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headly...keep posting...you seem to be very open minded and have very sound reasons why you changed...very informative posts,,,
BOH
CharlieB
10.75 LOD ...you sure are a WIZARD at stock picking...
could someone post the top 10 auditors for our China stocks???
Thank you
CharlieB
Am i reading this right...only one [1] customer left???
thanks
CharlieB
I can not agree that seeing all longs loosing money and being gleeful about it...seems obnoxious for anyone to gloat repeatedly over it...
jmo
CharlieB
an outstanding addition...
thank you & BOH
CharlieB
What is your thoughts on KLIC???analysts have them at $1.44 this yr... they sure seem more excited in pr...maybe do $1.80 or more...
Thoughts
CharlieB
D.GARTMAN today is telling clients to get OUT of the mkt, mainly because of the Greece + euro effect...confusion reigns...
BOH
CharlieB
ATPG: BOBWINS: have you seen the valuation models by S. TIBBS [phd, cfa] he has a new value of $56.74...you might like to look at it...ATPG yahoo bd may 4 10;33am...
BOH
CharlieB
BOGUS07...i hope you don't agree it will take 5-10 yrs like Bradford used...
CharlieB
abh3vt...you mentioned CNYD & CCME is more like a 2011 stock for significant pps appreciation and lowered your original estimates especially for CNYD...would you post your revised estimates...
Thank you
CharlieB
Bogus07 have you had a chance to re-evaluate your EPS estimates in light of todays new pr??? it sure seems they will be fireing on all cylinders now and in the future...
Thank you
CharlieB
ps...thank you for sharing your estimates...very helpful and informative...
What is you thoughts on f/d o/s with options exercised...if they make the $4.00 eps, this is extremely undervalued, given a low p/e of 10???
thank you
CharlieB
Thank you ...much appreciated...
BOH
CharlieB
meant to say full year 2008 financials which came out in May 2009 33 days late...what happened to PPS after this report???
thanks
CharlieB
VALUE...after they reported full yr 2009 in May {33 days late} do you know what the pps did the following week??? can't get info since symbol went to "E"...
Thank you
BOH
CharlieB
Bob...they mention in their April 15 press release: the .07 eps...the turnaround from net loss was PRIMARILY due to the Cash collected after the disposal of SZPSP...
Do you interpet this to mean Q4 would not have been .06 but possibly another loss???
BOH
CharlieB
my picks:
JADA..and praying...
atpc..very big oil proction this yr..
klic...very high growth in semiconductor industry...per INTC as well...
ccme
cnyd
BOH
5 is plenty for me
...over 50% in JADA...
CharlieB
IF you are correct @ 0.50/qtr x 4 = $2.00...and i believe semiconductor p/es run about at 20 times..that would give you a $40.00 stock ...why sell??? or am i mis stating something???
BOH
CharlieB
KLIC...would you show how you come up to 0.50 next qtr with 205m rev...last qtr rev 128m and they earned 0.21 eps...i hope you are just close and that would bw great...
thank you
CharlieB
DJSP...just called IR...their 2010 f/d will be up to 27m...eps then at 1.83...
CharlieB
Would you feel that a p/e of 10-12 would be a fair ratio to assign...the ceo stated 49m in net income for 2010 = $2.35???
thank you
CharlieB
LPIH..fast money talking about oil easily above $100, possibly near term...
How does this effect LPIH??? do their margins expand with oil price or they just pay more for oil in their distribution tanks??? equals same margins...
would others like NEP benefit more???
Thanks
CharlieB
abh3vt...are you more optomistic with CNYD for 2010 or are we in the same boat as CCME...your 2010 eps for CNYD is at $2.19 i believe...
Thank you
BOH
CharlieB
CCME...anyone... what could be reason for big sell-off??? seems way overdone???
CharlieB
LTUS...do you believe they will do at least 0.50 EPS 2010???
If they do fwd p/e is a vey low 2.6...wow...
Thanks
CharlieB
How can anyone feel safe investing in any company with these guys running IR and one CFO??? or am I just too concerned???
BOH
CharlieB
What c/f multiplier would you deem reasonable for ATPG??? in 2010...
Thanks
CharlieB
LTUS...what will be the OS f/d for 2010???
Thanks
CharlieB
Bobwins...LPIH adjusted net income fy 2011 with fd 112m o/s = 0.65...! 2011 starts july 2010...do you concur???
BOH
CharlieB
thanks to you...i bot 95000sh between son and I...0.432...
BOH
CharlieB
Thank you for the clarification...as usual you are always on the pulse on matters pertaining to investors/traders...
thanks again
BOH
CharlieB
Great post...PATIENCE is truly a virtue...but very hard to have at times...
BOH
CharlieB
Trader...thank you...much appreciated...
BOH
CharlieB
Bobwins...CPQQ...
with the o/s at 25m ...q3 would have been .06eps...with the additional increase to 5000 from 2000 and an uplisting this yr, by q3 they should be earning roughly .15/qtr....60 min x 10pe would be $6.00...and probably more growth to follow for many moons...
your thoughts
BOH
CharlieB
i just called IR and they confirmed it is 8pm ET....9am in China...
BOH
CharlieB
CSP...they are guiding for $7.2m rev in Q1 2010. in 2007 Q3 they had 6.9m rev and made 0.07...do you feel this could be a good guide for Q1 this year???
Do you feel Q4 2009 will be a loss???
Thank you
BOH
CharlieB
RED...i agree..do not understand JOE selling with .30 gain when hopefully next wk, we see very positive news...sure hope so...bot another 2300sh today...way overextended...be broke or very happy...its only $ and can not buy good Health/Happiness with it anyway
BOH
Thanks for you excellent DD
CharlieB
Trader...LTUS...i have them making 0.57 this year with 46m os...
if they even end up with 60m o/s they should still make 0.43 this year x 7 p/e = $3.04...
what you think???
BOH
CharlieB
Northern..is CHGY mining MET coal???
BOH
CharlieB