Replies to post #183016 on SwingTrade Member Forum (SWING)

[stolibox]

MIC chart, channel lookin sweeeet

[swampboots]

CNO 2.47 should be bought at once (for a start) or removed from list!

[MikeDDKing]

IECE update (01/30/09)

I believe that IECE is setup for a triple over the next year. I'm estimating pre-tax EPS in fiscal 2009 will be in the $0.45 ballpark with after tax earnings of $0.30. That makes them quite undervalued at present prices. IECE is a specialty electronic circuit board manufacturer.

Here is some more DD:
1. Excellent Earnings Growth - IECE has been growing revenue and earnings for the past several years. In fiscal 2008 they more than tripled pre-tax earnings. In Q1 of fiscal 2009 their earnings grew 26.7% YOY to $0.06/share.
2. Guiding for Growth to Continue in Fiscal 2009 - They are guiding for increased revenue of 70M in fiscal 2009 and improved earnings. That is a 37% increase from fiscal 2008 If margins remain constant from Q4 I estimate pre-tax EPS for fiscal 2009 of $0.37. However, I think they will improve margins as they just started with integration of Val-U-Tech and have guided for lower costs. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=35165639 Integration efforts with Val-U-Tech are expected to be completed by the end of 2009. Given that I would swag that pre-tax diluted EPS for fiscal 2009 will be $0.45 and after tax diluted EPS of $0.30. Additionally a recent investor presentation indicates that they are laying the ground work for $100M in revenue in the near future and they expect the core business to grow 15+% per year. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=31881662
3. Car Count Indicates Excellent Results - A yahoo poster tracks the Saturday car count and has indicated record levels. Here is a recent example: http://investorshub.advfn.com/boards/read_msg.aspx?message_id=35076382
4. Big Backlog - Backlog at September 30th was $40.5M which is roughly 80% of sales in 2008! http://investorshub.advfn.com/boards/read_msg.aspx?message_id=33546029
5. Strong Book Value - IECE has a book value of $1.78/share. As of 01/30/09 it was trading for less than book value.
6. Empire Zone - IECE has applied for an Empire Zone. If they are granted this empire zone which is likely they will increase their margins due to the tax credits. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=31763344
7. Insider Buying - Over 7K shares were purchased in December plus over 27K shares in September by the President of Val-U-Tech. Those are very significant purchases for a company of this size. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=31936765
8. Additional Acquisition - Per a recent investor presentation they are looking for additional acquisitions.
9. Nasdaq Listing - IECE was previously on Nasdaq. Per a recent investor presentation and filing they are focusing on getting re-listed which I presume would be on Nasdaq. They plan on using a R/S to move the share price above listing requirements.

More DD can be found here:
http://investorshub.advfn.com/boards/board.aspx?board_id=8386

[MikeDDKing]

STVI - 1/30/09 update....

STVI is a hot, rapidly growing company that has a great opportunity to be a multi-bagger. They are in the recession proof business of online dating web sites including applications on Facebook and MySpace.




Here are some reasons why I think they will be a multi-bagger:
1. Growth - STVI has been rapidly growing revenue and earnings and I expect that to continue. In Q3 revenue grew 63% and net income grew 183% with EPS of $0.036/share. Growth has developed from building social networking web sites. I expect them to continue to add more web sites as well as to improve their advertising rates thus further increasing revenue. For Q4 they have guided for revenue in excess of $1.08M which is a 24% sequential increase. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34932566
2. Growing Market - Online dating websites is a rapidly growing area. Also, STVI has a concentration in MySpace and Facebook which are also attractive growing spaces.
3. Gross Margin - While they don't report the cost of goods sold, one can see from Q2 to Q3 that 89% of the incremental revenue went to net income. Therefore additional revenue growth will go rapidly to the bottom line.
4. Excellent Cashflow - They have cashflow from operations of $747K for the first nine months including $275K for Q3.
5. Strong Balance Sheet - STVI has a book value of $0.125/share including cash of over $1M. Additionally they only have $45K in debt. That is extremely good for such a small growing company.
6. Hiring - STVI is looking to hire additional programers which typically is a sign of future revenue growth. http://www.snap-interactive.com/jobs.htm
7. Small Float and Strong Insider Ownership - The CEO Clifford Lerner owns 7M of the 10.7M shares outstanding.

More DD can be found here:
http://investorshub.advfn.com/boards/board.aspx?board_id=14553

[MikeDDKing]

SwingTrade Board Favorites By Rawnoc & MikeDDKing (01/30/09 update):



ALIF - Rapidly growing & profitable maker of cell phone games.
MikeS97707's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34870014
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=35119022
Board - http://investorshub.advfn.com/boards/ALIF

EGMI - Rapidly growing & profitable makers of the electronic game & lottery card.
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34909904
MikeS97707's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=33924042
Board - http://investorshub.advfn.com/boards/EGMI

VBDG - Dramatic turnaround consumer product stock seeing rapid growth from their new retail biz plan.
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=35107988
MikeS97707's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34021586
Board - http://investorshub.advfn.com/boards/VBDG

STVI - Rapidly growing & profitable set of internet dating websites including Facebook and MySpace sites.
* MikeS97707's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=35213475
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34672542
Board - http://investorshub.advfn.com/boards/STVI

REPR - Rapidly growing & profitable makers of the only home, FDA & medicare approved syringe infusion system.
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34875406
Board - http://investorshub.advfn.com/boards/REPR

IECE - Rapidly growing & profitable maker of printed circuit boards.
* MikeS97707's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=35203683
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34742147
Board - http://investorshub.advfn.com/boards/IECE

DAAT - Fast growing & profitable maker of gun cleaning kits & other household items.
MikeS97707's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=33885987
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34018222
Board - http://investorshub.advfn.com/boards/DAAT

RBCL - Fast growing & profitable maker of nutritional and medical products.
MikeS97707's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34863948
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34059146
Board - http://investorshub.advfn.com/boards/RBCL

RHDC - Bounce play, highly cashflow positive far oversold yellow pages company.
MikeS97707's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34162735

APTD - Dramatic turnaround digital media marketing story.
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=33865481

CNO - Rapidly growing senior healthcare & life insurer with massive insider buying.
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=33852000

UVE - Extremely profitable high-dividend yield Florida Hurricane Insurer.
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34910026

TRDY - Potential turnaround maker of children's books.
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=33852192
Board - http://investorshub.advfn.com/boards/TRDY

*updated since last posting

This list is in no particular order (except that the most recently updated tends to be toward the top) nor are they owned in equally weighted amounts as some we may have a LOT of money in while others very little as of the last update. Any links are thoughts as of the date and time they are written which may not be current. Also some symbols and/or links may be dropped from time to time without further update as the information/opinions mentioned simply become outdated. Please verify all claims and info, and do your own homework in addition.