United States Growth Stocks

[tiesto]

Thanks lmcat! I'll check it out.

[lmcat]

No idea where NENE can go to. Where did Edison think his light bulb would go?

There are so many variables and when NENE BOD decides on a method of commercialization of their spray-on window cells the stock will reflect their decision. This is not a day or swing trade stock but an investment in a product that could solve our energy problems.

Check out the I-HUB NENE website I-Box. Check out the sticky posts. Check out the NENE website. This and the TV article is what moved the stock in late Oct. early Nov.

You decide what their technology is worth and if you want to invest.

Leading Solar Testing Agency Confirms New Energy’s Power Output for its SolarWindow™

See-thru spray-on technology turns ordinary glass surfaces into electricity-generating SolarWindows™, able to outperform rooftop solar by 300%.

http://www.newenergytechnologiesinc.com/_webapp_3585729/Leading_Solar_Testing_Agency_Confirms_New_Energy%E2%80%99s_Power_Output_for_its_SolarWindow%E2%84%A2

[tiesto]

NENE - Hi lmcat, where do you see the stock price headed in the near term?

Thanks!
tiesto

[white_tiger]

do you own any?

[lmcat]

The hype and mono players jumped on board on the news and TV report in late Oct. and most of them exited the first week in Nov. Look at the chart, there never was a "dump", just the mono crowd leaving as 3-4 million shares traded a day was not sustainable.

But NENE has continued to move up on its own. The NENE board is extremely quiet which indicates that the buyers are coming from outside the I-HUB world, probably from word of mouth. There have been many articles in trade journals.
There is a lot of info on the I-HUB NENE website, take a look.
Now we are waiting for NENE to tell us what direction they are going with their new technology.

This could be a JV with GE, First Solar, Siemens, who knows. They could get a DOE grant to begin manufacturing on their own or they could do a franchise agreement with other manufacturers. Their products have worldwide appeal!

The news is that their spray-on window solar cells produce 300% more energy than rooftop solar cells and are cheaper to manufacture and apply!

http://www.newenergytechnologiesinc.com/_webapp_3585729/Leading_Solar_Testing_Agency_Confirms_New_Energy%E2%80%99s_Power_Output_for_its_SolarWindow%E2%84%A2

[white_tiger]

wow. Really took off. Looks like a hype play?

[lmcat]

Take a look at this chart!

[white_tiger]

bws looks good

http://geoinvesting.com/companies/bws_brown_shoe_co/alerts

[white_tiger]

new TIII note

http://geoinvesting.com/companies/tiii_tii_network_technologies/research/research/0027481

[white_tiger]

looking at TIII

http://geoinvesting.com/companies/tiii_tii_network_technologies/alerts

[value1008]

BEV-- i've been so busy with China stocks i've not had time to post here, but within a day of my prior post on BEV (Bennett Environmental, BEV.TO and BEVFF.PK here in USA, on Stockhouse.com bullboard as "T.BEV"), they released a "letter of understanding" about being very close to acquiring a company.

That's the reason why the stock has moved up about 22% the last few days to around $2.12. News of an actual acquisition should zoom them up much higher. Earlier in the year they double-topped around $3.30-$3.35 USD.

Analysts are projecting around $5 or higher as a target.

Present pps is still down close to cash-per-share and book value.

[white_tiger]

MGIC getting out of control. Over $5.

http://geoinvesting.com/companies/mgic_magic_software_entrs/alerts

[white_tiger]

Hey Malc,

Thanks for stopping by. Glad to have your input.

Here is what I look for in the beginning of my search. I try to keep it simple:

1. Furture EPS growh will be at least 30% (right around the corner).

2. stock under $25.00

3. Shares out under 25 million, but i will go as high 50 million

4. Future P/E under 15 and or trailing under 25.

5. stocks can be losing money, but just about to go profitable.

6. If possible, forcasted EPS growth of at least 30% growth for the next four quarters.

[white_tiger]

Yes, looks good. I added to a small position i had. Problem:
1. Tough to get a normal interview.. they want to only communicate via email. I will try again.

2. Had a few choppy quarters.

But this could be interesting due to Olympic fever.

[white_tiger]

yes, I will get that going soon. Give me a few days. I am in the middle of trying to sort through earnings season.

[white_tiger]

Hey Grrreeen,

Without an interview it is hard to say. It is actually pricey here. Momentum as opposed to fundamentals is moving the stock now. But it is certainly in a good sector and could get some hype. I have been selling some of my position here. (bought around 3). take a look at ASYS for a move over $20. I am also looking at ABL, but still need to interview. I will be publishing my GeoPowerRanking stocks in a few days for China sector. Will go on TRIT interview in the AM.

Maj

[Huggy Bear]

Yea, I gotta stay on the sidelines on this one for now. Too much questionable activity from page 14 on of the TSX earnings report.

malc.

[value1008]

BEV -- Malc and Rjeezy (and anyone else), as the one who first mentioned this stock on this board some months ago (and then very soon afterwards BEV came out with their first somewhat weak qrtr in some time ! ) i have a fairly large file of posts, articles, etc on Bennett Env. (listed as BEVFF.PK here in USA; BEV.TO in Canada). If you want, i'll send along this file as an email attachment. I need to clean it up a bit first, so give me til tomorrow before i can send it off...

My email: t.conway1 (at) cox.net

[tbirdman]

Great idea!

[tbirdman]

o/t BOBS 10-Q looks good @ first glance

[rjeezy007]

I have been looking at this company as well but the Canadian ticker "BEV" as I'm located in Canada. I agree that mostly everything looks good with the company. I think my main concern is in line with yours.

Their SEDAR filing indicates that their plant can be shut down for extended periods of time and they just finished up a large contract in Sept 2010. I think they have a new project where they will treat 10,500 tonnes of soil. This happened in Q3 2010 so I don't know if it already has been or will be processed. However, this is much smaller than the 113,000 tonnes that they processed in their previous project which contributed to their profitability in the last few quarters.

If the company doesn't have any contracts in the pipeline, it will adversely impact their bottom line for sure. I guess that comment in their report is saying that their profitability will fluctuate depending on orders and facility usage so I don't know if we can expect a steady increase in profitability over the next few quarters.

However, I think there is one positive to counteract this potential idle time which is the hoard of cash the company has. I hope the company puts it to good use such as by aggressively pursuing new contracts or making an acquisition in a field in which it understands.

With all this said though, I haven't bought any yet, waiting to get some more insight lol...

[Huggy Bear]

Hello everyone, first post here but I have been lurking awhile and I'm liking how this board thinks. I will be adding value to the board (hopefully) in the future.

I have currently been looking into BEVFF this weekend following up on a stock some of you here apparently are going long on.

In brief, I'm wondering if the following statement from the 10Q synopsis on their website bothers any of you, or if the backlog of work already logged is sufficient to sustain current levels of operations for now. And I see that the main plant that generated very impressive revenue growth and cash numbers is currently shut down awaiting the arrival of the summer 2010 contracted contaimed soils to be remediated, is this correct?

BEI’s policy with respect to announcing future projects has been to announce projects when
there is virtual certainty that the material will be received at Saint Ambroise. This is typically
well after the Request for Proposal process and after contracts have been awarded. At this
time the Company does not have new projects that meet this criteria, other than the one
announced on July 8, 2010

So as of the November Q no new projects have been announced? Being as I am new to this company I really have no scope of the revenue or profitability of the only announced project moving forward.

I used to be invested in and a big fan of VTKT. Reference my early posts to verify that. Gave up my position there after a very nice gain because they decided that it was too much of a hassle to bother reporting anymore. I only invest in companies who are at minimum carbon neutral and preferably, "green". Problem is weeding thru the myraid who claim to be to actually find those who are pragmatic, and hence, profitable. I realize it is silly and stupid to alot of traders/investors to pass up gains in other industries or sectors because you have a personal issue with it. But I prefer to try to keep my karma straight, and I have children now who I owe this to.

Ok, I realize I am waxing philosophical now on your board when I meant to ask just a few Q's. It must be Sunday.

Of course everything else looks great with BEVFF, mostly I am wondering if the backlog of work booked is sufficient to carry these numbers forward.

malc.

[kgm]

Maj

Any chance this board can do a Top 10 Darlings like the CGS board? Thanks

[grrreeen]

Hi Maj,

You still think it is worth taking a starter?

Thanks!

BTW which are the stocks that you follow that you expect most of the next say 3 to 6 months?

So glad I found your website about a year ago so much great info on there!

[white_tiger]

Hey,

I need to work the numbers, comfirm capital structure and wait for 10Q to be filed. Have one of my analysts on it. But I love chapter 11 plays.

these guys only have 3.4 million out and a flat line chart. If i can confirm that this quarter was not an aberration this could get real interesting and the stock goes much higher. They also have some exposure to Asia, which i like. Will keep you posted.



Maj

[tiesto]

ABL - Hi Maj - What is your short term price target on this one? Thanks!

[white_tiger]

bought some ABL $5.75. Monster quarter.

http://geoinvesting.com/companies/abl_american_biltrite/alerts

[white_tiger]

MGIC.. Fernando (non-USA) Nice move today in these shares. Bought some more today. You still holding?

Getting pricey.

http://geoinvesting.com/companies/mgic_magic_software_entrs/alerts

[tbirdman]

BEVFF - Order in @ 1.72

[value1008]

TBirdman, yes i hold BEVFF. The best thing to do to get up to speed on this one is read the "bullboard" posts on it (use its Canadian ticker T.BEV) at the Canadian site Stockhouse.com over the last 6 months (not that many posts).

The co. is trading for same price as its cash. An acquisition and more contracts should be forthcoming in the coming week/months, and it should zoom up.

A number of Canadian analysts/managers really like this one.

[tbirdman]

anybody follow/hold BEVFF?

[researcher59]

LEE is more a cost cutting story at this point, hence a dramatic return to profitability. But their digital business is indeed growing rapidly.

[white_tiger]

Do you think rev will pick up soon?

[researcher59]

LEE (2.10) posts Sep Q4 EPS of $0.16 (adjusted) versus $0.05 y/y. Another solid quarter for this newspaper publisher, especially considering that it's their seasonally 2nd weakest (March is the weakest). The CEO made positive comments about a business pickup in October, so fiscal Q1 is off to a very good start.

LEE reported EPS of $0.22 in seasonally strong June Q3. Company has been generating solid cash flows and paying down debt.

Beware some negatives - long term declines in newspaper circulation and advertising, large short interest, heavy debt on the balance sheet.

DAVENPORT, IA -- (Marketwire) -- 11/08/10 -- Lee Enterprises, Incorporated (NYSE: LEE) reported today that for its fourth fiscal quarter ended September 26, 2010, earnings per diluted common share were 11 cents, compared with 4 cents a year ago. Excluding adjustments for unusual matters(1) in both years, earnings per diluted common share were 16 cents, compared with 5 cents a year ago.

Lower interest expense, overall reduction in operating expenses and strong digital revenue growth contributed to the results, while newsprint costs increased and total year-over-year revenue performance mirrored the previous quarter.

Mary Junck, chairman and chief executive officer, said: "The economic recovery in our markets stalled a bit in the September quarter, but the revenue trend improved markedly in October, and we expect the improvement to continue in November, as we continue ratcheting up digital sales, which have been growing at a double-digit clip since February. In 2010, we have been building on our rapid digital audience growth by providing local news and information through mobile apps for smartphones, and this fall we have begun rolling out apps with extensive coverage of local prep and college sports. As technology and media choices continue to evolve, we are making sure that our newspapers and digital products remain, by far, the primary source of local news, information and advertising in our communities, reaching more than 80 percent of all adults."

FOURTH QUARTER RESULTS

Operating revenue for the quarter totaled $188.7 million, a decline of 3.7 percent from a year ago. Combined print and digital advertising revenue decreased 4.4 percent to $134.3 million, with retail advertising down 4.4 percent, national down 11.7 percent and classified down 3.5 percent. Combined print and digital employment advertising revenue grew for the second consecutive quarter, up 7.9 percent in the September quarter. Automotive decreased 1.6 percent for the quarter but increased in September. Real estate decreased 19.5 percent for the quarter and other classified decreased 1.7 percent. Digital advertising revenue on a stand-alone basis increased 22.4 percent to $12.5 million, representing 9.3 percent of total advertising revenue. Digital retail advertising revenue climbed 38.6 percent and digital classified revenue rose 8.1 percent. Circulation revenue declined 1.2 percent.

Operating expenses, excluding depreciation, amortization and impairment charges in the prior year, decreased 3.1 percent. Newsprint and ink expense increased 40.2 percent, a result of price increases and accounting adjustments. Last-in first-out (LIFO) newsprint accounting charges were $3.3 million unfavorable compared to the prior year quarter, as prices were decreasing in 2009 but increasing throughout 2010. Excluding such charges, newsprint and ink expense increased 7.8 percent for the quarter. Newsprint volume declined 6.2 percent. Compensation expense declined 4.6 percent, with the average number of full-time equivalent employees down 5.4 percent. Operating costs, excluding depreciation and amortization, are expected to be down more than 1 percent in the December 2010 quarter in spite of higher newsprint costs.

Operating cash flow(2) decreased 5.9 percent from a year ago to $38.1 million. Operating cash flow margin(2) was 20.2 percent. Including equity in earnings of associated companies, depreciation and amortization, as well as unusual matters in both years, operating income totaled $22.6 million, compared with $21.0 million a year ago. Operating income margin was 12.0 percent in the current year quarter. Non-operating expenses, primarily interest expense and debt financing costs, declined 24.4 percent to $16.9 million from $22.3 million. Year end adjustments to income tax liabilities reduced the effective income tax rate for the quarter. Income attributable to Lee Enterprises, Incorporated totaled $5.2 million, compared with $1.8 million a year ago.

[white_tiger]

anyone follow ASYS?

[white_tiger]

Great to have an up day in both china and u.s. micros when market is down to flat. Back to a stock pickers market.

[MikeDDKing]

I haven't purchased any today. I'm expecting earnings to be up significantly on a sequential basis this quarter due to lower expenses.

[tbirdman]

buying today? whats the story?

[MikeDDKing]

Yes, I've been a buyer of ASRG.

[tbirdman]

Anybody follow ASRG?

[researcher59]

AEY - good to see GeoInvesting has taken a small position - AEY has done a good job controlling costs and looks well positioned for further increased profitability when market demand picks up with a rebounding economy. It will be interesting to here the Sept Q4 conf call.

[white_tiger]

With you on this

http://geoinvesting.com/companies/aey_addvantage_techs_group/alerts

Still need to interview. This company has a sporadic EPS history.

Maj

[researcher59]

AEY (3.28) looks attractive and undiscovered .... They've had a string of sequentially improving quarters ..... Going backwards in time, $0.14, $0.11, $0.08, $0.07, $0.06 .... the stock could be trading at $5 and would still look cheap. Earnings are fully taxed and diluted.

Currently ranked about #40 on IBD's list of top stocks under $10, another good quarter and a breakout over $3.50 would probably get it a top 10 ranking and a lot more visibility.

Stock traded at over $9 back in 2007 on EPS of $0.64 for the year, so can now be bought at barely over a third the price with a similar earnings run rate.

Stock has been in a gradual uptrend, but there's plenty of upside potential left, imho.

[weeblewobble09]

IDCC is growing. Stock is up on solid earning and announcement of dividend. Numerous catalysts in the near future.

[white_tiger]

buying TNL $5.00
http://geoinvesting.com/companies/tnl_technitrol/alerts

[white_tiger]

FSS- took initial pos as i do more dd. 2011 est are nice.

http://geoinvesting.com/companies/fss_federal_signal_corp/alerts

[white_tiger]

MGIC good numbers

looking at IOSP

WLK looked really good

[white_tiger]

check out RCKY too (long)

[white_tiger]

[white_tiger]

watching the following closely for earnings

TNL http://geoinvesting.com/companies/tnl_technitrol/research/research/0026545

VSR http://geoinvesting.com/companies/vsr_versar/research/research/0026544

BDR http://geoinvesting.com/companies/bdr_blonder_tongue_labs/research/research/0025779

JADE http://geoinvesting.com/companies/jade_lj_intl/research

Recent short term trade buys: LOJN RES DTLK ONPcalls

http://geoinvesting.com/companies/res_rpc/research/research/0026819