SIAF - shares trading at just over half BV while the company is hosting investors on a tour of the new aquaculture farm in China this week, probably reaffirming their previously stated bullish guidance for remainder FY10 and restating their 8% of earnings annual dividend policy going forward.

yeah, I'd agree a few someone's know something.

so long .70's, hardly got a chance to know ya...

SOKF- I've heard Paulson say "watch the downside and the upside will take care of itself"

This seems like a great example of such a stock. Downside? about 3.90. Upside? Well, I like my chances.

at least the no-brainer-load-the-boat-cheap shares...still among the cheapest stocks I watch.

SIAF - could be the last we see .60's...

SRRY- It'll be interesting to see how the waste paper and cardboard collections business affects the bottom line. I think the shares are a good value at the bid without considering the new business, so any additional earnings from it should catalyze a nice move up.

I count this one as a long-term holding, I like the fundamental trends and valuation.

SIAF - I own it in size, but owning it for the .01 (~1.7%) dividend next week is the wrong reason IMO. What's more important about SIAF is the dividend policy of paying out appx. 8% of earnings annually. If you consider the growth across all four segments, it's possible you're looking at a forward dividend yield of 10% at these prices within a few years. I don't think it's worth trying to flip this thing because the move off these levels will likely be parabolic and permanent. This stock is to be tucked away for the next many years making you multiples through capital appreciation and spitting off healthy income in the form of a growing dividend.

Anyway, my conclusion is the same as yours. SIAF is a (screaming) buy down here.

Just another opinion.

BSPM - I hear ya, but looking through their numbers and incremental demand, I'm inclined to take the CEO at his word.

That said, I have the shares undervalued by a third with no growth assumptions, a 20% discount rate and earnings of only $18M (low-end guidance) using DCF. I'm quite comfortable with that margin of safety for a stock trading on the NASDAQ with significant growth potential.

"The addition of new rural network locations and our nutritional supplement product line is anticipated to generate incremental revenues for the balance of 2010. Collectively, our growth plan gives us confidence in meeting our 2010 guidance."

not at all, I'm happy to continue accumulating shares down here.

$1.50 would def be low guidance if they do over .70 in the first half, but it would still send the right message and allow easy beats the rest of the year. Any higher and...well, that's a lot of icing on the cake.

GLTA

NEWN - D is reserved for reverse splits. They'll trade as NEWN on the AMEX come Monday.

Won't be moving to NASDAQ until they meet listing requirements which have already been discussed in prior posts.

NEWN - Agreed. Management is top notch. IR is among the best in the space. If they guide up it will only be to maintain credibility. They are very conservative, and that's a great rep to have in this environment.

CCME - Exactly. I can't recall a lucrative trade that did not give me a hard "gut check" before taking off. In fact, most became lucrative because the gut check was the capitulation trade which allowed me to grow the position at crazy cheap prices.

Not saying we've seen the capitulation trade on CCME (maybe the move to 8.50?) but I own it in size anyway. If it keeps moving lower, I'll add. My DD and common sense tells me these guys are very much a going concern. One day they may well be a Wall St. darling too.

When life gives you a dip, buy.

This is a test for value investors.

If you get your second wish, I'd expect a revision to guidance, which would be the *real* catalyst for a nice move up. You just can't do 60% of your guidance in the first half as a growth company and leave guidance alone without losing some cred.

So *if* we get in the 40's, I'm looking for guidance to at least $1.50. Another plus is that management would cement their rep as very conservative which tends to help P/E multiples. Giddy up.

If you think in time slices longer than minutes, hours, or days, that's exactly when you want to buy.

I think Joe is right, one day this stock will probably be a "Wall Street darling", it obviously isn't one now.

It should be all about earnings. Anything in the 40's should send PPS north quickly...30's would be okay too, but the price action may then depend more on the general mood in the market.

Just my guess. I don't play earnings much, I'm in it for the long secular move up.

CCME added...not so much for the earnings catalyst, just that this is the cheapest it's been since the NT 10-Q was filed. If the formal earnings announcement helps to move it up, great.

NEWN Q2 earnings announcement + AMEX uplist + current valuation = P(profitable outcome) >> 50%

just my opinion

ZSTN...funny what a week and stellar earnings will do to bid activity. You're right though, big time bids showing up today.

I hold SIAF in size and don't even expect them to meet .29 FY EPS...I believe the shares are so damn cheap if they grow EPS much at all that's enough to send this one to the north pole. The underlying fundamentals behind them are as strong as any business I've studied.

China + agri/aquaculture + organic + government ally = rising tides

SIAF profitable, growing company trading at nearly a third of book with a 5 P/E and catalysts on the horizon...I'm buying.

NEWN likewise, #1 holding...just a few reasons

- pending OTC->AMEX uplist
- Q2 earnings announcement
- ample capacity to ramp without capex = dilution free outlook
- management speaking with investors in the US this fall
- solid IR with very conservative guidance ($1.23 EPS)
- excellent fundamentals in a high growth market
- clean balance sheet
- accretive acquisitions should improve margins
- potential international expansion
- growing IP portfolio

Todays price (~$6.40) is below the value of shares granted to the acquired firms founders ($6.85) and the uplist has already been announced.

My opinion is the PPS doubles in six months and could well double again in the following 12.

GLTA

Can anyone explain the basis for the alleged suit? This is not clear to me. I'm inclined to believe any talk of a CA suit is simply disgruntled investors blowing off steam after taking a hit. I can empathize but excessive volatility and all that goes with it are acute risks to this CGS space.

My valuation estimates say these shares are priced like SIAF has some liability for the deepwater horizon blowout (or is an outright fraud, which I have yet to see any evidence of)...I'm a buyer at these levels with a long-term horizon in mind FWIW. GLTA

my read is bullish, looking to break out :)

nice buy, clean double from here