Value Microcaps Pick Six Lotto 13

[lentinman]

ABH3VT CHAMPION'S SUMMARY:

See Champion's Board

http://investorshub.advfn.com/boards/board.aspx?board_id=4067

ABH3VT COMMENTARY

With a hat-tip to Researcher59, whose style for this note I have shamelessly copied, I submit my write up for the VMC Champions Board:

PERSONAL BACKGROUND

I'm 43 years old and have lived in NYC for the past 10 years. Married, with 2 kids, I work out of my home office and have been a full time investor/trader since 1995. I also manage money for friends and family via a general partnership that I set up back in 2000 to manage money in a format similar to a mutual fund. I was introduced to the stock market through my father when I was in high school. Our timing was pretty good as the great bull market of the 1980s and 1990s had just gotten under way. I was smitten and decided to major in economics, which was the only market oriented degree I could find at Amherst College. I graduated in 1988 (the year after the crash) and drifted into management consulting. It wasn't really what I wanted to do, but it gave me time when I wasn’t working at my full-time job to get introduced to the internet and online investing in the early 1990s (anyone remember the old Prodigy bulletin boards??) I did well enough in those years by riding some of the early internet stocks but never felt comfortable with the momentum trading style. My investing philosophy eventually gravitated toward a value oriented style, but I wanted to combine this with stocks that were still fast growers. That led me into the world of microcap stocks, which was the only segment of the market where I could find companies that appeal to BOTH growth and value investors. I was an early participant in the Yahoo stock boards and Raging Bull and followed everyone over to Ihub about 4-5 years ago...and have been here every since.

INVESTING PHILOSOPHY

When I first started out, I read as much investing material as I could get my hands on. I read everything from Peter Lynch to William O'Neill and even some classics like "Reminiscences of a Stock Operator" and Graham and Dodd's "Security Analysis". Another book that was instrumental in shaping my investing style was "What Works on Wall Street" by James Shaughnessy. It had some good long-term data for different investing styles and argued for a value style married to relative strength/momentum. One of the stunning numbers that came out of that book was the incredible returns available in microcap stocks.......and I was determined to narrow down the best microcap stocks based upon what I felt would appeal to both growth and value investors. What I've come to believe is that stocks that are cheap relative to their forward earnings growth (low PEG ratios) offer the best opportunities for appreciation. So, for every stock that I look at, I try to predict what they will be able to show in earnings per share in the coming year, trying to factor in such things as seasonality, lumpiness in sales and orders, one-time expenses (or income), tax rates, dilution from warrants and options, etc. I also look at operating strengths such as ability to generate cash flow from operations, low debt levels, barriers to entry, and gross margin expansion (i.e. ability to scale up easily). What are constraints on this growth? What is the likelihood that a company will need to issue more stock to meet this demand? How much insider buying is occurring? What is the organic revenue growth rate and how sustainable is it? What forward multiple will the market be willing to give this stock relative to its competitors? I tend to favor the defensive and less cyclical sectors like medical/health care, education, food, etc and avoid the extremely competitive, low margin businesses. I also place a premium on predictable, visible sales growth with expandable margins, so that eps can grow at a faster rate than sales. I keep spreadsheets of selected income statement, balance sheet and cash flow information by stock and also track all PRs or other relevant filing info that comes from the company. I participate on conference calls and attend investor conferences. I will call up the CFO and/or the CEO on specific questions that aren't Reg FD challenges - (assuming that they can speak English!) In short, I try to do everything legally possible to figure out why a company is doing well and what the likelihood is that it will be able to maintain that condition and create strong catalysts for new shareholders to want to own the stock (at higher prices) in the future.

Once I find a company I like, I then look for a good price level to buy in. Sometimes that will mean looking at obvious levels of technical support, and I always determine a "margin of safety" for that specific company. For example, once I have come up with what I consider to be a reasonable range for fair value, I will start buying at prices that are 65% of FV. I usually like to average down a few times, "legging" into a position over time and thus lowering my cost basis. How often I do this depends upon how much I like the strengths of the company and how compelling the value is. Other times, I have to judge market conditions and move faster to get into a full position. I also don't usually like to invest more than 6% of my portfolio in any one stock, although I will and have made exceptions to this rule. I typically hold around 15-25 stocks at any one time, although my top 10 is generally weighted much heavier than other positions. My returns since Dec 2000 have averaged nearly 20%/year and that is without the benefit of any leverage.....in fact, I'm usually heavily in cash at most points and have rarely been more than 60% invested at any one time during that period. (I’m around 30% invested at present.) I have had only one down year since 1995, and that was 2008. I am still learning more about how to professionally manage a portfolio and would like to get better at shorting/hedging, either by shorting individual stocks, ETFs, or using options on indexes to hedge. I have rarely used these tactics, although one could argue that my heavy cash positions provide downside protection and act as a decent buffer on volatility.

PSL12 CONTEST

A lot of factors came together to create a perfect environment for my picks to do well in the most recent contest. All of my stocks were focused upon growth in China, and this meant I was in one of the hottest sectors of the market. I attribute this to a growing recognition and acceptance during the last few months that China's economy was going to emerge relatively unscathed this year from the economic meltdown in the US and Europe. Second, risk taking came back into vogue during the summer and that, along with sidelined cash coming into the market drove a lot of "hot" money into some of the stocks that I picked. While I think that all the increases in price were justified, often these moves take much longer to occur, not necessarily a few weeks or months! With that said, I chose the following as my starting six: CBPO.OB.....CKGT.OB.....RINO.OB......TXIC........WEMU.OB........YGYB.OB

My biggest winners in the contest were RINO and TXIC. RINO (a pollution-abatement equipment company selling to major iron/steel cos in China) benefited from uplisting to the NASDAQ during the contest period, which opened it up to a wider range of investors. It also was able to show two very strong quarters of eps and sales growth that were no longer impacted by large non-cash charges that had hurt eps numbers in the prior year. TXIC was trading at a 3x forward multiple when I first bought it and the fact that it had a better than expected quarter and had exposure to the truck and SUV market in China made it a stock that investors/traders wanted to own. Selling those stocks when I did and locking in decent gains were important, but I then used the proceeds to buy a couple of radio stocks that had been mentioned on the VMC board by several others (thanks MikeDD and Nelson). I bought SALM and ETM as I thought they represented the best of that segment at the prices available, and both appreciated nicely in the closing weeks of the contest to propel me to the win. The radio stocks appealed to me because of how cheap they were on an adjusted earnings basis (backing out the impairment charges) and because they had very good free cash flow which I thought would appeal to the value investors out there. It also did not hurt that a few momentum traders bought them for their charts, which showed them all bursting out of long-term bases after some sharp declines in 2008. WEMU was the only pick that I lost on, because they reported a very poor Q2 result. I was fortunate to only lose about 8% there. CBPO, CKGT, and YGYB were all solid examples of what I like: strong sales and eps growth, low PE and PEG ratios, good operating metrics (low debt, decent cash flow, etc), and participation in defensive sectors. YGYB got noticed by the Motley Fool, CKGT benefited from the general rotation into low PE, high growth China stocks, and CBPO is simply a strong company in a very protected and profitable blood plasma product niche. All had been sold off during 2008 and early 2009, so some of this rise was a reversion to the mean and IMHO long overdue.

Some final comments: Successful investing is a function of having risk:reward ratios in your favor as much as possible and knowing when to sell and when to overweight certain stocks. In order to accomplish this, I have to work and dig harder than the person I just bought from (or sold to). I am an inveterate “fader”which means I generally am happier going against the crowd, selling when stocks are soaring and buying dips or crashes. My holding periods vary greatly, depending upon the fundamental outlook and the initial reasons for buying a certain stock. If the story has changed substantially for the worse, I sell immediately. If bad news is because of temporary issues, I will re-evaluate and look to add on weakness or hold and look to sell at better prices in the future. Once a stock has hit my FV range, I start to sell it off slowly, trying to milk as much out of a rise as possible and then wait for more earnings information. I always want to have identifiable future catalysts on my side to generate buying enthusiasm, and there is nothing like strong sales and earnings per share growth to create that. Never be ashamed at taking a profit, but adjust your selling discipline a bit if the market is telling you that you are undervaluing your stocks and selling way too early. Establish a comfort level and decide which scenario is more painful: missing out on the potential upside of a blow-off top or watching a relatively overvalued stock you own dramatically decline in value.

We have a lot of very talented and insightful posters on our Ihub board and I feel fortunate to be a part of this group. I hope that some will find this information helpful and I look forward to contributing more in the future.

[lentinman]

IBOX UPDATED:

Len

[lentinman]

Timhyma:

Here is the post after PSL10 regarding who is the most sheepish. I may do one through PSL13, but if not, this is what you get.

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=32153407

Len

[kozuh]

KiK, I see 2 Green Arrows to the ...

left of your post ... is that a Time-Space
Portal that will take us back to (say) 3000
BC or forward to (say) 3000 AD ... ???

If so, I would like to journey 3 months into
the future to learn the 6 best stocks to pick
for PSL-13 ... not that I would use the info
to win the contest ... because that would be
... cheating ... if I got caught ... but then ...
the Groupies that gravitate to the winner of
the PSL would finally be all mine ... .

[nsomniyak]

The stock gods are chuckling right now--AYSI goes up a zillion points and yielddude does not have it in his pick 6!

Of course, he is laughing all the way to the bank with his real money, which should count for something. Not as much as the day 1 lead in PSL13, but something...

[MSGI]

Me too. My OPXA had a great day.+269%
http://finance.yahoo.com/q?s=opxa

[Knowledge is King]

It's such a shame...


that you didn't have the chance to double-down on AYSI before the big news was released...such a pity.

[gilead23]

I think we need a leaders board after day 1 :)

[10 bagger]

THE NSOMNIYAK CHALLENGE..

This my first one..

CBPO.. Little drug company from China.. Could/should earn $1.15 this year and has the FLU Sex besides.. nice balance sheet and I have been buying since the mid $4's.. Bought again today..

CLFD.. one of the most cleanest story that I have seen in years.. Thier business has grown by leaps because they deliver when they say they will and at the price quoted.. Eng.. firms use CLFD because it is a builder/supplier that never slows down construction projects and is easy to turnkey.. Thier fiberoptic products are the product of choice for most Eng. firms doing small projects in the upgrading and installation of new small telephone switching systems.. They are in an industry where there are over 2000 independent telephone companies that are all OBAMA frendly for stimulus money.. At $3.00 or below CLFD belongs in every portfolio.. Bought again today..

EMAN.. Not my idea,, I'm betting on the Jockey on this one..

ETCC.. Small company that seems to sign a new contract each month.. Got involved before they were delisted and have been trading it ever since.. KIK brought it to the board and I have stuck with it ever since.. Wild swings always but a good money maker trading it..

SMID.. Another stock where I'm betting on the jockey.. Is a steal below $2.00 and again a OBAMA stimulus frendly company.. Bought again today..

ZYXI.. The stock everone has learned to hate but,, I think they have thier act together and Insurance problems behind.. The president,, Tom Sanggard seems to be straight and honest with his answers to questions and maintains that ZYXI Ins. problems are behind it.. I like it a lot and expect any shares that I purchase below $1.00 to be a 3-bagger during the next year.. Bought again today..

My favorite,, hands down is CLFD but before you buy it read the press releases for the last year to understand where this company is going.. I think it will earn today's share price in 5 years.. hank

[10 bagger]

THE NSOMNIYAK CHALLENGE..

This my first one..

CBPO.. Little drug company from China.. Could/should earn $1.15 this year and has the FLU Sex besides.. nice balance sheet and I have been buying since the mid $4's.. Bought again today..

CLFD.. one of the most cleanest story that I have seen in years.. Thier business has grown by leaps because they deliver when they say they will and at the price quoted.. Eng.. firms use CLFD because it is a builder/supplier that never slows down construction projects and is easy to turnkey.. Thier fiberoptic products are the product of choice for most Eng. firms doing small projects in the upgrading and installation of new small telephone switching systems.. They are in an industry where there are over 2000 independent telephone companies that are all OBAMA frendly for stimulus money.. At $3.00 or below CLFD belongs in every portfolio.. Bought again today..

EMAN.. Not my idea,, I'm betting on the Jockey on this one..

ETCC.. Small company that seems to sign a new contract each month.. Got involved before they were delisted and have been trading it ever since.. KIK brought it to the board and I have stuck with it ever since.. Wild swings always but a good money maker trading it..

SMID.. Another stock where I'm betting on the jockey.. Is a steal below $2.00 and again a OBAMA stimulus frendly company.. Bought again today..

ZYXI.. The stock everone has learned to hate but,, I think they have thier act together and Insurance problems behind.. The president,, Tom Sanggard seems to be straight and honest with his answers to questions and maintains that ZYXI Ins. problems are behind it.. I like it a lot and expect any shares that I purchase below $1.00 to be a 3-bagger during the next year.. Bought again today..

My favorite,, hands down is CLFD but before you buy it read the press releases for the last year to understand where this company is going.. I think it will earn today's share price in 5 years.. hank

[Knowledge is King]

Freeze AYSI...


after you go back and fudge the ibox to show me owning it...

[timhyma]

one of my picks: 8:31AM Prospect Energy announces full repayment of $20 mln subordinated term loan to PMFG (PSEC) 9.66 :

[ecoblot]

THE NSOMNIYAK CHALLENGE;

ALIF LAWE ROIAK All are sub 1 dollar and great last quarter earnings and have pulled back from inintial spike.

DGSE My favorite stock. Confusion in ticker and rising gold prices provide unusual opportunity.

SGZH Obligatory china low PE pick.

RWC Again huge pull back from initial spike of good quarterly earnings.

[kozuh]

My slap to the face of nsomniyak ... !!!

What ? Oh, it's not that kind of challenge;
my mistake. Well then, as Arianna H would
say: "The Dorch is passed ... !!!"

DAAT.ob should ride the crest of the anti
government wave for another 3 years, as Red
Necks arm and re-arm and re-arm ...
themselves ... . Should we experience Civil War
or Revolution, so much the better ... ))<:}

EGMI.ob has gone international with its
game card business; and, being based in
NYC, is a big advantage. This is an extremely
small company in terms of employees, so
there is little overhead.

GRVY: Yes, I laughed when Bobw called it
the "GRVY Train" but then it disappointed in a
small way and got clobbered. I am hoping that
"Gamers" are too fanatic to notice the GREAT
RECESSION, and we will experience another
ride on the "GRVY Train" ... ((<:}

LAWE.ob has already told us that their business is
booming and they are very bullish concerning the
near future. The only question involves their
administrative abilities to control costs and turn
big profits.

MED has experienced incredible growth in Austin;
over the past 9 months, we have gone from 1
Center to 4 Centers. There are endless success
stories involving local people on the radio. Both the
employees and customers are FANATIC about MED.

OGC.ob a economical miner of Gold in New Zealand
so there is little political risk. Their Income Statement
shows a DRAMATIC turnaround ... .

[cl001]

THE NSOMNIYAK CHALLENGE

AGT, one of the most undervalued gold stocks. I hope they will resolve the loan issue soon and stock gets a pop.
OGC.to, one of the most undervalued gold stocks. Sino gold under the same chairman was taken over. I hope OGC will be the next.
NHC.to, my table pounder,
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=40661531
IAE.v, my table pounder,
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=40632150
GSL, Global shop leasing company under LONG TERM contracts. Just got its loan re-fied. Dividend rate about 50% at the current stock price. Will need to pay down loan to 80% first before start paying dividends again. Visible cashflow and predictable income year after year.
GRMC.ob, AUY founder/president as well as CFO running this company without salary. Looking for the mother load of gold in its huge 100% land package. Started production to finance the drilling programs.

[lentinman]

MY PICKS:

After 8 consecutive PSLs where I picked all six China, I'm going as defensive as the rules will allow. I figure nobody is more defensive than I am, so this is my best chance to win. Typically, I don't go for home runs, so although my overall finishes are usually pretty good, I never realistically contend for the championship. It's either all or none this time.

FAZ: Double beta short on the financials.
SKF: Double beta short on the financials.

I figure there is going to be the beginning of a bank failure avalanche during the next few months and it will spook anything financial. Plus the financial stocks have gone insane. They are due for a massive pull back.

UGL: Double beta Gold. Gold has gone up a lot already, but if there is wide spread concern about the financials, that could cause gold to spike.

IYH: Healthcare. Defensive only. Blend of large stocks.

XLP: Consumer staples - meaning food and drug retailing. Blend of large stocks.

CASH: If not for CASH, my Mr. Sheep rating would be pretty much at the bottom of the Mr. Sheep index. I only have one stock that anyone else picked and even then only one other person.

Len

[abh3vt]

My picks for PSL13

First, I think that this will be a much more difficult period for stocks to run....and I've selected CASH for one of my choices. I'm waiting for a pullback in one or two stocks that I'm currently following.

The other picks generally follow along the lines that I've laid out earlier: I look for low PEG stocks, with strong sales and eps growth combined with good operating metrics like good cash flows or other important catalysts that investors will find attractive.

CBPO.ob - China Biologic (OTC - 5.64). I've discussed this one many times before, and it was one of my picks in the last PSL contest. You can search for my prior comments on this one, but with an adjusted fd eps of 0.35 in Q2, and on track to earning 1.00+ in fd, ft eps for the FY09 I think its still one of the better buys out there. They continue to hold CCs and attend investor conferences, and added some really high quality VC investors through a recent PP and block sales of stock from another early investor. I'll write up more on this in another post.

CKGT.ob - China Kangtai (OTC - 1.40) This one ran up into the beginning of the contest, and it may pull back intraday in the short run, but its still pretty undervalued on a PEG ratio basis relative to comparable China stocks. Its primarily products for sale don't resonate with a Western audience (cactus products?) but it has decent operating metrics and is just starting to emerge by attending its first ever conference at R&R and hiring a PR firm (admittedly low quality) to help with PRs on earnings and sales efforts. Company earned 0.08 in Q2, and is coming into their seasonally strongest part of the year, which is the 2nd half. New sales initiatives underway include feed additives and cigarettes. May not contribute much to 2009, but 2010 outlook could be very strong.....we'll see. Company could be more transparent in its dealings.

CHBT - China Biotics (NAS - 13.00). One of the stronger stocks based upon balance sheet, ability to generate cash from operations, and the fact that they have just opened up a new facility which should start contributing soon to sales growth. They surprised last quarter with strong sales growth than I expected. Margins are starting to expand along with sales; earned 0.31 in Q1 (FY10), so not as cheap as some others....but I give them high marks for management and being on the Nasdaq. Shelf registration filed does give some pause, but thats the only fly in the ointment I can see. Very solid demand in the probiotics market in China, with limited competition at present.

WKBT.ob - Weikang Biotech (OTC - 1.65). Earned 0.13/share in Q2 (0.28 ytd). One of the cheapest PEG plays out there, with what appear to be solid financials. Good OCF, decent margins, selling in the TCM/Western pharm sector which has seen high growth rates in the past few years. Just did a mildly dilutive PP at 1.75, so you get the opportunity to get in lower than those investors did (ARC China)!

RGCI - Regent Communications (Nas - 0.37). Company in the hot radio sector which has seen a tremendous influx of buying in the past few months. RGCI still looks cheap on an adjusted forward eps basis, and has strong cash flow. The company earned 0.044 after I made adjustments for one times and a full tax rate for Q2. Q2 appears to be a seasonally strong quarter, but Q3 and Q4 could be similar as cost cutting benefits the bottom line. Paying down debt and healthy relationships with their bankers will be key for Regent going forward.

[SSKILLZ1]

My Picks

BSPM.OB- Earned .16 last quarter, and with new products coming earnings numbers should only get better from here.

So we have a stock selling at a little over 3 times earnings based on last quarter with improving earnings going foward. I think there is a good chance we see a .17-.20 in q3, in my opinion, which the last time it seen, a .16 it pushed it to $4. Well a Push to $4 is a double from here, so seems like a nice risk/reward play. My only concern and it is a major one is it is a china play. But I like BSPM.OB Enough to own it personally and as a PSL 13 Pick. Time will tell if it works out.

DGSE- Earned .07 last quarter and .13 for 6 months ended. Stock is significantly undervalued. Even at a PE of 10 stock trades back to about $3, plus seasonally strong q4 is still to come. My Opinion why DGSE isn't trading over $2 already is the whole quoting confusion of DGC/DGSE. Now when that is worked out, who knows, hopefully the sooner the better. I think DGSE is very undervalued here, and the risk/reward is highly in your favor.

MSN- Earned .04 last quarter in seasonally weak q1. This seems to be a decent turnaround play. Would be cheap on the .04 alone, but we have the two big quarter coming up, and this could send the stock to about $2.50-3.00 if they deliver the .06-.08 like I think they can in q2. My guess is it sends the stock significantly higher. The Kicker here is it is very cheap if you factor in the balance sheet. Trades waaaaaaaaaay below book value, and features almost $1 in cash on the balance sheet.

PRGX- PRGX is yet another turnaround story. PRGX in my opinion is a bargain even here, I would of preferred to have it under $5 for contest purposes, but as my number 1 position in my portfolio I feel it is very undervalued. My reasons why I like it is first they had a very bullish outlook in the past earnings report. They earned .21 last quarter, but they really earned .24 if you eliminate the one time charge. In My Opinion they will report .25-.30 in q3, which may send the stocks to double digits, in fact it was a $12 stock a year ago, it may be able to go back there if they keep executing. Of course you never know with earnings reports, but seems like it offers a good risk/reward ratio at this point.

ROIAK- ROIAK is my only pick that I do not own. This pick would have been NIDB.OB my favorite small bank if it met the minimum volume requirements, but NIDB.OB doesn’t. So I went looking for a stock and ROIAK seemed like the best fit at these prices. Earned .12 last quarter, so very cheap based on earnings. I believe it can come close to repeating next quarter on the earnings front. They also have a big share buyback, which should give the stock good support. The Things I don’t like in this pick is it’s balance Sheet and I wasn’t crazy about the delay of the 2009 annual meeting either. But I believe that ROIAK offers good risk/reward at these levels.

UPG-Earned .12 last quarter fully taxed, and it doesn’t seem to be all that appreciated at $2.31. This stock seems significantly undervalued at these levels. I feel a PE of 10 is warranted for this company, and in my opinion that could send it to the $4.50-5.00 range. UPG also has a solid balance sheet where it trade below book. In My opinion UPG is another good risk/reward candidate at these levels. Just my opinion.

Conclusion: I do like my picks a lot for this contest and I own all of them except ROIAK personally. Hopefully they do very well, but as always time will tell of course. Just my opinion.

[MSGI]

kool-aid? You must have been bombed out of your mind on the DKAM Vodka those same guys were pumping 2 years ago at 2 and 3 dollars. LOL.
http://finance.yahoo.com/echarts?s=DKAM.OB#chart1:symbol=dkam.ob;range=5y;indicator=volume;charttype=line;crosshair=on;ohlcvalues=0;logscale=on;source=undefined

[mikeo56]

Great job should be an interesting contest with a correction of some type possibly happening.
Looks like myself and SWB173 were the only ones that picked TRTN.
I guess I drank alot of kool-aid. But anyway .Lets have some fun. Have a good weekend guys and thanks again.

[timhyma]

THE NSOMNIYAK CHALLENGE - my picks


AFOP- Fibor optic company that is still growing and making profits despite the "recession". They expect another growth quarter coming up. Trading at book value, and they have very little debt. Something I think more people will be investing in going forward is companies that manages debt properly.
http://finance.yahoo.com/q?s=AFOP

CPLP- Medium sized marine tanker company. SDtock price was hammered early August from around $12 down to $7.50. I think the "correction" was overdone. The stock has a small float, and I think people will be looking for a good dividend play (currently at 20% yield). Also, the shipping sector has been on the bottom of the sectors for a long time (average P/Es around 7), so I'm thinking as the "global economy" picks up, so will the carriers.
http://finance.yahoo.com/q?s=CPLP

GPRE- One of the few ethanol stocks that still has money, lol. Most ethanol companies went bankrupt last year with $8 corn. Corn is now down to $3.30ish, and ethanol crush spread are well over $1 again, making them profitable. They also mentioned they are starting their pilot program of producing ethanol (this month) with algae- which should boost some interest in the stock. They also have a grain market that feeds their ethanol plants, so should get even a better deals than others in the sector. Recently because the 4th largest producer in the states.
http://finance.yahoo.com/q?s=GPRE

LAWE.OB- They provide all the little things that law enforcement uses, as well as homland security and military. They are experiencing a flux of orders due to the stimlus monies that are coming down the pipe. I'm expecting another bang buster quarter being announced coming up. Biggest selling products: Under vehicle surrvielance systems and graffti cams.
http://finance.yahoo.com/q?s=LAWE.OB

PSEC- natural gass prices have really been taken to the cleaners. PSEC is a closed end fund that invests in small companies, with a majority of them in the energy sector. They also have a stake in bio-med and retail sectors. Pays a nice dividend (16%), so expecting that to attract investor going forward. I think it is a fairly save way to be exposed to the oil/nat gas sector
http://finance.yahoo.com/q?s=PSEC

SBLK- Another marine bulk shipper with a dividend (5%). Trading at 1/3 book value, so could be a buy out target. Trailing P/E under 2 makes it attractive to those that follow the ratio, imo. Sector is averaging 7, so undervalued based on both book and P/E. Again, I think some money will start flowing into the sector in the coming quarter.
http://finance.yahoo.com/q?s=SBLK

[timhyma]

It would be interesting to see a most/least sheepiest people over all the past contests, then see the results of those folks. Give Len something to do over this long weekend, lol.

[SSKILLZ1]

Done.

[bbotcs]

nsomniyak challenge:

$CASH$ I like a cash position to anchor my
"portfolio".

APT: I have been posting about this Canadian company for weeks as a "swine flu" play. Alpha Pro Tech, makes disposable protective apparel and infection control products in the United States and internationally. APT is a "flu play" because they make face masks. Surprising, they have another business line: construction weatherization products consisting of house wrap and synthetic roof underlayment to construction supply and roofing distributors. The weatherization products business is doing well. The company has ZERO debt and 17.48M shares in the float.

DCTH: I picked this stock because it has gained momentum lately. Delcath Systems is a development stage medical company. Here is the gist of their "business": "It focuses on the development of the Delcath PHP System, a Phase III clinical trial product, which isolates the liver from the patient’s general circulatory system and delivers high dose of melphalan hydrochloride or other therapeutic agents directly to the liver." This is a procedure for cases in which there is no alternative therapy. Delcath is conducting a Phase III trial and should do a submission to the FDA next year. 2010 should be a big year for the company. Float: 22M and ZERO LT Debt. DCTH has made a nice move this year.

MED: This is my number one favorite COMPANY. It is a NutriSystem competitor that is starting to come into its own. They are expanding into Texas. The last 10Q was very impressive. "The Owings Mills (MD) company said it pulled in record revenues and net income in the second quarter, which ended June 30. Medifast (NYSE: MED) pulled in $3 million in net income, 20 cents per diluted share, compared with $1.5 million, or 11 cents per diluted share, during the same period last year. It reported revenue of $41 million, a 48 percent increase from the $28 million it generated during the second quarter of 2008." LT Debt: $7.14M Float 12M. After the last 10Q came out, MED made a nice move up. It might not be underpriced, but I am hopeful the next 10Q won't disappoint.

UVE: A retread if ever there was one. This small Florida property insurer pays a nice dividend (currently about 10 percent!), which, in my opinion, puts a floor under the stock price unless there are hurricanes. This year--so far, so good. UVE has expanded into a handful of other States, which somewhat mitigates the risk of big losses from Florida hurricanes. The float is 14.67M shares, but the company has approximately $46 in debt. Cash flow to service the debt has not been a problem. If management are on the up and up, this is probably a pretty solid investment.

VSR: A second retread. Yahoo! "Profile" description: "Versar, Inc. provides various professional services to the government and private sector with solutions for infrastructure, facilities management, construction, environmental quality, defense, and homeland security needs in the United States and internationally." Think military contracts, especially in Iraq and Afghanistan, which may or may not be a good thing. This is the time of year Versar should be receiving new contracts. The stock is about 35 percent off of its 52-week high. Profit margin is pathetic--less than 3%, but trailing PE of 12, ZERO debt, and only 6.8M in float makes this a good pick, imo.

THE ABOVE RELFECTS MY OPINIONS AND IS NOT INVESTMENT ADVICE. If you buy any of my picks and lose money, you should write to your Congressman! LOL. Canadians, etc. should write to a politician of their choosing.!

[bbotcs]

SSKILLZ1: Terrific. Everything is great. Thank you. One request, same as last time could you make the list of contestants and their picks a "post it note".

[nsomniyak]

SSK - thanks for all your hard work in pulling this together! Appreciate all the statistics.

[nsomniyak]

THE NSOMNIYAK CHALLENGE - my picks

CCGY - Chinese biodiesel company with new plant coming on line that will increase capacity ten-fold.

CDBT - pretty much a shot in the dark as a China micro-cap that might get a run

CHIO - China company in the online insurance niche. There is evidence that the Chines are buying cars in amazing quantities--and insurance is a way to follow that trend. Stock is down 50% from highs and seems to have found a bottom.

NEP - Chinese energy company has pulled back, has a war chest with which to acquire and/or diversify.

WEMU - I think the recent sell-off in this Chinese alternative energy co. is overdone. Numbers look good to me going forward, and I like the fact that the CEO has been buying.

NEPH.OB (wildcard) - Nephros is a small biotech that took a good run recently, and has pulled back hard. Awaiting FDA approval on a couple drugs, with things slated to either be approved, or not, during the PSL13 time frame. Recent pullback from just above 2 to 1.40 offers a good entry point, I think. I am looking for a relatively quick bounce here, then to trade an appreciated position into ????

DIsclaimer--I own NEPH and WEMU, have owned NEP, and may be buying (or buying more of) all of them.

[nsomniyak]

THE NSOMNIYAK CHALLENGE

Once again, I will issue the nsomniyak challenge for PSL13!

Thanks to all who participated in the challenge previous PSL contests. I know that I for one came away with a whole lot of good ideas, and I will be raising some cash to act on those I expect to come out of this contest's challenge!

The PSL contests are fun--but they can also be profitable. I am absolutely sure I made some money trading some stocks that I would not have purchased if not for the previous nsomniyak challenge go-rounds.

This is your chance to play alchemist--you too can turn alphabet soup into the start of some DD!

This is very simple--just make a post on this board, some time within the first couple weeks of the contest, with a little bit of info about each stock you picked. To draw a line in the sand-let's say post your nsom challenge response by midnight, Ihub standard time, 9/20/09 (in other words, if iHub puts a date of 9/20/09 or earlier date on your post, you are in).

A couple sentences for each stock is fine - tell us why you like it and why you like it to perform well over the PSL13 contest time frame. You can post more thorough DD if you wish, but that would be enough.

That should help us all get more out of the PSL13 alphabet soup of symbols.

[nsomniyak]

you have been a very baaaaa-d boy...

[wyobuford]

Baaaa.

[2morrowsGains]

Thanks SSKILLZ1. Looks good!!

[SSKILLZ1]

Well Hope everyone enjoyed all the PSL Stats. Good Luck to everyone in PSL 13. Have a Great weekend.

[SSKILLZ1]

The Picks For VMC PSL 13

Commentary: We had 55 Contestants this contest. Well without further ado everyone's pick are below, wildcards are underlined.

 
 Alias		     SP #1		SP #2		SP #3		SP #4		SP #5		SP #6 
 10BAGGER		CBPO.OB	  CLFD		EMAN.OB	ETCC.OB      SMID.OB	ZYXI.OB 
 2MORROWSGAINS	BSPM.OB	CBPO.OB	CHME.OB	CSGH.OB	SGZH.OB	WKBT.OB 
 ABH3VT		$CASH$		CBPO.OB	CHBT	      CKGT.OB	RGCI		WKBT.OB 
 BBOTCS		$CASH$		   APT		DCTH		MED		UVE		VSR 
 BIGPROFIT		$CASH$		BMRA.OB	BSPM.OB	SLXCF.OB	SRRY.OB	TBUS 
 BOBWINS		AGT		CHGY.OB	FR.TO		LMA.TO		LPIH.OB	TELT.OB 
 BUCFAN33617		ASUR		CSGH.OB	IEC		LPIH.OB	LTUS.OB	TXIC 
 CL001		      AGT		GRMC.OB	GSL		IAE.V		NHC.TO		OGC.TO 
 CLIFFVB		BSPM.OB	CDBT.OB	CHME.OB	CYXN.OB	EMAN.OB	TBUS 
 CWS9		       AGT		AUY		CCGY.OB	CGLD.OB	CKGT.OB	VGZ 
 DANLC		      $CASH$		CLFD		CSGH.OB	FAZ		SDS		WILC 
 DIGITECH		CHBT		HBM.TO		IAE.V		TGB		UTA		UVE 
 ECOBLOT		ALIF.OB	DGSE		LAWE.OB	ROIAK	      RWC	      SGZH.OB 
 FINANCIAL ADVISOR	CDE		CHNR		DROOY		HMY		MAG		RIC 
 GILEAD23		AYSI.OB	DGSE		EGAN.OB	RODM		SMID.OB	TBUS 
 GOLD80302		AUY		CGLD.OB	GFRE.OB	Q		SMID.OB	TSO 
 HWEB2		      BSPM.OB	BTN		DGSE		MSN		SMID.OB	 TELT.OB 
 JANG-A-LANG		APWR		CLFD		ETFC		SRS		UNG		WATG 
 JOEINIOWA		$CASH$		CDE		CGLD.OB	MDVX.OB	NGD		SWC 
 JSIM		      EMAN.OB	HWG	      IAE.V	      ROIAK	      UBOH		UPG 
 KIK		      ACLO.OB	ASRG.OB	ICLK.OB	MRM		NZYM.OB	WKBT.OB 
 KOZUH		     DAAT.OB		EGMI.OB	GRVY		LAWE.OB	MED		OGC.TO 
 LARRYBAZ		ALRC.OB	KCAP		KEQU		PRGX		SIF		TSTA.OB 
 LENTINMAN		$CASH$		FAZ		IYH		SKF		UGL		XLP 
 LT MATT	     ACLO.OB		AGT		EGMI.OB	GRMC.OB	IAE.V		TBUS 
 MANNY T		AVII		CBPO.OB		CSGH.OB		DAAT.OB		GAXC.OB		LBMH.OB 
 MICHAEL T		CPQQ.OB		RGCI		SRRY.OB		TELT.OB		TRT		YUII.OB 
 MIKE056		AGT		CSGH.OB		OGC.TO		PUDZ.OB		TRTN.OB		WEMU.OB 
 MIKEDDKING		DAAT.OB		EGMI.OB		GAXC.OB		RODM		ROIAK		TBUS 
 MSGI		BZ		CPQQ.OB		PXLW		RODM		ROIAK		RTK 
 NORTHENLIGHTSK05		CBPO.OB		CCGY.OB		CHGY.OB		CPBY		SVA		TSTC 
 NSOMNIYAK		CCGY.OB		CDBT.OB		CHIO		NEP		NEPH.OB		WEMU.OB 
 OLDPRO		HIMX		HL		KGC		NM		NXG		SLW 
 PATTYDADY0		CRY		FVE		KKD		QCOR		TPI		VRS 
 RESEARCHER59		BSPM.OB		DGSE		IEHC.OB		ROIAK		RUTH		SGZH.OB 
 ROGUEDOLPHIN		DXD		QID		RRZ		SDK		SDS		SRS 
 SSKILLZ1		BSPM.OB		DGSE		MSN		PRGX		ROIAK		UPG 
 STANU78		CMTP.OB		COGO		CSGH.OB		FNET		HQS		TCX 
 STEELEDGE		AOB		ASUR		BSPM.OB		CDBT.OB		CHME.OB		WKBT.OB 
 STEVENRISK		CCGY.OB		CDBT.OB		CKGT.OB		CNOA.OB		CYXN.OB		LPIH.OB 
 STIFFLER68		$CASH$		CDII		CHIO		CNAM.OB		QXM		WH 
 STOCKPEEKER		AGT		APT		BSPM.OB		CSGH.OB		IAE.V		KCL.TO 
 SWAMPBOOTS		BLSW		DNPI.OB		GLOB.OB		HPJ		OTIX		RSI-UN.TO 
 SWANLINBAR		$CASH$		ASRG.OB		CGLD.OB		DAAT.OB		HPJ		SMID.OB 
 SWB173		BBI-B		LPIH.OB		ROIAK		SMID.OB		TBUS		TRTN.OB 
 SWICK984		BTN		CBPO.OB		DRAD		NGA		TELT.OB		VRS 
 THEALICEMAY		CLFD		DIGA		GE		HON		SMID.OB		TXT 
 TIMHYMA		AFOP		CPLP		GPRE		LAWE.OB		PSEC		SBLK 
 TMCAL6		CSGH.OB		EVG.V		GRVY		IAE.V		QID		UVE 
 VALUEMIND		ALRC.OB		AYSI.OB		CPBY		CSKI		HNU.TO		YHGG.PK 
 WADEGARRET		CNO		HWG		ORS		RODM		TBUS		WILC 
 WORTHYLION		AWRCF.OB		CCEL.OB		PNNT		POE.V		SRS		TBT 
 WYOBUFORD		BSPM.OB		CKGT.OB		DAAT.OB		MSN		SMID.OB		TBUS 
 YIELDDUDE		APT		AUY		GG		LAKE		RIC		SVA 
 ZEN LUNATIC420		ABAT		AMLJ.OB		DNPI.OB		SMID.OB		SWTX.OB		SYNM

[SSKILLZ1]

Mr.Sheep Standings

Commentary: The Max sheep Points one could get in this contest is 49. After, the Sheep Himself. The Most Sheep Like is WYOBUFORD with 38 points. Well without further ado the Mr. Sheep Standings is below.

			 
 	Alias		Sheep Points	 
 1	WYOBUFORD		38	 
 2	2MORROWSGAINS		33	 
 3	STOCKPEEKER		33	 
 4	HWEB2		32	 
 5	SWB173		31	 
 6	SWANLINBAR		30	 
 7	BIGPROFIT		29	 
 8	CLIFFVB		29	 
 9	GILEAD23		29	 
 10	MIKEDDKING		29	 
 11	SSKILLZ1		28	 
 12	LT MATT		27	 
 13	ABH3VT		26	 
 14	DANLC		26	 
 15	RESEARCHER59		26	 
 16	10BAGGER		24	 
 17	MANNY T		23	 
 18	STEELEDGE		23	 
 19	CWS9		22	 
 20	MIKE056		22	 
 21	TMCAL6		22	 
 22	JSIM		21	 
 23	ECOBLOT		20	 
 24	CL001		19	 
 25	GOLD80302		19	 
 26	STEVENRISK		19	 
 27	BBOTCS		18	 
 28	BOBWINS		18	 
 29	KOZUH		18	 
 30	WADEGARRET		18	 
 31	BUCFAN33617		17	 
 32	JOEINIOWA		17	 
 33	NORTHENLIGHTSK05		17	 
 34	THEALICEMAY		17	 
 35	MSGI		16	 
 36	SWICK984		16	 
 37	ZEN LUNATIC420		15	 
 38	DIGITECH		14	 
 39	LENTINMAN		14	 
 40	NSOMNIYAK		14	 
 41	STIFFLER68		14	 
 42	STANU78		13	 
 43	MICHAEL T		12	 
 44	YIELDDUDE		12	 
 45	JANG-A-LANG		11	 
 46	KIK		11	 
 47	ROGUEDOLPHIN		10	 
 48	VALUEMIND		9	 
 49	FINANCIAL ADVISOR		8	 
 50	LARRYBAZ		8	 
 51	SWAMPBOOTS		8	 
 52	TIMHYMA		8	 
 53	WORTHYLION		8	 
 54	PATTYDADY0		7	 
 55	OLDPRO		6	

[SSKILLZ1]

Every Stock with Starting Price and # of Shares (In Alphabetical Order)

Commentary: This chart will help everyone set up there portfolios if they so desire. It gives the starting prices of each stock and the # of shares. Note although I go out to as far as need be with the decimals to get accurate #'s, for this post I'm using only 2 decimals on the starting price on all stocks, because 4 decimals looks sloppy. Hope all enjoy this.

 
 	Stock Symbol	Purchase Price	# Of Shares  
 1	$CASH$		$1,000.00		1.0000 
 2	ABAT		$3.95		253.1646 
 3	ACLO.OB		$0.34		2933.4116 
 4	AFOP		$1.09		917.4312 
 5	AGT		$0.42		2395.2096 
 6	ALIF.OB		$0.85		1176.4706 
 7	ALRC.OB		$2.90		344.8276 
 8	AMLJ.OB		$0.90		1109.8779 
 9	AOB		$5.12		195.3125 
 10	APT		$5.19		192.6782 
 11	APWR		$9.20		108.6957 
 12	ASRG.OB		$1.09		917.4312 
 13	ASUR		$0.25		4000.0000 
 14	AUY		$10.63		94.0734 
 15	AVII		$1.79		558.6592 
 16	AWRCF.OB		$2.00		500.0000 
 17	AYSI.OB		$0.55		1818.1818 
 18	BBI-B		$0.66		1515.1515 
 19	BLSW		$1.17		854.7009 
 20	BMRA.OB		$0.41		2463.0542 
 21	BSPM.OB		$2.03		492.6108 
 22	BTN		$2.67		374.5318 
 23	BZ		$4.51		221.7295 
 24	CBPO.OB		$5.64		177.3050 
 25	CCEL.OB		$2.25		444.4444 
 26	CCGY.OB		$0.62		1612.9032 
 27	CDBT.OB		$0.52		1923.0769 
 28	CDE		$17.17		58.2411 
 29	CDII		$1.57		636.9021 
 30	CGLD.OB		$0.67		1492.5373 
 31	CHBT		$13.00		76.9231 
 32	CHGY.OB		$0.78		1278.7724 
 33	CHIO		$1.00		1000.0000 
 34	CHME.OB		$1.64		609.7561 
 35	CHNR		$11.42		87.5657 
 36	CKGT.OB		$1.40		714.2857 
 37	CLFD		$3.02		331.1258 
 38	CMTP.OB		$3.72		268.8172 
 39	CNAM.OB		$2.70		370.3704 
 40	CNO		$4.08		245.0980 
 41	CNOA.OB		$0.48		2083.3333 
 42	COGO		$5.41		184.8429 
 43	CPBY		$3.79		263.8522 
 44	CPLP		$7.85		127.3885 
 45	CPQQ.OB		$1.87		534.7594 
 46	CRY		$8.31		120.3369 
 47	CSGH.OB		$1.15		869.5652 
 48	CSKI		$13.81		72.4113 
 49	CYXN.OB		$0.33		3030.3030 
 50	DAAT.OB		$0.83		1204.8193 
 51	DCTH		$3.69		271.0027 
 52	DGSE		$1.35		740.7407 
 53	DIGA		$1.05		952.3810 
 54	DNPI.OB		$0.58		1724.4352 
 55	DRAD		$2.15		465.1163 
 56	DROOY		$8.12		123.1527 
 57	DXD		$37.40		26.7380 
 58	EGAN.OB		$0.66		1515.1515 
 59	EGMI.OB		$1.49		671.1409 
 60	EMAN.OB		$1.30		769.2308 
 61	ETCC.OB		$1.20		833.3333 
 62	ETFC		$1.55		645.1613 
 63	EVG.V		$1.58		689.4304 
 64	FAZ		$24.95		40.0802 
 65	FNET		$1.17		854.7009 
 66	FR.TO		$2.48		439.2339 
 67	FVE		$3.27		305.8104 
 68	GAXC.OB		$0.98		1020.4082 
 69	GE		$13.87		72.0981 
 70	GFRE.OB		$1.28		781.2500 
 71	GG		$41.55		24.0674 
 72	GLOB.OB		$0.73		1370.0507 
 73	GPRE		$7.64		130.8901 
 74	GRMC.OB		$0.39		2564.1026 
 75	GRVY		$1.80		555.5556 
 76	GSL		$1.69		593.1198 
 77	HBM.TO		$8.72		124.9197 
 78	HIMX		$3.39		294.9853 
 79	HL		$3.45		289.8551 
 80	HMY		$10.68		93.6330 
 81	HNU.TO		$1.97		552.9442 
 82	HON		$37.15		26.9179 
 83	HPJ		$1.46		684.9315 
 84	HQS		$8.40		119.0476 
 85	HWG		$25.00		40.0000 
 86	IAE.V		$0.80		1361.6250 
 87	ICLK.OB		$1.70		588.2353 
 88	IEC		$5.02		199.2032 
 89	IEHC.OB		$3.60		277.7778 
 90	IYH		$58.26		17.1644 
 91	KCAP		$4.60		217.3913 
 92	KCL.TO		$2.31		471.5584 
 93	KEQU		$12.80		78.1250 
 94	KGC		$21.88		45.7038 
 95	KKD		$3.36		297.6190 
 96	LAKE		$8.50		117.6471 
 97	LAWE.OB		$0.32		3125.0000 
 98	LBMH.OB		$1.20		833.3333 
 99	LMA.TO		$1.17		931.0256 
 100	LPIH.OB		$1.33		751.8797 
 101	LTUS.OB		$0.85		1176.4706 
 102	MAG		$1.52		657.8947 
 103	MDVX.OB		$3.75		266.6667 
 104	MED		$17.88		55.9284 
 105	MRM		$7.78		128.5347 
 106	MSN		$1.28		781.2500 
 107	NEP		$4.71		212.3142 
 108	NEPH.OB		$1.38		724.6377 
 109	NGA		$5.52		181.1594 
 110	NGD		$3.74		267.3797 
 111	NHC.TO		$0.97		1122.9897 
 112	NM		$4.74		210.9705 
 113	NXG		$2.70		370.3704 
 114	NZYM.OB		$0.90		1111.1111 
 115	OGC.TO		$1.04		1047.4038 
 116	ORS		$0.72		1388.8889 
 117	OTIX		$0.90		1111.1111 
 118	PNNT		$8.20		121.9512 
 119	POE.V		$4.30		253.3256 
 120	PRGX		$5.48		182.4818 
 121	PSEC		$9.66		103.5197 
 122	PUDZ.OB		$4.10		243.9024 
 123	PXLW		$3.11		321.5434 
 124	Q		$3.46		289.0173 
 125	QCOR		$5.87		170.3578 
 126	QID		$25.40		39.3701 
 127	QXM		$2.75		363.6364 
 128	RGCI		$0.37		2702.7027 
 129	RIC		$3.21		311.5265 
 130	RODM		$4.93		202.8398 
 131	ROIAK		$0.64		1562.5000 
 132	RRZ		$46.82		21.3584 
 133	RSI-UN.TO		$4.10		265.6829 
 134	RTK		$1.99		502.5126 
 135	RUTH		$3.80		263.1579 
 136	RWC		$2.46		406.5041 
 137	SBLK		$3.48		287.3563 
 138	SDK		$34.59		28.9101 
 139	SDS		$43.91		22.7759 
 140	SGZH.OB		$7.45		134.2282 
 141	SIF		$13.75		72.7273 
 142	SKF		$28.11		35.5745 
 143	SLW		$11.59		86.2813 
 144	SLXCF.OB		$0.64		1562.5000 
 145	SMID.OB		$1.97		507.9236 
 146	SRRY.OB		$0.37		2739.7260 
 147	SRS		$12.33		81.1030 
 148	SVA		$9.14		109.4092 
 149	SWC		$6.93		144.3001 
 150	SWTX.OB		$1.09		917.4312 
 151	SYNM		$2.58		387.5969 
 152	TBT		$47.70		20.9644 
 153	TBUS		$2.19		456.6210 
 154	TCX		$0.57		1754.3860 
 155	TELT.OB		$0.56		1785.7143 
 156	TGB		$2.54		393.7008 
 157	TPI		$4.09		244.4988 
 158	TRT		$2.66		375.9398 
 159	TRTN.OB		$1.10		909.0909 
 160	TSO		$14.18		70.5219 
 161	TSTA.OB		$1.26		793.6508 
 162	TSTC		$4.65		215.0538 
 163	TXIC		$8.73		114.5475 
 164	TXT		$17.07		58.5823 
 165	UBOH		$10.65		93.8967 
 166	UGL		$37.75		26.4901 
 167	UNG		$9.54		104.8218 
 168	UPG		$2.31		432.9004 
 169	UTA		$10.05		99.5025 
 170	UVE		$4.82		207.4689 
 171	VGZ		$2.42		413.2231 
 172	VRS		$2.86		349.6503 
 173	VSR		$3.77		265.2520 
 174	WATG		$9.39		106.4963 
 175	WEMU.OB		$3.20		312.5000 
 176	WH		$4.18		239.2344 
 177	WILC		$4.08		245.1040 
 178	WKBT.OB		$1.65		606.0606 
 179	XLP		$24.84		40.2576 
 180	YHGG.PK		$0.70		1428.5714 
 181	YUII.OB		$5.90		169.4915 
 182	ZYXI.OB		$1.00		1000.0000

[SSKILLZ1]

Mr. Sheep's Picks

Just got off, the phone; with Mr. Sheep he is pretty happy with these picks. Plus he likes the Fact that there has been sheep cloning allowed, as their are two sheep allowed in PSL 13. One with $cash$ and one without cash. Hope This Helps.

 
 56	Stockpickers Alias:	MR. SHEEP		 
 				 
 	Stock Symbol		Transactions	 
 1	BSPM.OB		Left:	4 
 2	SMID.OB			 
 3	$CASH$			 
 4	CSGH.OB			 
 5	TBUS			 
 6	ROIAK			 
 				 
 	Sheep Points:	49		 
 	Transactions:			 
 				 
 							 
 57	Stockpickers Alias:	MR. SHEEP (W/O $CASH$)		 
 				 
 	Stock Symbol		Transactions	 
 1	BSPM.OB		Left:	4 
 2	SMID.OB			 
 3	CSGH.OB			 
 4	TBUS			 
 5	ROIAK			 
 6	AGT	1/3 Positions		 
 7	CBPO.OB	1/3 Positions		 
 8	IAE.V	1/3 Positions		 
 				 
 	Sheep Points:	47		 
 	Transactions:			 
 

[SSKILLZ1]

The Top 11 Index

Commentary: This index consists of all stocks picked 5 times or more. The index will be equal weighted. Without further ado here is the list.

 
 	Stock Symbol 
 1	BSPM.OB 
 2	SMID.OB 
 3	$CASH$ 
 4	CSGH.OB 
 5	TBUS 
 6	ROIAK 
 7	AGT 
 8	CBPO.OB 
 9	IAE.V 
 10	DAAT.OB 
 11	DGSE

[gilead23]

SSKILLZ alternate explanation

Looking at your info I'm not sure I see a big correlation between contest size and sheepishness. Maybe len can do a quick r-squared for us.

If you are right though here is my explanation

Contest hanger ons probably spend less time on stock picking than the die hards do. As a result they are more likely to be casual followers of popular picks. Bigger contests therefore would attract more people likely to pick the VMC flavor of the month

Also possible

There are not many slam dunk obvious opportunities out there right now that everyone can pile on. As a result there may be more stretching for picks resulting in different people having vastly different ideas about marginally attractive stocks.

[SSKILLZ1]

Individual Stocks Sorted Alphabetically

Commentary: Here are all the stocks that were picked. sorted alphabetically. Without further ado here is the list.

 
 	Stock Symbol	# of Times Picked 
 1	$CASH$		8 
 2	ABAT		1 
 3	ACLO.OB		2 
 4	AFOP		1 
 5	AGT		6 
 6	ALIF.OB		1 
 7	ALRC.OB		2 
 8	AMLJ.OB		1 
 9	AOB		1 
 10	APT		3 
 11	APWR		1 
 12	ASRG.OB		2 
 13	ASUR		2 
 14	AUY		3 
 15	AVII		1 
 16	AWRCF.OB		1 
 17	AYSI.OB		2 
 18	BBI-B		1 
 19	BLSW		1 
 20	BMRA.OB		1 
 21	BSPM.OB		9 
 22	BTN		2 
 23	BZ		1 
 24	CBPO.OB		6 
 25	CCEL.OB		1 
 26	CCGY.OB		4 
 27	CDBT.OB		4 
 28	CDE		2 
 29	CDII		1 
 30	CGLD.OB		4 
 31	CHBT		2 
 32	CHGY.OB		2 
 33	CHIO		2 
 34	CHME.OB		3 
 35	CHNR		1 
 36	CKGT.OB		4 
 37	CLFD		4 
 38	CMTP.OB		1 
 39	CNAM.OB		1 
 40	CNO		1 
 41	CNOA.OB		1 
 42	COGO		1 
 43	CPBY		2 
 44	CPLP		1 
 45	CPQQ.OB		2 
 46	CRY		1 
 47	CSGH.OB		8 
 48	CSKI		1 
 49	CYXN.OB		2 
 50	DAAT.OB		5 
 51	DCTH		1 
 52	DGSE		5 
 53	DIGA		1 
 54	DNPI.OB		2 
 55	DRAD		1 
 56	DROOY		1 
 57	DXD		1 
 58	EGAN.OB		1 
 59	EGMI.OB		3 
 60	EMAN.OB		3 
 61	ETCC.OB		1 
 62	ETFC		1 
 63	EVG.V		1 
 64	FAZ		2 
 65	FNET		1 
 66	FR.TO		1 
 67	FVE		1 
 68	GAXC.OB		2 
 69	GE		1 
 70	GFRE.OB		1 
 71	GG		1 
 72	GLOB.OB		1 
 73	GPRE		1 
 74	GRMC.OB		2 
 75	GRVY		2 
 76	GSL		1 
 77	HBM.TO		1 
 78	HIMX		1 
 79	HL		1 
 80	HMY		1 
 81	HNU.TO		1 
 82	HON		1 
 83	HPJ		2 
 84	HQS		1 
 85	HWG		2 
 86	IAE.V		6 
 87	ICLK.OB		1 
 88	IEC		1 
 89	IEHC.OB		1 
 90	IYH		1 
 91	KCAP		1 
 92	KCL.TO		1 
 93	KEQU		1 
 94	KGC		1 
 95	KKD		1 
 96	LAKE		1 
 97	LAWE.OB		3 
 98	LBMH.OB		1 
 99	LMA.TO		1 
 100	LPIH.OB		4 
 101	LTUS.OB		1 
 102	MAG		1 
 103	MDVX.OB		1 
 104	MED		2 
 105	MRM		1 
 106	MSN		3 
 107	NEP		1 
 108	NEPH.OB		1 
 109	NGA		1 
 110	NGD		1 
 111	NHC.TO		1 
 112	NM		1 
 113	NXG		1 
 114	NZYM.OB		1 
 115	OGC.TO		3 
 116	ORS		1 
 117	OTIX		1 
 118	PNNT		1 
 119	POE.V		1 
 120	PRGX		2 
 121	PSEC		1 
 122	PUDZ.OB		1 
 123	PXLW		1 
 124	Q		1 
 125	QCOR		1 
 126	QID		2 
 127	QXM		1 
 128	RGCI		2 
 129	RIC		2 
 130	RODM		4 
 131	ROIAK		7 
 132	RRZ		1 
 133	RSI-UN.TO		1 
 134	RTK		1 
 135	RUTH		1 
 136	RWC		1 
 137	SBLK		1 
 138	SDK		1 
 139	SDS		2 
 140	SGZH.OB		3 
 141	SIF		1 
 142	SKF		1 
 143	SLW		1 
 144	SLXCF.OB		1 
 145	SMID.OB		9 
 146	SRRY.OB		2 
 147	SRS		3 
 148	SVA		2 
 149	SWC		1 
 150	SWTX.OB		1 
 151	SYNM		1 
 152	TBT		1 
 153	TBUS		8 
 154	TCX		1 
 155	TELT.OB		4 
 156	TGB		1 
 157	TPI		1 
 158	TRT		1 
 159	TRTN.OB		2 
 160	TSO		1 
 161	TSTA.OB		1 
 162	TSTC		1 
 163	TXIC		1 
 164	TXT		1 
 165	UBOH		1 
 166	UGL		1 
 167	UNG		1 
 168	UPG		2 
 169	UTA		1 
 170	UVE		3 
 171	VGZ		1 
 172	VRS		2 
 173	VSR		1 
 174	WATG		1 
 175	WEMU.OB		2 
 176	WH		1 
 177	WILC		2 
 178	WKBT.OB		4 
 179	XLP		1 
 180	YHGG.PK		1 
 181	YUII.OB		1 
 182	ZYXI.OB		1

[SSKILLZ1]

The Stocks And The # Of Times Picked In VMC PSL 13

Commentary: As you can see lots of us Picked BSPM.OB and SMID.OB in fact 9 of us have done so. So BSPM.OB and SMID.OB are the sheepiest picks in VMC PSL 13. There were 182 stocks picked for VMC PSL 13 Contest. Without further ado here is list.

 
 	Stock Symbol	# of Times Picked 
 1	BSPM.OB		9 
 2	SMID.OB		9 
 3	$CASH$		8 
 4	CSGH.OB		8 
 5	TBUS		8 
 6	ROIAK		7 
 7	AGT		6 
 8	CBPO.OB		6 
 9	IAE.V		6 
 10	DAAT.OB		5 
 11	DGSE		5 
 12	CCGY.OB		4 
 13	CDBT.OB		4 
 14	CGLD.OB		4 
 15	CKGT.OB		4 
 16	CLFD		4 
 17	LPIH.OB		4 
 18	RODM		4 
 19	TELT.OB		4 
 20	WKBT.OB		4 
 21	APT		3 
 22	AUY		3 
 23	CHME.OB		3 
 24	EGMI.OB		3 
 25	EMAN.OB		3 
 26	LAWE.OB		3 
 27	MSN		3 
 28	OGC.TO		3 
 29	SGZH.OB		3 
 30	SRS		3 
 31	UVE		3 
 32	ACLO.OB		2 
 33	ALRC.OB		2 
 34	ASRG.OB		2 
 35	ASUR		2 
 36	AYSI.OB		2 
 37	BTN		2 
 38	CDE		2 
 39	CHBT		2 
 40	CHGY.OB		2 
 41	CHIO		2 
 42	CPBY		2 
 43	CPQQ.OB		2 
 44	CYXN.OB		2 
 45	DNPI.OB		2 
 46	FAZ		2 
 47	GAXC.OB		2 
 48	GRMC.OB		2 
 49	GRVY		2 
 50	HPJ		2 
 51	HWG		2 
 52	MED		2 
 53	PRGX		2 
 54	QID		2 
 55	RGCI		2 
 56	RIC		2 
 57	SDS		2 
 58	SRRY.OB		2 
 59	SVA		2 
 60	TRTN.OB		2 
 61	UPG		2 
 62	VRS		2 
 63	WEMU.OB		2 
 64	WILC		2 
 65	ABAT		1 
 66	AFOP		1 
 67	ALIF.OB		1 
 68	AMLJ.OB		1 
 69	AOB		1 
 70	APWR		1 
 71	AVII		1 
 72	AWRCF.OB		1 
 73	BBI-B		1 
 74	BLSW		1 
 75	BMRA.OB		1 
 76	BZ		1 
 77	CCEL.OB		1 
 78	CDII		1 
 79	CHNR		1 
 80	CMTP.OB		1 
 81	CNAM.OB		1 
 82	CNO		1 
 83	CNOA.OB		1 
 84	COGO		1 
 85	CPLP		1 
 86	CRY		1 
 87	CSKI		1 
 88	DCTH		1 
 89	DIGA		1 
 90	DRAD		1 
 91	DROOY		1 
 92	DXD		1 
 93	EGAN.OB		1 
 94	ETCC.OB		1 
 95	ETFC		1 
 96	EVG.V		1 
 97	FNET		1 
 98	FR.TO		1 
 99	FVE		1 
 100	GE		1 
 101	GFRE.OB		1 
 102	GG		1 
 103	GLOB.OB		1 
 104	GPRE		1 
 105	GSL		1 
 106	HBM.TO		1 
 107	HIMX		1 
 108	HL		1 
 109	HMY		1 
 110	HNU.TO		1 
 111	HON		1 
 112	HQS		1 
 113	ICLK.OB		1 
 114	IEC		1 
 115	IEHC.OB		1 
 116	IYH		1 
 117	KCAP		1 
 118	KCL.TO		1 
 119	KEQU		1 
 120	KGC		1 
 121	KKD		1 
 122	LAKE		1 
 123	LBMH.OB		1 
 124	LMA.TO		1 
 125	LTUS.OB		1 
 126	MAG		1 
 127	MDVX.OB		1 
 128	MRM		1 
 129	NEP		1 
 130	NEPH.OB		1 
 131	NGA		1 
 132	NGD		1 
 133	NHC.TO		1 
 134	NM		1 
 135	NXG		1 
 136	NZYM.OB		1 
 137	ORS		1 
 138	OTIX		1 
 139	PNNT		1 
 140	POE.V		1 
 141	PSEC		1 
 142	PUDZ.OB		1 
 143	PXLW		1 
 144	Q		1 
 145	QCOR		1 
 146	QXM		1 
 147	RRZ		1 
 148	RSI-UN.TO		1 
 149	RTK		1 
 150	RUTH		1 
 151	RWC		1 
 152	SBLK		1 
 153	SDK		1 
 154	SIF		1 
 155	SKF		1 
 156	SLW		1 
 157	SLXCF.OB		1 
 158	SWC		1 
 159	SWTX.OB		1 
 160	SYNM		1 
 161	TBT		1 
 162	TCX		1 
 163	TGB		1 
 164	TPI		1 
 165	TRT		1 
 166	TSO		1 
 167	TSTA.OB		1 
 168	TSTC		1 
 169	TXIC		1 
 170	TXT		1 
 171	UBOH		1 
 172	UGL		1 
 173	UNG		1 
 174	UTA		1 
 175	VGZ		1 
 176	VSR		1 
 177	WATG		1 
 178	WH		1 
 179	XLP		1 
 180	YHGG.PK		1 
 181	YUII.OB		1 
 182	ZYXI.OB		1

[SSKILLZ1]

Uniqueness Chart

The Higher the uniqueness number the less sheep like we are, as you can see PSL 13 was very unsheep like compared to other contests I think their are several reasons for this. But I'll give you what I feel the main one was.

1) Less contestants obviously boosted the number, odds are your 65th contestant has less of chance to pick a unique stock pick then your 25th, so that probably boosted the average up alot.

However the numbers did improve from PSL 12 probably because their were a few more contestants in psl 13. If the number of contestants improve from here, my belief is that that number will drop even further.

 
 Contest #	# of Stocks	# Of Contestants   Uniqueness 
 PSL 1		194		76		2.55 
 PSL 2		246		88		2.80 
 PSL 3		250		88		2.84 
 PSL 4		261		85		3.07 
 PSL 5		280		86		3.26 
 PSL 6		261		88		2.97 
 PSL 7		237		75		3.16 
 PSL 8		242		80		3.03 
 PSL 9		231		80		2.89 
 PSL 10		259		87		2.98 
 PSL 11		230		65		3.54 
 PSL 12		173		49		3.53 
 PSL 13		182		55		3.31

[SSKILLZ1]

Wildcard Usage (PSL 13 vs PSL 12 vs PSL 11 vs PSL 10 vs. PSL 9 vs. PSL 8 Vs. PSL 7 Vs. PSL 6 Vs. PSL 5 vs PSL 4)

PSL 4= 40/85 or 47.06%
PSL 5= 59/86 or 68.60%
PSL 6= 58/88 or 65.91%
PSL 7= 39/75 or 52.00%
PSL 8= 47/80 or 58.75%
PSL 9= 45/80 or 56.25%
PSL 10= 57/87 or 65.52%
PSL 11= 28/65 or 43.08%
PSL 12=27/49 or 55.10%
PSL 13=20/55 or 36.36%

As we can see Wildcard Usage sank to new lows in PSL 13. Who knows if this trend continues, but I think these stats are interesting nonetheless.

[SSKILLZ1]

List Of Wildcard Stocks

Commentary: There were 18 Wildcard Picks in VMC PSL 13. The Top Wildcard picks was ASUR and GRMC.OB with 2 people picking each. Without further ado the info. is below.

 
 	Stock Symbol	# of Times Picked  
 1	ASUR		2 
 2	GRMC.OB		2 
 3	AVII		1 
 4	AWRCF.OB		1 
 5	BBI-B		1 
 6	CDII		1 
 7	DCTH		1 
 8	DIGA		1 
 9	ETFC		1 
 10	EVG.V		1 
 11	ICLK.OB		1 
 12	KCAP		1 
 13	KCL.TO		1 
 14	KKD		1 
 15	MDVX.OB		1 
 16	NEPH.OB		1 
 17	OTIX		1 
 18	TRT		1

[SSKILLZ1]

People Who Used Wildcards

Commentary 20 People picked wildcards in VMC PSL 13. Without further ado here's the list of people then went wild.

 
 	Stock Pickers Alias 
 1	BBOTCS 
 2	BUCFAN33617 
 3	CL001 
 4	JANG-A-LANG 
 5	JOEINIOWA 
 6	KIK 
 7	LARRYBAZ 
 8	LT MATT 
 9	MANNY T 
 10	MICHAEL T 
 11	NSOMNIYAK 
 12	PATTYDADY0 
 13	STEELEDGE 
 14	STIFFLER68 
 15	STOCKPEEKER 
 16	SWAMPBOOTS 
 17	SWB173 
 18	THEALICEMAY 
 19	TMCAL6 
 20	WORTHYLION

[SSKILLZ1]

Foreign Stock Analysis (PSL 13 vs PSL 12 vs PSL 11 vs PSL 10 vs PSL 9 vs PSL 8 vs PSL 7 vs PSL 6 Vs. PSL 5 Vs. PSL 4)

PSL 4= 18/85 or 21.18%
PSL 5= 23/86 or 26.74%
PSL 6= 25/88 or 28.41%
PSL 7= 18/75 or 24.00%
PSL 8= 20/80 or 25.00%
PSL 9= 21/80 or 26.25%
PSL 10= 27/87 or 31.03%
PSL 11= 14/65 or 21.54%
PSL 12= 7/49 or 14.29%
PSL 13= 12/55 or 21.82%

Commentary: As we can see Foreign stock usage bounced back some in PSL 13 from the above chart in terms of the number of people that picked foreign stocks

Foreign Stocks % of Total Picks Chart

PSL 4= 6.47%
PSL 5= 10.47%
PSL 6= 10.61%
PSL 7= 7.56%
PSL 8= 7.29%
PSL 9= 7.92%
PSL 10= 8.81%
PSL 11= 5.47%
PSL 12= 6.46%
PSL 13= 9.89%

As you can see in % terms foreign stock usage continued to bounce back in PSL 13. I don't know if these stats mean much but I thought it was interesting. Hope everyone enjoys these stats.

[SSKILLZ1]

People That Picked Foreign Stocks

Commentary: This Chart shows who picked foreign stocks and how many stocks did they pick. As we can See CL001 picked 3/6 stocks were foreign stocks. 12 People picked foreign stock in VMC PSL 13. Without further ado the chart is below.

 
 	Alias		# of Times Picked 
 1	CL001		3 
 2	BOBWINS		2 
 3	DIGITECH		2 
 4	STOCKPEEKER		2 
 5	TMCAL6		2 
 6	JSIM		1 
 7	KOZUH		1 
 8	LT MATT		1 
 9	MIKE056		1 
 10	SWAMPBOOTS		1 
 11	VALUEMIND		1 
 12	WORTHYLION		1

[SSKILLZ1]

I will be releasing info. very soon.

[OldPro]

why I picked my picks...

just read the iBox - all the stocks I picked are listed there: http://investorshub.advfn.com/boards/board.aspx?board_id=14567

[2morrowsGains]

My Pick6 and why I picked them...

CSGH - China Sun Group High-Tech Co. ($1.15)

One of the best LT stocks trading on any exchange today IMO. Absolutely ENORMOUS growth potential...
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=40982890
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=41026383
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=41028285
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=41184413
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=40970766

WKBT - Weikang Bio-Technology Group Co., Inc. ($1.65)

If you like China stocks, this is definitely one for the watch list.
Took a closer look at the company after Knowledge is King posted their earnings report on the Motherboard last week. One of the most interesting things I found was that the CEO owns 98% of the total shares outstanding! See latest 10k, page 50...
http://sec.gov/Archives/edgar/data/1365354/000144624709000019/form10k.htm
That leaves only approx $500k shares in the float.
Almost no A/R.
Only $13k in A/P.
Paying taxes.
Q2 over Q1 cash increased from approx $1M to approx $5M.
FY2009 Q1 fd EPS = $0.15.
FY2009 Q2 fd EPS = $0.13.
NOTE: Q2 showed an R&D charge of $1.9M. I believe it is a one time charge for newly developed products with $336k owed. (See 10Q, page 9)...http://sec.gov/Archives/edgar/data/1365354/000126493109000248/form10-q.htm
W/o that charge, Q2 EPS would have equaled approx $0.18 after tax adj.

Outstanding Equity Awards at Fiscal Year-End...
"There are no unexercised options, unvested stock awards or equity incentive plan awards for any of the above-named executive officers outstanding as of December 31, 2008."

Compensation of Directors...
"We did not pay any compensation to our directors for any services provided as a director during the year ended December 31, 2008. There are no other formal or informal understandings or arrangements relating to compensation."

A private placement w/ ARC China, Inc (which is no fly-by-night company) was recently announced.
Approx 4.77M shares @ $1.75 per share for an aggregate purchase price of $8,345,535.
And approx 2.4M warrants at a price of $2.75 per share.
http://sec.gov/Archives/edgar/data/1365354/000114420409044137/v158330_8k.htm

Here's the clincher...If you were to add all the shares from the recent PP (including warrants) to WKBT's total share count, they would still have had an EPS of OVER $0.10 (including R&D expense) last quarter giving them a forward PE of 4.2. And that's w/ total dilution including warrants!! And cash from the PP (including warrants) would bring their total cash on hand to almost $20M.

If I'm figuring things right, WKBT looks to be a nice undervalued China stock with MORE growth in the pipeline...
"Our business will continue to accelerate as we enter the second half of 2009."
http://finance.yahoo.com/news/Weikang-BioTechnology-Group-prnews-1512926427.html?x=0&.v=2

BTW, Not sure what type of restrictions are on the PP shares, but I was thinking those shares may help increase liquidity since the CEO doesn't seem to want to let go of his his 98%.
(Wonder if this was one of the reasons for a PP? Use the cash for an acquisition while increasing liquidity? You never know...)

CHME - China Medicine Corp ($1.64)

First half EPS = $0.17 w/o warrant adj. PE based on the first half = approx 4.8 and that does not include the fact that their two strongest quarters lie ahead.
No debt.
No dilution.
Book Value = $2.76

CBPO - China Biologic ($5.64)

One of my picks from PSL 11. abh3vt turned me on to this company a while back. Very hard to ignore their last earnings PR...
http://finance.yahoo.com/news/China-Biologic-Products-prnews-3367707602.html?x=0&.v=49

BSPM - Biostar Pharmaceuticals, Inc. ($2.03)

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=40812820
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=41012622

SGZH - Songzai International Holding Group, Inc ($7.45)

Had this as one of my picks in the last contest. Going to try it again. Started prepping for an uplisting in March. They earned $0.75 per share in Q1 and $0.81 in Q2. Forward PE based on the first 6 months = approx 2.4.
The only downside I see is that their PR machine seems to be broken.

And that's my opinion on my pick6 and why I picked them!

[kozuh]

The Famous Pac-10 Sucker Punch ... !!!

As a Black woman and a Feetball fan, I am
upset with the Oregon tail-back; here's the
link-a-roonie:

http://sports.espn.go.com/ncf/news/story?id=4444898