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Scottrade bad hair day -
After the first five minutes no sells are going through, possibly no buys also but I don't have ony of those in.
True
The Rodman Conference is in Beijing on Monday and Tuesday.
http://www.rodm.com/conferences?id=49&link=presenters
Time differences are:
minus 13hr for EST
minum 14hr for CST
minus 15hr for MST
minus 16hr for PST
So if you intend to see the webcast of CCME (Mon. 3:40pm Beijing time) and are in the EST timezone, tune in on Mon. at 2:40 am EST.
Other webcast of interest are: BSPM, SOKF, CCME, and TSTC.
Repost For your weekend viewing and listening pleasure -
The Rodman Conference is in Beijing on Monday and Tuesday, which makes its presentation avalable to us on Sunday and Monday. Click on Conference Schedule for times, and on Conference Webcasting for those being webcast and to signup.
http://www.rodm.com/conferences?id=49&link=presenters
Time differences are:
minus 13hr for EST
minum 14hr for CST
minus 15hr for MST
minus 16hr for PST
Check here for confirmation of that:
http://www.timeanddate.com/worldclock/difference.html?p1=33
So if you intend to see the webcast of CCME (Mon. 3:40pm Beijing time) and are in the EST timezone, tune in on Sun. at 2:40 am EST.
Webcast I'll see are BSPM, SOKF, CCME, and TSTC.
Oops CorrectionFor your weekend viewing and listening pleasure -
The Rodman Conference is in Beijing on Monday and Tuesday, which makes its presentation avalable to us on Sunday and Monday. Click on Conference Schedule for times, and on Conference Webcasting for those being webcast and to signup.
http://www.rodm.com/conferences?id=49&link=presenters
Time differences are:
minus 13hr for EST
minum 14hr for CST
minus 15hr for MST
minus 16hr for PST
Check here for confirmation of that:
http://www.timeanddate.com/worldclock/difference.html?p1=33
So if you intend to see the webcast of CCME (Mon. 3:40pm Beijing time) and are in the EST timezone, tune in on Sun. at 2:40 am EST.
Webcast I'll see are BSPM, SOKF, CCME, and TSTC.
For your weekend viewing and listening pleasure -
The Rodman Conference is in Beijing on Monday and Tuesday, which makes its presentation avalable to us on Sunday and Monday. Click on Conference Schedule for times, and on Conference Webcasting for those being webcast and to signup.
http://www.rodm.com/conferences?id=49&link=presenters
Time differences are:
minus 13hr for EST
minum 14hr for CST
minus 15hr for MST
minus 16hr for PST
Check here for confirmation of that:
http://www.timeanddate.com/worldclock/difference.html?p1=33
So if you intend to see the webcast of CCME (Mon. 3:40pm Beijing time) and are in the EST timezone, tune in on Sun. at 2:40pm EST.
Webcast I'll see are BSPM, SOKF, CCME, and TSTC.
WEEEEEE - Total value Up 9.9% today. Finally some action.
TSTC - Couldn't stand it. Had to buy with the presentation/webcast being next Tuesday at 09:25.
The rational market ????
CCME 8K -
On March 1, 2010, Mr. Malcolm Bird submitted his resignation for personal reasons as a director of China MediaExpress Holdings, Inc. (the “Company”) to the Board of Directors, which accepted the resignation on the same day. There were no disagreements between Mr. Bird and the Company that resulted in his resignation.
SGZH - Take the interpreter and tell them to update the web site.
SGZH - and some volume also.
Pardon me - But coal in on fire EOM
PUDA - Yes, at $1.50 -
what's wrong with a PE of 8 and $12.00. I'll wait to see what comes on Mon. from the presentation at the conference today at 4pm.
PUDA - had to release 2010 earnings estimate -
so they could answer the question this afternoon at the 4 pm Brean Murray conference. Amazing that the high end is exactly at the GorillaGorilla estimare of $ 1.51. Well, $1.52 versus $1.51. Close.
CPBY - With a shift to higher margin products -
and they stated that the software margin was 65.5%, I don't believe their 2010 earnings going up only 11% with revenue projections up 35%. But my opinion doesn't count. It's Mr. Market that counts.
2010 revenue projection up 35% but earning projections only up 11%.
However from the filing:
"The increase in gross margin from the same period one year ago was primarily due to a shift in product mix in favor of software business, which generates higher gross margin than the other two segments."
From the CC they said margin on software was 65.5%. So I think that the earning projection is being low-balled. IMHO
CPBY - 2010 guidance -
$133-138 million and adjusted net income to be $33.5 - 37.5 million
Yes revenues up 35% but earnings projected as only 11%, yet they say:
"The increase in gross margin from the same period one year ago was primarily due to a shift in product mix in favor of software business, which generates higher gross margin than the other two segments."
Think they may be low balling the projected earnings.
OK Jo Teng -
The recent 10K had a lot of rivised data. The last quarter went from $10.0M revenues and -$0.5M earnings to $22.5M revenues and $7.0M earnings. They have had multiple quarters of losses. I can find no explanation as to why this improvement happened.
Do you know? If it is true and is sustainable at the current rate, the forward PE is 2.6. Very nice. Yes coal is cool. And they are presenting at the Rodman Conference at 2:25pm 8 Mar.
It may be a good find. Talk to us if you have more info.
CPBY - Just waiting -
With $ 36M in new contracts being signed in Q4 just don't know how long it will take those revenues to flow in from the contracts. Revenues for Q3 were $ 28.7M. and Q3 contracts ~ $ 28M. Business is definitely up and continuing to grow.
Yes interesting - I had forgotten about that data being available on a monthly report.
Correct on the shares possessed by CHFI. The ~ 4M was what CHFI reported last June and no stock split or other actions have occurred since then.
Must file Form 4s like everyone. None ever filed.
Approximately 16M shares traded in the last 22 sessions. What does it take to sell CHFIs 4M shares. Something else going on here. Not enough spread to encourage this as a trading stock. I'm waiting for that dramatic change.
PUDA - At Brean Murray tomorrow @ 4 pm -
No live coverage.
"Ms. Wu will lead a 25-minute small group presentation in "fireside chat" format followed by a 15-minute open floor question and answer session. Throughout the day, Ms. Wu will also participate in one-on-one meetings."
CCME - Presentations/webcast on 8 & 16 Mar.
8 Mar., Rodman Conf. at 3:40 pm EST
Webcast sign-on at:
http://www.rodm.com/conferences?id=49&link=confwebcasters
16 Mar., Roth Conf. at 3:30 pm EST
Webcast sign-on at:
http://www.wsw.com/webcast/roth23/register.aspx?conf=roth23&page=index&url=http://www.wsw.com/webcast/roth23/
CPBY - Correction, correction -
Can't read my own notes.
Conference call tomorrow at 8:00 am EST Dial in to 866 519 4004.
CPBY - Earnings to be released prior to -
market opening tomorrow. Conference call tomorrow at 8:00 am EST. Dial in to 866 519 4004.
Revenue/earning trends for the last three quarters are:
15.0/3.7 25.8/7.8 28.7/9.7
Shares outstanding 49M
Recent News:
$36.7M in new contracts announced in Q4.
New software contracts, revenues not defined
13th top China stock on Forbes list.
CCME- One of the mysteries of life -
CCME - What I liked the most about the end of the day -
I had to leave my computer and put in a 'low ball' buy at 11.75. To my surprise, it executed.
PUDA - Presenting at the Brean Murry Conf. this Friday in NYC -
CCME webcast 3:40 PM EST Monday -
Sign up here: http://www.wsw.com/webcast/rrshq16/register.aspx?conf=rrshq16&page=ccme&url=http%3A//www.wsw.com/webcast/rrshq16/ccme/
CCME just likes $12.00
CKGT - By my calculations, that's $7.8M in Q4 -
which is actually down from the $8.2 in Q3.
CCME - VISN is VISN and its relationship to CCME is nonexistent -
IMHO, advertising revenues are due to local and contract related factors. VISN is hurting, CCME is not. Of course there is always the attempt to merge the two but this is not an industry wide downturn. CCME is in great shape.
CCME - ok, history is one thing -
If they said mid-March, so be it. I'm just sure we will all be ready.
CCME - Reports 10K NLT 31 Mar. -
Has a history of reporting exactly on the last day and on time.
SGZH - exact from the 10Q -
Here is the wording about the Q3 reduction in revenues:
"The decrease in sales volume was mainly due to the temporary closing of a major power plant customer for one month in July for overhauling and maintenance of its boilers."
SGZH - Q3 down due to a big customer (power company) performing maintenance. This was hidden in the 10Q fine print.
TSTC - Be nice if the telecons would pay their bills -
perhaps this would not be required.
I would install circuitry that shut off installed equipment if it isn't paid for in 6 mo.
I know of a US firm that electronically disabled equipment in Saudi Arabia after a Saudi firm failed to pay them after kicking them out of the country.
GDP figures as suspected -
Those around 10% are likely inflated by 30%. So China is not overheated but just rapidly growing. And I believe it and don't believe those that call for a China collapse.
Also, the prior article on the high level for China small cap. stocks is like all such reports. They report on those stocks only traded in China where savings are high and the stocks have benn run up by the Chinese that can't trade outside the US. arecent 'rumor' that Chinese can trade up to $50,000 outside China would help that.
So what does all this have to do with what we concentrate on. NOTHING. All of the above articles; overheated stocks, China collapse, they have tainted our list and placed them in 'show me' status. In my opinion, we won't see any real action until the 10Ks come out and then watch out. We know the results will be good but which ones will show the most dramatic results?
I'm working on my list of 'anticipated succsses' since I'm finanacially unable to put $20,000 into what is a long list of potential winners. 30 March will be exciting.