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Tuesday, 05/20/2008 7:25:35 AM

Tuesday, May 20, 2008 7:25:35 AM

Post# of 755
nsom + KIK challenge...

XFML:
Chinese stock that IPOed on Naz in March 07. Billionaire Ron Burkle has a significant stake of around 12%. Had net income of $56.5 in 2007 but 2008 will be mostly a revenue growth year per the company and EPS may lag. In part, a major media player and seeking to be the Chinese Bloomberg, IBD, Wall street Journal and more - have little competition in this field (see FMCN & JRJC which trade much higher). Appear to have solid ties with Chinese Government. Company plays some games with EPS numbers for 1st Q (the EBITDA thing) and essentially was in negative territory - but it’s a rapid growth story due to have blowout numbers in future quarters/years IMO as revenue skyrockets and EPS eventually follow. Buying in at current $3-4 dollar level has great chance of being very profitable. Just raised its estimate of net revenue for full year 2008 to range from $195 million to $205 million from previously forecasted range of $190 million to $200 million. Full year adjusted net income per ADS for 2008 is estimated to range from $0.31 to $0.33 per diluted ADS based on 82.7 million total ADS equivalent average shares outstanding. (still taking a hit on EPS partially due to share-based compensation but this should diminish and then company can have big gains in EPS). Like the attention from Olympics and ties to advertising which is why look at in first place.

EGMI:
Electronic gamecard company with a history in VMC land. Impressive revenue and EPS growth and strong forecast for 2008 and 09. Lots of potential to beat current outlook numbers by landing sizeable Indian gaming contract or having success in education and other spin off concepts. If hit goals should trade at $1 or higher and momentum on news could send much higher.

HIMX:
Taiwan play on LCD and related high-tech field. Highly rated by IBD with strong revenue and EPS growth - and pays a dividend and buys back shares.

CROX:
Trading near original IPO levels. Had negative earnings last Q due in part to scrapping a plant in Canada - believe this has put them significantly out of favor with investors - along with lowering guidance. But overseas growth should be a driver going forward. Shoes are the most comfortable I have ever worn. Mostly, believe shoes are not just a fad and that strong growth will continue.

GPRE:
Ethanol play with strong growth and earnings. Ethanol out of favor now - but believe it’s temporary and will come back strong. Recently announced merger that will make it a major Midwest ethanol power - and that‘s where most of the corn is grown. Have unique purchasing arrangement for corn that provides major benefits.

AWNE (wild card):
Wind company. Wind is by far the most cost effective renewable fuel - blowing solar and others away. Recently announced merger/buyout with overseas wind turbine maker. Wind is in - and this is a true wildcard.
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