Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
by Aug 15 normally
"Jaybird's "burgeoning demand" is a figmant of the imagination of a CEO just before a peak."
Wow.. Is there an ignore feature here?
except that SMTX inventories were incerased to meet BURGEONING DEMAND!! You guys are making this WAY too complicated
Bottom line
$.09 EPS last Q
CEO said income will increase
even a conservative 9 PE times $.45 forward earnings gives $4 +
DDDC rebounding $1.65 +.09 23 straight quarters improved bottom line results, record earnings, sales growing 50% per year, VOIP is really starting to take off in 2006. Like I said previously DDDC should earn $.25 in 2007 even if growth slows to 30% from 50% historical rate. That give forward PEG ratio of 0.2 forward PE of 6.5
Lets update the IBOX after earnings report..
Even is SMTX was valued with 9-10 PE, fair value is $4 - $.4.5 based on forward earnings which should be sonervatively $.11 a quarter, that would put it on par with KTCC SIMC.
BITS Monday strong earnings low float: we expect to enhance our operating performance and profitability throughout 2006."
Yes but SMTX positives FAR outweigh those negatives.. income increasing through second half.
PEAK $3.25 $ 3.1 current assets last Q $.12 EPS before severance
Market valuing non cash assets at $.15 per share..
Wow what an oportunity
PEAK : regardless of cycle, its worth $6 IMO
Yes LOT are undervalued--- but I will guarantee you NONE any way near AS under valued as PEAK- essentially market valuing non cash assets at 0.
BIG difference KTCC vs. SMTX. SMTX CEO CONFIRMED higher profits in second half, meaning above $.09 per quarter. So SMTX has VERIFIABLE forward guidance of probably $.10 per quarter going forward, whereas KTCC may only be a 1 quarter pony as it was last year.
RONC: Earnings would have been closer to 3 cents though if not for legal fees and Bank of A restructuring. I will hold as long term value play though as there is incredible value here they own tons of prime real estate in New Jersey and had a $5 takeover offer in 1999. If the 86 yeal old CEO ever croaks their earnings would skycocket he is paying himself $600000 per year, so if you add that and take away the one time charges RONC should be earning $.30 per year.
PEAK:NASDAQ Challenge: Find a more undervalued stock
Did anyone notice this today? PEAK reported $.08 ($.12 before severance for the quarter) and has liquid assets over $3 per share with no debt. Anyone know another profitable tech stock trading less than liquid asset value? Basically the market valuing non cash assets at 0.
http://biz.yahoo.com/prnews/060802/law085.html?.v=81
In a good market SMTX would be $6 tomorrow, but in this market- should see high $3's soon.
Sorry that was BITS
MOTLEY FOOL: POTENTIAL NASDAQ 30 BAGGER
BHIP is the most beaten down stock on NASDAQ was $12 in January $2.80 now. Motley fool said it could be a 10 bagger at $10 (now 30 bagger?)
- $150 MM sales
-$3 MM positive cash flow last quarter
-In hot health food natural product sectot mosty of sales to booming China market
-Only 7 MM float</B>
The way I figure it, my chances of getting 10- or even 100-fold gains is much better with a high-flying small-cap stock making stellar products, not some overhyped mammoth. For Google to become a 10-bagger from here on, its market cap would have to grow to nearly $1.4 trillion -- a mighty task indeed.
Natural Health Trends (Nasdaq: BHIP - News), one of the smaller ripples I've been watching, could become a 10-bagger. It's an international direct-to-consumer company that operates two divisions, Lexxus and eKaire, selling cosmetics, skin creams, antioxidants, dietary supplements, and weight-management products.
Although 2005 wasn't a great year for direct-to-consumer companies, as higher raw-material and fuel costs and softer sales eroded the shares of Avon (NYSE: AVP - News), Alberto-Culver (NYSE: ACV - News), Estee Lauder (NYSE: EL - News), and Nu Skin Enterprises (NYSE: NUS - News), Natural Health Trends' sales seemed to surf along. For the first nine months, Natural Health Trends' net sales increased to nearly $151 million, 56% higher than the comparable period in 2004. In fact, for the last five years, its annualized sales growth rate has been a stellar 54%.
But while Natural Health Trends looks like a steal, with increasing revenues and both price-to-sales and price-to-book ratios nearly two times lower than the industry's ratios, there are a few headwinds that could slow this wave down. For instance, while gross profit margins have been excellent, as reported here, distributor commissions, professional fees, and higher marketing costs have certainly hit the bottom line. That's all fine and dandy to me; after all, you have to pay to play. But the biggest question I have is this: Can its new markets, such as Japan and Mexico, produce the kind of revenue growth that has been seen in new venues like Hong Kong?
Natural Health Trends will probably never be a Google, but with its healthy sales and new markets, more and more investors may be willing to take the plunge.
Fool contributor M.D. Mitchell owns shares in none of the above companies
Motley Fool: POTENTIAL NASDAQ 30 BAGGER
BHIP is the most beaten down stock on NASDAQ was $12 in January $2.80 now. Motley fool said it could be a 10 bagger at $10 (now 30 bagger?)
- $150 MM sales
-$3 MM positive cash flow last quarter
-In hot health food natural product sectot mosty of sales to booming China market
-Only 7 MM float
The way I figure it, my chances of getting 10- or even 100-fold gains is much better with a high-flying small-cap stock making stellar products, not some overhyped mammoth. For Google to become a 10-bagger from here on, its market cap would have to grow to nearly $1.4 trillion -- a mighty task indeed.
Natural Health Trends (Nasdaq: BHIP - News), one of the smaller ripples I've been watching, could become a 10-bagger. It's an international direct-to-consumer company that operates two divisions, Lexxus and eKaire, selling cosmetics, skin creams, antioxidants, dietary supplements, and weight-management products.
Although 2005 wasn't a great year for direct-to-consumer companies, as higher raw-material and fuel costs and softer sales eroded the shares of Avon (NYSE: AVP - News), Alberto-Culver (NYSE: ACV - News), Estee Lauder (NYSE: EL - News), and Nu Skin Enterprises (NYSE: NUS - News), Natural Health Trends' sales seemed to surf along. For the first nine months, Natural Health Trends' net sales increased to nearly $151 million, 56% higher than the comparable period in 2004. In fact, for the last five years, its annualized sales growth rate has been a stellar 54%.
But while Natural Health Trends looks like a steal, with increasing revenues and both price-to-sales and price-to-book ratios nearly two times lower than the industry's ratios, there are a few headwinds that could slow this wave down. For instance, while gross profit margins have been excellent, as reported here, distributor commissions, professional fees, and higher marketing costs have certainly hit the bottom line. That's all fine and dandy to me; after all, you have to pay to play. But the biggest question I have is this: Can its new markets, such as Japan and Mexico, produce the kind of revenue growth that has been seen in new venues like Hong Kong?
Natural Health Trends will probably never be a Google, but with its healthy sales and new markets, more and more investors may be willing to take the plunge.
Fool contributor M.D. Mitchell owns shares in none of the above companies
Motley Fool: POTENTIAL NASDAQ 30 BAGGER
BHIP is the most beaten down stock on NASDAQ was $12 in January $2.80 now. Motley fool said it could be a 10 bagger at $10 (now 30 bagger?)
- $150 MM sales
-$3 MM positive cash flow last quarter
-In hot health food natural product sectot mosty of sales to booming China market
-Only 7 MM float
The way I figure it, my chances of getting 10- or even 100-fold gains is much better with a high-flying small-cap stock making stellar products, not some overhyped mammoth. For Google to become a 10-bagger from here on, its market cap would have to grow to nearly $1.4 trillion -- a mighty task indeed.
Natural Health Trends (Nasdaq: BHIP - News), one of the smaller ripples I've been watching, could become a 10-bagger. It's an international direct-to-consumer company that operates two divisions, Lexxus and eKaire, selling cosmetics, skin creams, antioxidants, dietary supplements, and weight-management products.
Although 2005 wasn't a great year for direct-to-consumer companies, as higher raw-material and fuel costs and softer sales eroded the shares of Avon (NYSE: AVP - News), Alberto-Culver (NYSE: ACV - News), Estee Lauder (NYSE: EL - News), and Nu Skin Enterprises (NYSE: NUS - News), Natural Health Trends' sales seemed to surf along. For the first nine months, Natural Health Trends' net sales increased to nearly $151 million, 56% higher than the comparable period in 2004. In fact, for the last five years, its annualized sales growth rate has been a stellar 54%.
But while Natural Health Trends looks like a steal, with increasing revenues and both price-to-sales and price-to-book ratios nearly two times lower than the industry's ratios, there are a few headwinds that could slow this wave down. For instance, while gross profit margins have been excellent, as reported here, distributor commissions, professional fees, and higher marketing costs have certainly hit the bottom line. That's all fine and dandy to me; after all, you have to pay to play. But the biggest question I have is this: Can its new markets, such as Japan and Mexico, produce the kind of revenue growth that has been seen in new venues like Hong Kong?
Natural Health Trends will probably never be a Google, but with its healthy sales and new markets, more and more investors may be willing to take the plunge.
Fool contributor M.D. Mitchell owns shares in none of the above companies
Earnings Monday Posible 10 cents per share and $7+ target very achievable based on:
Q1 - Q2 sales gain
In early 2006 this stock went past $9 after it earned $.08 per share in Q4 2005. It earned $.04 in Q1 2006 its weakest quarter.
In 2005 Q2 sales exceeded 2005 Q1 sales by $400,000.
margin increase
Cost of revenue % was abnormally high in Q1 and the 10Q stated that cost of service would jump around but show similar overall % to 2005 so I expect cost of revenue % to decline in Q2.
profit outlook
"Based on another strong quarter and our continued focus on increasing revenue and managing operations we expect to enhance our operating performance and profitability throughout 2006."
1 time gain
Legal settlement of $460,000 or 4 cents per share.
Only 7 MM float 40% held by institutions
BITS moving now.
BITS earnings Monday. In early 2006 this stock went past $9 after it earned $.08 per share. It earned $.04 in Q1 its weakest quarter. In 2005 Q2 sales exceeded Q1 sales by $400,000. Also cost of revenue % was abnormally high in Q1 and the 10Q stated that cost of service would jump around but show similar overall % to 2005 so I expect cost of revenue % to decline in Q2. Also note the following:
"Based on another strong quarter and our continued focus on increasing revenue and managing operations we expect to enhance our operating performance and profitability throughout 2006."
If BITS matches or exceeds the $.08 Q4 2005 number there could be fireworks Tuesday..
A lot of people are saying BITS is the next CKCM. It is in a similar segment to SMSI.
KTCC Glorious action HOD
SMTX next KTCC see my DD posts
KTCC: Cbsmarketwatch and IBD momo: $9 + by earnings
WOLV Ex NASDAQ stock $.14 +50% $1 target here's why:
WOLV:NASDAQ has rised 50% last few days but is going WAY higher here's why:
-Just issued some options with $.75 exercise price.
-25 MM annual revenue
-27 MM float
-Positive working capital
-WOLV is a turnaround story has slashed costs by 27%, turning cash flow positive
-Former NASDAQ stock $1.25 in 2005
-Market capitalization of $4 million and a Price/Sales rato of 0.15. This is a HUGE discount to the Industry average Price/Sales ratio of 2.6.
-Many large Fortune 500 clients including General Electric and McLane, a wholly owned subsidiary of Berkshire Hathaway Inc.
In summary WOLV is now in the best operational and financial condition in years WOLV will rise to $.25 short term and $.75 by November IMO.
DD Summary WOLV IBOX
WOLV Ex NASDAQ stock $.14 +50% $1 target here's why:
WOLV:NASDAQ has rised 50% last few days but is going WAY higher here's why:
-Just issued some options with $.75 exercise price.
-25 MM annual revenue
-27 MM float
-Positive working capital
-WOLV is a turnaround story has slashed costs by 27%, turning cash flow positive
-Former NASDAQ stock $1.25 in 2005
-Market capitalization of $4 million and a Price/Sales rato of 0.15. This is a HUGE discount to the Industry average Price/Sales ratio of 2.6.
-Many large Fortune 500 clients including General Electric and McLane, a wholly owned subsidiary of Berkshire Hathaway Inc.
In summary WOLV is now in the best operational and financial condition in years WOLV will rise to $.25 short term and $.75 by November IMO.
DD Summary WOLV IBOX
WOLV Ex NASDAQ stock $.14 +50% $1 target here's why:
WOLV:NASDAQ has rised 50% last few days but is going WAY higher here's why:
-Just issued some options with $.75 exercise price.
-25 MM annual revenue
-27 MM float
-Positive working capital
-WOLV is a turnaround story has slashed costs by 27%, turning cash flow positive
-Former NASDAQ stock $1.25 in 2005
-Market capitalization of $4 million and a Price/Sales rato of 0.15. This is a HUGE discount to the Industry average Price/Sales ratio of 2.6.
-Many large Fortune 500 clients including General Electric and McLane, a wholly owned subsidiary of Berkshire Hathaway Inc.
In summary WOLV is now in the best operational and financial condition in years WOLV will rise to $.25 short term and $.75 by November IMO.
DD Summary WOLV IBOX
WOLV Ex NASDAQ stock $.14 +.03 $1 target here's why:
WOLV:NASDAQ
-25 MM annual revenue
-27 MM float
-Positive working capital
-WOLV is a turnaround story has slashed costs by 27%, turning cash flow positive
-Former NASDAQ stock $1.25 in 2005
-Market capitalization of $4 million and a Price/Sales rato of 0.15. This is a HUGE discount to the Industry average Price/Sales ratio of 2.6.
-Many large Fortune 500 clients including General Electric and McLane, a wholly owned subsidiary of Berkshire Hathaway Inc.
-Just issued some options with $.75 exercise price.
In summary WOLV is now in the best operational and financial condition in years WOLV will rise to $.25 short term and $.75 by November IMO.
DD Summary
http://www.investorshub.com/boards/board.asp?board_id=5829
WOLV Ex NASDAQ stock $.14 +.03 $1 target here's why:
WOLV:NASDAQ
-25 MM annual revenue
-27 MM float
-Positive working capital
-WOLV is a turnaround story has slashed costs by 27%, turning cash flow positive
-Former NASDAQ stock $1.25 in 2005
-Market capitalization of $4 million and a Price/Sales rato of 0.15. This is a HUGE discount to the Industry average Price/Sales ratio of 2.6.
-Many large Fortune 500 clients including General Electric and McLane, a wholly owned subsidiary of Berkshire Hathaway Inc.
-Just issued some options with $.75 exercise price.
In summary WOLV is now in the best operational and financial condition in years WOLV will rise to $.25 short term and $.75 by November IMO.
DD Summary
http://www.investorshub.com/boards/board.asp?board_id=5829
WOLV Ex NASDAQ stock $.14 +.03 $1 target here's why:
WOLV:NASDAQ
-25 MM annual revenue
-27 MM float
-Positive working capital
-WOLV is a turnaround story has slashed costs by 27%, turning cash flow positive
-Former NASDAQ stock $1.25 in 2005
-Market capitalization of $4 million and a Price/Sales rato of 0.15. This is a HUGE discount to the Industry average Price/Sales ratio of 2.6.
-Many large Fortune 500 clients including General Electric and McLane, a wholly owned subsidiary of Berkshire Hathaway Inc.
-Just issued some options with $.75 exercise price.
In summary WOLV is now in the best operational and financial condition in years WOLV will rise to $.25 short term and $.75 by November IMO.
DD Summary
www.investorshub.com/boards/board.asp?board_id=5829
Thanks I follow so many boards I overlooked your posts on the rules.. Most wouldn't prescribe to the notion that value equates strictly to profitability, many other yardsticks (e,g. cash flow, EBITDA, cash value) but thanks for clarifying..
Note I have updated the IBOX. Looking good we have bottomed and will rise quickly!
WOLV DD summary 5 bagger potential: NetWolves Corporation (WOLV) provides network security solutions coupled with network management and communication services worldwide. It operates in three segments: Voice Services, Managed Service Charges, and Equipment and Consulting.
WOLV met all NASDAQ requirements except the bid price, so was delisted on May 16, 2006. WOLV expects to trade on the OTC BB shortly.
WOLV is a turnaround story. After losing its major customer, Swift, WOLV took quick action to slash costs and diversify its customer base. The end result is that WOLV is now a more diversified, streamlined company than ever. With nearly $2 MM in annual cost reductions, WOLV turned cash flow positive in March 2006:
http://biz.yahoo.com/bw/060222/20060222006065.html?.v=1
It is interesting to note that the last time WOLV was cash flow positive, in early 2005, the share price exceeded $1.
The third quarter 2006 financials show WOLV is on the road to sustained cash flow and profitability. Costs were reduced by 27%, and net loss was reduced by 40% to $486,000. If depreciation and amortization are added back, WOLV was essentially cash flow breakeven for the entire quarter, but as noted, turned the corner to positive cash flow in March 2006.
http://biz.yahoo.com/bw/060518/20060518005875.html?.v=1
IN THE MAY CONFERENCE CALL THE WOLV CEO STATED WOLV'S SALES PIPELINE IS THE STRONGEST IN HISTORY.
As of May 19,2006, WOLV has a market capitalization of $7.5 million and a Price/Sales rato of 0.3. This is a significant discount to the Industry average Price/Sales ratio of 2.6:
http://finance.yahoo.com/q/co?s=WGRD
WOLV management also considers WOLV very undervalued. Options were recently placed with exercise prices as high as $.75 per share:
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=4290970
WOLV has many large Fortune 500 clients including General Electric and McLane, a wholly owned subsidiary of Berkshire Hathaway Inc. WOLV has significantly increased its sales pipeline and diversified its customer base through a new marketing strategy that increases the company's sales reach:
http://www.thechannelinsider.com/article2/0,1895,1928373,00.asp
WOLV also provides VOIP services and will benefit from the exponential growth in this sector.
With the March $1 Million financing, WOLV is now in EXCELLENT financial condition. WOLV has positive net working capital and only around $1 million long term debt.
********************
OS AND FLOAT
*********************
As of 05/19/2006:
31,774,479 shares outstanding and approximately 27.4 million float. WOLV management owns 6,895,000 shares.
In conclusion, WOLV represents a compelling investment opportunity: A cash flow positive stock with GAAP profitability in sight with a relatively low share count trading at a huge discount to its peers. The disconnect between WOLV's performance and the share price WILL NOT LAST.
WOLV $.13 ex NASDAQ stock options set at $.75
Options set above market price:
Interesting: options set at $.15 and $.75
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=4290970
WOLV DD summary 5 bagger potential: NetWolves Corporation (WOLV) provides network security solutions coupled with network management and communication services worldwide. It operates in three segments: Voice Services, Managed Service Charges, and Equipment and Consulting.
WOLV met all NASDAQ requirements except the bid price, so was delisted on May 16, 2006. WOLV expects to trade on the OTC BB shortly.
WOLV is a turnaround story. After losing its major customer, Swift, WOLV took quick action to slash costs and diversify its customer base. The end result is that WOLV is now a more diversified, streamlined company than ever. With nearly $2 MM in annual cost reductions, WOLV turned cash flow positive in March 2006:
http://biz.yahoo.com/bw/060222/20060222006065.html?.v=1
It is interesting to note that the last time WOLV was cash flow positive, in early 2005, the share price exceeded $1.
The third quarter 2006 financials show WOLV is on the road to sustained cash flow and profitability. Costs were reduced by 27%, and net loss was reduced by 40% to $486,000. If depreciation and amortization are added back, WOLV was essentially cash flow breakeven for the entire quarter, but as noted, turned the corner to positive cash flow in March 2006.
http://biz.yahoo.com/bw/060518/20060518005875.html?.v=1
IN THE MAY CONFERENCE CALL THE WOLV CEO STATED WOLV'S SALES PIPELINE IS THE STRONGEST IN HISTORY.
As of May 19,2006, WOLV has a market capitalization of $7.5 million and a Price/Sales rato of 0.3. This is a significant discount to the Industry average Price/Sales ratio of 2.6:
http://finance.yahoo.com/q/co?s=WGRD
WOLV management also considers WOLV very undervalued. Options were recently placed with exercise prices as high as $.75 per share:
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=4290970
WOLV has many large Fortune 500 clients including General Electric and McLane, a wholly owned subsidiary of Berkshire Hathaway Inc. WOLV has significantly increased its sales pipeline and diversified its customer base through a new marketing strategy that increases the company's sales reach:
http://www.thechannelinsider.com/article2/0,1895,1928373,00.asp
WOLV also provides VOIP services and will benefit from the exponential growth in this sector.
With the March $1 Million financing, WOLV is now in EXCELLENT financial condition. WOLV has positive net working capital and only around $1 million long term debt.
********************
OS AND FLOAT
*********************
As of 05/19/2006:
31,774,479 shares outstanding and approximately 27.4 million float. WOLV management owns 6,895,000 shares.
In conclusion, WOLV represents a compelling investment opportunity: A cash flow positive stock with GAAP profitability in sight with a relatively low share count trading at a huge discount to its peers. The disconnect between WOLV's performance and the share price WILL NOT LAST.
WOLV $.13 ex NASDAQ stock options set at $.75
Options set above market price:
Interesting: options set at $.15 and $.75
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=4290970
WOLV DD summary 5 bagger potential: NetWolves Corporation (WOLV) provides network security solutions coupled with network management and communication services worldwide. It operates in three segments: Voice Services, Managed Service Charges, and Equipment and Consulting.
WOLV met all NASDAQ requirements except the bid price, so was delisted on May 16, 2006. WOLV expects to trade on the OTC BB shortly.
WOLV is a turnaround story. After losing its major customer, Swift, WOLV took quick action to slash costs and diversify its customer base. The end result is that WOLV is now a more diversified, streamlined company than ever. With nearly $2 MM in annual cost reductions, WOLV turned cash flow positive in March 2006:
http://biz.yahoo.com/bw/060222/20060222006065.html?.v=1
It is interesting to note that the last time WOLV was cash flow positive, in early 2005, the share price exceeded $1.
The third quarter 2006 financials show WOLV is on the road to sustained cash flow and profitability. Costs were reduced by 27%, and net loss was reduced by 40% to $486,000. If depreciation and amortization are added back, WOLV was essentially cash flow breakeven for the entire quarter, but as noted, turned the corner to positive cash flow in March 2006.
http://biz.yahoo.com/bw/060518/20060518005875.html?.v=1
IN THE MAY CONFERENCE CALL THE WOLV CEO STATED WOLV'S SALES PIPELINE IS THE STRONGEST IN HISTORY.
As of May 19,2006, WOLV has a market capitalization of $7.5 million and a Price/Sales rato of 0.3. This is a significant discount to the Industry average Price/Sales ratio of 2.6:
http://finance.yahoo.com/q/co?s=WGRD
WOLV management also considers WOLV very undervalued. Options were recently placed with exercise prices as high as $.75 per share:
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=4290970
WOLV has many large Fortune 500 clients including General Electric and McLane, a wholly owned subsidiary of Berkshire Hathaway Inc. WOLV has significantly increased its sales pipeline and diversified its customer base through a new marketing strategy that increases the company's sales reach:
http://www.thechannelinsider.com/article2/0,1895,1928373,00.asp
WOLV also provides VOIP services and will benefit from the exponential growth in this sector.
With the March $1 Million financing, WOLV is now in EXCELLENT financial condition. WOLV has positive net working capital and only around $1 million long term debt.
********************
OS AND FLOAT
*********************
As of 05/19/2006:
31,774,479 shares outstanding and approximately 27.4 million float. WOLV management owns 6,895,000 shares.
In conclusion, WOLV represents a compelling investment opportunity: A cash flow positive stock with GAAP profitability in sight with a relatively low share count trading at a huge discount to its peers. The disconnect between WOLV's performance and the share price WILL NOT LAST.
WOLV $.13 ex NASDAQ stock options set at $.75
Options set above market price:
Interesting: options set at $.15 and $.75
http://xml.10kwizard.com/filing_raw.php?repo=tenk&ipage=4290970
KTCC on Maretwatch! 7 picks set to outperform
http://www.marketwatch.com/News/Story/Story.aspx?guid=%7BB77BAE9D%2D5756%2D41C5%2D8D20%2D4364A125599...