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Re: nsomniyak post# 194

Friday, 05/18/2007 6:00:36 PM

Friday, May 18, 2007 6:00:36 PM

Post# of 1538
answering the nsomniyak challenge:

My picks have an element of fundamentals, sector momentum, value, and catalyst analysis.

QID - Kind of a hedge, which i usually avoid, but we're due for some summer pressure.

IFSG.OB - nicely profitable DVD manufacturer which is expanding manufacturing. Not expecting a homerun here, but the value and growth is there, and could do 30% without much problem.

AETI - the old AATK is now reborn as a highly profitable company with growing revenue/EPS. Quiet period is over, and PR's should be on the way. Q2 datapoint may or may not fall within PSL6 timeframe, so that's one downside for owning this within PSL6, but it's not a factor for real port ownership.

NICH - recent earnings are working against it, but its recent announcement of equity infusion from a huge Japanese co. should give it a boost from current levels. I'm categorizing this one as a catalyst play.

SNTKY.OB - Another catalyst play that also happens to have a ton of cash in the bank due to an agreement with Valeant Pharma (NYSE: VRX). Several positive announcements are possible within PSL6 timeframe, the first of which will be its imminent 10QSB.

CLSC.OB - Definitely a wildcard play here, considering that the announcement of Phase III data is imminent. This one will could kill my chances at a nice PSL6 finish, or put me in decent shape.

Solid DD combined with timeliness and conviction is a recipe for profits.