$IDGC: ID Global Corporation Provides an Investment Portfolio Update

Source : PR Newswire (US)
Stock : Idglobal Corp. (PC) (IDGC)

CHICAGO, May 8, 2014 /PRNewswire/ -- ID Global Corp. (OTC: IDGC) is pleased to provide an investment portfolio update to its shareholders. This update includes new assets, adding to its current portfolio, which includes a new assignment of claims for Physicians Healthcare Management Group (OTC:PHYH):

PHYH:

Acquired $358,000 of receivables.

Sebastien DuFort, president and CEO, stated, "This asset acquisition is consistent with our new long-term strategy shared by Robert Trinka, Chairman and CEO of PHYH. We are pleased to have been able to step in and provide the assistance, for the mutual benefit of both companies."

About Physicians Healthcare Management Group, Inc.

Physicians Healthcare Management Group, Inc. (PHYH) is a holding company focusing on employing its management and capital resources in early-stage growth companies that seek to benefit from the public markets, but lack the public company management expertise and financial resources to comply with regulatory requirements of a publicly traded company, without our assistance. PHYH will target companies that have the right growth and profit characteristics covering a wide range of industries.


- Go IDGC

$IDGC, $HPNN, $MTVX: 3s

$DSCR: Cannabidiol (CBD) A New and Ancient Cure

I like this post.

Two negative signals that the overall markets are weak:

The S&P500 @1060 ($SPX), the Dow Jones Industrial Average @9742 ($INDU and the Wilshire 5000 Composite Index @10987 ($WLSH), technically are all having:
1. MACD "negative divergence," and
2. A Bearish moving average crossover.

This can be seen at www.stockcharts.com and is taught at the Chartschool at that website.

1. A MACD negative divergence is when "the security advances or moves sideways, and the MACD declines. N.D. are probably the least common of the three signals, but are usually the most reliable, and can warn of an impending peak."

2. A Bearish moving average crossover "occurs when MACD declines below its 9-day EMA (the signal line)." This is the most common signal for MACD. (The third signal is the "Bearish Centerline Crossover.")

These two negative signals together are a powerful indication that the overall markets have slowing momentum and should serve as an alert to monitor the technical situation for further clues of weakness.

TRTN 10Q out -- 2 days of operations and already profitable + debt free:

http://secfilings.nasdaq.com/filingFrameset.asp?FileName=0001213900%2D09%2D002176%2Etxt&FilePath=%5C2009%5C08%5C18%5C&CoName=310+HOLDINGS%2C+INC%2E&FormType=10%2DQ&RcvdDate=8%2F18%2F2009&pdf=

ROIAK = Fist-Pounding No-Brainer over the next several months/quarters IMO

(1) Earned +.12 EPS last Q. Annualized = +.48. Trades right now with a PE of less than 2! Book value over $4/share. Seems like the stock should be trading at $4-5 right now.

(2) ROIAK bought back 40 million of 100 million outstanding shares or 40% of the outstanding shares in the open market over the last year and is still buying back shares by the millions every quarter including currently with $50 million still left in their buyback program while the market cap is LESS than the amount of buyback left. Since the company can literally buyback its entire self at these prices, it seems like the downside risk is very minimal over any period of time. The float has been bought back down from 83 million to 43 million. At this pace, the entire float will be gone within a year

(3) Book value is around $4 so it trades at a tiny fraction of book value. Between the buyback and the high inside ownership, could the massive buyback be part of a management-lead buyout upcoming?

"The Company continues to have an open stock repurchase authorization with respect to its Class A and D stock and continued to make purchases subsequent to June 30, 2009."
"As of June 30, 2009, the Company had approximately $50.0 million in capacity available under the 2008 stock repurchase program."
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=40304116

DNPI = newly public....huge deals with Coca-cola, US Air Force, Celgene, Scientific Games, Motorola, Petco, Nordstrom, Pfizer. They do RFID Mobile Computing for jumbo-sized companies.

TRTN = POTENTIAL MONSTER

One of the smartest, most credible CEOs in the world, a famous prodigy since childhood brings his highly profitable business public while also launching an incredible new technology -- the ability to turn junk/used plastic back into oil/fuel at an insanely cheap cost.

(1) PRODIGY WORLD-FAMOUS CEO

John Bordynuik -- landed massive deals with N.A.S.A and M.I.T.

Magazine article on CEO:
http://www.johnbordynuik.com/BusinessNiagaraMagazine.pdf <~~~a must read!!!

John on NASA's website: http://prod.nais.nasa.gov/cgi-bin/eps/synopsis.cgi?acqid=136081

"Honest John"
Before attending Brock University in 1989, he told his bank he found $1.2 million in his account after he transferred it there through bank machines using a flaw in the bank's computer program. "Honest John," as the headlines called him, returned every cent even though he fought for nearly a week with bank officials who were saying the money was indeed his.

http://www.niagarathisweek.com/news/article/84243

(2) COMPLETELY OFF RADAR

John just recently acquired TRTN bringing his operations public for the first time and making it immediately profitable. CEO letter:

http://www.310holdings.com/our-story.html

(3) PLASTIC TO OIL

"Our research has revealed that this process and catalyst is not presently commercialized. By integrating this technology into a large batch processor we believe that we can accomplish the following:

* Approximately one liter of fuel is extracted from a kilogram of
plastic.
* The gas byproduct provides the energy necessary to fuel the
process thereby eliminating energy costs.
* Due to our catalyst and a highly optimized process, fuel can be
extracted in four hours from a large source of raw unwashed,
mixed plastics.
* Raw plastic materials can be acquired in many forms at little or
no cost."
http://finance.yahoo.com/news/310-Holdings-Inc-Commences-pz-3521320316.html?x=0&.v=3

(4) CEO bought shares at $3/share in a private placement to fund the company out of his own pocket:

http://finance.yahoo.com/news/310-Holdings-Inc-Announces-pz-70993591.html?x=0&.v=1

(5) More news....read through each one and remember the calibur of CEO -- this is not your typical penny CEO. In fact, few CEOs on the NYSE since Bill Gates can even compare to him so keep that in mind as you read through each PR from this no-nonsense CEO;

http://finance.yahoo.com/q/h?s=TRTN.OB&t=2009-07-28T14:13:22-04:00

About The Company:

John Bordynuik purchased 63% of the issued and outstanding shares of 310 Holdings on April 23, 2009. Subsequently, John Bordynuik was appointed President and CEO of the Company.
On June 25, 2009, 310 Holdings Inc. announced a definitive agreement to acquire certain assets of John Bordynuik Inc., including all of its intellectual property, its custom tape processing hardware, its Swahili data migration system, fixed assets, and its current customer base subject to certain closing conditions and adjustments. Provided all conditions to closing are met, 310 Holdings Inc. anticipates closing this Asset Purchase Agreement on or about July 15, 2009.
For more information, please see http://www.310holdings.com and http://www.johnbordynuik.com.

REPR -- profitable, cash-rich, rapidly growing, recession-proof, tiny float OS & market cap with a juicy FDA approval pending any week...

Management is so confident of continued much higher profits than last quarter going forward that they have set aside a "deferred tax asset" in the balance sheet "based the valuation allowance calculations on the prospect of future profitability"
http://pinksheets.com/edgar/GetFilingHtml?FilingID=6632631

Products are recession-proof with no direct competition with sales rapidly expanding due to a new treatment (Vivaglobin) where their infusion pump is the best, cheapest, safest, and most convenient form of delivery:
http://investorshub.advfn.com/boards/read_msg.asp?message_id=28775119
http://investorshub.advfn.com/boards/read_msg.asp?message_id=28777209
http://investorshub.advfn.com/boards/read_msg.asp?message_id=28838178

Medicare reimbursement for the Freedom60 (their biggest & most exciting revenue-generating product) was increased 20 fold in June of 2007 and is the ONLY infusion pump accepted by Medicare for reimbursement for Subcutaneous Immune Globulin treatment (Vivaglobin):
http://investorshub.advfn.com/boards/read_msg.asp?message_id=28776642
http://investorshub.advfn.com/boards/read_msg.asp?message_id=28776847

They are hiring like crazy:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=39063328
http://www.rmsmedicalproducts.com/Careers.htm

FDA Approval pending and could be announced any day which should help accelerate sales & earnings:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=38239770

Based on seasonal & cylical patterns as well as their recent hiring and doubling of shifts and landing business with a huge hospital & the pending FDA approval, I suspect REPR is 1 or 2 quarters away from +.02 EPS per quarter or more or an annualized +.08 EPS pace IMO. 10 PE = .80/share, 15 PE = $1.20/share. 20 PE = $1.80/share

REPR Board:
http://investorshub.advfn.com/boards/board.aspx?board_id=201

Discovery Channel Forecasts New VBDG product will sell up to $700,000 per week!!! http://micurl.com/lj2a01t

EGMI - 4 bags down, 16 to go on the 20 bagger...

BBI.B = multi-bagger in the making IMO

Analyst estimates are for EPS +.19/share for 2009, and +.21 EPS for 2010 for a very tiny PE. Book value .463/share. A PE of even 10 should put the stock at $2.00.

Why I think the street has BBI.B all wrong and why I think it will be a multi-bagger (#s 1-7 taken from Q1 CC):

(1) Weak title lineup industry-wide hurt Q1. This has all drastically changed since May 2009. There is a false belief that competitive pressures from Netflix & Redbox is hurting blockbuster's results, but, for example, in Canada they have no significant by-mail nor vendor competitor (i.e. -- no Netflix nor Redbox) yet same-store sales were down roughly the same there as the USA. Biggest competitor was actually theatre itself in Q1 which saw all time record attendance up 14%, which is 3 million more people every week this year, with 7 films grossing $100 million+ a piece vs. just 2 films last year combined with weak rental titles in the quarter. Those blockbuster titles began to hit the rental stores in May and will continue throughout the rest of the year giving blockbuster a strong title lineup Q2 onward.

(2) Beginning in Q2, new "choose your own pricing" plans in the stores after testing for 12-18 months various pricing models has resulted in greater traffic in all markets.

(3) $200 mil reduction in SG&A expected in 2009 which includes renegotiated lower rents on real estate.

(4) Management expects the recession to positively impact sales as people based on historical recessions as new customers tend to "rediscover" the value of renting over time.

(5) 3,000 Blockbuster kiosks to be launched by end of 2009 that would have double the unit capacity of Redbox and may offer games.

(6) Weak dollar Q2 will help foreign operations. Q1 was hurt by the strong dollar.

(7) Q3 will have no olympics viewership to compete against this year.

(8) The BBI.B shares are much more attractively priced than the BBI shares which are identical in every which way and are entitled to the same exact earnings per share, potential dividends, and potential buyout premium. From Blockbuster's own website:

http://www.b2i.us/profiles/investor/QAForumView.asp?QAID=11204&GoTopage=1&BzID=553&sm_quote_field=BBI&Category=1398

What is the difference between BBI and BBI.B?
Blockbuster has two classes of common stock, both of which have voting rights: Class A, which is entitled to one vote per share, and Class B, which is entitled to two votes per share. Blockbuster’s Class A common stock began trading on August 11, 1999, following Blockbuster’s initial public offering. Blockbuster’s Class B common stock began trading on October 14, 2004 in conjunction with Blockbuster’s divestiture from Viacom. There is no difference between the two classes except for voting rights; they generally trade within a close price range of each other. There are, however, far more shares of Class A common stock outstanding, so most of the trading occurs in that class.

(9) Carl Icahn is on the board of directors and owns a big chunk of both classes of shares. A potential wild card is if he decides to try to wrestle for control of the company like he's done with so many other companies, the first thing he would likely buy are the BBI.B shares since they get double the votes yet are priced cheaper.

===================

Conclusion -- IMO, BBI.B is going to smash analyst estimates over the next 1-3 quarters and explode.

Midsouth Investor Fund now owns 18% of DAAT, having accumulated a huge amount in the open market:

http://ih.advfn.com/p.php?pid=nmona&cb=1247157878&article=38585469&symbol=NB%5EDAAT

WHY I THINK PWEB WILL BE A MULTI-BAGGER:

PWEB = potential mutli-bagger that is a profitable debt-free sleeper stock that just started very rapidly growing. Margins are very huge. Earned nearly .01/share last Q and forecasts huge acceleration going forward. +.02 EPS or more should be in the cards for Q2 (since they already preannounced revenues doubled over the quarter before) which is +.08 annualized. Super conservative PE of 10-15 = $1.00 to $1.50/share which is a massive justifiable price rise from current levels.

7/9 - PR - "Based on initial numbers for the 2009 second quarter, it appears that the company will substantially exceed these numbers, resulting in a minimum of 100% sequential growth for the 2009 second quarter compared to the 2009 first quarter."
http://finance.yahoo.com/news/Pacific-WebWorks-Continues-bw-1503491235.html?x=0&.v=1

6/30 - PR - "the number of paying customers has increased in excess of 140% for the second quarter ending today when compared to the first quarter ending March 31, 2009"
http://finance.yahoo.com/news/Pacific-WebWorks-Announces-bw-2126311900.html?x=0&.v=1

6/10 - PR -- "We are now in a position to double or triple our customer base with limited costs going forward"
http://finance.yahoo.com/news/Pacific-WebWorks-Builds-bw-715214105.html?x=0&.v=2

6/3 - PR forecasting a huge jump in Q2 sales:
http://finance.yahoo.com/news/Pacific-WebWorks-Offers-Q2-bw-1562802450.html?x=0&.v=3

5/26 - Q1 incredible earnings PR:
http://finance.yahoo.com/news/Pacific-WebWorks-Reports-1st-bw-357771038.html?x=0&.v=5

all IMO

TRTN = Sexiest Stock Story I've Ever Seen

(1) CEO is a prodigy who is highly credible. A must read:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=39055690

Magazine article on the CEO....guy is a Genius...IQ 170.: http://www.johnbordynuik.com/BusinessNiagaraMagazine.pdf

(2) CEO letter and plan that seems to make the company immediate profitable:

http://www.310holdings.com/our-story.html

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=39162175

(3) CEO just bought shares at $3/share:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=39170367

US financial market bailout tab hits $4.7 trillion

By JIM KUHNHENN, Associated Press Writer
WASHINGTON – The federal government has devoted $4.7 trillion to help the financial sector through its crisis, a level of assistance equal to about one-third of the overall U.S. economy, a watchdog report said Monday.
Under the worst of circumstances, the report said, the government's maximum exposure could total nearly $24 trillion, or $80,000 for every American.
The figures are part of a tough new quarterly report to Congress from special inspector general Neil Barofsky, who accuses the Treasury Department of repeatedly failing to adopt recommendations aimed at making one component of the government financial rescue effort more accountable and transparent.
The $4.7 trillion commitment to the industry takes into account about 50 initiatives and programs set up since 2007 by the Bush and Obama administrations as well as by the Federal Reserve. Barofsky oversees one of the initiatives — the $700 billion Troubled Asset Relief Program.
Much of the government assistance is backed by collateral and Barofsky's $23.7 trillion estimate represents the gross, not net, exposure that the government could face.
Because of declining participation in short-term loan programs and because some infusions of money have been repaid, the maximum amount actually spent has declined to a current outstanding balance of $3 trillion, Barofsky said.
Treasury spokesman Andrew Williams said the actual cash outlay to date of all the programs cited by Barofsky is actually less than $2 trillion and said the maximum exposure estimate "is inflated in a number of ways."
The agencies and the programs assisting the financial sector include a newly created Federal Housing Finance Agency, increased deposit insurance initiated by the Federal Deposit Insurance Corp., and 18 support programs created by the Fed under the special powers it can deploy to address a systemwide financial crisis.
Banks have cut back on their use of the Fed's emergency lending program as well as other programs to ease credit stresses. Given that, the Fed has reduced the amount it will lend to financial institutions under two programs and it has decided to let a program to support money market mutual funds to expire as currently scheduled at the end of October.
Barofsky's $23.7 trillion estimate represents the maximum exposure that the government would face if all eligible applicants requested the maximum assistance at the same time. It does not account for the fees and other costs that some of these programs charge and for the collateral that many of the programs require that participants provide.
For instance, Barofsky assigns $6.8 trillion in potential exposure to the Federal Housing Finance Agency, which oversees mortgage giants Fannie Mae, Freddie Mac and the 12 federal home loan banks. However, losses of that magnitude would require every homeowner with a Fannie or Freddie guaranteed mortgage to default and the value of the homes drop to zero. And Barofsky concedes that the finance agency and Treasury are not entirely liable for Fannie and Freddie losses.
The total also includes $3.35 trillion for a Treasury program, announced in September, to back money market mutual funds. But the Treasury has capped its liability for that program at $50 billion.
"While quantity and quality of the assets backing all of these programs vary, ignoring that side of these programs misrepresents 'potential exposure' associated with them," Treasury's Williams said.
In his report, Barofsky says Treasury has accepted some of his recommendations for greater accountability, but says the department has not taken steps to require all TARP recipients to report on their actual use of funds. He said Treasury also should report the values of its investments in banks and other financial institutions, disclose the identity of borrowers under a nonrecourse loan program and disclose trading activity under a public-private investment fund.
Barofsky says Treasury's inaction means taxpayers have not been told what the financial institutions that have received assistance are doing with the money.
Rep. Darrell Issa of California, the top Republican in the House Oversight and Government Reform Committee, said that by not adopting Barofsky's recommendation, Treasury is contradicting President Barack Obama's vows to increase government accountability.
"I don't know how you can justify hiding from the American people how their tax dollars are being spent," Issa said.
Barofsky's conclusion is contained in a quarterly report to Congress and in testimony he is prepared to give Tuesday to the Oversight and Government Reform Committee.
"The very credibility of TARP (and thus in large measure its chance of success) depends on whether Treasury will commit, in deed as in word, to operate TARP with the highest degree of transparency possible," Barofsky said.
___
AP Economics Writers Jeannine Aversa and Christopher S. Rugaber contributed to this report.

OT: from Richard Russell's Dow Theory Letters 7/6/09 on the Wall Street and banks "bailout."

Frank Rich in the Sunday New York Times notes that Wall Streeters have put a big one over on the confused American people. He compares Madoff's thievery to the much bigger robbery pulled off by Wall Streeters. Writes Rich, "The estimated $65 billion involved in Madoff's flimflam is dwarfed by the more than $2.5 trillion paid so far by American taxpayers to bail out those masters of Wall Street's universe. AIG alone has already left us on the hook for $180 billion. It's hard for those who didn't have money with Madoff to get worked up about him when so many of the era's real culprits have slipped away scot-free. Already, some of these same players are up to similarly greedy shenanigans again, now that the coast seems to be clear.

"Washington had no choice but to ride to their rescue last fall to prevent an even greater systemic catastrophe. As the economist, Joseph Stiglitz wrote in this month's Vanity Fair, 'In the developing worlds, people look at Washington and see a system of government that allowed Wall Street to write self-serving rules which put at risk the entire global economy-- and then, when the day of reckoning came, turned to Wall Street to manage the recovery. They see continued re-distributions of wealth to the top of the pyramid, transparently at the expense of ordinary citizens....

"The Times reported on Thursday, the institutions that received the most bailout loot are often the biggest offenders. That would include the too-big-to-fail Citigroup, which has so far received $45 billion in taxpayers money, along with guarantees on $300 billion in toxic assets, to mitigate its reckless risk-taking during the reign of such obscenely rewarded (and now departed) executives as Charles Prince and Robert Rubin. While taxpayers will soon own some 34% of Citi, it is not only increasing our credit card interest rates (to nearly 30% in some cases) but raising its own base salaries (by 50%) to work around Washington's new restrictions on bonuses....

"What's uncontroversial and indisputable is that Goldman alumni have played key roles in both the Bush and Obama administrations' responses to the current crisis, even though Goldman has a big stake in the outcome. ... Goldman also rules at the New York Fed, a supposed monitor of Wall Street. Until May, the Fed's Chairman was serving simultaneously on the Goldman board. He resigned only after the Wall Street Journal reported that he was also still buying Goldman stock during his Fed tenure. At least the other failed watchdog, the Securities and Exchange Commission, has now cleaned house."

Russell Comment --The whole bailout campaign stinks to high heaven. It was created and run by Wall Street -- FOR Wall Street.

Again, I say, personally, I wouldn't have lifted a finger to bail Wall Street out. Let all these Wall Street thieves stew in their own toxic juices. Thieves should be out on the street or in jail, not luxuriating in government bailout money. In the end, the bailouts will simply extend the bear market in stocks and the economy. The Wall Streeters will be richer, and the nation will be poorer, choking on trillions in debt that will keep future generations struggling to deal with the sins of Wall Street. Too bad Obama didn't have the courage (or knowledge) to tell the nation what was going on. Obama should have said, "sit tight" and "this too shall pass." Unfortunately, after the trillions spent in bailouts, "this too will not pass."

So to put the $2.5T "bailout" in perspective:
The US-government's publicly traded debt is about $7 trillion, representing nearly 50% of the size of the US-economy.

Below I include two paragraphs by Gary Dorsch, editor of the Global Money Trends Newsletter. These two paragraphs do a great job in explaining what could happen to the US dollar and why there could be a flight to gold.

"In the midst of the longest and deepest, post World-War II recession, America's financial position with the rest of the world has deteriorated sharply. Three decades of massive trade deficits have turned the United States from the world's top lender to the world's largest debtor, - and dependent upon the whims of the so-called emerging nations, laden with huge foreign currency reserves, to finance the bailout of Wall Street Oligarchs, and President Barack Obama's social programs.
"Foreigners own roughly half of the US-government's publicly traded debt, or $3.47-trillion, representing nearly 25% of the size of the US-economy, the highest level in history. If foreign lenders were to significantly reduce their purchases of US-Treasury notes, without even dumping their current holdings, US long-term interest rates could zoom higher, and the US-dollar could crumble."

Read it and weep.

VBDG -- Discovery Channel Forecasts New VBDG product will sell up to $700,000 per week!!!

Midsouth Investor Fund owns 6.4% of DAAT.

http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=6339455

EGMI Update -- 5/14 C.C. -- forecasts Q2 record sales and earnings, they are expecting to announce the closing of "at least two" significant deals "with household names" by June 30, 2009. Insiders plan to continue to make open market purchases "when appropriate." (the chairman has bought millions of shares aggressively). A 3 million share buyback was officially voted on and approved.

EGMI CONFERENCE CALL
http://biz.yahoo.com/cc/8/103658.html <~~~a must listen, 7 callers from institutions on the line

Q1 Earnings were +.03 EPS for the Q, trailing +.10 EPS, guidance for +.14 for 2009 subject to acceleration with the announcement of the new deals being announced.

Despite EGMI being up huge from its low, even at THIS level, EGMI going forward remains my #1 favorite stock by leaps and bounds going forward. It's STILL trading so cheap it's pathetic IMO. .25/share in cash/investments, zero debt, pristine balance sheet, tiny PE both historic and going forward while guidance is going to be raised up probably big as suggested in the CC.

EGMI, from here, is going to blow the up big IMO

More EGMI DD & INFO:
http://investorshub.advfn.com/boards/board.aspx?board_id=6737&mdc=25583

DAAT update -- Q1 2009 earnings out:

"30% Increase in Revenue and 339% Increase in Net Income"
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37844890

Q1 EPS +.03, Trailing 4Q earnings = +.086/share. Book value = .89/share.

Trailing PE of 15 = $1.29/share, Trailing PE of 20 = $1.72/share
Annualized PE of 15 = $1.80/share, Annualized PE of 20 = $2.40/share

Company has a history of aggressively buying back shares since Sept, an amount equal to 4% of the current outstanding shares.
Cost inputs have been going down for higher profits going forward.

DAAT = debt-free, very profitable, undervalued, sexy story with the company historically aggressively buying back shares in the open market.
Gun sales have gone through the roof which is helping DAAT since they sell gun locks, cases, and cleaning kits.

"Gun sales spike amid fears of federal regulation"
http://www.mlive.com/news/chronicle/index.ssf?/base/news-16/1233919064211400.xml&coll=8

"Obama Driving Surge in Gun Sales, Firearms Groups Say
End-of-the-year statistics show background checks for firearms purchases rose sharply in the last three months of 2008."
http://www.foxnews.com/politics/2009/01/16/firearms-associations-claim-obama-drove-surge-gun-sales/

MORE DAAT DD & INFO & MESSAGE BOARD:
http://investorshub.advfn.com/boards/board.aspx?board_id=3270

MDLK up 90%

EGMI -- 3 bags down, 17 bags to go:

Posted by: Rawnoc Date: Wednesday, December 10, 2008 9:18:21 AM
In reply to: JT_Options who wrote msg# 5692 Post # of 5918

EGMI potential 20+ bagger IMO. They are debt-free, cash rich, making money hand over fist every quarter and growing rapidly. Guidance, which they always seem to beat, is +.10 for 2008, +.14 for 2009 (40% growth) while forecasting long term they expect growth to be "more aggressive than 40%."
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=33494172

With a PE of less than 3 for 2009, EGMI is a mega-bagger in the marking IMO.

(1) Recently, Lord Steinberg has been appointed as Executive Chairman of the Board. He has a very impressive background in the gaming industry. His contacts and industry experience are likely to expand EGMI's growth. In addition, he has been buying large blocks of shares in the open market.
http://investorshub.advfn.com/boards/read_msg.aspx?Message_id=29832911

(2) EGMI recently signed a five-year licensing agreement for distribution into Native American Indian-owned Casinos and Lotteries. It implies approximately an additional $0.02 in pre-tax earnings for 2009. This may not be factored into the guidance identified above:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=32191035

(3) EGMI has an investment in a mobile phone company that may provide a sizeable gain as they have plans to IPO in the near future.

(4) EGMI is expanding into games and toys. Their first product in this area is a game for the very popular children's series "Thomas and Friends."
http://investorshub.advfn.com/boards/read_msg.aspx?Message_id=30699277

(5) EGMI is considering a stock buyback program due to the fact that they are sitting ontop of so much cash.
(info taken from conference call)

(6) Electronic Game Card Started At Buy By Roth Cap
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=33515746

More EGMI DD & INFO:
http://investorshub.advfn.com/boards/board.aspx?board_id=6737&mdc=25583

AEHI = nuclear power plant in Idaho and waiting for zoning vote released July 1. Made/making big local news in Idaho over it. If the zoning is approved, the news should go national and bring massive exposure to the stock. Way off radar for now.

AEHI is the only public nuclear power company.

Website: http://www.alternateenergyholdings.com/
OS: 79 million
Float: 51 million
http://finance.yahoo.com/q/ks?s=AEHI.PK

Key Media News:

Hundreds attend nuke hearing
http://www.mountainhomenews.com/story/1533611.html

Zoning of Proposed Nuclear Plant a Hot Issue
http://www.ktvb.com/news/business/stories/ktvbn-apr2309-nuclear_plant_hearing.10288afc7.html

Nuke Plant Hearing Stalled on Comment Process
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37438799

Nuclear Power Job Fair Draws Criticism
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37438548

Approve it, with conditions
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37438272


KEY RECENT COMPANY PRs:

"AEHI Supporters Pack Rezone Hearing for Idaho Nuclear Plant "
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37437739

"AEHI Is the Only Publicly Traded Company Proposing a Free Market Advanced Nuclear Generating Company for US"
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37437654

"AEHI Is Now a Fully Reporting Public Company to the SEC" <~~~~uplisting soon?
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37437584

I can't emphasize enough the risk here -- if the vote is turned down the stock could get destroyed in price.

If the proposal is accepted, however, it should make national news (already making a lot of local news) and potentially launch the stock many fold. It trades very thin it seems down here as it is.

JMO

IDMI sold for $2.64. Not the result I was looking for here. What a disappointment, was looking for >$4.00 a share.

*DAAT charts:

DAAT = debt-free, cash-rich, profitable, undervalued, sexy story with the company aggressively buying back shares in the open market.
Gun sales have gone through the roof which is helping DAAT since they sell gun locks, cases, and cleaning kits.

DAAT Q4 2008 earnings out:
Sales up 32%, EPS up 133% to +.04/share.
Trailing 4 Q earnings = +.06/share. PE of 15 = .90/share
Book value = .86/share
Cash per share = .10/share, monster jump in cash level.
Company has been aggressively buying back shares since Sept, an amount equal to 4% of the current outstanding shares.
Cost inputs going down for higher profits going forward.
New products just started being launched with more to follow.

"Gun sales spike amid fears of federal regulation"
http://www.mlive.com/news/chronicle/index.ssf?/base/news-16/1233919064211400.xml&coll=8

"Obama Driving Surge in Gun Sales, Firearms Groups Say
End-of-the-year statistics show background checks for firearms purchases rose sharply in the last three months of 2008."
http://www.foxnews.com/politics/2009/01/16/firearms-associations-claim-obama-drove-surge-gun-sales/

MORE DAAT DD & INFO & MESSAGE BOARD:
http://investorshub.advfn.com/DAAT

REPR -- profitable, rapidly growing, recession-proof, tiny float OS & market cap....

(1) After turning the corner of profitability a few of quarters ago, sales and net income are starting to blow up, with Operational cashflow last quarter was +$311,000, bringing their cash position from $158k to $349k, bringing their balance sheet to positive book value for the first time.
http://tinyurl.com/8o859z

(2) REPR forecasts their quarterly performance to accelerate:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34871342

(3) Several trader shows were attended and new distributors trained late last quarter:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34875177

(4) Medicare reimbursement for the Freedom60 (their biggest & most exciting revenue-generating product) was increased 20 fold in June of 2007 and is the ONLY infusion pump accepted by Medicare for reimbursement for Subcutaneous Immune Globulin treatment (Vivaglobin):
http://investorshub.advfn.com/boards/read_msg.asp?message_id=28776642
http://investorshub.advfn.com/boards/read_msg.asp?message_id=28776847

(5) Products are recession-proof with no direct competition with sales rapidly expanding due to a new treatment (Vivaglobin) where their infusion pump is the best, cheapest, safest, and most convenient form of delivery:
http://investorshub.advfn.com/boards/read_msg.asp?message_id=28775119
http://investorshub.advfn.com/boards/read_msg.asp?message_id=28777209
http://investorshub.advfn.com/boards/read_msg.asp?message_id=28838178

(6) They are hiring like crazy:
http://www.rmsmedicalproducts.com/Careers.htm
http://investorshub.advfn.com/boards/read_msg.asp?message_id=24616830

(7) Additional products are being released this year as well as more products are in development.

Based on last Q, REPR is growing so fast with such large margins that I think they are 1 or 2 quarters away from +.02 EPS per quarter or more or an annualized +.08 EPS pace IMO. Possibly 2-3 quarters away from +.03 EPS per Q or an annualized +.12 EPS. A mere 15 PE with rapid recession-proof growth = $1.80/share.

More REPR INFO and Board:
http://investorshub.advfn.com/boards/board.aspx?board_id=201

Why I think TWB will be a 10 - 30 bagger

TWB = turnaround play operating in a recession-resistant industry (discount Tween retail clothes -- kids grow and need new clothes) that found a niche Brand among the Tween market that's doing amazingly well during both good & bad economic times. Formerly Limited Too, a very successful brand over the last 20 years, TWB developed the Justice-store concept 4-5 years ago with amazing success. TWB has almost completed changing all of their Limited Too stores to the much more successful Justice stores which will immediately more than triple the number of Justice stores they have from 266 to over 900. Do a little research, and you'll discover that the Justice Brand is quickly becoming a cult-like obsession among the Tween market. From Crox to Heelys, these tween fad fashion trends can make companies and their stockholders quite wealthy in their first few years.

TWB is over 90% off its high in the normal $40+ range which it was under the less successful Limited Too brand and therefore I think represents a huge bargain with their Justice Brand looking to top the Limited Too Brand's success all the while liquidity-rich, low debt, $3/share in cash with a fully tangible book value over $7/share. As a huge bonus as part of the major turnaround, they have recently successfully renegotiated lower lease payments with many of locations, the Justice products sell for 20-25% less than the Limited Too brand (which makes them more appealing to cost-conscious parents) while the stores themselves are substantially cheaper to operate for a savings according to an 8/08 PR of .80-1.00 per share straight to the bottom line vs. the Limited Too concept which is an incredible savings since the Limited Too Brand normally earned $2-3 per share in earnings. I can see them eventually (2010 ??) earning $3-$5 per share just getting back to the RECENT level of Limited Too success with the lower cost, higher popularity Justice brand with a PE of 10-20 would make them a 10-30 bagger.

The company confirms basically in their PRs & calls what my research indicates -- that Limited Too was a fantastic fad that began in 1987 and had an amazing 20 year run but Justice is the "next big thing" vs. Limited Too is now more of a has-been. Same store sales of Limited Too were shrinking while at Justice they were growing since the first Justice Brand store was established by TWB just 5 years ago.

Short-term catalyst: NYSE compliance requires $75 million market cap which is around $3/share. Once it reaches $75 million it satisfies it again and another PR about regaining compliance could be forthcoming.

Swing-trade over the next few months/quarters and maybe longer: I think analysts & investors will wake up to what's going on with this fantastic company and greatly raise their 2010 EPS estimates which will in turn help launch the stock. Near the end of March, the average market cap of the stock per store was extremely cheap vs. many other big name female clothing stores such as:

TWB (Tween Brands) -- $65,000
PSUN (Pacific Sun) -- $115,000
ANN (Ann Taylor) -- $321,000
HOTT (Hot Topic) -- $568,000
PLCE (the Children's Place) -- $763,000
LTD (The Limited) -- $980,000
ARO (Aeropostale) -- $2,060,000
GPS (Gap) -- $2,910,000
GES (Guess?) -- $3,800,000

TWB board:
http://investorshub.advfn.com/TWB

Thanks..

Good call on CDR

*GERN 5.03 (ti)

*EGLE 5.80 (ti)

*GIGM 6.74 (TI)

EGMI update -- +10 EPS for 2008, +.03 EPS for Q4, guided for at least +.14 EPS for 2009 while announcing a huge share buyback program. EGMI continues to make money hand over fist, debt-free, cash-rich, with insiders buying huge blocks of shares in the open market. Note -- acccording to the 3/16/09 C.C., there's a large number of potential deals in various stages of negotiations that aren't even included in the guidance. EGMI is my #1 favorite pick that seems like a screaming, fist-pounding super no-brainer to me.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=36323066

Some other tidbits:

(1) EGMI just hired two hot-shot executives with extremely impressive resumes to the CEO & VP of sales positions:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34216064

(2) Recently, Lord Steinberg has been appointed as Executive Chairman of the Board. He has a very impressive background in the gaming industry. His contacts and industry experience are likely to expand EGMI's growth. In addition, he has been buying large blocks of shares in the open market.
http://investorshub.advfn.com/boards/read_msg.aspx?Message_id=29832911

(3) Electronic Game Card Started At Buy By Roth Cap
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=33515746

(4) New executives forecast a goal of $100 million in realistic annual sales:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34216606

More EGMI DD & INFO:
http://investorshub.advfn.com/boards/board.aspx?board_id=6737&mdc=25583

*IBOC 8.53 (ti)



nternational Bancshares Corporation operates as a multi-bank financial holding company that provides commercial and retail banking services in Texas and Oklahoma. It accepts checking and savings deposits, and demand and time deposits from individuals, partnerships, corporations, and public entities; and provides commercial, real estate, personal, home improvement, automobile, and other installment and term loans. The company also facilitates international trade primarily along the United States border with Mexico. In addition, its international banking services include letters of credit, commercial and industrial loans, and currency exchange. Further, the company offers other related services, such as credit cards, travelers’ checks, safety deposit, collection, notary public, escrow, drive-up and walk-up facilities, and other customary banking services; and certain securities products through third party providers. International Bancshares, through its non-banking subsidiaries, reinsures credit life, accident, and health risks related to loans made by bank subsidiaries; and involves in investment banking and merchant banking activities. As of May 5, 2008, it operated approximately 260 facilities and 405 automated teller machines serving 100 communities. The company was founded in 1966 and is headquartered in Laredo, Texas.

SHS up to 2.95 CDR up to 1.87

*SHS 2.69 (pinch) pp=2.61 s=2.46 r=2.83


Sauer-Danfoss Inc. engages in the design, manufacture, and sale of engineered hydraulic and electronic systems and components that generate, transmit, and control power in mobile equipment. The company’s products include closed circuit axial and bent axis piston hydrostatic transmissions; open circuit piston pumps used to transform mechanical power from the engine to hydraulic power for the various functions of the vehicle; open circuit gear pumps and motors; geroller and gerotor motors used for propel and work functions; hydrostatic steering units; spool type control valves; and cartridge valves and hydraulic integrated circuits. It also engages in designing, manufacturing, and marketing electronic controls, including microprocessor-based controllers, intelligent displays, and joysticks and electronic sensors. In addition, the company develops and licenses software that helps its customers in integrating components into systems, and in developing their own solutions. Sauer-Danfoss Inc. sells its products directly or through distributors to original equipment manufacturers of mobile equipment, including construction, road building, agricultural, turf care, material handling, and specialty equipment primarily in the Americas, Europe, and the Asia-Pacific region. The company was founded in 1986 and is based in Lincolnshire, Illinois. As of July 11, 2008, Sauer-Danfoss Inc. operates as a subsidiary of Danfoss AS.

*CDR 1.77 (pinch) pp=2.07 s=1.85 r=2.20


Cedar Shopping Centers, Inc., real estate investment trust, engages in the ownership, operation, development and redevelopment of supermarket-anchored community shopping centers and drug store-anchored convenience centers in the United States. As of December 31, 2007, it owned 118 properties, aggregating approximately 12.0 million square feet of gross leasable area primarily in Pennsylvania, Massachusetts, Virginia, Ohio, Connecticut, New Jersey, Maryland, Michigan, and New York. Cedar Shopping has elected to be treated as a REIT for federal income tax purposes and would not be subject to federal income tax, if it distributes at least 90% of its REIT taxable income to its stockholders. The company was founded in 1984 and is based in Port Washington, New York.

*DAN .58 (iftrkosrt) pp=.56 s=.52 r=.61



Dana Holding Corporation engages in the design, manufacture, and supply of products for vehicle manufacturers worldwide. It offers light axles, driveshafts, structural and thermal management products, sealing products, and related service parts for light trucks, sport utility vehicles, crossover utility vehicles, vans, and passenger cars. The company’s products also include chassis and suspension modules, ride controls and related modules and systems, engine sealing products, thermal products, and related service parts for medium- and heavy-duty trucks, buses, and other commercial vehicles. In addition, it offers transaxles, suspension components, transmissions, and electronic controls for construction machinery, leisure/utility vehicles, and various non-vehicular industrial applications, as well as for outdoor power, agricultural, mining, forestry, and material handling equipment. The company offers its products under the Spicer, Victor Reinz, Parish, and Long brand names. It serves vehicle manufacturers in the automotive, commercial vehicle, and off-highway markets. The company was formerly known as Dana Corporation and changed its name to Dana Holding Corporation in February 2008. Dana Holding Corporation was founded in 1904 and is headquartered in Toledo, Ohio.

*VBDG charts:

VBDG update ~~> New 2 minute VBDG video:
http://irgnews.com/coi/VBDG

From video --> "Just to give you an example, Bed Bath & Beyond has 930 stores. From Thanksgiving Day for the next 3 weekends they sold 160,000 of these pieces. It was a million dollar a week unit."

Two additional VBDG products not yet announced that I found in this presentation:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=35901135

Tool Band-it Infomercial:
https://www.toolbandit.com/flare/next

VBDG board:
http://investorshub.advfn.com/boards/board.aspx?board_id=10478

*RHIE 1.25 pp=1.20 s=1.16 r=1.25



RHI Entertainment, Inc. develops, produces, and distributes new made-for-television movies, mini-series, and other television programming worldwide. It also produces new episodic series programming for television. In addition, the company owns a library of existing long-form television content, including domestic made-for-television, movies, and mini-series, which it licenses primarily to broadcast and cable networks. It holds rights to approximately 1,000 titles comprising approximately 3,500 broadcast hours of long-form television programming. The company’s made-for-television movie franchise focuses on the production of films with dramatic, suspenseful, and action/thriller storylines. RHI Entertainment was founded in 2006 and is headquartered in New York, New York.

IDMI @ $2.08, last chance to load up. Has approval of MEPACT in EU and under review with FDA. Company worth $6.00+ a share just on projected sales of MEPACT in EU (x3 revs). 28.35M outstanding shares. Palo Alto Investors owns about 40%+ of float. Do your own DD. JMHO. GLTA.

*MDLK .12 PP=.14 S=.9 R=.16



Medialink Worldwide Incorporated, together with its subsidiaries, provides media communications services to corporations and other organizations in the United States and the United Kingdom. The company provides news and marketing media strategies and solutions that enable its clients to inform and educate their audiences through various media, including television, radio, and Internet. It also provides broadcast television intelligence that enables its clients to monitor broadcast usage of their content. The company operates in two segments: Media Communications Services and Digital Video Tracking Services. The Media Communications Services segment provides a range of video and audio consultation, production, electronic storage, distribution, and monitoring services. Its video and audio offerings include video news releases, ‘b-roll’ packages, short-form promotional videos, live event broadcasts, and audio news releases. The segment, through Mediaseed, a Web-based content management platform, offers its clients a subscription-based electronic storage, management, delivery, and retrieval solution for their video, audio, and other content. The Digital Video Tracking Services segment provides Teletrax digital video tracking services, which enable owners of video content to embed an imperceptible and indelible digital watermark into their material whenever it is edited, transmitted, or duplicated. The segment offers this Teletrax service to entertainment companies, news organizations, television syndicators, direct-response marketing companies, and sports organizations. Medialink Worldwide Incorporated was founded in 1986 and is headquartered in New York, New York.

*LTXC .28 (iftrko) pp=.27 s=.25 r=.28



LTX-Credence Corporation engages in the design, manufacture, marketing, and servicing of automated test equipment solutions for the wireless, computing, automotive, and entertainment markets. Its product portfolio consists of Sapphire Platform that is used for the central processing unit, graphics, and high end digital testing; Diamond Platform, a package for testing of microcontrollers and cost sensitive digital consumer devices; X-Series Platform that offers a range of configurations for optimal testing of DSP, power, automotive, mixed signal, and radio frequency applications; and ASL Platform, which is used for testing linear, low end mixed signal, and power management devices. The company also provides various services, including installation, maintenance of test systems, servicing of components, parts and labor warranties on test systems, and training on the maintenance and operation of test systems. It sells its products through direct sales organization and distributors in the United States, Taiwan, Japan, Singapore, Korea, and the Philippines. The company, formerly known as LTX Corporation, was founded in 1976 and is headquartered in Milpitas, California.

*ALTU .23 (iftrko) pp=.22 s=.21 r=.25



Altus Pharmaceuticals, Inc., a biopharmaceutical company, focuses on the development and commercialization of oral and injectable protein therapeutics for patients with gastrointestinal and metabolic disorders. The company develops its protein therapeutics using its proprietary protein crystallization and cross-linking technology, which enables the delivery of protein therapeutics through the oral and parenteral routes of delivery. Its lead products under development include Trizytek (liprotamase), which is in Phase III efficacy clinical trials in cystic fibrosis patients for the treatment of malabsorption due to exocrine pancreatic insufficiency, as well as in two long-term Phase III safety studies; ALTU-238 that completed Phase II clinical trials in adults for the treatment of growth hormone deficiency; and ALTU-237, a Phase I clinical trial completed product for the treatment of hyperoxalurias. The company also has a pipeline of other product candidates in preclinical research and development, which include ALTU-236, an orally administered, cross-linked enzyme crystal formulation of a phenylalanine degrading enzyme for the treatment and prevention of hyperphenylalaninemia due to phenylketonuria; and ALTU-242, an orally administered enzyme developed primarily to reduce long-term effects resulting from excess levels of urate, which might precipitate into urate crystals, and accumulate in joints leading to painful erosive arthritis, also known as gout. Altus Pharmaceuticals has a strategic alliance agreement with Cystic Fibrosis Foundation Therapeutics, Inc. to collaborate on the development of Trizytek and specified derivatives of Trizytek in North America. The company, formerly known as Altus Biologics, Inc., was incorporated in 1992 and is headquartered in Waltham, Massachusetts.

IDMI, @ $2.45, among other immunotherapy stocks(CEGE, NWBO, FVRL) soared after FDA gave reccomendation of approval for provenge in March of 2007. 5 days later on april 4 2007 IDMI reached $10.00 and an all-time high of 10.75 at the end of that month.

If DNDN passes the benchmark for statistical significance that basically means ultimate approval within 6 months. This will be a HUGE event and will be covered by news outlets all across the world, some will even report it as possible "cure" for cancer which would add to the frenzy. This will force the FDA to have a paradigm shift in regards to immunotherapy and its going to lead to more investment in biotech stocks. Their will be hundreds of thousands of google searches looking up "Immunotherapy" "what is immunotherapy?".

DNDN reaching SS will open the door for IDMI FDA approval and will bring many new investors driving up the stock price of IDMI, this company is the next in line for FDA approval.

I have read speculation that buy-out could depend on stock price at the time of sale. Is it possible that this thing jumps up to $7-8 dollars after DNDN event and thereby raising the final sale price to maybe $15 or $20? I hope so, I am anxiously awaiting results from DNDN's impact study.

btw I bought this stock because i heard the CEO of this company went to provenge rallies and told some provenge ralliers that he wants to see provenge approved because his company uses the same technology and this would validate Junovan and the field of immunotherapy. I have been long ever since. By knickerbocker on IDMI Yahoo mb.

IDMI @ $2.20 on 3/20/09. Do your own DD. GLTA