Profit Board

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CMI added to the Profit list.

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Profit Portfolio updated for January 3, 2008.

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3 month comparison posted along with the distribution of assets in the stock list, showing SOLFs nice run as of late.

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Dec 24th up 12.32% in the Profit Board stocks.

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Portfolio view has the overall gains in the upper left hand side of the clip.

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SPWR and AATI updated.

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Profit board updated for earnings year to year quarterly, to show cumulative growth and have that almost directly correlate to share price improvement.

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EDO added to the profit board and portfolio.

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CELG is added to the Profit Board portfolio and earnings map & chart.

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LDK didnt make the list but the price swings are huge and great for trading.

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Down 2% this week for the profit board, not bad considering.

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Chart above that shows quarter to quarter is for consecutive quarters where it appears that the same quarter prior year is more important of a comparison.

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Profit Board updated for YtoY EPS growth and next quarter EPS growth.

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LPHI missed by 3 cents and has risen the 6X or so that was promised by the yearly analyst projections in EPS so it is at fair value currently. Next periods growth is awaiting and is forecasted to be 17% improvement by next quarter. Next years forecasts are not projected as of yet. Current fiscal year is 3rd quarter 2008 ( which seems ahead of the game but thats how it reads ).

[GotOptions?]

LPHI - Life Partners Puts 3Q EPS At 44c >LPHI

Dec 13, 2007 10:18:43 (ET)


DOW JONES NEWSWIRES

Life Partners Holdings Inc. (LPHI) estimated earnings of 44 cents a share, up from 7 cents a year earlier, for the third fiscal quarter ended Nov. 30.

The Waco, Texas, insurance company expects revenue of more than $19 million, up from $7.3 million a year earlier and $17.7 million in the second quarter.

Life Partners said financial institutions turning to life settlements to offset losses from real estate or other investments contributed to the expected increase in income and revenue.

The company predicts the trend will continue in the fourth quarter.

-Shara Tibken; 201-938-5400, [e-mail]

(END) Dow Jones Newswires

December 13, 2007 10:18 ET (15:18 GMT)

[GotOptions?]

SunPower To Acquire Italian Systems Integrator >SPWR

Dec 13, 2007 08:19:49 (ET)


DOW JONES NEWSWIRES

SunPower Corp. (SPWR) signed a definitive agreement to acquire Solar Solutions, a solar systems integration and product distribution company in Faenza, Italy.

The San Jose, Calif., solar system manufacturer expects the transaction to close in the first quarter of 2008.

SunPower predicts the deal will add to non-GAAP net income in 2008.

The company didn't disclose terms of the agreement.

-Shara Tibken; 201-938-5400, [e-mail]

(END) Dow Jones Newswires

December 13, 2007 08:19 ET (13:19 GMT)

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Solarfun Boosts Stock Offering Size To $125M From $75M

Dec 11, 2007 17:19:39 (ET)


DOW JONES NEWSWIRES

Solarfun Power Holdings Co. (SOLF) on Tuesday boosted the size of its stock offering to $125 million from its previously planned $75 million.

The stock, in the form of American depositary shares, will be lent under a hedge offering to an affiliate of Morgan Stanley & Co. (MS), the underwriter for this offering, who will sell such ADS and will use the resulting short position to enable investors in Solarfun's convertible senior notes to hedge their investments.

The Chinese solar-product company's ADSs closed Tuesday at $24.90 each, down $2.30, or 8.46%.

-Denise Jia, Dow Jones Newswires; 202-862-1359; [e-mail]

(END) Dow Jones Newswires

[Green_cat]

yah..my luck as usual

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That would have been good to know yesterday. he he.

[Green_cat]

heres 1 for the money!

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SOLF one year chart: ( weekly )

]

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November 29, 2007 - 7:09 AM EST

Solarfun Reports Third Quarter 2007 Results
Solarfun Power Holdings Co. , Ltd. (“Solarfun” or “the Company”) (NASDAQ:SOLF), a vertically-integrated manufacturer of silicon ingots and photovoltaic (PV) cells and modules in China, today reported its unaudited financial results for the quarter ended September 30, 2007.

Third Quarter 2007 Highlights

Net revenue was RMB 753.8 million (US$ 100.6 million), up 312 % from the comparable quarter in 2006, and 63% higher than 2Q 2007.

Total PV module shipments were 27.3 MW, continuing a trend of strong sequential increases from 16.4 MW and 6.5 MW in 2Q and 1Q 2007, respectively.

The average selling price (“ASP”) remained stable at $3.66, compared to $3.68 in 2Q 2007.

Gross profit reached RMB 120.7 million (US$ 16.1 million), an increase of 133 % from the same quarter last year, and 72 % from 2Q 2007.

Gross margin improved to 16% from 15.2 % in 2Q 2007.

Net income was RMB 59.6 million (US$ 8.0 million), a gain of 146 % from the same quarter in 2006, and 190% from 2Q 2007.

Earnings per basic ADS were RMB 1.24 (US$ 0.17), in the third quarter of 2007, a 22% gain from the same quarter a year ago and 190% above 2Q 2007.

Mr. Yonghua Lu, Chairman and CEO of Solarfun commented, “We are quite pleased with our progress at all levels. Our shipments continued to increase and demand remained robust.

We successfully completed the addition of PV cell production lines 7 and 8 in November 2007 and have achieved annual manufacturing capacity of 240 MW. Our gross profit margin increase is a reflection of stabilizing ASP in addition to reduced raw material costs, and we have been able to leverage growing economies of scale by spreading our operating expenses across our higher sales volumes.”

“During the quarter, we continued to broaden the size and quality of our customer base, as well as our suppliers of polysilicon and wafers. Additionally, we are making solid progress on the development of our new ingot manufacturing subsidiary, Jiangsu Yangguang Solar Technology Co. Ltd. We already received wafer samples and they have met our high standards of quality. Now we are in the planning stages of a full delivery schedule.”

Other Financial Highlights for the Third Quarter of 2007

Income from operations increased to RMB 63.3 million (US$ 8.4 million), or 8.4% of total net revenue, from RMB 29.1 million (US$ 3.9 million), or 6.3% of total net revenue, in 2Q 2007. The operating profit margin in the third quarter of 2006 was 16.5%. The decline compared to last year was primarily due to spending on corporate infrastructure and sales and marketing expenses. The sequential increase in operating profit margin was largely due to spreading costs across the higher sales volume.

Interest expense more than doubled to RMB 6.7 million (US$ 0.9 million) from 2Q 2007 due to higher short-term bank debt borrowings.

Exchange losses of RMB 0.7 million (US$ 0.09 million) decreased significantly from RMB 10.4 million (US$ 1.4 million) in 2Q 2007, primarily because cash balances in U.S. dollars dropped as our IPO proceeds were invested in growing the business.
Share-based compensation expenses rose to RMB 5.6 million (US$ 0.74 million), from RMB 5.1 million (US$ 0.68 million) in 2Q 2007.

Financial Position

As of September 30, 2007, the Company had cash and cash equivalents of RMB 345.4 million (US$ 46.1 million) and working capital of RMB 1,234.0 million (US$ 165 million). Total bank borrowings were RMB 775.9 million (US$ 103.6 million). The Company filed a registration statement on Form F-1 on November 27, 2007. This registration statement seeks to register the sale of ADSs that will be used to facilitate hedging transactions by purchasers of the convertible notes that we plan to offer concurrently in a transaction pursuant to Rule 144A once the registration statement is declared effective by the SEC.

Net accounts receivable increased to RMB 681.9 million (US$ 91.0 million), from RMB 360.3 million (US$ 48.1 million) in 2Q 2007, largely due to the Company’s higher sales volumes. Days Sales Outstanding (“DSO”) continued to improve to 63 days in 3Q 2007.

Recent Events

The Company previously announced that it had secured several large multi-year framework commitments for over 185 MW for 2008 delivery. The Company had entered into signed contracts for the sale of 38.5 MW of these PV modules from 2007 to 2008.

In November 2007, the Company entered into an agreement with LDK, under which LDK agreed to deliver to us multicrystalline wafers valued at approximately RMB 2 billion from early 2008 to 2010.

On November 26, 2007, the Company announced a $306 million polysilicon supply contract with Hoku Scientific, Inc., with deliveries beginning in 2009 and continuing over an eight-year period.

The company made certain adjustments to its financial results for the six months ended June 30, 2007, resulting in an increase in net income of RMB 1.2 million from its previously announced results for the two quarters ended June 30, 2007. These adjustments primarily include a decrease in the Company’s operating expenses due to forfeiture of options granted to departing employees, partially offset by an increase in income tax.

Management Changes

We recently appointed Ms. Amy Jing Liu to be our chief financial officer, replacing Mr. Kevin C. Wei, whose employment contract expired on October 31, 2007. Ms. Liu brings broad finance and operations management experience with large multi-national companies, having previously worked as VP- Director of Finance- China and Hong Kong in Thermo Fisher Scientific and as Finance manager in DuPont. Ms. Ru Cai, our principal accounting officer whose employment contract also expired on October 31, 2007, departed the Company. In addition, Mr. Fei Yun recently resigned as director of technology.

Business Outlook 2007

Based on current operating trends and other conditions, Solarfun is raising its 2007 full year guidance as follows:

Net revenue of US$280-US$300 million, which represents an increase of 230%-250% over 2006. This compares to the previously announced guidance of US$250 million to US$270 million.

Full-year shipments at the high end of the previously communicated guidance of 70-80MW, which represents a 210% to 254% increase over 2006.

The Company already reached its target of hitting annualized total PV cell production capacity of 240MW by the end of 2007.
Chairman Lu concluded, “Looking forward, we are reiterating our optimism for the fourth quarter and full year ahead. We now have 240 MW of capacity in place, and we plan to continue to expand our production capacity in order to meet our anticipated demand, which remains robust. Additionally, our supply situation is improving; we believe we have secured 100% of our needs in 2007 and a significant portion of our anticipated needs in 2008, and pricing through the remainder of this year and well into next looks to be quite strong”

Conference Call

Management will host a conference call to discuss the results at 8:00 am U.S. Eastern Time (9:00 pm Shanghai time) on November 29, 2007.

Mr. Yonghua Lu, Chairman and Chief Executive Officer, Ms. Amy Jing Liu, Chief Financial Officer, and Paul Combs, Vice President of Strategic Planning, will discuss the results and take questions following the prepared remarks.

The dial-in details for the live conference call are as follows:

- U.S. Toll Free Number: 1 877 847 0047
- International dial-in number: [phone]
- China Toll Free Number: 800 876 5011
Passcode: Solarfun Call.

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SOLF and ZOLT earnings maps updated and both beat expectations, SOLF beat by .90 cents ( hit it out of the park ).

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Profit board up 10% already, pretty fast from earnings surprises I would take it as.

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SOLF has gone parabolic ( which is abundantly clear ).

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AHD posting negative net income for 2007 may be hurting the stock and the profit board information appears to be in contrast to the SEC 10Q so its gone. no need for a replacement.

[Green_cat]

....LOL
with that said...when it izzz dry enuff

I throw it into the coffee bean grinder....and thats all she wrote


BBBBBZZZZZZZZZZZZZZZ........alot easier!

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More Smoking Technology: When making your own cigarettes with a hand machine, if the tobacco is too dry it binds up, when the tobacco is too wet the cigarettes stick and are soggy, just the right moisture and bam easy made cigarettes as good as in any pack.

[Green_cat]

Ohh Yah...THats what my Opinion is also...at LEAST spend 8% of your home value...its gettin lesser with our superb economy!

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Oh yeah hey nice landscaping photos, that makes the house as much as the house if ya know what I mean. Many houses without nice landscaping are such a turnoff.

[Green_cat]

LOL....Buwahahahaha!!!!!h


Funny you axed Speckies.....


For good ole sake...I dont SMOKE them typahh ciggies ;

LOL.....I really cant answer that 1!

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Hey lets see if you stand by your name ? Here is a smoking technology question:

The difference between Kings and 100's. Do 100's have more tobacco and therefore more burn time for a cigarette ie more bang for the buck or is it the same amount of tobacco in a more slender and longer package than a king cigarette ?

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Profit board stocks up over 6% already and commish paid. Thats Kick A$$ says Cartman. he he.

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Now that looks real.

[Green_cat]

HECK of ahh board...Shewwwy!

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AMZN added since the Internet is becoming a bigger factor ( is what we are "hearing" anyways ).

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Naturally if you were to pick only 5 star and 98% peer relationships in your stocks you may expect a glacial pace in price improvement for these are the stocks that everyone is in and therefore growth is bought up very quickly and price tends to appreciate slowly. Some stocks that go from undiscovered to discovered or negative net income to positive such as ONXX may surprise everyone in their share price growth which is a nice "shot in the arm" to a portfolio of stocks.

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Are we diversified: Sure.. Up to 4 of these fall into the category of energy which may be a bit strong but they are really very different stocks. Also a category of semiconductors is very broad in range too for some are for solar products purposes other for electrical equipment etc. Looks diversified enough for me... Many are affraid that a drop in the Oil prices will hurt bottom lines of energy and oil production stocks so that will be kept in mind. Whats in fashion one quarter may not be the next, etc. Primarily earnings and revenue weighted ratings here.

Analysts ratings were considered but many of the 5 star S&P rated stocks did not have the growth aspects that this board is weighted towards, in reality though a 5 star stock from either morningstar and/or S&P would have more weight especially in a down market for these tend to be tops in their respective sectors and industries.

NOTE:
All stocks in this list are at least a buy to a strong buy in the BNY Jaywalk ratings as well as have a few good ratings for reuters, credit suisse, S&P, and Thomson analyst ratings. Peer comparisons tend to be 80% or better compared to other stocks in the same industry and preference given to growth first and peer rating second with up to 98 to 100% achieved with some picks in this list.

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21K is a relatively large bankroll for this style of investing but not impossible or even rare. Bearing in mind that an emphasis on growth projections is weighted for this list strongly. ( the growth has to hold up for success to occur, and the overall market needs to hold up as well ).

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21 stocks average out at 1.95% loss to start for commissions but this can be made up rather quick as shown by the up day performance on friday being up over 300 dollars which would almost pay for the commission in one day.

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MOCK Portfolio with emphasis on moch or paper trade for this stock list started as a point of reference. Bearing in mind that the potential for a down market is big and these are all entered at the same time without regard for T/A when in reality one would stagger their entry into these stocks based on good T/A entry points like when the price comes down to a trendline or an Aroon or DI crossover happened as an example. Often times an ideal buy on dip moment for these stocks will happen a few times a year only so it takes a year or so to build a portfolio. ( but this one is fun and for reference only ).

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This ones my favorite, lets hope the pps reflects all of this growth on these stocks.

[PremierStocks]

didnt look that close. thanks! like the board!

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Weekly versus daily. Down for the week up for the day.

[PremierStocks]

Speckie, how come my stockcharts shows a gain friday and the chart in your ibox a loss?

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IBOX updated with 21 charts and earnings graphs. November 25, 2007

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SPWR quarter to quarter consistently beats analysts expectations, and has major price appreciation and a pullback recently buying the dip seems prudent after it settles since forecasts still show growth in profits and the estimates have been beaten consistently up until now.

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CF Beat analysts expectations by .97 cents in the last year and the estimates were for 6.66 in 2008 compared to .60 cents in 2006 for a 10x effect. The price in 2006 was 20 and can now go to 200 safely.

Price has appreciated 7x over the last year or so. 6.66/ .60 is 10. So just to catch up to that profit appreciation there is another 3x in the mix. Based on 2006 to 2008 profit growth another triple is waiting for this stock. Bearing in mind that these are compared to average estimates if the profit leans towards the top line of the average than your looking at another 25% on top of that as well.

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ATW:

Atwood Oceanics misses estimates in the last 4 quarters but only by a tiny fraction of the profit since the profit is now 4.19 and last year was 2.23 the total one year misses are for .12 cents. Therefore immaterial to stock price as shown by the surge in pps from Jan 2007 to now from 40 to 80 dollars per share.

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ONXX beats by 22 cents and is forecasted to turn profitable by multiples of eps in 2008. Incredible price swings of late.