Koil Energy Solutions Inc. (KLNG)

[dffhogs]

A little jail house hype for dpdw....


Posted by: Charlatan
In reply to: CaptainJim who wrote
Date: 9/15/2008 10:37:33 PM
Post # of 91368

The problems with AIG and LEH should come as no surprise to anyone. The problem is, to many wannabe investors invest in business they do not understand. The mortgage meltdown has been happening for months now. Both AIG and LEH have shown losses for quite some time now. Only people with their heads in the sand didn't see this coming. The next big meltdown, though not near as bad, will be credit card issuers. Anything that is tied to lending, credit or banking is toxic right now. Smart investors should be looking for value company's that have niche markets that perform well in the current environment.

The biggest mistake I see made time and time again on message boards by newbs is they have yet to develop a real investment philosophy. They try and combine several different strategies by combining bits and pecies of what they read on message boards. Thats a big NO NO.. and the reason why so many fail. You can not mish mass diffrent stratagies, I don't care what anyone says.

First, you must determine your personality and how it will effect your investment choices. Are you patient? or do you like quick trades? You have to decide, am I a trader or an investor. If you are a trader then you need to learn everything about charts, liquidity and how emotion moves the market. IF you want to be an investor, you need to stick with business you understand, review management and operations, you must understand the business plan and how current conditions will effect it.

Being a trader is easy but requires emotional disipline of enormous magnitude. Being an investor takes a bit more resolve and understanding of business and tons of patience.

I honed my market skills as a trader, but eventualy realized that hours of research and a little patience pays off in the penny market. If you are glued to the day by day action and fret over comments you read on message boards, chances are you probably would not make a good investor.

My two favourite stocks right now are DPDW and EXPH. I have been to both operations and due to my experience as a construction project manager and estimator I do understand the basic business model of each.

DPDW is in the process of consolidating a major industry. I have watched DPDW's profits grow and grow and watched their business expand to encompass a wide range of services within a niche field. That is what you look for as an investor. The offshore oil and gas industry is poised for some serious growth. Offshore production will be a major part of a larger energy policy no matter who gets elected. DPDW is consolidating itself into a one stop shop for offshore O&G logisitics.. that is SMART business.

EXPH - is the little company that could. Being a pinksheet is not helping attract serious investors but the business is very much a rapidly growing company. The company is a great hedge for a recession. Manufacturing of retail displays, though not very glamorous, is a big part of how retailers attract customers. When you have less dollars being spent, you need to do everything you can to attract what dolars are being spent. EXPH is taking on more work than it can support financialy and is being forced to expand to keep up.

Do not confuse capitalization and growth of one legit company with a pump and dump boiler room operation of a non legitimate company. It realy doesn't take much effort or knowlege to distingush between the two.. you just have to look past the stupidity spread by the mass of stupid traders/investors in this market (which btw contribute to the majority of the OTC problems)


Both DPDW and EXPH have been getting battered by a crap market but that doesn't change the fundamentals. Folks that say fundamentals don't matter in the OTC are the same folks who always miss out on those big plays. They are bitter as a result.