You will discover a person over there stumbled into HOM stock and is pumping it. You have noticed a bunch of them bought driving share price up, which fell promptly back to where it should be.
Earnings will be very good for HOM. However, after my watching HOM for several years, historically there will be a rush before earnings, but not much of a rise, flat on earnings day, then a fall back to 1.50 to 1.60 range.
Not quite two years back, HOM made it to 2.00 per share. Hasn't been there since. Nonetheless there is some, not much, but some potential on the make for that kind of move again. HOM is profitable and in a good growth stage.
Blue, I do not know that any of what I write will happen with certainty, but that has happened for the last three or four earnings statements, all of which were decent.
I used to work HOM, buy a bunch at 1.42 and sell at 1.56 but prices are more stable this quarter. This could suggest prices may rise very nicely with the next earnings. Remember the boys over at the silicon board are now hot on HOM which will most likely drive prices up a little bit.
DVPC, take a look at today. Something is cooking. Might be they are just about finished with their pipeline to market. Maybe some insider buys, this is, insiders like employees, friends, field hands who know what is going on; insiders who do not have to report to the SEC.
posted
Forgot to add, Blue, this would be a good time to buy more IESV. I sold mine during the last spike, and today am accumulating again around .084 to .086 per share. I believe .08 will prove to be new bottom support, so buys will have to be a bit above that.
Next good news should push prices to .10 / .11 per share, "maybe" a little higher.
posted
heh, - i did in fact already add IESV today, i see my limit buy triggered. along with some TMFZ, NMKT, CLSI, and probably a few others (haven't checked all accounts yet).
i looked into DVPC a little this weekend but 10-year old girls were running around screaming as my daughter had a sleepover, so was a difficult environment to read Q's and K's. didn't find much info on it yet, will keep looking though
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HOM i am still trying to decide how long to hold - didn't sell it at 1.62 like usual last time i bought at 1.48. i'd like to hold into the Q at least, i agree seems like always a bump on Q day followed by a quick selloff. i like HOM though, the RAM thing was a disappointment didn't pan out but otherwise they are growing quite quickly. i think will hit $2 eventually, but - not sure when. probably will put it all up at 1.85: if it hits, fine, if it doesn't, i don't mind holding. need to do a little more reading first before finally deciding what to do.
you want to see an odd company? check out this one - CYDS.OB:
how many companies do you know of that are trading at 47% of book and 12% of sales, have a trailing PE of 5, and so much cash that their enterprise value is a measly 870k? enterprise value 3% of revenue, heh.
been trying to buy a few K shares at .29 for awhile, but - no luck, will keep trying. just - can't resist going in for a little, with those numbers. very strange.
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ever see a chart that just almost made you want to cry?
i thought selling FPPC at 2 bucks was bad (closed at 3.05 today) and selling BSIC at $1 was worse (hit 2.95), but GEOI almost as painful. got in at 2.80, out at 3.76 a month ago, hit nine-freakin'-bucks and twenty cents today.
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Stop looking back, Blue. That will only drive you crazy. Should I tell you how I could have bought Microsoft when you were still in diapers, but I passed on it thinking Microsoft would never amount to much of anything?
I am looking at your CYDS stock. Wow! The numbers are really good. Year 2003 they really did good. Mild loss in 2000, profit ever since save for a mild loss in quarter one of 2005. Overall, for 2001 to 2005 years, a black ink healthy company.
Late last year they show a sixteen percent increase in revenues but a forty-six percent drop in income. Still profitable, however. Last year was a bad year for most companies. I would expect retail clothing to fall off during bad years because people look for cheap entertainment, such as nudist colonies.
Get it? Clothing to fall off, nudist colony....
Well, so, what is up with this stock? It has been flatlining for almost a year although a good record on the finacial side.
I am thinking to buy some of this and sit on it, in the nude.
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queen of the five stars, here are some others you might find of interest that I started to look into.
They are all of a certain "mold" - ie, profitable microcaps with low P/E's and good balance sheets. This of course rules out many interesting companies (ALMI for example), but - was curious about this "niche".
Am going to set up a .xls and track an index of perhaps 50 of this "type" of stock, and see how it performs as an "index fund" over time. i can email you the .xls if you are interested, my email is blue_in_mich@yahoo.com - just drop me an email if you're interested.
note that these are only "thumbnails", i need to do more DD on each.
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APES.OB:
Accufacts Pre-Employment Screening, Inc. is primarily engaged in researching and providing decision support information to its clients, generally Human Resources departments of corporations, through its wholly owned subsidiary, Maglio-Accufacts Pre-Employment Screening, Inc. These services typically include pre-employment background checks and screenings of new hire candidates and/or employees.
good balance sheet, trailing P/E around 11, forward PE looks to be under 10
ADGO.OB:
Adams Golf, Inc. designs, assembles, markets and distributes golf clubs, including the Ovation Fairway woods; Redline drivers and fairway woods; the Tight Lies family of fairway woods and drivers; the Adams Golf Idea, A1 and A1 Pro Irons and Idea i-Woods; the Tight Lies GT irons and i-Woods; the Tom Watson signature series of wedges; the GT Spec Putters, and certain accessories.
nice balance sheet: 14M cash, trailing P/E around 12.5
AFPC.OB:
AFP Imaging Corporation is engaged in the business of designing, developing, manufacturing and distributing equipment for generating, capturing or producing medical and dental images through digital technology, as well as the chemical processing of photosensitive materials.
trailing P/E ~13, could be lower if they could keep up 450k per q profit -
ALRG.OB:
Allergy Research Group, Inc. develops, contract manufactures, markets and sells branded and private label products, including vitamins and nutritional supplements, throughout the world under the NutriCology and Allergy Research Group labels.
good balance sheet, trailing P/E around 10. profits somewhat flat this year, but mainly growing year-to-year:
AML Communications, Inc. designs, manufactures and markets radio frequency (RF) and microwave, power and low-noise amplifiers for a variety of frequency ranges and transmission protocols serving the defense microwave and wireless communications markets.
pretty good balance sheet, trialing P/E around 16, seem generally growing, if somewhat erratic in income
AOBO.OB:
American Oriental Bioengineering, Inc., through its subsidiary, Harbin Bioengineering, is engaged in the development and production of bioengineered products and traditional Chinese medicinal products in China
Calton, Inc. is engaged in constructing single-family homes through Homes by Calton, LLC, providing Internet business solutions and consulting services through eCalton.com, Inc. and the development of a loyalty and co-branded credit card program through PrivilegeONE Networks, LLC.
Cygne Designs, Inc. is a manufacturer of private-label women's career and casual apparel with sales primarily to Lerner New York.
ridiculous: trading at less than half book, enterprise value 870k, P/E 5.5. what is wrong here?!?!
EPLN.OB
Epolin, Inc. is a specialized chemical company primarily engaged in the manufacturing, marketing, research and development of dyes and dye formulations.
Eye Dynamics is in the business of producing and marketing patented proprietary products and other services for the institutional, medical and government markets. The company is a leader in the Video ENG medical product market, having invented the Video ENG system and brought it to market in 1994.
trailed of a little last 2 q's, some new product lines might drive PE down though
Ezenia! Inc. develops and markets products that enable organizations to provide group communication and collaboration capabilities to commercial, governmental, consumer and institutional users.
good balance sheet, trialing P/E 7.5, new contract with M$oft
FRGN.OB
FragranceNet.com, Inc. operates an Internet discount fragrance store offering more than 6,000 brand-name fragrances, scented candles, aromatherapy and haircare products.
high trailing P/E of 33, but am including b/c of rapidly improving revs and profits (annualized PE based on last Q is ~10:
Global Aircraft Solutions Inc, formerly Renegade Venture Corporation (NEV) through its wholly owned subsidiary, Hamilton Aerospace Technologies Inc. (HAT), is a provider of large aircraft maintenance, repair, overhaul and modification (MROM) services to owners and operators of certain transport category commercial jet aircraft.
trailing PE of 13, very rapidly rising revenues Q over Q
Home Solutions of America, Inc. (Home Solutions) is a provider of specialty residential services, particularly restoration and specialty interior services.
trailing PE around 18, but rising revs and profits:
HQ Sustainable Maritime Industries, Inc., formerly Process Equipment, Inc., is a Sino-Canadian joint venture bringing technologies to the fishing and aquaculture industries.
finances in flux, but just restructured and looks like be profitable with a low PE
Imperial Industries, Inc. manufactures and distributes building materials to building materials dealers and others located in Florida, Mississippi, Georgia and Alabama and, to a lesser extent, other states in the Southeastern part of the United States, as well as foreign countries
bad balance sheet but rapidly growing revs/profits, trailing PE under 8:
Kitty Hawk, Inc. provides air freight services utilizing its two operating subsidiaries: an expedited scheduled freight network, Kitty Hawk Cargo, Inc., and an all-cargo Boeing 727-200 cargo airline, Kitty Hawk Aircargo, Inc
trailing PE around 12, on somewhat erratic Q results
Milastar Corporation sells special metallurgical services to a diversified list of manufacturers primarily located in the greater Midwest industrial market through its wholly owned subsidiary, Flame Metals Processing Corporation.
Northgate Minerals Corporation, formerly Northgate Exploration Limited, is a gold and copper mining company focused on operations and opportunities in North and South America.
PE around 12, good balance sheet (yahoo shows incorrectly)
Ophthalmic Imaging Systems is engaged in the business of designing, developing, manufacturing and marketing digital imaging systems and image enhancement and analysis software for use by practitioners in the ocular health field.
PE around 11, revs seem to be rising year over year
PDG Environmental, Inc. (PDG) is a holding company that provides environmental and specialty contracting services, including asbestos and lead abatement, insulation, microbial remediation, demolition and related services throughout the United States through its wholly owned operating subsidiaries.
PE around 11, some debt, quickly rising revs this year
Silverstar Holdings, Ltd. is the parent company of Fantasy Sports, Inc., which operates the Fantasycup.com, fantasycup.org, fantasycup.net, fantasystockcar.com and fantasynhra.com Websites and specializes in subscription-based NASCAR, college football and basketball and other fantasy sports games.
big cash on hand (trading at .77 book), trailing PE under 6,
TII Network Technologies, Inc. designs, produces and markets lightning and surge protection products primarily for use on the subscribers' home or business telephone lines.
great balance sheet, trailing PE 22, rising revs, can profits keep up?
UCI Medical Affiliates, Inc. (UCI), operating through its wholly owned subsidiary, UCI Medical Affiliates of South Carolina, Inc. (UCI-SC), provides non-medical management and administrative services for a network of 43 freestanding medical centers, 42 of which are located throughout South Carolina and one is located in Knoxville, Tennessee.
trailing PE 2.6 due to one-time, more like 10 normally
United Medicorp, Inc. provides medical insurance claims coding and processing, electronic medical records storage and accounts receivable management services to healthcare providers.
vFinance, Inc. is a holding company engaged in the financial services business and focuses on servicing the needs of high-net-worth and institutional investors and high-growth companies.
very nice balance sheet, trailing PE 5 but mostly based on one-time good Q
Waste Technology Corp. (Waste Tech), through its wholly owned subsidiary International Baler Corp. (IBC), is engaged in the manufacture and sale of balers, which are machines used to compress and compact various waste materials.
PE around 17, but nicely rising profits and revs this year
posted
Most interesting, Blue! I have about one-third of those in my database and some on my active watch list. You and I share some common thinking.
Just for fun and this is only for fun, here are my predictions for this week for some of those.
CYDS, APES and TARG will go up.
EPLN, MDTI, OISI and PIOL will remain the same.
IPII and MILAA will peak and fall.
Most of the rest will go down.
Readers should note my comments are strictly for fun and amount to nothing more than guesses based taking a few minutes to look at each stock.
Do NOT buy or sell based on my comments. They are just for fun and have no factual basis.
Thanks, Blue. I am researching a bunch of those stocks right now, adding them to my database.
I sent your CYDS to some friends and advised them to keep an eye on this one. Low volume today but prices jumped a bit! I also told them to be sure to read your articles, now and in the future.
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d'oh! shoulda just paid the ask for CYDS all last week. not much chance of that .29 fill now, oh well.
IPII i hope you're right and goes back down, sold it on the recent run hoping to get back cheaper.
would be curious to hear your rationales for the ups/downs, and in particular why most will go down. am guessing in part it has to do with your other post today, re: UCLA?
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Blue, my up and down "fun" projections are based on what I see in technical charts, maybe for the next two or three days.
I read the general trend, volume changes, down volume versus up volume, if prices are pushing up or pushing down overall. Another factor I look at is the "steepness" of a rise or a fall. A few of those I see "bandwagon" rising which indicates a soon and serious fall. Yet another consideration is _most_ volume above or below end-of-day close.
Readers be sure to understand my projections are just for fun and are most likely dead wrong. Just having some fun. Don't take my comments seriously.
CYDS, I am hoping low volume will push prices back down to your .29 or .30 then I will buy and tell my friends to buy. CYDS will kinda be like CLSI; buy and forget about it, let it set.
I don't find anything about CYDS which indicates they will move into losses. They have a very good history of profits. Nothing there to cause a skyrocket but there is a history which tells me CYDS will slowly creep upward in value. That works for me during these bad financial times.
Hey, when men can no longer afford to take their motorized toys on vacation, when men decide to stay home to save money, we women start buying clothes to sooth our worries. CYDS will be there.
Filled up the Mercedes SEL last night. $52.00 for a tank. I would rather park and buy clothes.
posted
my 1989 volvo wagon only cost $24 to fill up this morning, wanna trade?!
it can go from 0-70 in about 60 seconds, provided the uphill grade is not more than about 5%. on a 5-10% grade, maybe count on 90 seconds.
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here's part 2 of the thumbnails of low PE, profitable companies, mostly under $2 -
BABB.OB
BAB, Inc. operates, franchises and licenses bagel, muffin and coffee retail units under the Big Apple Bagels, My Favorite Muffin and Brewster's Coffee trade names.
Cognigen Networks, Inc. (Cognigen) sells telecommunication and personal technology services through multi-faceted sales and marketing organizations that utilize the Internet as a platform to provide customers and subscribers with a variety of telecommunications and technology-based products and services.
ok balance sheet, 1-time hit on finances killed P/E, otherwise PE would be about 5:
low price/sales, if they could eke out more profit and keep costs down could be in good shape
CXTI.OB
China Expert Technology, situated in Hong Kong and China, specializes in providing large-scale network infrastructure construction (mainly e-government projects) for communities and municipal governments in China.
ok balance sheet, trailing PE under 4, but can they get new contracts to keep up revs, and can they prevent dilution?
IDI Global, Inc. is an application service provider of infrastructure technologies and services that implements comprehensive Internet-based business solutions.
trailing PE perhaps 13, looks to be a good balance sheet
Robocom Systems International Inc. (RSI) develops, markets and supports advanced warehouse management software solutions that enable companies to atomize their warehouse operations and have inventory visibility throughout the supply chain.
pretty flat revs but very good balance sheet, PE under 6:
Technical Communications Corporation (TCC) is engaged in the design, development, manufacture, distribution, marketing and sale of communications security devices and systems.
trailing PE around 7, very good balance sheet, but erratic revs - can they keep up revs/inc with new contracts?
TMSF Holdings, Inc. is a financial holding company that, through its wholly owned subsidiary, The Mortgage Store Financial, Inc. (The Mortgage Store), is engaged in nationwide mortgage banking to originate, finance and sell conforming and non-conforming mortgage loans secured by single-family residences.
lots of cash but not many other assets, trailing PE under 6, nicely rising revs/profits
Trek 2000 International Ltd offers state-of-the-art design solutions ranging from portable storage devices, digital audio and video products to wireless and encryption.
seems like low PE but not sure - need to read filings better
Advanced Nutraceuticals, Inc., through its operating subsidiary, Bactolac Pharmaceutical Inc. (Bactolac), is engaged in the formulation, manufacturing, coating and packaging of encapsulated and compressed tablets, and powder-blended vitamins and related nutritional supplements.
trailing PE under 5, thanks in part to a good jun04 Q, still might be 8 or 9 though, revs dipped a bit Y over Y
Universal Security Instruments, Inc. designs and markets a variety of safety products, consisting of smoke alarms, carbon monoxide alarms and related products.
high-priced for this group at $18, trailing PE of 9, ok balance sheet
Paulson Capital Corp. is a holding company whose only operating subsidiary is Paulson Investment Company, Inc. (PIC), which is a full-service brokerage firm engaged in the purchase and sale of securities from and to the public and for its own account and in investment banking activities.
huge cash, 85% of book, trailing PE of 8, wacky last Q financially, what's up with that?
Northland Cranberries, Inc. is a vertically integrated grower, handler and marketer of cranberries, value-added cranberry products, and branded cranberry and other fruit beverages.
ok bal sheet, dished out tons of cash in 3 nonrecurring payments that drove PE down to 2, not sure what's up with that, looks like ocean spray payout that won't be repeated?
World Air Holdings Inc. formerly World Airways, Inc. provides long-range passenger and cargo charter and wet lease air transportation, serving the United States Government, international passenger and cargo air carriers, tour operators, international freight forwarders and cruise ship companies.
not bad balance sheet, PE under 7, wow how can these guys make money flying jets?
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big volume bump in ETLT today, liked what i saw of the trading patterns. going to be an interesting next few months for them, between the Q, e-sea news, and us expansion plans. a weird stock, but - i like it, am holding.
NMKT, ATVE - classic case of "show me the money". you can only project so much, and their forward projections are very good, *but* - gotta show it on the Q, at this point. i like both of these, but admit that i wouldn't put a large amount on either - strike me as appropriate either for swing-trades or small long bets.
IPII become a pretty dependable daytrade, much like HOM was, did some swings yesterday and today. guess i shoulda sold HOM, but - eh that's ok, i'll hold for the Q, see how it goes.
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CXTI, just plain "broken". trailing PE of 3, awarded a whopping contract today, and - they are *down* on the day. how can that be? a total "head case" stock. i just don't get it, guess nobody trusts them. sold out of frustration last week, guess i should have waited and sold it on the (very brief) peak today before the crash.
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I cannot figure what is wrong on this one. I too tried to sell today at 1.09 per share. Prices were there but only briefly and no volume at that price.
CXTI should be really cooking. I've gone back over the numbers several times to learn if I missed an item of importance. I don't think so.
Great financial report recently, new contract with the government over there indicating even greater revenue and profit, but CXTI cannot stay above the 1.00 per line. It should be about 1.25 to 1.50 now.
Any notion what is "broken" on this one, Blue? I have given up trying to figure out why traders are not all over this one; it is a sure-fire bet.
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re: CXTI, a very odd one. i used to think that the reason they couldn't move up was because everyone was fretting about their big contracts coming to an end, and worried that revs might go down in 2005.
now, after they freakin' went *down* after yesterday's PR, i suspect it goes deeper. some of it may still be fretting over when revenue will be recognized and all that. but - there's more to it, strikes me that part of it comes down to people simply not believing the numbers. not sure what else it could be - they can't sustain a move to anything above 3x their trailing earnings. trading might also indicator a large holder dumping off shares into any rally. dunno, wish i could explain it - just plain "broken".
i like CXTI and would actually like to hold it long. but - just can't, though will continue to try to swing-trade it. if it goes to low-.90's again, i'm back in in search of a 10% swing on good news.
bought ETLT at .41 and made the mistake of not selling at the peak of .57, but - my feeling is that their next filing will be quite good, i want to hold awhile and see how the spring shapes up. it really is pretty amazing if you start to run the numbers on e-sea.
from their PR: "The units sold by E-Sea range in price from $50,000 to $100,000. As a result of a growing backlog of orders, the company plans on increasing production to about 100 units per moth by January 2005."
running the numbers, that's perhaps $75M of yearly revenue added in, if things go well, for a $15M company - which discounts the royalties e-sea should generate, and their other ridiculously profitable businesses.
a strange company, no doubt, but - much like CYDS, i can't resist ETLT. i had a lengthy phone conversation with their IR guy, which was mostly favorable, though he (not surprisingly) wouldn't give me any specific numbers on the e-sea backlog. i'm going to hold, we'll see how it goes.
ATVE is another one that is somewhat in the CXTI category, surprised they went nowhere on their PR yesterday. projecting earnings of .06-7 next year, but they can't hold .19 share price. they are a little different than CXTI in that CXTI has passed the "show me the money" test whereas ATVE still has to prove it, but still am surprised that ATVE is floundering so much though with similar very minor bumps off PR's as CXTI has. i figured they'd at least hold a projected forward P/E of 4, rather than struggling to stay above 3, given that their last 2 Q's were mildly profitabale (if late).
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TMFZ, am still surprised that it has dips below $3. i haven't come across too many companies that have a good balance sheet, as well as revenues and profits ramping up this quickly:
maybe i'm out in left field on this one, but - will continue to add on dips, trailing P/E under 6 at this point, i also like that the float is under 4M shares, nice margins too.
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TGCI, just drives me crazy. everything looked good about it to me, bought it at 2.80. then all the filings hit, insiders sold almost everything. i am not joking - some of the key guys in management sold so much that they were left with only 100 shares after their dumping, literally *less than my 12 year old had in his account from his lawnmowing and checks from grandma fund*.
wtf, key insiders don't want to hold more than my 12 year old?!?! sold it at 2.70. so, right after all the insiders dump, they release a PR about record revenues and profits, hit an all time high of 4.18 today.
just makes you shake your head and walk away, i just don't get it. why the heck did all these key insiders sell it all off, if they knew they'd have a great Q?!?!?!
grrrrrrrrrrrr... makes me testier than PG when the oil boys get her worked up...
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HOM's "run" (heh) today on earnings very reminiscent of CXTI's "run" last week.
in other words: lasted about 3 minutes, and then spiked back down, then gradually decayed until it ended up down a few % on the day.
unfortunately, my limit sell i set awhile ago at 1.69 didn't go through, and then didn't even check in until late afternoon, oh well.
earnings and growth potential look pretty good, though i still need to read the full filing. would have been .04/sh if not for RAM one-time, so: hopefully forward PE should be under 10 for HOM. eh, kind of disappointing not to "flip" it today like all the other times in the past, but - eh, oh well, i don't mind holding it. we'll see how it goes, hopefully some new contracts coming up and some action off the Cornerstone deal.
quote:Originally posted by Purl Gurl:
Earnings will be very good for HOM. However, after my watching HOM for several years, historically there will be a rush before earnings, but not much of a rise, flat on earnings day, then a fall back to 1.50 to 1.60 range.
posted
studied IDIB some more this week, really i have to say PG that they look pretty good, am surprised they've dipped this far. have a little at .40, trying to get more at .38 but no luck so far.
CTON very frustrating, sat right near the ask for a long time but never got it, now has made a substantial bump up.
CYDS dipping back to .30 range, trying to add.
EYDY dipping, have an order out at .24, we'll see.
disappointing last Q for ADGO released today, but still - trailing PE of 12, nice bal sheet - would go in on a dip to 1.40's. wish i knew more about golf clubs, my set is a $20 garage sale job with the heads duct-taped on, heh. quit laughing - shot an 87 last time out with them!
JMIH still sitting on .28 to add, got elbowed out today though, drats.
CPTC, would really like to buy a measly few hundred shares because i like the company's idea so much, but - am a bit petrified of the falling knife, have held off so far. $2 and i'm in for a little though.
TGCI, i want to go and smack their CEO and VP. looking at edgar filings, the CEO dumped 75% of his holdings on 2/2:
i sold it all for a dime loss at 2.65 after these guys dumped, a few weeks later they issued big earnings report, it hit 4.85 today, *sigh*. maybe i'm an idiot for selling, but - WTF were these guys thinking, selling a few weeks before a good earnings report? especially the VP, only felt comfortable holding *100* shares for a lousy $280?! geez.
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very nice bottoming action by IDIB, appears to be reversing, though a little early to say. doubled my holdings at .39 a few days ago, looks like a very good risk/reward potential to me from low-.40's.
EYDY took off on the OrthoNetx acquisition news just before i could get it cheap, oh well. not sure of the synergies between the two companies, still reading a bit and trying to decide on it. my hunch is it will come back down after it cools off a bit, am going to wait for now.
looking forward to TMFZ and ETLT reports due out later this week, am holding, thinking both will be good.
out HOM 1.68 yesterday, limit buy order back out for 1.48, we'll see
NMKT can't believe how far it's dumping, added at .395 today. someday, i think it will have it's day. not sure when, but - someday.
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really is amazing how far NMKT has fallen - i bought 1k each at .545, .46, and .395, all within the last 2 weeks; i guess my worst decision lately.
a 40% selloff due to an 8K about a measly few million buck financing, that didn't strike me as all that big a deal, they later issued a clarification. maybe i'm missing something, but - i don't get it, i think will bounce. they are mighty close to profitability and revs ramping up quickly, seems a reasonable risk to me to hold for something with NMKT's growth potential. we'll see.
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as usual, philip can't resist talking about naked shorting, even concludes the letter this this sentence:
"We look forward to the day when naked short sellers will eventually be caught painfully short to the financial benefit of genuine shareholders."
*sigh*. i still maintain that it's one thing for me or glass or whoever to chat about potential naked shorting on this board, but frankly i'd rather not have CEO's of companies i own stock in discussing it prominently in letters to shareholders. Verges' efforts would be better spent running the company, imho.
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You just keep on blabbling, Blue, because I am making money off your blabbling.
IDIB, yes, I am working this one at .38 to .41 per share. A very slow moving, low volume stock, IDIB should move up when economies improve. Good solid profitable company which is undervalued.
HOM is acting just as always. I cannot figure why share price does not move up. HOM keeps pumping out good financials, clearly profitable, but prices still stay in the 1.50 to 1.65 range. I always buy HOM if it falls below 1.50 per.
CXTI is in the same boat. Excellent financials but prices won't move up.
EYDY, darn good news, a bit of excitement, then right back down again.
ROBE is another I have not mentioned here. Good financial report, a good jump in prices, now it is sliding back down.
CLSI, back to accumulation tomorrow, the first day of the next quarter.
I am beginning to believe there is not enough confidence amongst investors to keep prices up. My hunch is the price of oil is the main effect dampening stock prices.
You and I are vested in many of the same stocks. I am closely watching all stocks you mention.
Back to ALMI, I plan to sell the ten-thousand shares I picked up today, around 1.18 to 1.20 when we get back up there. This will be my fourth swing play on ALMI, while retaining my core holdings as you are doing.
You keep on blabbling to yourself because you do have an avid reader, me.
posted
thanks for responding, Purl. i have to admit - was starting to think that there wasn't much point for me to post here, because i figured my dad and brother were the only ones reading my posts and that it was easier to just email them. if i posted about MSEP then people might read, heh. oops, i did post about MSEP (and OCRI, etc) awhile back and got in immediate trouble over it and was labeled a "basher", never mind!
are you watching RVNM's inexorable "countdown to .0001"? very amusing, only a matter of time.
HOM i think might have moved up for good, but - people were disappointed the RAM thing fell through, also i think their poor-mediocre balance sheet holds people back a bit, they have some debt. definitely profitable and growing though. i agree, i also am still a buyer at 1.50 level. would like to hold it long, but - just no sense in doing it at this point, is such a reliable swing-trader. someday they will turn the corner into a good "long", though.
EYDY i still need to re-read all of their latest acquisition stuff, looks interest and promising but still not sure of synergies. Have two limit buy orders set out at different prices, after just missing it last time before the jump.
CLSI is showing real support at .0171. was hoping it'd have some .016 dips like was so thrilled it had to load up on last year, but - support looks pretty strong. i may have to raise my limit buy prices to get the last ~30% i want (already 70% in).
ROBI i have not heard of, will look into.
JMIH i wonder if you are watching the spread drop a bit yesterday, am still hoping to get my final chunk at .28.
thanks very much for your IDIB tip, made some nice profit from it! have orders out to buy it back at .41 and .43, we'll see.
Purl, i, uh, meekly tried to email you one of my spreadsheets with a lot of research in it, because I thought you might find it of particular interest. not sure i even had the correct address though or if it would get through your spam filters. I'm very appreciative of all the help you've given me the last year, I fully admit that you're my #2 "mentor" and shaped my investment views and thoughts more than you know (don't feel bad, Peter Lynch is #1, read "One Up on Wall St" 3 times in the past year - it is not too shabby to be only one behind peter lynch though, heh!). I feel somewhat badly that I've "taketh" much more than i've "giveth" with you, so I am happy to share any or all research I do with you, if it's of any help at all (you can just PM me here or email me at blue_in_mich@yahoo.com). Most of what I have is either spreadsheets with a lot of notes, or notes from phone calls to companies. Clearly though, you hardly need any research "help", so - can just ignore this if you already received or are otherwise not interested, sorry!
JMIH, i want to find time to give them a call sometime next week. Still really like them (hard to find good value and great growth potential in the same stock), but my main 2 questions are: (1) they shouldn't need to take loans from their CEO anymore, they are in good financial shape. their profits would have been .013 instead of .01 last Q had it not been for having to pay a loan-guarantee back to the boss, am hoping this won't continue anymore. (2) not sure of costs related to both their leasing their new space, and R+D costs for their new 37' boat. i dunno much about boat building, so not sure if they would have had to pay a lot to get the 37' up and into production.
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hmm, interesting, this ROBE. revs were decreasing yearly, but - definitely a turnaround recently, good 10K this week. .03 a share profit on the year, some debt but not too bad. a few new products.
nanoclusters!! have they called ALMI about time-releasing their vanilla slim shake?!?! heh
looks interesting, on my radar. i suspect will dip a bit further as people "forget" and lose interest after the run this week, sometimes investors have too short of an attention span. definitely happened with IPII/IMPL lately, people lost interest/got bored and sold, and i profited nicely from their boredom the last few weeks.
surprising how few OTC "nano" plays actually are profitable. a lot out there, but most are junk, not really nano, or adept at losing millions. 2 of the only proifitable ones i've found are SOTK and MFIC. both are pretty thin (very large P/B's, etc) but - are interesting, and profitable, are both on my radar. MFIC in particular i might buy it it dips another 15%. lots of nano-speculators out there to drive up prices, and i like the "crutch" of trying to pick *profitable* OTC nano companies.
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TMFZ 10K just out - earned .17 for the Q, .58 for the year. so - trailing P/E a measly 5. dunno how market will react - could be positive because they kicked butt the last year, could be negative because people have undies abunch over rising rates (though TMFZ i don't believe is as susceptible to rising rates as other mortgage lenders).
i'm certainly hoping for the former, since i have a decent amount of TMFZ shares, we'll see.
quote:Originally posted by blue_in_MI: TMFZ, am still surprised that it has dips below $3. i haven't come across too many companies that have a good balance sheet, as well as revenues and profits ramping up this quickly:
maybe i'm out in left field on this one, but - will continue to add on dips, trailing P/E under 6 at this point, i also like that the float is under 4M shares, nice margins too.
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another 10K out: VFIN after the bell yesterday. nice bumpup in revs and profits in Q4. doubt they'll repeat the 1-time 1Q numbers, but - good bal sheet ($5M cash), and nice recovery particularly in Q4. looks attractive to me for a little from .32-.33 range.
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Blue, I have your VFIN on my live feed. I also am very tempted by this one. A little action with their latest financial release but volume is so low!
Look at CLSI for today; approaching a million volume.
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got a little at .31, sitting on .29 for a little more (i hope).
TMFZ sold half at 3.15 (luckily), keeping the other half.
crazy morning, lots of trading!!! luckily am off work today to "enjoy" it. going to go hit some golf balls with my 12-year old to work off some of the crazy trading-stress from this morning!!
APES got absolutely *crushed* this am, tempted by .51 but clearly they had a bad last Q, haven't had time to read the 10K yet and figure out if i still want in or not
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