Value Microcaps Pick Six Lotto 09

[timhyma]

My Challenge Picks- mostly Ethanol related.

I believe as oil/gas rises, the ethanol stocks will get more attractive.
These are the ethanol plays I have at the start of the PSL (EDIT: sold PEIX this morning):

AVR- one of the larger producer, with the logistics to handle distribution.
http://finance.yahoo.com/q?s=AVR

GPRE- a smaller producer (65mil marketcap) that posted 1.37 quarterly profit in April, that went unnoticed by the market. I think they will get noticed soon.
http://finance.yahoo.com/q?s=GPRE

MGPI- They also have food grade alcohol biz and a wheat gluten biz to offset the ethanol part of the company. They are looking to unload their pet treat segment also.
http://finance.yahoo.com/q?s=MGPI

PEIX- biggest name in west coast production of ethenol
http://finance.yahoo.com/q?s=PEIX

All are profitable companies, that have taken a beating from the media on the whole fuel for food frenzy.

CGLD- is a gold company in Mexico, that is making money and has a 100mil buy back possibility from anglogold (AU)
http://finance.yahoo.com/q?s=CGLD.OB


VCGH- Aldult entertainment biz that has been acquiring on a large scale. Reported on 12 May, and showing over 100% gains in revenue, while reaffirming profitable guidance for the year.
http://finance.yahoo.com/q?s=VCGH