Replies to post #108785 on Savvy Trades and Investments

[nelson1234]

CTHR management are the worst. Nevertheless, I am looking to get back into that one in December. Course, it could take off before then. Also own AMS, and KTCC. DSWL, well, I thought the CEO may want to take that one private, but I think he retired recently, so thas prob off the table. But I will take another look. And look at the other as well.

One you may be interested in is NCSM, in the oil and gas drilling arena. Especially strong balance sheet for the sector; they have gotten most of their legal issues settled, good technology. Natty gas prices hurting them. But I could see this shite being bought out at a big premium.

[hweb2]

Speaking of DSWL, what did you think of their report today? Looks pretty decent, aided by other income. Stock is trading below the value of cash & investments on their balance sheet. Plus they pay a healthy 8% dividend yield. It's a China stock that normally languishes on low volume, but I think the favorable comp could send this one back towards $3.

https://finance.yahoo.com/news/deswell-announces-first-half-2024-161100009.html

[hweb2]

Wonder if this could be something on AMS? Probably worth accumulating this low floater below $2.50 anyway. But earnings haven't been great in recent quarters...was hoping for more from the new CEO.

https://finance.yahoo.com/news/american-shared-hospital-services-enters-123000274.html