
 
Posted by cashmakers on :
 
Here is why I am bullish on CHB from both TA and FA: When both analysts and brokage firms thumbs up, you know what to do.

http://finance.yahoo.com/q/ao?s=CHB
Mean Recommendation (this week): 1.0
Mean Recommendation (last week): 1.8
Change: -0.8
Industry Mean:
Sector Mean:
S&P 500 Mean: 2.47

* (Strong Buy) 1.0 - 5.0 (Strong Sell)
Zacks Rank 3
Target Price Consensus 18
Last Quarter (200509) EPS .2
Last Quarter EPS Surprise 0%
Avg. Broker Recommendation
(1 = strong buy)

http://www.zacks.com/research/report.php?PHPSESSID=0de8e0df79ba58e5644b05ba300d1529&t=chb&type=main&pd=1
 
Posted by cashmakers on :
 
CHB $14 is coming, not for sale under $16

Short term target with 3 weeks in $16. My target 3 months for this darling is $20. Best time to buy now under $14. CHB will announce its 2005 earning and guidance in Feb. CHB's EPS will beat the expectation in a large premium due to government contracts in 2005 and will raise the guidance in 2006 due to factory-build home demand surge. CHB and FLE are the only stocks that can be invested in homebuilding industry.
 
Posted by cashmakers on :
 
Bingo. CHB $14, lol. Will hold. But don't forget FLE, which also the same sector and is the second largest factory-build home and number one RV manufature. RV demand also increased, accroding to analyst report. I am holding FLE aiming $15 target.
 
Posted by cashmakers on :
 
For a oil price surge concern (some oil secoter abalysts predict that oil price might surge over $70, but personally I don't want that since I am not driving hybri-car), add more shares of RES, which is the safest oil stocks. low risk with perfect TA. RES also engage in wind mill business and wind power will be another hot alternative engergy in the market. Yesterday there was a article talk about the tremendos growhing of wind mill, they only mention GE, I don't know how they can ignore RES. Go to wind power association website, you will find a lot of projects done by RES. RES still cheap compare to other oil companies. Will post more research on RES soon.
 
Posted by cashmakers on :
 
Market reaches its phycological target 11000 with heavy trading. This week we will have two major economics data together with other companies earnings. Janaury effect back to stage again. However, I am a little concern about the profit taken after the 11000, which says tomorrow may not continue surging since the market keep rallying for the last two weeks. I would like to cut some of my positions due to this concern, but definately not sell off my shares or change my positions. Just a trading stratergy to balance my account and to avoid market pull back. Here is what I cut: Out RNAI 80% shares, Out BTJ 80% shares, Out LUV 30% shares, Out CHB 60% shares, Out FLEX 80% shares. Add RES and EMC due to the oil concern and EMC rebouce.

Will buy back those cut shares if market can sustain the 11000 high.
 
Posted by cashmakers on :
 
After market: NDN announced preliminary strong revenue for 4Q. At the same time, PRIMECAP MANAGEMENT Co file 13G today for purchasing 1.45 Million common shares, totally holding 4.1Million shares.

http://www.sec.gov/Archives/edgar/data/763212/000110465906001176/a06-1368_2sc13g.htm

NDN reported a positive and strong same-store sales last quarter with revenue $278.8 Million beat the expectation 276.4 Million. "The discount retailer said for the quarter ended Dec. 31, total sales were $278.8 million, up 4.9 percent from $265.9 million last year. Retail sales for the quarter were $269.3 million, up 5.6 percent from $255.1 million last year."

Will see strong move tomorrow. Today's jump is the news be leaked before announcement. Institutional investors absorbed NDN heavily recently.
 
Posted by cashmakers on :
 
EMC (EMC ) : S&P Reiterates 5 STARS (strong buy)
Analyst: Richard Stice, CFA


EMC acquired Internosis, a privately-held provider of information technology services. Terms were not disclosed and the deal is not expected to materially impact EMC's 2006 EPS. We believe this transaction is in line with the company's strategy to utilize, in our view, a significant cash position to diversify its revenue base. EMC recently possessed over $3 per share in net cash. Moreover, we think similar acquisitions are likely to occur in the coming months. Our 12-month target price remains $18 and we strongly advise purchase of the company's shares.

http://yahoo.businessweek.com/investor/content/jan2006/pi2006019_6981_pi010.htm

Since last Friday, MM using small orders bashing EMC and absorb tons of shares are the low price. Last Friday EMC announce strong guidance and earning. BFSC analysts raised its target to $26 and today S&P analysts raised its target to $16 within 12 months. EMC is number one in data storage sector and this sector is getting hotter and hotter.
 
Posted by cashmakers on :
 
Watch out ABLE, oil sector up, ABLE rebound. Can it jump $1 like GEOI yesterday?
In some ABLE yesterday and GEOI and RES for oil play. ABLE has perfect TA rebound trend.
 
Posted by cashmakers on :
 
From TA analysis, ABLE seems follow GEOI yesterday pattern, oil price surge and ABLE still on the bottom. Daily green lines support its untrend. May see ABLE back to $8-$9 level. ABLE usually played by MM since it has only 2M floating shares. Now, ABLE is better than GEOI to play.
 
Posted by cashmakers on :
 
Add back CHB shares this morning, which cut yesterday on the market sell off. Buy back IM, solid company. IM should traded above $20.
 
Posted by stickfigurefred on :
 
CHB takes off really well right before hurricane season [Smile] Great stock to get into, solid.
 
Posted by cashmakers on :
 
Time to add IM and CHB more into my portfolio. Both stocks are solid fundamental with rebounce trend in chart. SCS is also good, be upgraded yesterday, will see new high.
 
Posted by cashmakers on :
 
EMC will be the next RHAT. I pick RHAT at its low price $12, it is over $30 within 6 months. Think about how many data we have now and in the future, then you can figure out the demand side of high end data storage business. Data will be the most valuable asset in the future. Data storage will be the next hot topic.
 
Posted by cashmakers on :
 
Still not too late to buy RES. Compared to other oilfield company, RES is the cheapest one and the FA is ranked toppest. This kind of oilfield services and equipment stocks usually traded at $50 range. You can not find a better large cap oil related company like this.
 
Posted by cashmakers on :
 
LUV is good a buy here, buy at the dip due to air line sector problem today, not relate to LUV itself. Jan 18 will the ER day for LUV, my model calculates the EPS is 2 cents higher than market concensus. LUV has the best balance sheet and is the only profitable company in airline industry. $16.5 now is the best entry before earning.
 
Posted by cashmakers on :
 
FLE comment from valueline analyst, positive shape. I am holding FLE for at least half year till April 2006 when FLE report its fisical year end.

Fleetwood Enterprises may well earn a profit this fiscal year (ends April, 2006). The company has been in a downward spiral due to issues with unsold inventory, and has reported sizable losses in the past three quarters. Analyst believe the bulk of the associated restructuring has been dealt with and, aside from the travel trailer segment (discussed below), the RV and manufactured housing segments will now be profitable. This result should be obtainable largely because of significant cost-cutting and employee reductions. Furthermore, hurricane-driven demand (also highlighted below) augurs well for the quarter. Analysts' fiscal 2005 earnings estimate of $0.10 a share represents a considerable improvement from last year's loss; and it would mark the first fiscal year of profitability since 1999.

New products could brighten the picture for the travel trailer division. The segment remains one of the largest challenges to revamp, but Fleetwood's recent introduction of new products should help. Indeed, it indicated that dealer reactions to the new ultralight, hybrid, and traditional products are proving positive. While analysts don't expect the segment to rebound overnight, a successful product launch augurs well for an eventual turnaround.

Hurricane-driven demand could prove quite positive for Fleetwood. Following the tragic onslaught of hurricanes this season, a number of the company's products could see a significant rise in demand. Given the large number of people displaced, demand for temporary shelter, both manufactured housing and RVs, could be quite sizable. Furthermore, permanent rebuilding could drive sales through 2006. Although the possibilities seem quite promising, analysts' estimates are very conservative. They assume most business will be given to the industry leaders, given Fleetwood's current struggles. The upside could, however, be significant.


First Call holding a "Strong Buy" sentiment on FLE with mean target $15.

P/E Ratio 41.33
Consensus Recommendation Strong Buy
5 Year Growth Rate -6.04

Mean 15.00 # of Price Targets 3
High 16.00 # Raised this Week 1
Low 14.00 # Lowered this Week 0
 
Posted by cashmakers on :
 
Big deal: DELL, EMC TO EXPAND LINE .
ROBERT WEISMAN
114 words
13 January 2006

Computer giant Dell Inc. plans to expand its alliance with Hopkinton's EMC Corp. in the data storage equipment business, Kevin B. Rollins, Dell's president, said yesterday after addressing Boston College's Chief Executives Club.

Rollins, a former Boston-based management consultant for Bain Inc., said Dell and EMC agreed last month to roll out a new line of cobranded storage products this summer across a broad range of markets.

The two companies have been offering cobranded storage gear only in the midrange market, although Dell also resells high-end EMC products. EMC last fall said the Dell partnership represented 11 percent of its revenues.

IMO: this is what the analysts expecting for. Dell expand its data storage with EMC will bring EMC tremedous revenue in 2006. Check back my previous research on EMC and you will find that investors are waiting for this badly. Finally Dell agree to expand the business with EMC.
 
Posted by cashmakers on :
 
EMC on the bottom now, two days flat price move with large volume showing the MM is building its position here. With all the good news from analysts and contracts, we will see EMC move higher since next week.

http://www.forbes.com/2006/01/13/hewlett-packard-hp-seagate-technology-0113markets07.html?partner=yahootix

EMC (nyse: EMC - news - people ) also remains one of the analyst's top picks. "A multiple drop of 9 points in 2005 should put EMC in a position to finally capture most of its earnings growth, with the multiple, for the first time in the last three years, finally below EMC's normalized earning growth, yielding stock appreciation of at least 20%," the analyst noted.
 
Posted by cashmakers on :
 
Hillman's focus on the long term means watching for trends. He likes computer storage and data management companies because of increasing regulatory pressure to store and recall original data. His favorite is EMC (nyse: EMC - news - people ), with its 20% market share. "To compete in this space you really need secure, end-to-end solutions," Hillman says. "EMC has had a few years' lead on every competitor."

Hardware. Health care. Homebuilders. Mark Hillman pinpoints undervalued companies in a variety of industries that his firm believes will become leaders in the long run.

Same as my pick. EMC: Hardware, Healthcare: HLTH, Homebuilders: CHB, FLE.

http://www.forbes.com/2006/01/18/hillman-investing-streettalk-cz_rl_0118streettalklander.html?partner=yahootix
 
Posted by cashmakers on :
 
RES: my target is around $40-50, oilfield equipment companies on average traded around $50. RES is a very solid company with wide business moat. When oil price goes up, RES up. When oil price down, RES stable. RES is not like those pure oil stocks, such as ABLE, GEOI, NGAS which are sensitive to oil price and risky. RES is relative stable and less volatility.

I picked RES when it was $23. You can not find a better oilfield company better than it.
 
Posted by cashmakers on :
 
In TUES here. Technical favor trade.
With the holidays come and gone, retailers have passed their biggest rush of the year. What remains is often overstocked and out of style. Last week, the top-performing stock pickers at Marketocracy bought shares of Tuesday Morning, which sells closeout merchandise, gifts and housewares, in its retail stores.

Tuesday Morning at $20.66 per share, or 13.9-times earnings, is trading at its cheapest levels of the year. The company's early January announcement that its fourth-quarter same-store sales were down 5.3% and its earnings per share were down 4.5% to 84 cents per share didn't help matters much. But on that news, the stock price only dipped below $20 for one day before snapping back--showing strong resistance. With resistance on bad news and with the closeout-merchandise season starting, the M100 opened a sizable new position in the stock.
 
Posted by cashmakers on :
 
TUES Morningstar Rating 5 stars (Strong Buy)
01-18-2006


Stock Price
As of 12-06-2005
$26.04

Fair Value Estimate

$28.00

Consider Buying

$21.60

Consider Selling

$35.10

Here is the analyst report from MorningStar, share with you guys. The reason I pick TUES is majorly from TA chart. With 10% short interest, and $20 level showing strong support, I believe stock price will rebounce from here. I do not have a target at this point, but definately around $28

"Tuesday Morning is the sole national closeout retailer of first-quality, brand-name home furnishings. The company has built up a large, upscale customer base through its unique strategy of offering attractive items at compelling prices in stores that are open only during periodic three- to five-week sale events.

While Tuesday Morning's stores consistently offer the same merchandise categories, limited quantities of each product are available at each sale, creating a "treasure hunt" environment. In addition, Tuesday Morning's long operating history and strong balance sheet make it the closeout retailer of choice for many of its suppliers. We think that the company's brand name recognition, loyal shoppers, and close supplier relationships provide it with a narrow economic moat.

Tuesday Morning's unique business model goes beyond just its value prices and sales events. By keeping stores closed during the slow January and July selling periods and between sales events, locating them in strip malls and other low-rent areas, and using Spartan fixtures, the company keeps operating costs extremely low.

Tuesday Morning's financial results are evidence of this strategy's success. Over the past five years, annual sales growth has averaged 13%, as the company has expanded its store base at a 12% average annual rate. Tuesday Morning believes the United States can support at least 1,000 of its stores. Although we expect sales growth to slow in the near term due to a weak market for home furnishings, we think the unique store format presents the company with plenty of room to expand its store base and continue growing the top line at a decent pace.

The main risk is that Tuesday Morning may have problems sourcing enough quality items to sell at compelling prices as it grows. Many manufacturers are improving their inventory management, leaving them with fewer goods to sell to closeout retailers at rock-bottom prices. Growth in comparable-store sales, or comps (sales at stores open at least a year), has declined significantly from the double-digit rates of a few years ago, which could indicate that the company is having a tougher time finding first-quality goods to sell. If this trend continues, it could pressure Tuesday Morning's margins, as well as force it to increasingly offer lesser-known brands, which could hurt customer loyalty. In addition, the company's plans to accelerate store openings in the Northeast could pressure margins, thanks to higher store operating costs such as rent and labor in that region.


Valuation

Our $28 per share fair value estimate is based on a discounted cash-flow analysis. We expect sales growth to average about 9% per year for the next five years, driven by about 70 annual new store openings. We expect comps to be down slightly in 2005 and 2006, based on the weak current market for home furnishings, before recovering to low-single-digit levels. We expect operating margins to be challenging over the next couple of years as comps declines leave the company with less sales revenue to spread over its fixed costs. In the longer term, we anticipate that the operating margin will improve modestly, primarily based on continued gross margin improvements resulting from the company's recently implemented distribution and inventory-allocation systems.

Risk

The biggest risk facing Tuesday Morning is that as it continues to grow, it will become more difficult to find quality brand-name merchandise to sell at compelling values--while still generating attractive profit margins. Many manufacturers have improved their inventory management, leaving them with fewer goods to unload at rock-bottom prices.
"
 
Posted by cashmakers on :
 
Focus on CHB and TUES today. Both stocks are TA rebounce play. TUES has a perfect rebounce chart from its yearly bottom $21. TUES is so cheap now that we cannot miss it. CHB open at $15.23 this morning showing a good start.
 
Posted by cashmakers on :
 
Start to load shares. Our economy is still good, unemployment is low, corporations on average earning is mild. oil price will calm down. Iran's problem will be solved soon and oil speculators will soon stop pushing the price up. Today's 200 points cut is not the stock market overvalued, but just the traders want it to.

Several good stocks you can think about to load at today's bloody battle field:
MPS, NDN, CHB, EMC, SCS, TUES, VECO, BMC, IM, LUV, BRO,CC

Among these stocks, I prefer EMC, TUES, LUV and CHB
 
Posted by cashmakers on :
 
TUES has strong balance sheet with P/E between 14 and forward P/E 13. PEG ratio less than one. Small debt with high institutional holding. The more important number is the thin outstanding share with cheap price. Average 10 days volume is double than last average 3 months volume showing a strong buy side action. With this higher volume, the stock price was on the up trend. This is why I pick TUES. TUES is a solid company with its bottom support * $20 level. Analysts raised TUES target to a mean $27 target.
 
Posted by cashmakers on :
 
TUES Bull/Bear comments

Bulls say

Tuesday Morning faces little direct competition, as the company is the sole national closeout retailer of upscale home furnishings and related items.


Tuesday Morning's no-frills store environment keeps store opening and operating costs low, contributing to the company's impressive first-year returns on new stores.


The company's loyal, established customer base keeps advertising costs low (it mainly advertises through mailings to existing customers) and provides a barrier to entry for new competitors.


Tuesday Morning's recent investments in distribution and merchandise allocation systems should help drive continued profit margin improvements.


Tuesday Morning should benefit from the continuation of the cocooning effect, as consumers spend more money on their homes.


Bears Say

Tuesday Morning's increased focus on opening stores in the Northeast could lead to higher store operating costs, due to higher rents and labor costs.


Rising interest rates may hamper sales growth, as fewer consumers purchase new homes or remodel their existing homes with the proceeds of mortgage refinancings.

My target of TUES is above $27.
 
Posted by cashmakers on :
 
EMC tops view as profit jumps 27%
By Rex Crum, MarketWatch

SAN FRANCISCO (MarketWatch) -- EMC Corp. on Wednesday posted a fourth-quarter profit before items that grew 27% over a year ago as the storage-technology giant saw healthy increases in sales of both its storage system products and software applications.




Revenue rose 15% to $2.71 billion in the latest three months from $2.36 billion in the year-ago period.

Analysts surveyed by Thomson First Call were looking for EMC to earn 12 cents a share in the December period on $2.69 billion in revenue.

EMC, based in Hopkinton, Mass., said its storage-systems revenue grew to $1.3 billion, up 19% from a year ago, in the quarter. Software continued to become a bigger part of the company's overall revenue, rising 16% to $1 billion. Professional services sales posted a 4% increase from a year ago, rising to $403 million.

Looking ahead, the company forecast earnings before items of 14 cents a share for the first quarter on revenue of between $2.57 billion and $2.59 billion.

For fiscal 2006, EMC sees earnings before items of 63 to 66 cents a share on revenue of between $11.1 billion and $11.3 billion.

On a GAAP (generally accepted accounting principles basis), the company forecast earnings of 11 cents a share for the first quarter, and 54 to 57 cents a share for the full year.

Wall Street's current consensus estimates are for earnings of 14 cents a share for the March quarter, and 65 cents a share for 2006
 
Posted by cashmakers on :
 
EMC positive guidance: EMC CFO: 'Confident' About Opportunities in 2006

EMC Corp. (EMC) Chief Financial Officer William Teuber said Tuesday the company is "confident" about its prospects this year.

EMC is "very excited about the opportunities it sees in 2006," Teuber said during a conference call to discuss fourth-quarter results with Wall Street.

According to the financial chief, EMC is confident about 2006 because it expects its momentum from 2005 to carry on in 2006. He said products rolled out in the second half of 2005 will continue to ramp up this year, adding to the company's optimism. Teuber added that EMC will introduce new products in 2006, with a "major" announcement coming later this week.

For its fourth quarter, Hopkinton, Mass.-based EMC reported net income of $ 148.3 million, or 6 cents a share, compared with net income of $320.5 million, or 13 cents a share, in the year-ago fourth quarter. Revenue came in at $2.71 billion, up from $2.36 billion a year earlier.

Excluding charges, EMC posted profit of $409 million, or 17 cents a share. Analysts, according to Thomson First Call, had expected EMC to report earnings of 17 cents a share and revenue of $2.6 billion.

For the first quarter, EMC is targeting revenue of between $2.57 billion to $ 2.59 billion and earnings of 14 cents a share, excluding the adoption of Financial Accounting Standard No. 123R.

For the full year, EMC is targeting revenue of $11.1 billion to $11.3 billion and earnings of 63 cents to 66 cents a share. The First Call average estimates stand at first-quarter earnings of 14 cents a share and revenue of $2.56 billion. For the full year, analysts' estimates stand at revenue of $10.95 billion and earnings of 65 cents a share.

Joseph Tucci, EMC's chief executive, who was also on the call, said he is " bullish on the economic front" and expects a resurgence of the economy in Western Europe during 2006.
 
Posted by cashmakers on :
 
Morningstar raised EMC's fair value to $19 from $16
Analyst Note 01-23-2006

We are raising our fair value estimate for EMC to $19 per share from $16 to account for increased revenue growth and operating margin assumptions. We have modeled average revenue growth at approximately 12% over the next five years driven primarily by growth of the small and medium enterprise segment. We believe software and services growth should allow the company to continue expanding operating margins to more than 16% from the low double digits in 2004. We expect the company to earn very attractive returns on capital at more than 20% over the next five years. Options shave approximately $1.50 per share from our fair value estimate.

We believe EMC EMC represents the class of the storage industry. We are raising our fair value estimate for this storage giant to $19 per share from $16.

We expect EMC (along with NetApp NTAP) to pull away from the competition in 2006 as the storage industry both grows and consolidates. Currently, six storage vendors have more than $1 billion in revenue each, but none has the breadth of products or sales capabilities of EMC. We are forecasting average revenue growth for EMC at more than 12% on the back of a highly effective sales team. In contrast, we expect the overall storage industry to grow at about 8%. EMC spent considerable resources in 2005 to better define pricing and support for its sales channel, issues that have plagued the company in the past. We believe these efforts have been largely successful and the company will see results in 2006. We also expect operating margins to increase more quickly than our earlier forecast, exceeding 16% for 2006 as the company realizes leverage from investments made in 2005.

In our view, EMC is a leading technology company in a growth industry. We would eagerly recommend an investment at a modest discount to our fair value estimate.

EMC has risen above the competition in the market for storage hardware and software.

EMC's strategy has successfully kept the firm at the forefront of an evolving storage industry. Vendors selling both high- and mid-range systems have to incorporate a broad array of storage technologies solving different business problems. Customers' storage requirements have moved beyond mass data repositories to include compliance, continuous data protection, and disaster recovery. These diverse requirements necessitate multiple storage technologies known as tiered storage. Competitors selling single products have to partner with the large storage providers like EMC to be included in the tiered storage solution.

EMC's narrow moat centers on its large installed customer base and its focus on product integration and support. While storage hardware standards have become more open, we believe customers look to EMC to provide better software management and integration services for their evolving storage needs. EMC's customers have significant integration requirements, and it is easier and cheaper for them to buy more products and services from EMC than from rivals such as IBM IBM and Hitachi HIT. We are excited about EMC's prospects for the near to intermediate term, but we do not believe the company has a wide moat. We think that there is reasonable risk that disruptive technologies in storage and software architectures may weaken EMC's leadership position over the long term.

We believe that EMC's next phase of growth will be driven by an effective sales channel strategy, furthering penetration into the small and medium enterprise segment. We are big believers in the future growth of this largely untapped segment driven by a need for affordable storage hardware optimized by sophisticated storage management software. Most notably, EMC entered a partnership with Dell DELL to sell a mid-range line of storage servers. The partnership has allowed EMC to successfully penetrate a new customer base. Through partners, EMC can grow revenues with relatively little investment in its salesforce. We expect EMC's channels to help the company expand operating margins and drive overall growth.

We are impressed by EMC's position in the storage industry and believe in the investments the company has made in its sales channels and software products. We feel the company is setting the pace for the storage industry and would gladly invest at a modest discount to our fair value estimate.
 
Posted by cashmakers on :
 
Time to load back IM with good news this morning. Solid company with strong balance sheet.

Analyst comment:

"Slim profit margins and cyclical demand make the IT distribution industry challenging. Nevertheless, an expanding market presence in Asia and a focus on reducing costs should contribute to Ingram's long-term success.

IT product distribution has evolved into a two-tier system. First-tier distributors, such as Ingram Micro and Tech Data TECD, consolidate thousands of products from hundreds of vendors for second-tier resellers, such as CDW CDWC and Insight Enterprises NSIT, which integrate those products into complete solutions for end users. Distributors also provide service, support, and financing to resellers. Two-tier distribution is valuable because a direct sale from vendors to resellers is costly for both, given the number of parties involved.

Cyclical IT demand and increasing competition have made the distribution industry extremely challenging. Average gross margins have declined from 8% in the mid-1990s to about 5.5% today, while operating margins have dropped from 2.25% to about 1% during the same period. The fallout could have been worse, but Ingram's management implemented tight cost controls and strict working-capital management standards to restore profitability. Other decisions by management, such as developing tiered pricing, offering supply-chain management services, and a focus on vertical markets have aided profitability as well.

To gain market share, low-margin vendors have been expanding distribution channels globally. Ingram Micro's $550 million acquisition of technology distributor Tech Pacific is an example of this strategy. Because of the acquisition, Ingram Micro is now the largest technology distributor in the Asia-Pacific region. Tech Pacific adds about $2.5 billion to revenues, and increases the Asia-Pacific region's share of total revenues to almost 20% from 10%. Though regional operating margins are just above 1%, competitive advantages from Ingram Micro's dominant position could help lower costs and deter potential market entrants, providing a potential boost to profitability."

Management has been working hard to improve financial health as well. Over the past five years, Ingram Micro has paid down more than $1 billion in debt, strengthened its inventory management system, and enhanced fixed-asset turnover. Given these business model improvements, we would buy shares at a reasonable discount to our fair value estimate.
 
Posted by cashmakers on :
 
If you like the steel stocks that I picked last year, such as SCHN, OS, you might need to pay attention to TUES. Big company with a little trouble before, but back on track and getting healtier. TUES not only have strong balance with dividend payout, but also have the best timeliness now. Bottom formed at $20-21 with large volume and momentum. I like TUES because it has huge upside appreciation room with less risk.

TUES is too cheap to miss it. My target at least $27 in 3 months.
 
Posted by cashmakers on :
 
Seagate's strong stock momentum and revenue shed light on the data storage business. EMC is the number one in high end data storage industry, I believe EMC's stock trend will like RHAT or STX since by just thinking the demand side of the data storage I can figure out how good the business is. $13 is too cheap for EMC now, I found RHAT when it was $13, and now is almost $30.I picked RHAT based on its market share in Linux and the demand side on Linux system. I use the same logic pick EMC due to its expanding business in data storage. When a day EMC is $30, check back this thread.
 
Posted by cashmakers on :
 
IM touches its 200MA line, possible rebounce from here. IM is one of my picks in IT industry together with MPS and ACN. IM has 11 forward PE and <1 PEG ratio with low debt. Pretty stable company. $18.18 won't be a bad entry point. I bought it back at $18.9, a little bit red here, but I have confidence on good company.
 
Posted by cashmakers on :
 
IM rebounce from its 200MA like i mentioned this morning. IM should traded above $20.

TUES accumulate some momentum here, based on morningstar's evaluation, TUES has fair value $27. With TA and FA are both good, I am bullish on TUES.

Waiting for CHB back to $14. CHB has touched $15.23 last week with large volume. Institution accumulate shares when CHB is down to lower $13. CHB is a solid compnay with demnad of factory-built home demand is surging due to hurricane.
 
Posted by cashmakers on :
 
TUES has strong support on its 20MA.Yesterday closed at exactly 20MA line which I think is the rebounce point. $22 is still cheap compared to its P/E 13. Also TUES has very low debt and strong cash position. With the short term rebounce momentum, now is still not late to load some shares.
 
Posted by cashmakers on :
 
Sell RES and FCEL due to oil price pull back. Although RES shouldn't correlate with oil price, almost $10 per share profit satisfy my return. Maybe get back in oil when the trend is more clear. Long term oil is still a big concern, be ready to get in any time.

EMC momo still, very strong buy side even with market in red. EMC should go all the way up like RHAT. Strong and optimistic guidance for 2006 should push it to close $15.

TUES showing strong resistance today with low volume. 20MA should give it some push. We saw $22 today, my target is $27 or higher. Yesterday TUES had 1M volume that is three times higher than average. TUES easy money here for short term.
 
Posted by cashmakers on :
 
EMC Product Announcement shows several new technology and new products. EMC will be the "Intel" in data storage.

01-26-06 | 08:04 AM CST EMC New Rainfinity Global File Virtualization Capabilities Simplify NAS Management

01-26-06 | 08:03 AM CST EMC New EMC Centera Features Deliver Advanced Retention Management Capabilities

01-26-06 | 08:02 AM CST EMC New EMC IP Storage Software Delivers Unmatched Performance and Ease of Use

01-26-06 | 08:01 AM CST EMC EMC Delivers World's Fastest, Most Flexible and Scalable Storage Array

01-26-06 | 08:00 AM CST EMC EMC Unveils New Storage and Virtualization Technologies that Extend Benefits of ILM
 
Posted by cashmakers on :
 
TUES has strong support at $22 from yesterday.
Spring is the best season for TUES since most retailer of upscale home furnishings, gifts, and related items clear their inventory. TUES'stores are open only during periodic sales events and Spring is the most flourish time. More important TUES is a good buy is it has almost none downside risk at this level since $20-21 is the lowest price ever. With all analysts report holding a mean target $27-28, the upside appreciation is very likely. From TA perspective, TUES is a perfect rebounce play. I am holding my shares tight and not for sale under $27
 
Posted by cashmakers on :
 
PULSE: Moody's may upgrade Steelcase (SCS) ratings, affirms Ba1 ratings


01-26-06 03:00 PM EST

SAN FRANCISCO (MarketWatch) -- Moody's Investors Service on Thursday raised the outlook on office furniture maker Steelcase Inc.'s (SCS) ratings to positive from stable and affirmed its Ba1 long-term senior unsecured ratings. The outlook, said Moody's, in part reflects the prospect for continued strong operating performance associated with robust demand trends in the contract furnishings market, positive momentum in restructuring the company's asset and employee base, and significant free cash flow generation relative to total debt. Moody's said it expects Steelcase to continue to improve margins through further consolidation of its production footprint, and believes related short-term economic costs are necessary to better secure the company's long-term positioning and competitiveness.
 
Posted by cashmakers on :
 
First Call Recommendations TUES, mean consensus recommendation: BUY

Current 30 Days Prior 60 Days Prior90 Days Prior 120 days
Strong Buy 5 5 7 5
Buy 1 3 3 5
Hold 9 7 4 5
Strong Sell 0 0 1 0
Sell 0 0 0 0
Total 15 15 15 15
Mean Buy Buy Buy Buy
 
Posted by cashmakers on :
 
If you take a look at all the available analysts research, 99% of them are optimistics on TUES with Buy or Strong Buy recommend and point out that TUES is undervalued at its cheapest level $20. The reason I like TUES just because it is a safe play with large appreciation opportunity. what can be better than this? Here is Zack's statistics with even higher target:

Zacks Rank 5
Target Price Consensus 28.31
Last Quarter (200509) EPS .2
Last Quarter EPS Surprise 0%
Avg. Broker Recommendation
(1 = strong buy) 2.07
 
Posted by cashmakers on :
 
New-Home Sales Hit All-Time High in 2005,Champion (CHB) stock is a top selection for year-ahead relative price action. The company seems on track to post a significant rebound in share earnings this year with double-digit growth thereafter.

CHB will announce its earning on Feb 10 with market expectation .12/share. CHB definately will beat the expectation by at least 4 cents with 0.52 in 2005 full year. CHB is a good buy from both TA and FA. Still cheap here, I am aiming it for around $17 by Apr.
 
Posted by cashmakers on :
 
Short AIN for its lower guidance and shrink profit growth and trouble in paper business. Also if you want to hedge the market downside next week with possible sell off, AIN is a good short target. From TA, it is on a downtrend and next support point is around $33.

Here is the reason why is been downgraded:

"Albany International looks as though it has run into some problems. Despite indications of solid top-line growth, the company recently warned that earnings would likely be $0.36 a share in the fourth quarter (results were not released until this report went to press), $0.02 off the year-ago's pace and roughly half our previous expectation. The company continues to struggle with the high costs of raw materials, particularly resin, which is the main component in paper machine clothing (PMC), the material that carries paper through the paper-making process. PMC makes up more than three quarters of AIN's top line, making resin prices an extremely important determinant in profitability. Pricing pressures overseas were also cited as a detractor as were expenses associated with recent restructuring efforts. Accordingly, we've lowered our full-year 2005 earnings estimate by $0.40, to $2.20 a share.

However, we think the company is well prepared for the challenge. Albany has undergone major restructuring in the past few years, lowering its cost structure to be more in line with weaker demand. The most recent initiative was completed in 2004, and included the closure of four facilities and the elimination of 600 employees. Theses efforts should result in $40 million in annual savings. Meanwhile, Albany has announced that it will be opening its wallet and increasing its capital spending to $70 million to $80 million this year (almost double 2005's expected total). We suspect that a bulk of the money will be used to strengthen its Applied Technologies business, which produces materials and insulation for a wide array of goods from clothing to home furnishing. The increased penetration in these markets is a wise move in our opinion, given the softness we anticipate in the paper industry. Also, we would not be surprised if Albany utilized market weakness to venture into the acquisition market. Its financial flexibility (the company recently cleared more than $75 million in debt off its balance sheet) and strong cash flow make it a probable buyer.

Still, Albany holds little appeal at this time."
 
Posted by cashmakers on :
 
Load more TUES at the end, aiming for next week rally. Three days closing at almost even and especially today has low volume. With all the upgrade from analysts this week, will see much more momo next week. Usually there is one to two weeks lag after analysts upgrade reports since investors need time to digest it. Liket RNAI i called at $3 when the analysts reports optimistic sentiment. TUES will be the same. Load more here.
 
Posted by cashmakers on :
 
AIN manufactures papermaking supplies, engineered fabrics, paper machine clothing. Think about the paper industry for a second. What do you think about the demand of paper in the future. Take a look at the IRS requirement this year, all the public traded firms must file eletronic file, no paper anymore. Also all the banks are encourage people to use paperless. Also all the universities restrict the printing papers, and more. That is the problem that AIN is facing now: shrink demand side. Also AIN runing the trouble in the high cost and increasing Inventories. AIN's annual Net Income is shrinking by a large percentage, meanwhile Inventory keep growing. Also recently AIN lower its guidence for 2006. Alfter that, analysts downgraded AIN by two level from neutral to strong sell which is unusual. All these together will give us a decision, short sell it. I believe when the market goes down, these kind of fundemental problem companies will get the biggest hit since they are good short target. How about the upside, of course, when market in green, since companies have fundemental problem, the upside is little.
 
Posted by cashmakers on :
 
MM want EMC cheap. This is the same trading style when RHAT announce its earning at the end of 2005. I still remember the day after RHAT announce strong earning, it down $1. Then from that on, it went all the way up. Now, EMC follow the same pattern. Take a look at EMC's strong guidance for 2006 and its business sector, you will be surprise why its share price not go up. What factor can be better than a good guidance? MM's bashing in order to aquire shares cheap.

With EMC's strong business growing and strong relationship with other tech companies and high-end data storage technologies, I am bullish on EMC here. Under $14 is imcredible cheap here and EMC is totally undervalued.

Here is another upgraded from AGE:

"Investment Premise:
We currently rate shares of EMC a Buy/Aggressive rating and have implemented a 12-18 month price
objective of $17/share. We believe EMC's leading position in the disk storage and its expanding leadership
position in the storage management software market (both organically and through its recent acquisitions of
Legato, Documentum, and VMware) will allow the company to materially benefit from a recovering IT spending
environment over the next few years."
 
Posted by cashmakers on :
 
Short more shares of AIN, serious problem company with higher cost and shrink demand. From chart, it has down trend channel from its $40 level. This stock running a trouble in its business, by looking at its balance sheet, its inventory keep going up and cash keep shrinking. Net income shrinks by a even further percentage. Also compared to 2004 $60,023, 2005 generate negative ($19,840). None of those keep ratios satisfy me. I bet this stock is overvalued.

One big problem that analysts concern is:

"The company continues to struggle with the high costs of raw materials, particularly resin, which is the main component in paper machine clothing (PMC), the material that carries paper through the paper-making process. "
 
Posted by cashmakers on :
 
Morningstar Alert: AIN Failed to meet EPS estimates again

AIN
01-30-06 09:14 PM
Failed to meet EPS estimates again
For the past two fiscal quarters, this stock's reported EPS has lagged the consensus EPS estimates. For details, go to
http://quicktake.morningstar.com/Stock/earningsestimates.asp?Symbol=AIN

AIN has fundermental trouble in both high expense, high raw materials cost and shrinking product demand. This is a downtrend stock. It is overvalued and I am in short position.
 
Posted by cashmakers on :
 
Comment on AIN based on its earnings report:

I believe AIN is overvalued and is on the downtrend channel and should be traded lower than $30. It is a good short candidate. Following is my analysis:

AIN lower its fourth quarter earning estimation and guidance two weeks before they announce a positive result. Read carefully what CFO said, the surprise is due to less than expected compensation and tax cost. The positive earning is not from strong business or operating income. If it were not the tax and compensation, AIN's earning will be very urgly.

Also pay attention that CFO confess that the energy cost is a big concern to their business also analysts report that raw material's price is much higher than before and paper price is lowing. The demand of AIN's products is shrinking (you can compare 2003-2005 financial statement) and invetories increased. In addition, AIN also invest and require other companies which will cost the company's significant amount of cash. AIN's paper business tanking force them to switch their business midel and put more investment into applied technologies area. Switching business model is risky.

Valueline Analyst downgraded AIN from 3 to lowest 5 and Morningstar reports that AIN miss again its EPS estimation. Exclued the "surprised" tax and compensation save, AIN has a very negative earnings for fourth quarter. Also company lower its guidance for 2006 which give hits that the earning for 2006 Q1 won't be as lucky as this time.

Here is the earnings report that I reference:

"The latest results came as a surprise because company officials had predicted less than two weeks ago that earnings per share for 2005 would be $2.18.

During a conference call Friday, Michael Nahl, the company's chief financial officer, said the difference was due to the fact that compensation and tax costs had been less than anticipated. He said Albany International wouldn't make earnings projections again in the future.

For the fourth quarter, the company earned $14.1 million, or 44 cents a share, on sales of $247.9 million, up from $12.0 million, or 38 cents a share, on sales of $238.4 million in the 2004 quarter.

Fourth-quarter earnings were negatively impacted by higher petroleum costs and pricing pressure in Europe, according to the company. Those two factors decreased fourth-quarter earnings by 20 cents a share.

Chief executive Joseph Morone said high energy costs will not go away, but the company has put a new management team in place in Europe that will correct the pricing issues.

At the time it made earnings projections earlier in the month, Albany International also announced plans to invest $150 million over four years in manufacturing facilities in Asia and Latin America. Morone said that especially in Asia, margins are higher on products made in the region. ?
 
Posted by cashmakers on :
 
Motley mentioned AIN's problem in early Oct 2005 and all those concerns turn out to be true in AIN's 4Q announcement and somber guidance for 2006.
Oil price will not be reliefed soon and this will keep increasing AIN's cost.Also paper industy is on the downtrend due to the fond of paperless.

Also in Cramer's recap he point out that "Albany's stock, which is near a 52-week high, is expensive, said Cramer. Cramer is not a fan of any other publicly traded U.S. textile stocks. "They're all bad companies," he said. "For a bad company in a bad spot, good news like this is not enough," he said."

Here is what motley said about AIN:

"Those are solid numbers, but investors aren't impressed. The firm's shares had fallen about 2% in Monday morning trading.

Why so? Well, while CEO Frank Schmeler remains sanguine about his company's future prospects, he also sounded some cautious notes in the earnings announcement. Among other things, Schmeler characterized market conditions for Albany's doors unit as "mixed" because of slow economic growth in Europe. In addition, he noted "increased concern" and predicted slowing sales for the company's engineered fabrics division, which manufactures products for the pulp and paper industry.

That latter concern, however, is based partly on currently high energy costs. If those prices ebb -- as history and falling gas-pump prices suggest they will -- that should help mitigate some of Schmeler's concerns, all while helping Albany International's investors continue their peaceful slumber.
"
 
Posted by cashmakers on :
 
The whole paper clothing industry is taking its step toward south due to shrinking demand around the world. Look at Textile Industrial (^YHOh809) sector index, it is turning red in the last several trading days. AIN not only in the downtrend industry, but also has more serious problem with higher cost in raw materials. From the RA and TA, AIN is the worst company in the paper clothing industry. With market it red, AIN is the stock you can make cash by shorting. From its TA chart, its next bottom will be around $33-34.
 
Posted by cashmakers on :
 
The Paper & Paper Products group's technical rating of E ranks. AIN receives an overall rating of D+, which is in the 50th percentile of all stocks in the Investor's Business Daily database. (E is the Lowest and A is the highest). From AIN's 52 high $40, it has strong selling presure, by looking its weekly chart, obviously a downside trend. A good short sell stock to hedge market downside risk.

IBD Stock Checkup Analysis:
Albany Intl Corp Cl A receives an overall rating of D+, which is in the 50th percentile of all stocks in the Investor's Business Daily database. The overall rating is calculated using five proprietary ratings that measure each stock's Technical and Fundamental qualities and the Technical and Fundamental qualities of the industry group that it resides in, as well as a rating on the stock's current price attractiveness.

Albany Intl Corp Cl A receives a Technical Rating of 63, which places it 9th out of 41 stocks in the Paper & Paper Products group.

Albany Intl Corp Cl A receives a Fundamental Rating of 62, which places it 3rd out of 41 stocks in the Paper & Paper Products group.

Albany Intl Corp Cl A receives an Attractiveness Rating of 72, placing it 6th out of 41 stocks in its group.

The Paper & Paper Products group's technical rating of E ranks it in the 9th percentile of the 197 different Investor's Business Daily Industry Groups. The Paper & Paper Products group's fundamental rating is E, ranking it in the 9th percentile of all groups.
 
Posted by cashmakers on :
 
In RHEO under $4. A 70% cut last Friday due to unsatisfied result of its Phase III trail. Do some number and you will see its not risky now to buy. Total outstanding 42M shares and floating only 15M. Last Friday there was 21M shares traded and today has 3 more shares done. under $5 is unshortable and most of shares been sold which means no more shares to sell.

The unsatified result is due to the unusual placebo group response make the diffence between placebo group and drug testing group not significant. But the drug testing group do show positive results. Since the problem is from the not significant difference, RHEO will redo the trial and will update the data later. RHEO is not a dead fish and just like ELN. I am in it here for a rebounce play. No target yet, but will see.
 
Posted by cashmakers on :
 
MPS will announce earning Feb 8. It is good time get in now. Look at ACN, its good earning is an signal to IT outsourcing industry. My model shows 16 cents for 4Q and total 53 cents for year 2005. I am pretty sure MPS will give a strong guidance for 2006 base on global IT outsourcing trend. $14 is a cheap price for MPS. I am aiming for $16-18 for 3 months.
 
Posted by cashmakers on :
 
WDC and EMC will be the next AMD and INTC. Data storage sector will be the fashion in wall street soon. Over the next several years, demand for storage technology should continue to be fueled by the explosive growth of data, and data security and compliance concerns.

Despite intense competition and some natural slowdown in EMC's top-line momentum as the revenue base gets larger, the company appears well positioned to make the most of the healthy growth in the storage arena.

WDC to gain market share in the mobile hard-drive arena and continue to bring new products to the market through the 2008-2010 period.

I am holding EMC and WDC as data storage sector, you can also look at STX and MXO which both of them already up too much. EMC is the best play here.
 
Posted by cashmakers on :
 
Still not late to buy back RES after oilfield sector porfit taken last week. RES will announce its earning and guidance next week, it will be a big jump. Oilfield sector getting hotter and hotter. It doesn't matter whether oil price goes up or down, oilfield equitments always are demanded. RES is definated worth > $40.

Here are all the oilfield stocks, after comparing other companies, you will see RES is the best one base on its TA and cost benifit ratio:

BHI DO HAL MS NE RDC RES SLB WHQ SII GSF RIG TKP ESV BJS
 
Posted by cashmakers on :
 
MPS bears by 3 cents.Price up. I believe Analysts will upgrade MPS soon due to MPS's IT outsoursing business and 2006 guidance. My target for MPS is $22.

Earnings rose 77 percent to $20 million, or 19 cents per share, from $11.3 million, or 11 cents per share, a year earlier.

Analysts on average expected profit of 16 cents per share, according to Reuters Estimates.

Revenue rose 1 percent to $425 million, compared with estimates of $431 million.

The company said it expected first-quarter revenue of $420 million to $435 million, compared with analysts' estimates of $434 million.
 
Posted by cashmakers on :
 
RES earning announcement tomorrow. RES increase its dividend significantly last month. Its 2005 earning will be much higher than 2004. Even though the oilfield pull back due to profit taken, RES is the best company in this field base on its Risk/Return ratio. $27 to RES is too too cheap. I am full loaded here.

Also CHB reported a strong earning last Thu with positive guidance in 2006. Share price jumped to $16, followed by profit taken. Time to buy it back again, this is a very solid company with attractive big share appreciation space.
 
Posted by cashmakers on :
 
Last week debate regard whether to rebuild New Orlean city is interesting and relates to fatory-built home industry.

IMO, whether the government rebild the New Orlean or not, they must rebuild Louisiana and other states. Last year FNMA gave 200M contract to CHB to ship facory-build home to hurrican area after the Rita and Katrina. Now I believe more contracts will offer to this industry and CHB definately is the largest company in this sector and will directly benifit from the government contracts. CHB worths at least $20, I am holding it tight.
 
Posted by cashmakers on :
 
Research on VTSS, a good buy here.

Vitesse is showing promise with its Ethernet technology. The segment had another strong quarter, turning in revenue growth of 16% sequentially and more than doubling that of the year-ago period. It has captured about 95% of the market for 5- and 8-gigabit port switches. The unit may well provide $60 million in business in fiscal 2006, which should offset struggling fibre channel and telecom operations.

Analysts forecast another deficit in fiscal 2006, but significant improvement over 2005. The company's Ethernet business is poised to grow at about 15% in the year ahead, thanks to the availability of next-generation products. Ethernet over SONET should also continue to be a success for Vitesse and offset soft demand for other networking products. The Networking segment as a whole should grow at a mid-single-digit pace in fiscal 2006.

Vitesse Semiconductor Corp. on Monday posted a slightly smaller loss for the fiscal first quarter, as revenue rose during the period. The company narrowed its deficit to $14.1 million, or 6 cents per share, from $17.2 million, or 8 cents, the year before. Setting aside one-time items, its net loss amounted to $7.9 million, or 4 cents per share.

Cramer's 'Mad Money' Recap last week suggest a buy fro VTSS on its recovering business. "The battered stock of the day that's making a comeback is Vitesse Semiconductor (VTSS:Nasdaq - commentary - research - Cramer's Take), said Cramer, adding that it has great pin action off the upbeat Cisco (CSCO:Nasdaq - commentary - research - Cramer's Take) quarter. "

Valueline updated VTSS timeliness to 3 with a highest Technical timing at 1 on Feb 10. valuline holds a target $5.

I am in VTSS and aiming for >$4
 
Posted by cashmakers on :
 
RES beats the expectation by 5 cents:

RPC, Inc. Reports 2005 Fourth Quarter and Annual Results
Wednesday February 15, 7:20 am ET
- Revenues for the Fourth Quarter were $117.6 million, an increase of 37.3 Percent over Prior Year
- Including a $0.05 per share Income Tax Credit, Diluted EPS for the Fourth Quarter Increased to $0.33

Oilfield industry today might have rebounce according to premarket prices in green. Oil price up slightly from yesterday lower than $60. RES with its good earning, should have some big move today.
 
Posted by cashmakers on :
 
Best time to buy RES. Industry pull back cover RES's strong earnings this morning. $22 level is unbelievable low. I am buying here with previous shares. Oil price just temporaly pull back a little bit and will back up again soon. Oilfield industry is promising in 2006 and demand side of the oilfield equiptments is growing. Tomorrow RES will rebounce back to $27

Here is the article from Bloomberg, $100 a barrel is possible.

Ex-Chevron Scientist Sees Opportunity in Oil at $100 a Barrel

By Charles Siler
Jan. 18 (Bloomberg)

....Tertzakian, a former scientist for Chevron Corp., is chief energy economist of ARC Financial Corp., an investment-management company in Calgary, Alberta, that runs private-equity funds focused on energy.

Sometime this year, he says, global oil demand will reach 86 million barrels a day, or 1,000 barrels a second. We're on the cusp of a ``break point'' that will change how we consume energy, creating opportunities as well as challenges for companies and investors.

``Oil at $20 per barrel is history, at least until major changes reduce the uncertainty, pressure and volatility that we are only now beginning to experience,'' he writes. ``Seasonal spikes of $100 per barrel or more will be the new reality.''

The world isn't running out of petroleum, he says: ``There is plenty of oil left in the ground to last us many decades, if not longer.'' Unfortunately, he adds, demand is accelerating even as the world is running short on the best grade of petroleum, light sweet crude.
 
Posted by cassidy on :
 
Good find on RES. I'm in
 
Posted by cashmakers on :
 
RES is a strong buy here, 38% cut from its 52-weeks high is a signal for a buy. RES reports a strong earnings Wed and good guidance for 2006.RES is a very solid company with huge demand on its oilfield products.

Compare to all other competitors, such as BJS, SLB, BHI, TTI, etc, RES has the second highest ROE 29.26%, slightly behind SLB. RES forward PE is only 16 and Profit Margin 14.2% and no debt. More importantly,Qtrly Earnings Growth 125.7% which is the highest in the oilfield industry.

Maybe due to industry pull back and oil price retreat recently, RES's price tumble by 38% from its $35 high. But from yesterday's strong move of industry index, we can easly observe the rebounce. Especially today analysts updated BJS and SLB should fuel more confidence to this sector.

I think this kind of cut only happen in Biotech or high tech. When you see this happen in oilfield industry, definately is a good entry point and you don't want to miss this great chance. No brainer here.

RES to Present at the Enercom Oil Service Conference IV today, will give more guidance to investors. IBD ranks RES's technical to 95 (highest 99) gives me more confidence that RES will back up to its fair value which I believe is $28.
 
Posted by cashmakers on :
 
Analysts comments on Oilfield sector on Feb 17 2006 and recommend to buy RES at its low price.


RES's near-term prospects look bright eventhough recent pull back from its 52 weeks high. Based on its strong earnings in 2005, we believe the growth rate will continue in 2006 thanks to oil price surge and oilfield equipment market booming. We are holding our fair value for RES at $28 per share.

Industry review

The strong share-price advances of companies in the Oilfield Services/Equipment Industry last year have continued thus far in 2006. The sector's Timeliness ranking in the Value Line system is now 3 (of 98), up another notch since our prior report in November. Many oilfield services concerns are generating record earnings, and their share prices are hitting new highs. Bullish operating fundamentals are reflecting rising worldwide energy demand, coupled with record-high oil and natural gas prices, which have in turn prompted exploration and production (E&P) companies to boost capital spending on drilling and oilfield services.


Rig Utilization


The market for drilling rigs and vessels continues to tighten. Domestically, the number of rigs in service totaled 1,473 at the end of January, an increase of 218 from a year earlier. In Canada, the number of rigs in operation totaled 660, versus 550 in January of last year. Internationally, the number of rigs under contract and drilling totaled 905, according to the Baker Hughes-BHI International Rig Count. This is an improvement of 104 rigs from 12 months earlier. (Note: Due to rising political tensions, Baker Hughes has elected not to include in its international tally any rigs directly or indirectly under the control of the governments of Iran and Sudan.) The worldwide rig count is likely to continue to climb over the next few quarters, as demand and high oil and gas prices provide the incentives to drill for more hydrocarbons.


Oil And Gas Prices


Oilfield services/equipment companies provide drilling rigs and other ancillary products and services to integrated oil companies and E&Ps. Drilling activity has increased substantially because of growing energy demand and persistently high oil and natural gas prices. The trend continued in 2005, and expectations are for more of the same through 2006. Last year, the Energy Information Administration (EIA), which is part of the U.S. Department of Energy, came out with forecasts for oil prices to remain at least around $50 a barrel through the end of next year. It now appears that even this estimate may be a bit too conservative. The EIA also stated that OPEC's relatively low level of spare operating capacity provides very little room in the event of a sharp rise in demand or to cover a supply disruption. Too, the EIA does not believe that the output of non-OPEC producers will be sufficient to offset OPEC's shortage in spare capacity over the next two years.


Many names in the sector are posting their best operating results ever, due to oil prices and gas prices reaching all-time highs. The oilfield services firms are benefiting from the extra cash that the integrated oil and E&P companies have generated from high commodity prices, which has prompted greater spending on drilling activities. Moreover, the tightening supply of available rigs due to increased drilling has led to meaningful increases in dayrates.

These favorable conditions have led to a run-up in share prices of many stocks in the sector in recent months. Their P/E multiples have expanded a bit, but a windfall of profits has kept them below historical highs, as rising dayrates and growing demand for rigs continue to support strong profitability.


Investment Advice


Drilling companies are poised for solid results in the quarters ahead, backed by strong oil and natural gas prices and growing global economic expansion. The industry has benefited from increased rig utilization and higher rates charged for rig usage and ancillary products and services. This gives most stocks in the sector good Timeliness ranks. But many of these stocks have appreciated so sharply in such a short period of time that we question their attractiveness from here for capital gains potential out to 2008-2010. Nonetheless, we are in the midst of an extended up cycle in drilling activity that has shown few, if any, signs of slowing. We believe the progress will continue at least through the end of this year, and probably well into 2007. Investors should have in mind, though, the historically volatile nature of the Oilfield/Equipment Services Industry and the stocks that we track here.
 
Posted by YellowSubmarine on :
 
OMOG -- going back to $0.02+ right away....!!!

The OMOG CEO is going to ram it to the thieves, then the bashers on RB.

OMOG Website News: http://www.omogoil.com/omog28.pdf

OMDA Oil & Gas - parties to lawsuit attend mediation meeting

As previously announced, OMDA Oil & Gas, Inc. has been involved in an ongoing
lawsuit against former management. The original suit, filed March 29th 2005 ,
sought the return of significant assets including numerous producing and
non-producing wells, as well as actual monetary damages.

Adam Barnett and legal counsel from the firm Zimmerman, Axelrad, Meyer, Stern &
Wise attended a mediation hearing yesterday, March 14th. This mediation was an
attempt to settle the above referenced lawsuit before the trial date next month.

Adam Barnett, Chairman, stated, “ I could not be more pleased that this lawsuit is
now reaching the settlement stage. I was very happy with the mediation yesterday
and the fine job that our legal counsel did in representing us throughout the
proceeding.” Barnett went on to say, “ While I can not comment on the fine points
concerning the events yesterday, I feel confident that the shareholders of OMDA Oil
& Gas, Inc. will be very pleased with the outcome. I hope to have all finalized paperwork
resulting from the mediation soon, and I look very forward to announcing
all details in a formal press release in the weeks to come.”


.
 
Posted by Bocefus on :
 
Cashmakers,
I went in on Gander Mountain (gmtn) on your recommendation the first part of the year. Their earnings report just came out last week, and it was excellent. Take a look. Its going up sharply. I'm thinking $12-14 here. Also, look at THK which is highly recommended by a broker I am acquanted with.

Gander Mountain rallies on results
Contributions from hunting gear help profit, sales


By Angela Moore , MarketWatch
Last Update: 4:24 PM ET Mar 8, 2006

NEW YORK (MarketWatch) -- Sporting-goods retailer Gander Mountain Co. reported growth of more than 26% in fourth-quarter profit Wednesday, helped by strong seasonal sales of hunting equipment and attire.

Shares of Gander Mountain ( GMTN ) soared in early trading, rallying more than 21% at one point, but closed up 4.7% at $6.95.

Net income rose to $22.2 million, or $1.45 a share, from $17.5 million, or $1.21 a share, earned in the year-ago fourth quarter.

Gander Mountain's sales rose to $280.8 million in the three months ended Jan. 28 from $239 million.

The average estimate of analysts polled by Thomson First Call was for a profit of 87 cents a share on sales of $287.8 million.

The St. Paul, Minn.-based retailer said that while it rang up robust sales of hunting gear during November and December, January's sales were hurt by considerably less clearance activity due to improved inventory management.

In addition, Gander Mountain said its ice-fishing business was "extremely challenging" in January as the ice on lakes in many markets was considered unsafe
 
Posted by YellowSubmarine on :
 
BUY or CRY -- it's gonna fly............

Sulja Bros. Building Supplies, Ltd. Receives Investment Capital and Releases Financial Information

DUBAI, UNITED ARAB EMIRATES, Aug 03, 2006 (MARKET WIRE via COMTEX) -- Wessal International is pleased to announce that Sulja Bros. Building Supplies, Ltd.'s (PINKSHEETS: SLJB) financials are currently available on www.suljabros.com


CEO Steve Sulja states: "Sulja Bros. is pleased to release financial statements to the investing community. The posted financials are a compilation of Sulja Bros. and all of its North American and Middle Eastern wholly owned subsidiaries. We had a great year and our Middle East projects are supplying tremendous growth. We look forward to another outstanding year with increased net profits and growth."

Wessal International has arranged for private financing of USD 25 million, of investment capital, for Sulja Bros. Building Supplies, Ltd.

A Wessal International spokesperson commented, "We have acquired private financing to secure the vast supplies and materials needed in the rapidly growing operations in the Middle Eastern market. This will necessitate and alleviate the capital required for such an extensive demand for building materials. The capital attained will ensure that Sulja Bros. will not use company shares to raise capital in the near or distant future, and will continue to not only maintain the upward climb towards a high price per share, but to also steadily rise towards a higher market exchange."

SOURCE: Sulja Bros. Building Supplies, Ltd.

Financials: http://www.suljabros.com/20060803202328066.pdf

.
 
Posted by Zack Donino on :
 
Very Good DD...
 


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