posted November 29, 2004 20:30            

I can't buy all of them so I would like opinions on which ones you think are the BEST ONES!!

ANDE
CRV*
AGH
ALG (BUY this one)
BMHC
CMPP
DXPE
FSM*
FTHR
STS
HGGR*
WEYS
HORC
JAX*
PERY*
PSAI*
QEPC
SF

stocks with * are right around or trading BELOW BOOK VALUE!!

posted December 06, 2004 15:34            

Their earnings and revenue are on a steady climb. Stockholder equity continues to build. http://moneycentral.msn.com/investor/invsub/results/statemnt.asp? lstStatement=Balance&Symbol=ALG&stmtView=Ann

Dxpe is similar. Over the past three years revenue and earnings are climbing. http://moneycentral.msn.com/investor/invsub/results/hilite.asp?Symbol=dxpe

posted December 06, 2004 19:10            

quote:

---

Originally posted by osubucks30:
I am thinking of buying some FSM. This would be a LONG TERM HOLD. HARDLY NO VOLUME BUT outstanding shares are LESS then 1 million. Plus they have over a BILLION in revenue. Sales have been steadily increasing for over 5 years! http://moneycentral.msn.com/investor/invsub/results/statemnt.asp?l stStatement=Income&Symbol=fsm&stmtView=Ann

Market cap only 40 million. If they continue to increase sale this stock WILL get noticed.

---

posted December 06, 2004 22:30            

This is a VERY GOOD BUY IMO!

This is a line from their last 10Q:
Our annual revenue for fiscal year 2003 increased $286.3 million, or 42.9%, since our fiscal year 2000. We expect our revenue to continue to grow and to exceed $1 billion during our 2004 fiscal year. Our strategic growth plan is designed to capitalize on the government’s heightened demand for IT services and it is our goal to double our revenue to $2 billion by 2007.

Here is a line from their 8-K filing less then a week before:
“CR’s have become a way of life for our customers,” said Mr. Young, “but continued pent-up demand for IT solutions gives us great promise for continued growth in IT spending. Recently an industry and government study found that IT spending is expected to grow to $72.6 billion by the end of the decade from $59 billion in President Bush’s 2005 IT budget request. This fact, coupled with the ever increasing concern about securing networks and physical infrastructure and storing the vast amounts of critical data, leads us to believe that the growth estimates may be conservative.”

So according to my calculations if this stock takes on an evaluation like other IT stocks then this stock could be at $50 in 3 years if their plans happen.

posted December 09, 2004 20:21            

Recent press release

posted December 09, 2004 20:27            

The company also indicated that it is evaluating the possibility of investing in an ethanol production facility at one of several possible locations in its region.

Website has some info. This is a very diversified company! http://www.andersonsinc.com/

I live in Ohio and have shopped in their store.

posted December 10, 2004 16:57            

Revenues:
2001- $136.4 MILLION
2002- $155.5 MILLION
2003- $161.8 MILLION
2004- $174.3 MILLION
On pace to do close to $200 million in revenue this year.

NET INCOME:
2001- (1.4 MILLION).14 loss per share
2002- (.001 MILLION).00 per share
2003- $.5 MILLION .05 per share
2004- $2.4 MILLION .22 per share

posted December 15, 2004 15:21            

me and Address of Reporting Person *

ROLL PENELOPE F 2. Issuer Name and Ticker or Trading Symbol

ALLIED CAPITAL CORP [ ALD ] 5. Relationship of Reporting Person(s) to Issuer (Check all applicable)

_____ Director _____ 10% Owner
__ X __ Officer (give title below) _____ Other (specify below)
Chief Financial Officer
(Last) (First) (Middle)

1919 PENNSYLVANIA AVENUE, NW, 3RD FLOOR 3. Date of Earliest Transaction (MM/DD/YYYY)

9/22/2004
(Street)

WASHINGTON, DC 20006

posted December 21, 2004 16:23            

AYSI- Alloy steel Int'l

Has 16 million shares with low float... (insiders own 74% of the shares with the CEO owning 62%)

posted December 21, 2004 16:26            

Alloy Steel is a little hidden gem that has low outstanding shares, increasing sales, high profit margin (53% as per its last quarterly report) low float, major insider ownership (insiders own 74% of shares outstanding with the CEO owning 62.5% of them) and most importantly it is profitable!! In my opinion with sales to pick up through its expansion into the US and other regions the company is undervalued and it is currently not followed and not known publically due to its quiet position……making it a hidden gem at this time.
The advantages of Arcoplate are spreading in the industry and the product is quickly making a name for itself due to its cost savings advantages to companies and its superiority over conventional wear plates.

Most of their sales have been as a result of word of mouth or repeat orders from past clients and now have appointed a major US distributor to help expand into the US market (http://www.wearplate.biz/ISS.asp). Its new plant/machinery should now be operational to meet future demand.

Overview (as quoted from the last 10QSB dated 16 Aug 04)
We manufacture and distribute Arcoplate; a wear-resistant alloy overlay wear plate, through a patented production process. The patented process by which we manufacture Arcoplate enables us to smoothly and evenly apply overlay to a sheet of steel, creating a metallurgical bond between the alloy and the steel backing plate that is resistant to wear caused by impact and/or abrasion. We believe that, in the mining and mineral processing industries, wear is the primary cause of down time, the period when machinery is not in operation due to wear or malfunction. We believe that use of our Arcoplate product line will substantially lower down time and the resulting lost production of our customers and accordingly return a higher profit margin to the operation.
We also intend to commercially develop the 3-D Pipefitting Cladder process; a computer driven and software based mechanical system for depositing a profiled layer of wear-resistant alloy onto interior surfaces of pipefittings, targeted for industrial use. With the increased demand for Arcoplate, management has taken the decision to concentrate all available resources to increase the production capacity of Arcoplate before continuing with the 3-D Pipe Cladder process.

Uses of Arcoplates
Chutes: http://www.alloysteel.net/english/3_chutes.asp http://www.wearplate.biz/ISS-Applications-Liners.asp

Manufacturing plants : http://www.alloysteel.net/english/3_cement_plant.asp http://www.wearplate.biz/ISS-Applications-Cement.asp

Mining & earth moving equipment: http://www.alloysteel.net/english/3_earth_moving.asp http://www.wearplate.biz/ISS-Applications-Mining.asp

Techical Summary & advantages http://www.wearplate.biz/ISS-Technical-Summary.asp http://www.wearplate.biz/ISS-Technical-Graph.asp

Ore processing: http://www.alloysteel.net/english/3_ore_processing.asp http://www.wearplate.biz/ISS-Applications-Ore.asp

For periods ending 30 June, 200X (please see link below for full 10QSB) http://www.pinksheets.com/quote/print_filings.jsp?url=%2Fredirect.asp%3Ffilename%3D0001015402%252D04%252D003404%252Etxt%26filepath%3D%255C2004%255C08%255C16%255C&symbol=AYSI

3 month 2004 3 month 2003 9 months 2004 9 months 2003

Sales $ 532,932 $ 348,675 $ 1,857,776 $ 1,262,657

Cost of sales $ 250,606 $ 251,737 $ 1,005,170 $ 779,012

Gross profit $ 282,326 $ 96,938 $ 852,606 $ 483,645

Net income (Loss) $ 37,945 $ 50,474 $ 34,364 $ (12,630)

Weighted Average Common Shares Outstanding 16,950,000 http://www.alloysteel.net/english/default.asp http://biz.yahoo.com/e/040816/aysi.pk10qsb.html http://www.miningaustralia.com.au/articles/83/0c01bf83.asp

posted December 22, 2004 15:49              

NMC, Inc. Announces Sale of 137,939 Tons of the Concentrated Ore Inventory in Skull Valley, Arizona
Wednesday December 22, 6:00 am ET
$500 million sale over 10 years represents 26% of Skull Valley tonnage

$500 million = 26%

1.92 Billion = 100% Valuation

HOW SWEET IT IS!!!!