Value Microcaps Pick Six Lotto 14

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RE THE NSOMNIYAK CHALLENGE

I've followed the VMC boards a bit for some time and thought to enter. I don't generally invest for this length of time so I don't expect my picks to do especially well but who knows /

CTIB - They make foil balloons. If you buy balloons from the dollar store there is a good chance they are made by CTIB. The main attraction here is EPS and cash flow. While I am not anticipating an short term catalysts the low valuation combined with low float could easily result in a quick rise with no news.

LMLP - I was reluctant to pick them since they have double in the past month but the big reason that they did double was a settlement in a patent dispute. The (short term) upside could come in other settlements (they have a bevy of suits with much bigger plantiff's). LML Payments is a canadian company that deals in on-line payments. I like the company's main business and some appreciation could come from a good christmas quarter in on-line transactions but clearly any short-term major pop would come from additional settlements. People wanting a quick review of the company can get one from this (paid) research report:
http://content.stockpr.com/lmlp/media/4740931dcf8067ca64d7068678634f88.pdf

UVICF.OB - Is actually a florida company but Canadian listed (UVI.V). They are a contact lens company with a nice royalty stream. The (short term) kicker for them is that they will likely close on the repurchase of slightly less then half the stock. They got (IMO) great terms on a loan that can be repaid from the dividend they won't be paying on the shares. I have seen a lot more info posted and there is a board with more detail for those interested.

MNTA - The (short term) kicker is a potential decision allowing their generic Lovenox. If they are approved as the sole generic the stock could have substantial appreciation rather quickly. There is a board for momenta and in addition DewDiligence maintains a ReadMe first with just about everything you ever wanted to know about the company and the competitive landscape on the Biotech Values Board (a great source of info for the Biotech investor) the most recent readme is at:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=44689789

This was my first time entering the contest and I wasn't quite sure I had all the rules down. So these two made the list mainly because of having to get 2 more picks in quickly (I would have probably put MRCR.PK and IRD.TO but didn't think they met the requirements).

MDF - I actually want this stock to drop (but its been going up the past week) because I'ld like to build a position. So I won't post much DD . Actually there is a board moderated by stanu78 who has been a holder for some time and was kind enough to answer several of my questions. My reason for picking it in the short term is that with the CEO resigning a wouldn't be shocked with a buyout or perhaps just some renewed interest from people who may not have liked the outgoing CEO or see the company taking a different direction. Ok, Ok, my real reason for picking it was to jinx it so it drops to my buy price .

ITEX.OB - I don't follow them very closely these days but the share price seemed low on a historical basis and thought a good earnings report could move them. They operate a sort of on-line barter system. A little while ago Sardar Biglari made a hostile bid for them but was rebuffed.