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.
MSGI, I have a some doing well (knock on wood).
HSR 12%
SIMC 9%
ZVXI 5%
GL!!
Yes, SIMC probably went up too far too fast. I think it's just taking a breather. I too bought back in the $9.25 range. I think it still has lots of upside, but I'm not too surprised that it has corrected with the market weakness. I'm guessing the eps for this next quarter will be $0.17. But I could be wrong.
I'll buy more if given the opportunity.
My top 6 stocks are:
Symbol Sales Growth YoY PEG Ratio Notes
CAMT 67% 0.24 Guidance raised
UTK 365% 0.23 11.6 Forward P.E.
ZVXI 77% 0.45 Backlog inc. 43%
LTXX 77% 0.39 Book to Bill 1.34
SMSI 387% 0.29 Verizon Wireless rollout
GLE 121% 0.19 Production will more than double during the next year with recent acquisitions.
All of these stocks have accelerating sales and earnings growth and the next quarter comparisons are all favorable.
Just my opinion. Good Luck !!!
DD on VLXC shows disturbing facts:
KCA Garments was purchased for 1,000,000 VLVT shares in Feb 2004 prior to the reverse split (Approx. $10,000 total).
It's impossible that KCA could produce the $16.2 million (for the year 2004) in revenue that Matin claims from a total acquisition cost of $10-20K.
Veltex USA Sales were $639,889 in 2004 (from an income statement breakdown that was briefly posted on the website).
2004 Sales (according to Matin) were $41,639,889
KCA Garments claimed to be $16,200,000
Velvet Textile claimed to be $24,800,000
Veltex U.S.A. sales $639,889
Veltex doesn't even own Velvet Textile mills:
NOTICE OF SPECIAL MEETING OF SHAREHOLDERS OF VELTEX CORPORATION
Dated August 25, 2004
Notice is hereby given that a Special Meeting of the Shareholders of Veltex Corporation, (a Utah Corporation hereinafter referred to sa the "the Company") has been called by the Company's Board of Directors, to be held on the 15th day of September, 2004 at 9:00 a.m. at 342 East 900 South, Salt Late City, Utah (the office of American Registrar & Transfer Co.,) for the purpose of submitting the following proposals to a vote of the Company's shareholders:
a) To reverse split the Company's outstanding shares of common stock on a 1 share for 100 shares basis.
b) To issue 18,000,000 shares of the Company's common stock for all of the outstanding shares of Velvet Textile Mills Limited.
c) To conduct any other business that may be necessary as determined by the Board of Directors.
I would guess people have more buying power now. Either cash and/or available margin funds for trading. In rough numbers, I think the NASDAQ is down about 10% from it's recent high of 2375. I forget what the term is (Intermediate correction?) when a 10%+ correction happens.
But I don't know what will happen next. I focus on high sales growth and profits with low valuations. I know that fund managers like Oberweis, Barry Bjurman, Gartmore, Barclays, Calpers, Dimension, American Century, Northpoint, and many others follow this strategy.
SSKILLZ1 CAMT: Yes, I like it alot, that's why I had to keep raising my bid before hours. I've been burned before by trying to save a few pennies and ended up missing thousands.
With a forward P.E. of less than 10 and a 67% sales growth for the year, I'd say a P.E. of 20 would be very conservative
no matter what the market does. That's a 100% gain over today's price probably within 3-6 months. We could see $16.00 or more depending on the fund managers who own it.
Just my opinion. GL to you!!!
CAMT
Not sure who mentioned this one on this board, but I bought some today (Had to chase it this a.m.). I haven't dug deep, but on the surface looks real good. 173.6% YOY, and 28.4% sequential sales growth and eps $0.16 vs (0.09).
10 Bagger: CFK & TGE I added to these today as well.
CFK's P/S is only 0.52. Forward P/E about 10, while sales growth was 37.4% YoY and 25.7% sequentially.
TGE : As you know, they are up to 7 seismic data acquisition crews. 1 crew added in March '06. They had only 3-4 crews last year. Sales growth in the last reported was 155% YoY and 49.5% sequentially. Forward P/E only about 13.
ZVXI : I'm estimating eps of $0.30 vs $.03 last yrs qtr. Sales growth last qtr. 77% YoY and 13% sequentially. Backlog increased 43%.
LPA : Guidance is for 49% YoY and 28% sequential sales growth, EPS est $0.08 for 2006, for a forward P.E. of 7.4.
P/S 1.19
Tell me again why the Fed wants to crash the stock market and the economy? Easy, they are sleeping with the hedge funds right now. Individuals always get the shaft.
As if 2.4% inflation is that bad. Growth is good for the economy, why trash growth?
Makes no sense!
GLE : Bob, do you have any opinion on this one?
They recently began full production of a gold mine estimated to produce 60,000 ounces in 2006.
Gold sales increased 70% to 20,746 oz in Q1 2006 compared to 12,235 oz in the comparable 2005 quarter.
“This past quarter marks a milestone for Glencairn,” said Company President and CEO Kerry Knoll. “We achieved profitability, and gold sales increased by 70% over the corresponding period in 2005 following the inaugural quarter of production from our flagship Bellavista operation. We expect continued strong quarterly performances as Glencairn benefits from the twin effects of a remarkably powerful gold market and a more than doubling of production to nearly 100,000 ounces this year. The Company’s gold production remains unhedged.”
The balance sheet is stong. Book value is $0.32, while the current stock price is $0.61. P/B 1.9.
They are estimated to make eps of $.08 in 2006 and $0.11 in 2007.
I hear lots of people expecting a softer dollar making Gold and other precious metals a good investment I would think.
Len, I appreciate your analysis. If you don't mind, lets compare the Investors Business Daily (New America) index (High Quality Growth stocks) VS The Tired and Old NASDAQ.
As of October 10, 2005 ( 8 Months)
10/10/05 06/09/06 Percentage gain
IBD IBD
270 297.47 10.2%
10/10/05 06/09/06
Nasdaq Nasdaq
2030 2135 5.2%
High Quality growth stocks have almost doubled the return of investment VS the Nasdaq
I'm still waiting for the Gidget and John Daly news.
I'm also still waiting for the 2004 audit.
Maybe that will come out in 2008.
Lentinman
My point is that the NASDAQ Weights the top 5 stocks so heavily that if any one of them has a bad day, likely the NASDAQ market will have a bad day. The top 5 stocks are all slow growing stocks. Why should an investor trade based on only 5 stocks when there are over 10,000 out there?
Granted, maybe only 200 are really good stocks that will double over the next year (or go up 50% in a few weeks)and with any luck I'll find some of them like I have in the past.
Did the NASDAQ bounce off it's prior pivot point of 2100?
It looks like the NASDAQ is at the same level it was 1 year ago.
Why does MSFT INTC CSCO DELL & GOOG determine the entire market's direction? These stocks are too heavily weighted in my opinion. There are over 10,000 stocks being traded, but everyone seems to key in on these 5.
Oh Well! I'll just keep my low PEG stocks and hope for the best!!
MEK an energy play. They basically make businesses more energy efficient. EPS est for Q2 '06 is $.21 vs $.07 Q 2 '05.
I liked the last conference call, eps for '06 estimated at $.75-$1.00.
They are purchasing more natural gas wells, and they have good margins on their energy upgrade work.
Just an idea.
Thanks & GL.
As nasty as TGs remarks were, If you knew the total $$,000 value of the KCA transaction, you would realize that listening to him would save you money in the long run.
SIMC , Jay What do you mean by 1 time acquisition? The next 3 quarter comparisons will show this same growth as experienced last quarter. Besides, net margins increase when you have more gross revenues with smaller overhead costs as a percentage of sales. The faster the profit grows the faster the share price grows.
O.K. Jay, point taken, you focus more on value and I more on growth. Nothing wrong with either strategy. In fact I like using PEG Ratios as a big factor in my stock selection.
I think SIMC has a PEG ratio of about 0.2. As you know, anything less than 1.0 is good.
Any thoughts on NGA, it's P/S is 0.52, 66% YoY sales and 17.6% sequential sales growth and eps 0.13 vs 0.01.
NGA has a PEG ratio of about 0.2 as well.
Profitable growth is the most important factor in future stock price appreciation. Practically All of the big winning stocks common factor is accelerating sales and earnings growth. You may have a good value stock in SMTX, but it's sales growth is only about 20% (not bad mind you), but SIMC has a 78% sales growth vs last year's quarter and 20% sequentially. Earnings more than doubled 0.11 vs .05.
And with proforma 0.22, it's clear in my mind at least that SIMC has the better chance of a much higher stock price.
OT: or SIMC ZVXI PTSC MED for that matter
ZVXI SIMC MED all performing well today, not to mention PTSC.
ZVXI fundamentals are especially stong in my opinion. Their medical devices are sold to companies that are gaining market share and they just won a $1 Million dollar settlement, so the upcoming quarter should be very big!
Just my opinion!
Wade: TSSW
I also picked up some more at $0.70.
I like the fact that they are profitable and sales growth is over 100% Y o Y.
NGA trading at 0.53 P/S ratio, last eps .13 vs .01
Sales up 66% vs yr ago qtr. and up 18% sequentially.
RGMI : I believe their NOL carryforwards were ($4,884,000) as of 12/31/05. At the rate they are going, that would be about 2 more quarters of untaxed earnings. Also, I believe their filing extension lasts until 05/30/06.
I do agree that EPS of $0.05 for the quarter is reasonable.
Please correct me if I'm wrong.
"This strong surge in growth for the first quarter is fueled by the vast amount of insurance restoration work from 2005, which we will continue to work on throughout the remainder of 2006," commented J.E.(Ted) Rea, CEO of RG America.
RG America First Quarter Highlights:
February 8, 2006 - RG announces the signing of two additional
restoration contracts in excess of $2.3 million by its subsidiary, RG Restoration, Inc.
-- February 22, 2006 - RG currently working on contracts in excess of $30
million, with $8-12 million in contracts in the pipeline.
February 28, 2006 - RG retains Rubenstein Investor Relations, Inc., to assist the Company with Investor Relations.
-- March 6, 2006 - RG announces the signing of an additional $6.5 million restoration contract by its subsidiary, RG Restoration, Inc.
-- April 4, 2006 - RG sends personnel to storm ravaged areas of Tennessee.
-- April 19, 2006 - RG announces record fourth quarter and 2005 year-end financial results, including net income increases of 191% over 2005.
-- May 2, 2006 - RG retained by Midwest Insurance Carrier to perform pre-loss roof inspections for $74 million commercial real estate portfolio in anticipation of hail season.
EZM being bought up by institutional investors.
And why not with a 71% QoQ Revenue growth and a P.E. of only 16.
http://moneycentral.msn.com/investor/invsub/ownership/ownership.asp?Symbol=EZM
13. Subsequent Events
In February 2006, the chief executive officer purchased 115,000 common
shares of the company on the open market for $18,800.
So far, not the $135K. Why? I don't know. I'm frustrated. I'm still holding a modest position. If the bank deal (Supplied 'iCacheTM 7020' series to Shinhan Bank) ever gets done, we will see a jump.
Sorry, PDGE earnings not so good, Please ignore my post on it.
RGMI has been very busy as a result of last year's extraordinary hurricane season, and is currently working on contracts in excess of $35 million.
2005 sales were $20.62 Million, with $2.07 net income. EPS was 0.07 for the 12/31/05 quarter.
PDGE reports before the open.
P/S is only 0.43 before the report.
I have some shares, so I hope it's good!
TSTA is my top pick for G.V.P.B.
87% sequential sales growth.
EPS .05 vs (.04)
P/S 1.16
P/E/G is about 0.29, while anything less than 1.0 is good!
Congrats to those who own RGMI, up 26%. Hopefully, more on the way!
I added to PDGE today.
With a P/S ratio of 0.43 and 60% sequential sales growth, I think it will be a winner. Hopefully, and soon!
I got lucky with HSR! I sold most of my shares today, but I'm looking to buy back after a retrace.
Knowlege: RGMI - Thanks it's done well.
I think it will go much higher based on the 304% sales growth and EPS of .07 in the last quarter.
If it can keep the pace, $0.28 EPS for 2006, or a forward P.E. of about 4.
RGMI Sales growth 304%. P/S only 1.14.
EPS .07 for the most recent quarter.
At this pace, .28 for 2006, for a P.E. of only 3.
This stock is THE definition of growth at a reasonable price IMHO!!
HOM is GREAT! Just keeps getting better too!!!
TSTA had a nice breakout! P/S is 1.34, Sales growth 87% sequentially, EPS .05 vs (.04).
RGMI P/S 1.15, Yearly sales growth 304%.
RGMI is my pick for Best of The BEST, it sports a 304% sales growth Y over Y. PE is only 12, and P/S is only 1.15.
I'm also very happy with HOM. I added some shares!
TSTA nice breakout!!
Thanks go to those who mentioned it here. QOQ sales growth 87%, P/S a low 1.34.
Hey rrufff
HOM has done great!!!
If you have time, could you give me your opinion on LPA?
http://biz.yahoo.com/prnews/060331/nyf102.html?.v=20
Thanks!!!
Thanks for your input!!
I just bought some shares based on the EPS numbers. One positive sign is that this time there has been big volume on the upside. A sign institutional investors buying? Maybe.
In my opinion, it still has a low valuation based on P/S ratio of 2.12.
The growth in revenues and net income resulted from increased production of national defense products and both space vehicle and satellite components.
Thanks again for your analysis! I'll have to keep a close eye on it!!
Good Luck!!!