Nsomniyak Challenge
My Strategy:
My Plan was to find cheap stocks, but more importantly stocks that I think could put up big quarters during the contest. This contest my picks feature My first wildcard in any PSL Contest. So without further ado, lets talk about these picks.
My Picks
ALIF.OB- I like ALIF.OB. I believe they will continue their fantastic revenue growth. Plus the stock is nearing 52 week Lows despite Great Prospects, Huge Growth in Earnings and Revs. The Story I believe is Just getting started. I think they will earn .07-.08 this upcoming quarter, and even a 10 PE would Mean $3.00. So I think it is a really compelling growth story, Trading at very cheap prices. This is the Kind of stock I like.
COBR-Just waaaaaaaaaaaaay to cheap. How Many stocks you know earn .26 in the Last quarter, and trade under $3.00 and trade under book as well. If they can repeat the .26 quarter, this stock is going waaaaaaaaaaaaaaaaaaay higher in my opinion. Now that is an if, but this stock looks very attractive at these levels.
DAAT.OB- Based on guidence q3 looks like it could be a big quarter, and q4 will even be bigger. This was my sixth pick, I had 5 really big No brainer Picks, and I was looking for a last pick this is what I came up with. Things I don't like is I'm worried about Margins, Plus they are linked to the consumer.
RBCL.OB- Healthcare related. Backlog almost doubled sequentially, I believe this means good things for the company. I see a stock that can earn about .03-.04 fully taxed. Given a 10 PE a $1.25-1.50 is very reasonable. $cash$ is .23 a share. So Balance sheet is solid as well.
TIII- Stock is trading at $1.10. Book value is around $2.59, so it trades waaaaaaaaaaaaaaaaaaay below book value. Earned .03 Last quarter, so trading at less than a 10 PE based on that. Given the comments in the PR, about Inventory getting back to normal Levels. I expect that Means sales are going to be higher in the 2nd half. Even at 11 Million sales. earning could come in at .04-.05 very easily this quarter, could mean a run back to $2.00.
VBDG.OB (WC)- Yes this is a wildcard. Based on sales guidence I expect big earnings the Next two quarters. I believe earnings could be possibly a nickel this quarter, Have to believe it will bounce close to a $1.00 if that happens.
My Criteria
1) Potential Big quarter to be reported
2) Very Cheap.
3) Balance Sheet solid a plus.
So basically this was my criteria, for my picks below, in that order of Importance. Will see how it turns out. Hope This Helps.
