Heres some of my picks, feel free to write about any of these stocks on this board. Im always looking for the next 10 bagger so if u got 1 post it, add some DD to it to, that should make it easier for readers to evaluate the stock.
Picks As of 2/22/2006 close:
1. BLYM
s/o 1b float:700m Mkt cap <1m$
potential: huge 10 bagger
risk: medium
Ups: deals on the way with:
- major footwear company
- TV show could be deadwood
- perfume line
Downs:
-Dilution o/s tripled in past year
-skepticism, broken promises in the past.
2. TTCH 2/22
Potential: good 2-4 bagger
risk: medium
UPs:
-Backlog for year stands at 25m$, 22m in negotiations
-47m o/s as of jan 17, mkt cap 2/24/2006 3.75m$
-Profitable at historical 5% margins
-trades below book unaudited financials show equity of 10m$
Downs:
-SHO list
-boring industry, pipe manufacturer in China
-no hurry to get audited
3. OGHC 2/21
Potential: good 2-3 bagger
risk: medium/low
Ups:
-Huge growth, continuos acquisitions should hit 25-30m$ this year
-trades below book.
Downs:
-potential dilution with more deals and financing
-SHO list
-not yet profitable
4. NMKT 2/21
potential: good 2 bagger
risk: medium/low
Ups:
-Huge growth, continuos acquisitions should hit 70m$ this year
Downs:
-diluted, big difference between basic and diluted EPS
5. LGII and ASCD 2/22
Suspended ban on products in russia
potential:2 bagger
risk: medium/low
UPS:
-Eastern European wine producers, less than 1$ a bottle for high quality wines
-trade below book and at low PE 3-10 range
-growth in sales
Downs:
-Late filers
-SEC trouble for ASCD
-huge maagement ownership control
7. XING 2/21
Potential: 3 bagger
Risk: Low
Ups: Good China play, subsidiary CECT growing fast as a chinese mobile phone producer (look better than some Nokia's BTW) No.3 chinese brand in China, No9 overall
-PE of 6! for this year
-Rumours they will start filing quarterly reports
-IPO of CECT in hongkong in june should see a run in the stock price
Downs:
-dont file quarterly q's
- minority interests
8. IVAN 2/21
Potential:3 bagger
Risk: Medium/high
Ups: great technology to upgrade oil from heavy to sweet
- currently breaking even
-huge interest from countries and companies
-IPO of China division
Downs:
- others with similar tech e.g. SUF
- Cramer said Sell lol
9. MOVI 2/21
Potential: 3-5 bagger
Risk: high
Ups:
-P/B=0.24 p/e=3.5
-rumours of takeover or management buyout
Downs: NFLX is eating up BBI and MOVI , need to adapt to changing market.
10.VRDM 2/23
- Potential: 3 bagger
Risk: Medium/high
Ups: new technology which should have a market
- recent operating income is positive
Downs: Over reliance on a BDC that owns 65% of the shares
-licensing arragements between companies etc..
Stocks to keep away from IMO:
1.GMCC
2.IDWD
3.GTXC
4.SOLD
5.RZ
6.RSMI
newly added keep away from (28/2/06)
- RATE
- NWAU
- IMM
- TKO