Bruce
look at ABAT

If anyone takes the trouble to do the evaluation on a daily basis they would find that I am at the bottom today with one up 2 cents and all the other five down! In my previous post I neglected to point out that the low floaters also usually have very wide spreads. Today several were hit at the bid which was way below the previous sale so my list was evaluated at the ask on friday night and is now at or below the bid!
Oddly, my wildcard, API, was the one that went up two cents.

Sheep may graze

LEN In response to popular demand I decided to relent and post some thoughts on my picks. In general I prefer very small caps with low float, long term debt less than property and equipment, positive retained earnings, low p/e, low price to sales ratio, inside ownership rather than excessive salaries, and most important of all the company should have the potential for growth..

CVV recently acquired subsidiary has put the company on a growth path with carbon nanotubes etc...

API now into tetrahertz, a possible big growth situation

DYSL New CEO and acquisition in high tech

SODI Note the word NEW after the symbol! this is now a low p/e, low everything, and probably a low potential for a very high recovery

MFIC and SOTK both are providers of equipment for the potentially explosive growth NANO industry.

I consider none of the above to be high probability of success but rather long shots at multibagging. Also may take longer than the
contest period!

I would appreciate comments and/or etc...

WL

My least sheepish list will be the worst performing today!

I did not try to be the least sheepish! I suppose that means I will not get much help from anyone piggybacking on my picks. So wont post any DD or reasons for my picks. Good luck to all
WL

We sell our properties and businesses instead of exporting goods!

there ate two ways to invest the savings ===
real investment that creates incomes and growth
vs
purchase of existing investments,

Currently much of the investment is the repurchase of shares and/or privatization........leading to bubbles rather than growth!

The economy is responding more to the inflationary expenditures on the military rather than to the tax cuts that are financing the bubbles!

Increased position in TSEM and SNDK for long tem based on expectations of adoption of SSD to replace disk drives. Also possibility of replacing CD and DVD!

and you know how Livermore made out in the end!

the spread on CVV was 0.01 bid 6.40 asked!

the CEO has announced his retirement. He has over a million shares.

please decode

The money was not destroyed! It went to the seller of the house who may now buy it back, probably for less than he sold it. The hedge fund paid the money and may never get it back, but the money is somewhere else depending on what the original house seller did with it. What was destroyed was the hedge fund investors ability to get their money back. What was destroyed as far as they are concerned is their investment, but the money was not destroyed!!!!
The moral of the story is that lenders should be more conservative and require collateral sufficient to cover the value of the loan .

Money ia created by banks in exchange for a promise to repay backed by something of value that could be repossessed and sold to repay the loan. If the bank lends too much then the stockholders of the bank lose some money, but the total amount of money in circulation remains the same until someone goes to a bank and
repays a loan or takes out a new loan.
Money is backed not by gold or silver, but by the value of the assets that arte used as collateral for the bank loan. If banks or hedge funds lend too much on subprime assets then they are taking risks that they may lose their investment, but the money goes on without them!

The problem could be prevented by regulating banks ability to lend more than a reasonable percent of the value of the collateral. If the borrower had to pay 20 or more percent down then that gives the lenders a cushion. In bubble times the percent down payment cold be raised to give even more protection to the lenders. Hedge funds glory in deregulation so they have to bear the losses.


Will Lyons, PhD.

Thats a lot of sheet!

Solar margins should improve as solar volume becomes increasing proportion of total.

So in a way we can expect less interference from day traders and a more orderly market, Perhaps a smoother [hopefully like an inclined plane] growth curve!

Joined you all in TDON today but eTrade required a phone call rather than allow the trade to go thru from the computer. Does anyone know the reason and how does it effect the value of the stock?

Switching between qqqq and qid for a few swings! Being careful, so far, limited both profits and losses.

During the depression the rate was close to zero and the banks had excess reserves equal to one quarter of the GNP!
investment is motivated by the expectation of profit and not the availability of untaxed profits.! Most of the current growth is at the top of the income distribution whose cash is being used to buy each other up rather than to make new real economic investment! The Japanese used their cash to bid assets up to a bubble and we are now doing the same with the buyouts using the cash [freed up by the tax cuts] Meanwhile the infrastructure of the US is deteriorating.. Instead of cutting taxes the gov't should be spending the money on much needed social overhead capital and other expenditures that private enterprise does not bother with such as education health, welfare, etc. Such expenditures also raise the marginal efficiency of investment and put the economy back on track. We are living in the twenty first century and not nineteen century Austria. Supply side economics is just warmed over obsolete classical thinking. Time to reread THE GENERAL THEORY

WL

Thank you very much for that detailed explanation of what lawyers do! Now how does that affect MFIC?

somehow I fail to see the connection! What am i missing?

You are lucky to get your portfolios on Yahoo. when I click on [my porfolios] nothing happens and only those portfolios that I happen to have bookmarked will come up.

My entry for the KIK contest is 73.5%

The money is in the accounts of those who sold the stocks. every purchase is also a sale. Money does not disappear when you buy stocks. Its just an exchange of assets!.

It might be helpful to know how Pfizer acquired the shares in the first place. Was there a possibility of a buyout that failed, or ? Also i think the Pfizer sale had taken place over a long period of time but was only recently announced, is that correct?

Hello Tom
Don't under\estimate the importance of good management! Take another look at where Duncan is coming from, DYSL has a good chance to beat three dollars by the end of 2007

How do I post my entry?

As Henry Ford is supposed to have saied 'history is bunk" and DYSL JUST REPORTED TWO CENTS so they have broken the pattern and have done better than history predicted! Numbers look good and remarks by the ceo sounded encouraging for the next few quarters.

After the first 2800 shares today all trades have benn for 500 shares at the ask: 1.95 .

Now at 1.95 vs a high of 1.99 for the last twelve months. Will there be buying or selling pressures after it hits a new high?

eTrade will not accept a market order to buy .ob stocks., but they will let you sell at the market.

What caused the peculiar action of CVV on the market today?

Low floaters are hard to trade. Look at what happened to CVV today! someone must have put in a market order.

Note that FirstNano [recently acquired by CVV] did the research with the university and that the equipment was made by CVV! A double whammy fot CVV. Looks like a great combination.

Is SI off line. I cannot get on

Hi Tom
Looks like someone is buying up to 1.65 in above average volume. No news since last quarter report. 1.65 is highest close in 2007, altho it hit 1.75 for a minute in January. Is there a change in the box for DYSL?

Not sectors but a few specifics--CVV and DYSL

thank you

Is there a way to find out when any new threads get started?

DYSL new very capable CEO plus valuable acquisition, plus a growing business and clean balance sheet ! Only problem is the small number of shares outstanding and in the float, -- makes for rather difficult stock to accumulate except in small batches. Looking at level II it would appear that an order to buy a few thousand at the market would pput DYSL over 2.00! The small float is an advantage, however. when the good news comes out.

DYSL is one of my five top picks for 2007, the others are MFIC SOTK CVV and AIXG. The last two have already begun to move, but I expect the others will follow.
Probably not many are aware ot the existence of DYSL so there is not much traffic on this thread.