Replies to post #194 on Value Microcaps Pick Six Lotto 06 (PSL6)

[nsomniyak]

take the "nsomniyak challenge"

tell us why you picked your picks!

[steeledge]

answering the nsomniyak challenge:

My picks have an element of fundamentals, sector momentum, value, and catalyst analysis.

QID - Kind of a hedge, which i usually avoid, but we're due for some summer pressure.

IFSG.OB - nicely profitable DVD manufacturer which is expanding manufacturing. Not expecting a homerun here, but the value and growth is there, and could do 30% without much problem.

AETI - the old AATK is now reborn as a highly profitable company with growing revenue/EPS. Quiet period is over, and PR's should be on the way. Q2 datapoint may or may not fall within PSL6 timeframe, so that's one downside for owning this within PSL6, but it's not a factor for real port ownership.

NICH - recent earnings are working against it, but its recent announcement of equity infusion from a huge Japanese co. should give it a boost from current levels. I'm categorizing this one as a catalyst play.

SNTKY.OB - Another catalyst play that also happens to have a ton of cash in the bank due to an agreement with Valeant Pharma (NYSE: VRX). Several positive announcements are possible within PSL6 timeframe, the first of which will be its imminent 10QSB.

CLSC.OB - Definitely a wildcard play here, considering that the announcement of Phase III data is imminent. This one will could kill my chances at a nice PSL6 finish, or put me in decent shape.

[2morrowsGains]

My pick 6 and why I picked them...

FTK...A solid growing company servicing the oil, gas, and coal bed methane industry. Strong patented and proprietary product! Outstanding growth potential!

CNRD...Picked this one up from the VMC board recently. While doing my dd, I found Conrad's construction report. This report says it all and is what made me put CNRD in my pick6!...
http://www.coltoncompany.com/shipbldg/ussbldrs/postwwii/shipyards/active/gulf/conrad.htm
HUGE increase in orders for 2007 and heading into 2008. Looks about as solid as it gets!

ACBT...Growing their business while listed on the pinks. Should see an uplisting soon to the otcbb's. I believe rev run rate is currently at approx $75M with just a small loss last Q, due to acquisitions and the hiring of management. Current market cap is only approx $6.6M.
Here's the latest news...
http://biz.yahoo.com/prnews/070508/nytu190.html?.v=62

OIS...O&G stock. Deep sea, oil sands accommodations, servicing, ect...Earned $1.05 for Q1 and trading in the low $37's. Here's the clincher...
Institutional interest = 53,598,717 shares @ 108.9%
Short interest = 4.6M
Total shares outstanding is ONLY approx 49.3M!!
What gives? LOL.
Huge increasing backlog (page 20)...
http://library.corporate-ir.net/library/12/123/123383/items/245826/5_15OISPresentation_Calyon070516V...

TBYH...Chinese 3G stock...
http://finance.yahoo.com/q/is?s=TBYH.OB

CNTF...Another Chinese 3G stock. Got hammered this week on earnings. Growth potential is good so maybe it will start slowly moving back up. If not, I will trade it in for INRB! LOL!

That's it from me for now...

All the above, based on my opinion.

[littlejohn]

nsom,,,with my picks the scenario possibilities for the short-term came first...It doesn't look like the recovery expected in the real estate market is coming as well as it should have due to high gas prices and high interest rates...So by mid-July maybe we will see the oil prices start trending back down some...And the possibility of rates dropping some may start getting some discussions pretty soon. >>> ADGO, small golfing company with growing revenues may be able to hold up if the economy slows...Company added some more exposure thru investments into the Ladies golfing area in the last 6 months...About $1.90 book value adds some comfort to buying in the current price range. >>> BSIC, small, conservative oil and gas company...Domestic operations location could benefit from any new SPR location talk in their operating region...About .60 book value and a management that isn't overly aggresive because they have seen periods with high oil prices before and seen them fall. >>CEDA, Spec China company in the internet education business which has shown growing revenues...The balance sheet looks like they have spent some cash late in '06...Maybe those investments will show some benefits in the operating results soon. >>> NXG, Gold and copper producer that has shown profitable operating results for many quarters...Over $1.70 book value and the company showed over $270 million of cash on hand at the end of the March quarter...Better June over March quarter revenue results could help the share price. >>> ALJJ.pk, war times and a company operating a steel mini-mill in Kentucky...Hard not to own some of this at current price levels...Company just posted a profitable operating quarter for March,'07...Looks to be re-structuing debt obligations to help improve income possibilities going forward. >>> ADDL, wildcard with fluctuating revenue and earnings...Blue-tarp business during huricane events enabled the company to pursue some diversity in revenue produstion...Hopefully it will be at the current price or slighly less at the end of the contest for everyone's benefit.>>> All is imo and presented with a best-faith approach for accuracy...Do your own DD..Trust nothing and verify everything possible...Good Luck...LJ