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BY your write-up you must not have any confidence in co,s like CHBT or TSTC with the low rated AUDITOR or high AR,s???
thanks , BOH
CharlieB
HIS eps for 3/31/12 dropped from $4.76 down to $3.23...no explanation???
CharlieB
TSTC..AB3ht,joe natural,ryan439...
has the DEC 9th CC given you any reason to re-evaluate this equity to be more positive lt???
thanks & BOH
CharlieB
this sounds very good for CHBT...
CharlieB
that all sounds great but the credibility issue is still there...
not the divi but the buyback when pp was much lower...i just have doubts...sure wish i didn,t...
BOH
CharlieB
Wonder why nothing on JKS??? they seem to have the most upside if you believe RAMES post #59389...
BOH
CharlieB
excellent post...what would be your top eqities that reach these criteries be...
BOH
Thank you
CharlieB
sometimes you act like you were...get off the BOW attack and say something positive... go hunt for EARL and find yourself...
CharlieB
Totally agree...he is a valuable contributor...thank you BOW...
CharlieB
Why not post them in order of most $ value...more weight to the higest $ amount??? instead of alphabetical order...
BOH
CharlieB
ot..every time i see the young boy and the rooster, i just have to laugh, showed all the kids and they really got a kick out of it...
take care...BOH
CharlieB
keep posting on TSTC...very valuable info to all...
BOH
CharlieB
thank you...n
thank you...now i see...am buying today...
CharlieB
TSTC...did anyone question A/R's on the cc???
Thanks
BOH
CharlieB
I take it you are still not a believer??? another subject...next few months LLEN or PUDA for longs???
BOH
CharlieB
you like it better than LPH???
BOH
CharlieB
thank you...are you concerned with the prospects of trouble with license renewals ??? question arose on CGS board???
Thank you
BOH
CharlieB
Would you feel safe applying a p/e of 10 to 2011 earnings???
BOH
CharlieB
good or bad from contacts???
CharlieB
Drex...Why would insiders take a 37% cut from todays price??? why wouldn't they negotiate for a better price if deal was not final??
BOH
CharlieB
Do you or are you interested in the Canadian copper plays...havent been in any Canadian stocks for quite a while, haven't been following??? FCX ceo was saying the emerging mkts especially China will need much more than can be supplied over the next 2 yrs at least...
BOH
CharlieB
After reading that ... it is hard to invest in China with a clear conscious...it must be individual greed...me included...
BOH
CharlieB
DO you have a watch-list to share...might just help to appreciate??? i understand wages are now cheaper than China, some co's moveing there...
BOH
CharlieB
I totally agree...it is as simple as that...no conspiracies...just people making money...
the only question is...have they made enough shorting, and are they ready to help this go much higher starting monday???
just might be so...
BOH
CharlieB
I have to agree...joe has certainly saved me money today...i was ready to buy CCME @ $8.80 until i spoke with him...
BOH
CharlieB
Joe...What price do feel would be a good entry point for a lt Buy of CCME???
Thank you
BOH
CharlieB
Thank you...i sure did...would feel they will do as well in 2nd half???
BOH
CharlieB
NEP...can anyone figure out reasons for Rodman&Renshaw DOWNGRADE
and EPS figure of $1.64 for 2011/??? It seems they allready made 0.63 for Q1 and 0.84 for Q2...does not make sense unless i have really missed something...
thanks
BOH
CharlieB
What co's in the China space would increase farmers crop output the most and that farmers could afford??? maybe also livestock output??? CHBT does some but for livestock years away...
thanks
CharlieB
joe...are you presently long any China small caps???
thank you
BOH
CharlieB
Joe...What happened to change your mind on LTUS...looks like their will be super growth when new building comes on-line this year???
thanks
CharlieB
excellent write-up...looking forward to next year where CEO is estimating 150m rev, we should see about ...................93 eps which would be fantastic...7 p/e = $6.51...WOW...
BOH
CharlieB
After this superb qtr...do you feel they can do at least $4.00 eps next year and have a p/e of 12 or higher???
BOH
Thank you
CharlieB
get an update...some are 20...
BOH
CharlieB
I believe the reason for low c/f is because the new building cost two payments of $31M and $18M...pretty good i would say...also they will be generating over 7M/qtr cash flow next yr...enough to pay for the new plant in Mongolia in 2012...also Chinese govT has commited billions to improve its health system...
p/b =o.67
p/e =2.70
peg 0.10
CEO , Zongi Lu in p/r March 10 2010 stated "this new building is a new page for Lotus and it will provide important impetus to profitable growth, which is anticipated to reach $150M in annual sales during the first year (2011) after the facility is fully operational"
they also had profit margin of 32% on avg last few qtr's...
i do not see anything near that growth for CNAM next year, but that is why we each have opinions...
BOH
CharlieB
How about LTUS for a company with much better EPS projections...
The CEO said that with the new 270,000 sq. ft. building at full capacity in DEC. this year. HE expects rev fy 2011 to be $150M and with past p/m at 30%, but being conservative say net income is $50M/53.7m f/d = 0.93 x 6 p/e = $5.59...for 2011...
A whopping 457% from $1.02...
p/s new plant paid for with cash flow...
BOH
CharlieB
BRAD...what is your thoughts on GEO INVESTING research of July 13th??? not very encouraging to say the least...CNAM...
thank you...BOH
CharlieB
CNAM..."china says 2009 growth even faster than thought"... in it says that their is overcapacity in STEEL markets, and they will be hit the hardest because they have the biggest OVERSUPPLY and foreign demand is weak said Lu Zhengwei, senior economist for Bank of Shanghai. Steel producers, which expanded output as demand from stimulus-financed construction projects surged have 16 million tons of unsold stock, state tv said friday. it said mills are selling steel at below cost...
The problems in the steel industries will have a clear negative impact on the chineese economy,"Lu said...
what effect will this have on CNAM??? news rpt 7/2/2010
comments welcome...
BOH
CharlieB
That is one SICK comment...you should not even use the word JESUS
He does have loved ones that you should at least feel sorry for...but you only probably care about yourself and money...so pitifull...
BOH anyway
CharlieB