Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009. * = New picks of 2009. These are our top favorite holdings. The average return is an average equal-weight as of the date & closing prices of this post.
Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009. * = New picks of 2009. These are our top favorite holdings. The average return is an average equal-weight as of the date & closing prices of this post.
(1) VBDG in launching seven (7) new products near term across all major retail chains in an industry kicking butt in this economy, tiny float, market cap, just turned an operating income last quarter for the first time, trades barely above book value.
(2) Q4 their two main products were selling out completely with huge restock orders at Wal-mart, Sears, Best Buy, Staples, Walgreens, Bed Bath & Beyond, etc. MyPlace was the #1 best selling product across the Bed Bath & Beyond chain during Thanksgiving (black Friday) weekend. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=33959355
"Just to give you an example, Bed Bath & Beyond has 930 stores. From Thanksgiving Day for the next 3 weekends they sold 160,000 of these pieces. It was a million dollar a week unit." 2 minute VBDG video: http://irgnews.com/coi/VBDG
"the last 6 months of 2008 over '07 our sales literally doubled. They solve a common problem and people love it. And people still have 10 or 20 dollars to spend." ~~Interview with CEO of large As Seen On TV retail company Telebrands, 1/14/09
Infomericals Rise During Recessions "we're able to buy primetime media at very inexpensive prices....there's certain types of businesses that go up in a bad economy" ~~ABC News on 1/12/09
"This is the worst economic downturn that we've seen in the 25 years I've been in business, and it's also the biggest increase in business I've seen......we're able to buy that TV time at half the price we were paying last year" ~~Interview with CEO of large As Seen On TV retail company Telebrands, 1/6/09
(4) Massive improvement last 4 quarters -$3.8 million Q4 2007 to Q3 2008 positive operating income & virtually break-even last Q. Retail sales channel up around 60%+
UVE earnings out and the play is over for now for the favorites at $3.60 even though I think it's vastly undervalued I am concerned about the short-term trade with this earnings report being blah and the hurricane season creeping up.
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.