Top 10 holdings surprises/expected happenings from tallies (so far).
1) FPPC.ob- (addressing Echos comments)- not a surprise that it just got 2 votes, because it was a stock that has had an amazing run, and I'm sure this stock would have had more backing if you went back a couple of months ago, because of the run many investors here probably sold some knocking it off their top holdings list or sold all, because it is not exactly cheap if you know what I mean.
2) CTIG.ob- I found this one to be a big surprise with their excellent cash position, And great performance in q4, that I was the only one that had a pretty nice size position in the company.
3) HQSM.ob- with the China issue, investor have lately gone away from anything with any exposure to China. Also the price has been really weak lately which means if people weren't adding more it should have dropped down on their list. Recently the priice weakness is probably more caused by the NT of the 10k. However, am quite surprised that it has picked up a pretty solid 6 votes.
4) AFPC.ob- although I don't own this one myself, before we took this survey I would have guessed it would of made the top 10, considering with the outlook some have of the stock. The stock is rather cheap for its sector, and was surprised that it could only manage 3 votes.
5) Energy plays big part in the top 10, which is no surprise, considering how much we talk about (egy, bsic.ob, aspn.ob, etc.) right now because of ties 12 securities make the top 10 and six of them are energy plays. So that gives you an idea of how the board feels about the energy sector as a whole.
6) DNDT.ob- (addressing Donshubs comments)- I personally didn't know about this issue till someone brought the stock up either this week or last. Until they report there 10k, though and how strangely the stock acted at the end of the day on friday, am not surprised yet to see it here with only two votes, but this one I could see gaining votes if we did the survey 3 months from now, however don't own the stock right now because I do have some concerns personally.
7) WMCO.ob- Maybe I'm extremely biased on this one being my 4th largest holding and all. But I would have figure that I'd not be the only one who liked this company, however, I can argue why someone would be against the balance sheet but the company is pretty cheap with a .04 fully taxed quarter and q1 seems to be their weakest quarter out of the bunch.
8) PDGE.ob- I must admit eventhough I'm a huge beliver in the stock and makes up 7% of my portfolio. I'm kind of surprised by this kind of overwhelming support. All I have to say is they better not report terrible earnings in a couple of weeks or there is going to be a lot of complaining on this board. However, really don't see that happening, but hey you never know.
9) MDF- Maybe I'm just not getting this stock, the fact, that it is so high with 10 votes. I'm surprised that nobody sold off most to their entire position when it hit 3, however, after see disappointing q4 results once again surprised nobdy liquidated in the 2.60's the day after the earnings announcement came out. Contrary what people might like to believe this stock is not that cheap (not expensive either), and their some risks they are taking this fiscal year that might not work, and likely costs could be up this year big time. Heck I wouldn't even be that surprised if earnings this year come in flat to down over the previous fiscal year. So curious why so much support for this stock just not getting it.
10) EZEN.ob- (as Niles said earlier) when stocks go up/down they generally (if you don't sell any in your portfolio) move up in your holdings list. This stock over the past month/ month and a half is probably if not the best one of the best performers out of all the value microcaps we talk about. Yet the stock is not that expensive trading 10 times foward earnings (from guidance of company). Surprised to see that it has only got 3 votes, where a stock like CXTI(I own) which can't get out of its own way has the same # of votes.
---These are ten things that have really stood out to me, and of course although based on the survey most of the stuff said is just my humble opinion, and as always do your own DD.---
AI
