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Loaded up on SUTR this morning, best buy on NASDAQ, was $6 a few days ago, earned $.22 last quarter, 5 MM float and growing like crazy.
With the low float SUTR is best buy for China rebound IMO. Buying China stocks now is like back in 2001 when many of them rose 500%. I think the China hedge funds will start another BIG China run like they did last September.
Loaded up on SUTR this morning, best buy on NASDAQ, was $6 a few days ago, earned $.22 last quarter, 5 MM float and growing like crazy.
With the low float SUTR is best buy for China rebound IMO. Buying China stocks now is like back in 2001 when many of them rose 500%. I think the China hedge funds will start another BIG China run like they did last September.
EFUT just posted monstrous earnings in its slowest quarter
I can't buy AH my darn broker left.
Top pick for 2008: RODM $2.51
Massive insider buys
earned $.20 in last quarter
$1.80 / share cash and investments.
This is an investment bank that has financed biotechs- these companies are cash starved and RODM will benefit through new wave of pipe financings
Also recently diversified into oil and gas.
http://finance.yahoo.com/q/it?s=RODM
FRE Play: MBHI Midwest bank MASSIVE Insider buys Bank 5.5 + $.47 http://finance.yahoo.com/q/it?s=MBHI
This is a beaten down profitable bank as cheap as they come. Holds $70 MM of FRE PREFFERRED'S. Beaten down senselessly but bouncing hard
MBHI Midwest bank MASSIVE Insider buys Bank 5.5 + $.47 http://finance.yahoo.com/q/it?s=MBHI
This is a beaten down profitable bank as cheap as they come.
I never actually bought FRE, just saying that the negative article was incredibly simple minded and one sided.
I like RDN much better.
Buy fear sell euphoria. FRE double digits next year.
FRD ($9.94) just hit a 52 week high but is going MUCH higher:
$.58 EPS last quarter
6 MM float
$5 per share working capital NO debt.
New coil plant in Alabama opening this month.
$240 MM annual sales rate: PS ratio of .25 compared to 0.9 Industry average.
I think FRD will be $20 in no time..
It is important to note that FRD has $5 PER SHARE LIQUID ASSETS AND NO DEBT.
Based on conservative earnings per share of $1.50 going forward, IMO conservative value is 12 X $1.50 + $5 = $23.
FRD Oil and gas pipe sales moving. 5 PE 6 MM float Investors noticing oil and gas INFRASTRUCTURE plays now. FRD $10.25 +$.80, 6 MM float located in Houston. Earned $.58 last quarter, Insider buying 5 forward PE.
http://finance.yahoo.com/q/co?s=FRD
XFML Blowout earnings 4 tomorrow
GPIC $.23 EPS for quarter $5.15 + $1.6
GPIC has only a 3 MM float just reported highest quarterly EPS in its history. Was a $20 stock with lower earnings. $8 is a slam dunk and $12 a layup IMO
http://finance.yahoo.com/echarts?s=GPIC#...
GPIC $.23 EPS for quarter $5.15 + $1.6
GPIC has only a 3 MM float just reported highest quarterly EPS in its history. Was a $20 stock with lower earnings. $8 is a slam dunk and $12 a layup IMO
http://finance.yahoo.com/echarts?s=GPIC#...
GPIC $.23 EPS for quarter $5.15 + $1.6
GPIC has only a 3 MM float just reported highest quarterly EPS in its history. Was a $20 stock with lower earnings. $8 is a slam dunk and $12 a layup IMO
http://finance.yahoo.com/echarts?s=GPIC#...
FPP rocket tomorrow. $.10 EPS?
FPP will report before bell tomorrow or less likely Friday.
estimate:
Q2 Sales $2.1 Million
Expenses $900,000
Operating income $1.2 Million
Tax $300,000
Interest $350,000
Income of $850,000 or $.10.
Apply 20 PE and FPP could go to $8 quick.
Low float oil FPP rocket tomorrow
FPP will report before bell tomorrow or less likely Friday.
Q2 Sales $2.1 Million
Expenses $900,000
Operating income $1.2 Million
Tax $300,000
Interest $350,000
Income of $850,000 or $.10.
Apply 20 PE and FPP could go to $8 quick.
In FPP for PDO like earnings move. P will earn $.07 - $.08. Look for $5 quickly
FPP Should do $1 MM operating come and no one time expenses they had last quarter. This is due to higher prices and production which they forecast.
DFR:NYSE $1.15 $.08 EPS for Quarter
and just announced stock buyback and 8 cent quarterly dividend. Hpoew many OTC stocks pay you a 30% annual dividend yield
SCA and many other financials
DFR:NYSE $1.15 $.08 EPS for Quarter
and just announced stock buyback and 8 cent quarterly dividend. Hpoew many OTC stocks pay you a 30% annual dividend yield
SCA and many other financials have tripled in last few weeks DFR the next SCA.
At first glance looks like a no brainer, but I am novice in this sector.
Other risks going forward? Small cash poistion?
Also book value is $3 and change.. is that a cap on how high it cn go?
Thanks for input
GEOI blowout results. TRADES AT 3 X CASH FLOW (EBITDA)
5 MM float
$17 MM EBITDA last quarter $70 MM annualized.
Would be $50 at 10 X EBITDA
He didn't realize it, but his statement implies that he HAD the information to know what the excess capital would be taking into account the RMBS exposure. So yes, shareholders got advance Inside information on the Book value, excess capital, and RMBS exposure all in ONE STATEMENT
ABK $1 to $6 RDN next Mortgage Insurance MONSTER
ABK Book Value= $5 RDN= $35
RDN best bargain in sector by a MILE
-RDN = $15 share in cash, ABK = $5 share in cash
-RDN VERY STRONG GUIDANCE for Q2 on July 3
RDN book = $35.00
ABK book = $4.48
Balance Sheet
Total Cash (mrq): 1.19B
Total Cash Per Share (mrq): 14.838
Total Debt (mrq): 1.06B
Total Debt/Equity (mrq): 0.369
Current Ratio (mrq): 1.459
Book Value Per Share (mrq): 35.637001
ABK book = $4.483
Balance Sheet
Total Cash (mrq): 1.65B
Total Cash Per Share (mrq): 5.76
Total Debt (mrq): 2.03B
Total Debt/Equity (mrq): 1.576
Current Ratio (mrq): 1.04
Book Value Per Share (mrq): 4.483
RDN is the better investment SEVEN TIMES OVER than ABK is! Rating :
ABK $1 to $6 RDN next Mortgage Insurance MONSTER
ABK Book Value= $5 RDN= $35
RDN best bargain in sector by a MILE
-RDN = $15 share in cash, ABK = $5 share in cash
-RDN VERY STRONG GUIDANCE for Q2 on July 3
RDN book = $35.00
ABK book = $4.48
Balance Sheet
Total Cash (mrq): 1.19B
Total Cash Per Share (mrq): 14.838
Total Debt (mrq): 1.06B
Total Debt/Equity (mrq): 0.369
Current Ratio (mrq): 1.459
Book Value Per Share (mrq): 35.637001
ABK book = $4.483
Balance Sheet
Total Cash (mrq): 1.65B
Total Cash Per Share (mrq): 5.76
Total Debt (mrq): 2.03B
Total Debt/Equity (mrq): 1.576
Current Ratio (mrq): 1.04
Book Value Per Share (mrq): 4.483
RDN is the better investment SEVEN TIMES OVER than ABK is! Rating :
Solar Rebound: CSUN Cheapest most explosive solar
Sold all my energy stocks, solar now a better bet for rebound. My best bet is CSUN.
The time to buy solar stocks as we saw with CSIQ at $6 is while they are turning operations around but before they report the actual earnings turnaround.
CSUN reminds me of CSIQ at $6 in this regard:
-$13 IPO price now trading at $8.10
-Credit Suisse just took 15% stake.
-$45 MM financing just done with $12 conversion price.
-$3 per share net liquid assets
-Returned to profitability in Q1 2008 despite 3 weeks of plant shutdown due to China snowstorms.
-Shipped 24 MW in Q1. Forecasting 32 MW in Q2 and 145 MW for all of 2008 implying ramp up to 40 - 45 MW per quarter in second half 2008.
-Production and gross margin forecast implies CSUN should be generating about $150 MM sales per quarter and $.20 EPS per quarter in second half 2008. This implies about $.80 annualized EPS (increasing production of high efficiency cells will dramatically improve margins going foward).
Apply a 20 sector PE and CSUN should double from here.
Remember the way to make money in the market is to be ahead of the game.. stocks rise in ANTICIPATION of improved results.
Here is good post on CSUN:
Some here might ask the question what is the difference between First Solar and China Sunergy. Well, I have an answer.
FSLR produces thin-film solar cells that will "roll on" to say a roof or where ever you might install a solar cell. CSUN produces the traditional glass panels.
One of the main differences between the two is polysilicon. In the last year or so there has been a shortage of polysilicon and the margins to sell the glass panels have been on the low side. Polysilicon has been tight.
First Solar doesnt require polysilicon where as China Sunenergy does...
You can read more about it here:
http://en.wikipedia.org/wiki/Solar_cell#...
This means that First Solar and other solar companies are not aligned like most people believe. CSUN depends upon the polysilicon supply where as FSLR does not...
Therefore, as the polysilicon supply improves then CSUN, CSIQ, SOLF, JASO, etc. benefit. Remember the one thing that CSUN analysts were continually stating throughout 2007 was that the supply of poly was in question for CSUN? Well, here we are in 2008, do you think that supply might have improved in a year?
In fact, look at how the traditional solar companies are trading. Read their earnings call. The poly supply issue is resolving itself in time as more companies come online and increase their poly production.
CSUN is really a 50 dollar company, but management and poly supply issues have been the nagging concern. However, the old management was cleaned out and new board members added. The poly supply situation is resolving itself.
If you want to make 300-400% then buy and hold some shares. Improving fundamentals will help propel us to 50 within a year. Guaranteed.
As for the FSLR, their price might go down substantially. Traditional panels become more attractive when the poly supply increases. Thin film technogoly is still not as space efficient as traditional glass panels.
The truth, the honest truth, is that first generation solar technology still dominates in our world and new technologies have failed to become a solution. The solution right now is glass panels that CSUN makes.
Solar Rebound: CSUN Cheapest most explosive solar
Sold all my energy stocks, solar now a better bet for rebound. My best bet is CSUN.
The time to buy solar stocks as we saw with CSIQ at $6 is while they are turning operations around but before they report the actual earnings turnaround.
CSUN reminds me of CSIQ at $6 in this regard:
-$13 IPO price now trading at $8.10
-Credit Suisse just took 15% stake.
-$45 MM financing just done with $12 conversion price.
-$3 per share net liquid assets
-Returned to profitability in Q1 2008 despite 3 weeks of plant shutdown due to China snowstorms.
-Shipped 24 MW in Q1. Forecasting 32 MW in Q2 and 145 MW for all of 2008 implying ramp up to 40 - 45 MW per quarter in second half 2008.
-Production and gross margin forecast implies CSUN should be generating about $150 MM sales per quarter and $.20 EPS per quarter in second half 2008. This implies about $.80 annualized EPS (increasing production of high efficiency cells will dramatically improve margins going foward).
Apply a 20 sector PE and CSUN should double from here.
Remember the way to make money in the market is to be ahead of the game.. stocks rise in ANTICIPATION of improved results.
Here is good post on CSUN:
Some here might ask the question what is the difference between First Solar and China Sunergy. Well, I have an answer.
FSLR produces thin-film solar cells that will "roll on" to say a roof or where ever you might install a solar cell. CSUN produces the traditional glass panels.
One of the main differences between the two is polysilicon. In the last year or so there has been a shortage of polysilicon and the margins to sell the glass panels have been on the low side. Polysilicon has been tight.
First Solar doesnt require polysilicon where as China Sunenergy does...
You can read more about it here:
http://en.wikipedia.org/wiki/Solar_cell#...
This means that First Solar and other solar companies are not aligned like most people believe. CSUN depends upon the polysilicon supply where as FSLR does not...
Therefore, as the polysilicon supply improves then CSUN, CSIQ, SOLF, JASO, etc. benefit. Remember the one thing that CSUN analysts were continually stating throughout 2007 was that the supply of poly was in question for CSUN? Well, here we are in 2008, do you think that supply might have improved in a year?
In fact, look at how the traditional solar companies are trading. Read their earnings call. The poly supply issue is resolving itself in time as more companies come online and increase their poly production.
CSUN is really a 50 dollar company, but management and poly supply issues have been the nagging concern. However, the old management was cleaned out and new board members added. The poly supply situation is resolving itself.
If you want to make 300-400% then buy and hold some shares. Improving fundamentals will help propel us to 50 within a year. Guaranteed.
As for the FSLR, their price might go down substantially. Traditional panels become more attractive when the poly supply increases. Thin film technogoly is still not as space efficient as traditional glass panels.
The truth, the honest truth, is that first generation solar technology still dominates in our world and new technologies have failed to become a solution. The solution right now is glass panels that CSUN makes.
Yes it does. In terms of purchaing power the Canadian dollar should be $.85 US.
SMTX small float Blowout earnings expected Wednesday:
SMTX:NASDAQ ($2.25) is a profitable integrated electronics manufacturer with a revenue run rate of $250 Million that trades for a $20 MM market cap, giving it a PS ratio of 0.08 when the sector average is 0.50. SMTX rose to over $8 in 2007, and is set to rise very quickly once more based on far better performance:
SMTX RECENTLY REPORTED PROFITABLE 1Q 2008 WITH $.03 EPS.
- VERY STRONG GUIDANCE FORWARD. 2Q 2008 will be significantly stronger than 1Q 2008. Growth in the second half will accelerate as a result of a ramp up in production in China and Mexico. EARNINGS ON WEDNESDAY.
-Gross Margins will increase going forward with low cost China production.
-In May Conference, SMTX CEO said April sales were a record.
-.08 Price/Sales ratio, a Huge discount to 0.5 sector average.
- SIGNIFICANT POSITIVE CASH FLOW.
-Tiny 13 Million float that with 2 million owned by institutions. TOP U.S. HEDGE FUND, RENAISSANCE, OWNS 400,000 SHARES.
-Trades on TSE and NASDAQ, increasing the volume and liquidity and institutional interest.
- SMALL LONG TERM DEBT IS BEING REPAID AT AN ACCELERATED PACE.
- SIGNIFICANT RECENT INCREASE IN INSTITUTIONAL OWNERSHIP. THE FLOAT IS GETTING SMALLER....
- WELL DIVERSIFIED IN THE ELECTRONICS, INDUSTRIAL, NATIONAL DEFENSE, COMPUTING, NETWORKING, COMMUNICATIONS, OIL and GAS, AND MEDICAL SECTORS.
CEO Caldwell had this to say about the upcoming 2Q and the rest of 2008:
"In the second quarter of 2008, we expect significantly higher sequential revenues and correspondingly improved earnings. We reaffirm our guidance for the full 2008 year with both revenue and earnings growth over 2007 on stronger revenue in the second half of the year."
"We have made considerable progress in successfully qualifying production at our two new strategic locations; printed circuit board assembly in China and enclosure systems in Mexico.
" The China operations will significantly ramp production in the second quarter while Mexico is expected to increase activity levels in the second half of the year."
ABOUT SMTX:
SCTC Corp. (Nasdaq: SMTX) provides integrated electronics manufacturing services. The company offers various supply chain services, including product design, procurement, prototyping, advanced cable and harness interconnect, high-precision enclosures, printed circuit board assembly, test, final system build, supply chain management, packaging, global distribution, and after sales support.
The company also provides enclosure and precision metal fabrication, cable assembly, interconnect, and engineering design services. SMTC Corporation offers its services to original equipment manufacturers and technology companies primarily in industrial, computing and networking, and communications markets worldwide. The company was founded in 1985 and operates in the United States, Canada, Mexico, and China...Rating :
SMTX small float Blowout earnings expected Wednesday:
SMTX:NASDAQ ($2.25) is a profitable integrated electronics manufacturer with a revenue run rate of $250 Million that trades for a $20 MM market cap, giving it a PS ratio of 0.08 when the sector average is 0.50. SMTX rose to over $8 in 2007, and is set to rise very quickly once more based on far better performance:
SMTX RECENTLY REPORTED PROFITABLE 1Q 2008 WITH $.03 EPS.
- VERY STRONG GUIDANCE FORWARD. 2Q 2008 will be significantly stronger than 1Q 2008. Growth in the second half will accelerate as a result of a ramp up in production in China and Mexico. EARNINGS ON WEDNESDAY.
-Gross Margins will increase going forward with low cost China production.
-In May Conference, SMTX CEO said April sales were a record.
-.08 Price/Sales ratio, a Huge discount to 0.5 sector average.
- SIGNIFICANT POSITIVE CASH FLOW.
-Tiny 13 Million float that with 2 million owned by institutions. TOP U.S. HEDGE FUND, RENAISSANCE, OWNS 400,000 SHARES.
-Trades on TSE and NASDAQ, increasing the volume and liquidity and institutional interest.
- SMALL LONG TERM DEBT IS BEING REPAID AT AN ACCELERATED PACE.
- SIGNIFICANT RECENT INCREASE IN INSTITUTIONAL OWNERSHIP. THE FLOAT IS GETTING SMALLER....
- WELL DIVERSIFIED IN THE ELECTRONICS, INDUSTRIAL, NATIONAL DEFENSE, COMPUTING, NETWORKING, COMMUNICATIONS, OIL and GAS, AND MEDICAL SECTORS.
CEO Caldwell had this to say about the upcoming 2Q and the rest of 2008:
"In the second quarter of 2008, we expect significantly higher sequential revenues and correspondingly improved earnings. We reaffirm our guidance for the full 2008 year with both revenue and earnings growth over 2007 on stronger revenue in the second half of the year."
"We have made considerable progress in successfully qualifying production at our two new strategic locations; printed circuit board assembly in China and enclosure systems in Mexico.
" The China operations will significantly ramp production in the second quarter while Mexico is expected to increase activity levels in the second half of the year."
ABOUT SMTX:
SCTC Corp. (Nasdaq: SMTX) provides integrated electronics manufacturing services. The company offers various supply chain services, including product design, procurement, prototyping, advanced cable and harness interconnect, high-precision enclosures, printed circuit board assembly, test, final system build, supply chain management, packaging, global distribution, and after sales support.
The company also provides enclosure and precision metal fabrication, cable assembly, interconnect, and engineering design services. SMTC Corporation offers its services to original equipment manufacturers and technology companies primarily in industrial, computing and networking, and communications markets worldwide. The company was founded in 1985 and operates in the United States, Canada, Mexico, and China... Rating :
Most undervalued NASDSAQ stock:
SMTX:NASDAQ ($2.11) is a profitable integrated electronics manufacturer with a revenue run rate of $250 Million that trades for a $20 MM market cap, giving it a PS ratio of 0.08 when the sector average is 0.50. SMTX rose to over $8 in 2007, and is set to rise very quickly once more based on far better performance:
SMTX RECENTLY REPORTED PROFITABLE 1Q 2008 WITH $.03 EPS.
- VERY STRONG GUIDANCE FORWARD. 2Q 2008 will be significantly stronger than 1Q 2008. Growth in the second half will accelerate as a result of a ramp up in production in China and Mexico.
-Gross Margins will increase going forward with low cost China production.
-In May Conference, SMTX CEO said April sales were a record.
-.08 Price/Sales ratio, a Huge discount to 0.5 sector average.
- SIGNIFICANT POSITIVE CASH FLOW.
-Tiny 13 Million float that with 2 million owned by institutions. TOP U.S. HEDGE FUND, RENAISSANCE, OWNS 400,000 SHARES.
-Trades on TSE and NASDAQ, increasing the volume and liquidity and institutional interest.
- SMALL LONG TERM DEBT IS BEING REPAID AT AN ACCELERATED PACE.
- SIGNIFICANT RECENT INCREASE IN INSTITUTIONAL OWNERSHIP. THE FLOAT IS GETTING SMALLER....
- WELL DIVERSIFIED IN THE ELECTRONICS, INDUSTRIAL, NATIONAL DEFENSE, COMPUTING, NETWORKING, COMMUNICATIONS, OIL and GAS, AND MEDICAL SECTORS.
CEO Caldwell had this to say about the upcoming 2Q and the rest of 2008:
"In the second quarter of 2008, we expect significantly higher sequential revenues and correspondingly improved earnings. We reaffirm our guidance for the full 2008 year with both revenue and earnings growth over 2007 on stronger revenue in the second half of the year."
"We have made considerable progress in successfully qualifying production at our two new strategic locations; printed circuit board assembly in China and enclosure systems in Mexico.
" The China operations will significantly ramp production in the second quarter while Mexico is expected to increase activity levels in the second half of the year."
ABOUT SMTX:
SCTC Corp. (Nasdaq: SMTX) provides integrated electronics manufacturing services. The company offers various supply chain services, including product design, procurement, prototyping, advanced cable and harness interconnect, high-precision enclosures, printed circuit board assembly, test, final system build, supply chain management, packaging, global distribution, and after sales support.
The company also provides enclosure and precision metal fabrication, cable assembly, interconnect, and engineering design services. SMTC Corporation offers its services to original equipment manufacturers and technology companies primarily in industrial, computing and networking, and communications markets worldwide. The company was founded in 1985 and operates in the United States, Canada, Mexico, and China...
SMTX could go on a tear like last year:
Last year SMTX went on a tear to $8.. I think it could get there again soon here's why:
-SMTX RECENTLY REPORTED PROFITABLE 1Q 2008.
-In Q1 conference call CEO said April production was highest in SMTX history
- VERY STRONG GUIDANCE FORWARD. 2Q 2008 will be significantly stronger than 1Q 2008. Growth in the second half will accelerate as a result of a ramp up in production in China and Mexico.
- SIGNIFICANT POSITIVE CASH FLOW.
- LONG TERM DEBT IS BEING REPAID AT AN ACCELERATED PACE
- SIGNIFICANT RECENT INCREASE IN INSTITUTIONAL OWNERSHIP. THE FLOAT IS GETTING SMALLER....ONLY 7M SHARES NOW
- WELL DIVERSIFIED IN THE ELECTRONICS, INDUSTRIAL, NATIONAL DEFENSE, COMPUTING, NETWORKING, COMMUNICATIONS, OIL and GAS, AND MEDICAL SECTORS.
CEO Caldwell had this to say about the upcoming 2Q and the rest of 2008:
"In the second quarter of 2008, we expect significantly higher sequential revenues and correspondingly improved earnings. We reaffirm our guidance for the full 2008 year with both revenue and earnings growth over 2007 on stronger revenue in the second half of the year."
"We have made considerable progress in successfully qualifying production at our two new strategic locations; printed circuit board assembly in China and enclosure systems in Mexico.
" The China operations will significantly ramp production in the second quarter while Mexico is expected to increase activity levels in the second half of the year."
ABOUT SMTX:
SCTC Corp. (Nasdaq: SMTX) provides integrated electronics manufacturing services. The company offers various supply chain services, including product design, procurement, prototyping, advanced cable and harness interconnect, high-precision enclosures, printed circuit board assembly, test, final system build, supply chain management, packaging, global distribution, and after sales support.
The company also provides enclosure and precision metal fabrication, cable assembly, interconnect, and engineering design services. SMTC Corporation offers its services to original equipment manufacturers and technology companies primarily in industrial, computing and networking, and communications markets worldwide. The company was founded in 1985 and operates in the United States, Canada, Mexico, and China...
$5.61 + $.26 $4 /share cash $.60 forward EPS $14 IPO price
NED:NYSE ($5.61 +$.26 ) is the buy of the year IMO.
-NED is in a recession proof growth sector, China education. Another China education company, EDU, TRADES AT A 60 PE AND A $2.7 BILLION MARKET CAP.
-$4 per share cash with no debt.
-9 MM float
-NED IPO price was $14 and rose to $23.
-Reported $.21 EPS in most recent quarter.
-In May 15 PR NED guided for EPS over $.50 in this fiscal year.
-NED is in a recession proof growth sector, China education.
-NED should easily earn $.60 in the next fiscal year.
Applying a conservative 20 forward PE gives NED fair value as
$.60 X 25 + $4 = $19 per share (another China education stock EDU, trades at PE of 60).
NED:NYSE ($5.61 +$.26 ) is the buy of the year IMO.
-NED is in a recession proof growth sector, China education. Another China education company, EDU, TRADES AT A 60 PE AND A $2.7 BILLION MARKET CAP.
-$4 per share cash with no debt.
-9 MM float
-NED IPO price was $14 and rose to $23.
-Reported $.21 EPS in most recent quarter.
-In May 15 PR NED guided for EPS over $.50 in this fiscal year.
-NED is in a recession proof growth sector, China education.
-NED should easily earn $.60 in the next fiscal year.
Applying a conservative 20 forward PE gives NED fair value as
$.60 X 25 + $4 = $19 per share (another China education stock EDU, trades at PE of 60).
NED $5.61 + $.26 $4 /share cash $.60 forward EPS $14 IPO price
NED:NYSE ($5.61 +$.26 ) is the buy of the year IMO.
-NED is in a recession proof growth sector, China education. Another China education company, EDU, TRADES AT A 60 PE AND A $2.7 BILLION MARKET CAP.
-$4 per share cash with no debt.
-9 MM float
-NED IPO price was $14 and rose to $23.
-Reported $.21 EPS in most recent quarter.
-In May 15 PR NED guided for EPS over $.50 in this fiscal year.
-NED is in a recession proof growth sector, China education.
-NED should easily earn $.60 in the next fiscal year.
Applying a conservative 20 forward PE gives NED fair value as
$.60 X 25 + $4 = $19 per share (another China education stock EDU, trades at PE of 60).
Cheapest China stock 50% growth 7 forward PE 7 minutes ago CAAS:NASDAQ ($6.20) China auto parts manufacturer is a DREAM STOCK
-Pre-announced $.18 - $.22 EPS for Q2
-43% quarterly growth
-Annualized EPS going forward will be $.80 to $1 (thats conservative) implying forward PE of 6 or 7
-Will benefit from high gas prices as it supplies MAINLY ECONOMY CAR MANUFACTURERS
http://biz.yahoo.com/prnews/080630/cnm03...
CAAS is a NO BRAINER based on already announced earnings to reach $8 by August 15 and $15 by Christmas with China stock rebound.
Good luck
CAAS Cheapest China stock 50% growth 7 forward PE CAAS:NASDAQ ($6.20) China auto parts manufacturer is a DREAM STOCK
-Pre-announced $.18 - $.22 EPS for Q2
-43% quarterly growth
-Annualized EPS going forward will be $.80 to $1 (thats conservative) implying forward PE of 6 or 7
-Will benefit from high gas prices as it supplies MAINLY ECONOMY CAR MANUFACTURERS
http://biz.yahoo.com/prnews/080630/cnm03...
CAAS is a NO BRAINER based on already announced earnings to reach $8 by August 15 and $15 by Christmas with China stock rebound.
Other favorite Chins stocks:
EFUT NED CSUN
Loaded on CAAS $6.24 No Brainer. Guided for $.18 - $.22 next quarter. CAAS is best short term play out there IMO. They stated that they will benefit from energy prices as they mainly supply to SMALL car makers.
http://biz.yahoo.com/prnews/080630/cnm037.html?.v=9
CAAS $6.24 Guided for $.18 - $.22 next quarter. CAAS is best short term play out there IMO. They stated that they will benefit from energy prices as they mainly supply to SMALL car makers.
http://biz.yahoo.com/prnews/080630/cnm037.html?.v=9
Time to buy China again. My favorite China play is COGO ($5.21)
-$22 52 week high
-CEO recently bought at $13
-$3.2 cash per share and $4.5 working capital per share.
-Tremenddous overreaction to July 10 PR. Revised adjusted earnings estimates on Yahoo still $.86 per share.
-Trading at $5.21. In other words back out liquid assets, the market valuing the company at $.71.
Isn't that like a PE of 0.9 based on earnings of around $.80?
Good call didn't get in but looks like its rockin.