Replies to post #195341 on SwingTrade Member Forum (SWING)

[Rawnoc]

25.8% = YTD RETURN SWINGTRADE FAVORITES AS OF 04/30/09

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37449436

SYMBOL	ENTRY	APR 30	% GAIN 
 EGMI	0.37	0.78	 110.81  
 IECE	1.50	2.30	 53.33  
 UVEx	2.43	3.60	 52.26  
 TWB*	2.14	2.92	 36.45  
 STVIx	0.70	0.88	 25.71  
 DAAT	0.34	0.40	 17.35  
 VVDL*	0.18	0.21	 16.67  
 GSB*	0.89	0.93	 4.49  
 VBDG	0.14	0.14	 -    
 REPR	0.18	0.17	 (5.56) 
 RBCL	0.53	0.38	 (28.17) 
 --------------------------------------			 
 AVERAGE RETURN	25.8%

Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009.
* = New picks of 2009.
x = trade completed
These are our top favorite holdings. The average return is an average equal-weight as of the date & closing prices of this post or the price of the stock at the time posted as a completed trade and therefore removed from favorites.

[MikeDDKing]

GSB update 05/01/09



GlobalSCAPE is a software company that makes file transfer software. They recently sold a large $2.7M order to the U.S. Army which will add significantly to the bottom line in 2009. My estimate is that 2009 EPS will be $0.15 which is great for a stock that last traded at $1.13. I think they have chances for some additional large orders. Since they have GM of 88% any additional large orders will be a huge addition to the bottom line.

More DD can be found here also see below:
http://investorshub.advfn.com/boards/board.aspx?board_id=9942

GlobalSCAPE, Inc. develops, distributes, and maintains secure managed file transfer software that enables individuals and business users to send data over the Internet, as well as wide-area file system, and collaboration and continuous data protection software. The company offers file transfer protocol (FTP) client programs, including CuteFTP, which permits a user to request a file from or send a file to an FTP server or host computer; and CuteFTP Pro, a program that incorporates encrypted transfers using SSL, HTTP, and SSH2, as well as S/KEY password encryption. It also provides file transfer servers, such as Secure FTP Server, which offers digital certificate management system, as well as facilitates system administrators to create, sign, import, export, and add digital certificates; and Enhanced File Transfer Server, an enterprise file server to provide digital certificate management, multiple secure protocols, remote administration, flexible authentication choices, and automation and advanced security options. In addition, the company offers data replication products, including Wide Area File Services, which delivers a file access system, instant file-sharing, and server-to-server mirroring; and continuous backup software that delivers real-time continuous data protection. Further, it provides Mail Express, an email attachment solution that facilitates to send and receive large files, such as images, video, and data files; and CuteSendIt, a SaaS managed file transfer solution. GlobalSCAPE serves finance, health care, energy, retail, manufacturing, and engineering markets worldwide. The company was founded in 1996 and is based in San Antonio, Texas.

Web Site
http://www.globalscape.com/

Investment Thesis

1. Large New Order - GlobalSCAPE recently announced a $2.7M order from the US Army. They have huge GM so most of that sale will drop to the bottom line. http://investorshub.advfn.com/boards/read_msg.aspx?Message_id=37409094

2. Very High Gross Margins - GlobalSCAPE had gross profit margins of 88% in 2008. As revenue increases, a large percentage of revenue will drop to the bottom line.

3. Prospects for More Large Government Orders - IMO they are hinting at the possibility of more large government orders. I think there is a good chance that they get some although there are no guarantees. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37475161

4. New Products - They have recently released several new products including MailXpress, new languages for CuteFTP, and an AS2 add-on module for their Enhanced File Transfer Server Product. In some cases the impact of these products have yet to hit the bottom line and in other cases they are just starting. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37474744

5. Cost Cutting - They have done some cost cutting relative to Q3 levels including closing of the Andover office and elimination of some duplication of executive salary that occurred during management changes. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37474324 Furthermore, the impairment charge that they made in 2008 will improve quarterly pre-tax income by $75K. In aggregate I expect these changes will improve quarterly earnings by $0.005/share relative to Q3 levels.

6. Strong Balance Sheet - GSB has a book value of $043/share which include $0.36/share in cash. Furthermore, they have no debt.

[Rawnoc]

49.8% = YTD POTENTIAL RETURN SWINGTRADE FAVORITES AS OF 5/1/09

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37449436

SYMBOL	ENTRY	HOY	% GAIN 
 EGMI	0.37	0.80	 116.22  
 UVEd	2.43	4.58	 92.59  
 VBDG	0.14	0.25	 78.57  
 IECE	1.50	2.50	 66.67  
 STVI	0.70	1.08	 54.29  
 TWB*	2.14	3.29	 53.73  
 GSB*	0.89	1.20	 34.83  
 VVDL*	0.18	0.24	 33.33  
 DAAT	0.34	0.40	 17.35  
 REPR	0.18	0.19	 5.56  
 RBCL	0.53	0.50	 (5.48) 
 --------------------------------------			 
 AVERAGE RETURN	49.8%

Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009.

* = new pick of 2009
d = dividend(s) paid included but only those paid up until the 2009 high

These are our top favorite holdings. The average return is an average equal-weight from beginning of the year (or price at time new pick is entered) until the highest price of 2009. This represents the potential return in theory one that the opportunity to sell for.

[Rawnoc]

29.6% = YTD RETURN SWINGTRADE FAVORITES AS OF 5/1/09

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37449436

SYMBOL	ENTRY	MAY 1	% GAIN 
 EGMI	0.37	0.77	 108.11  
 UVEx	2.43	3.60	 52.26  
 IECE	1.50	2.25	 50.00  
 TWB*	2.14	3.16	 47.66  
 GSB*	0.89	1.14	 28.09  
 STVIx	0.70	0.88	 25.71  
 DAAT	0.34	0.40	 17.35  
 VVDL*	0.18	0.21	 16.67  
 VBDG	0.14	0.16	 14.29  
 REPR	0.18	0.17	 (6.11) 
 RBCL	0.53	0.38	 (28.17) 
 --------------------------------------			 
 AVERAGE RETURN	29.6%

Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009.
* = New picks of 2009.
x = trade completed
These are our top favorite holdings. The average return is an average equal-weight as of the date & closing prices of this post or the price of the stock at the time posted as a completed trade and therefore removed from favorites.

[Rawnoc]

VBDG -- 5/11/09 update:

VBDG -- my take on the incredible news:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37720940

It seems like all of VBDG financials concerns just disappeared. They partnered with a much bigger fish who saw that VBDG has overwhelming massive demand for their products and agreed to bankroll the manufacture, distribution, delivery, inventory, etc. and split the profits with VBDG, guarranteeing them millions of dollars every year including at a bare minimum a $2.8 million in checks by the end of next month which is virtually all profit since P2F is taking on all of the risk & expenses. Meanwhile, VBDG's expenses ontop of this have fallen off a cliff. VBDG will be easily nicely profitable going forward IMO without even trying.....in this case, quite literally.

In the mean time, while P2F does all the work, takes all the risk, and handles all of the expenses, VBDG is left to develop new products and focus on the development and selling via infomercial while receiving guaranteed large checks from P2F.

Also as part of the news, they successfully renotiated their notes that the market was concerned over to terms that require zero payments until September 2009 and then only $50,000/month for the first few months. Total dilution = 0 shares, 0 warrants. Absolutley NONE.

VBDG has 30 million shares outstanding and a tiny market cap.

ALL IMO

[Rawnoc]

VBDG -- 5/12/09 update:

VBDG update -- monster game-changing news on 5/11/09:

Press Release:
http://finance.yahoo.com/news/Corrected-Version-Vertical-pz-15203763.html
8k SEC Filing Details:
http://tinyurl.com/ofxlnt

My take/summary:

It seems like all of VBDG financials concerns just disappeared. VBDG has massive demand via unfilled orders from 40,000 retail outlets. A much bigger fish (P2F Holdings) has agreed to bankroll their orders 100% in exchange for a portion of their profits. They will pay for all manufacture, distribution, delivery, inventory, and overhead for VBDG's retail sales and split the profits with VBDG, giving back VBDG royalty checks which are 100% profit to VBDG since P2F will bankroll EVERYTHING. In the dream contract, P2F is guaranteeing them as absolute minimums millions of dollars every year including $2.8 million in the first 2 months (ending June 30, 2009) which is, again, virtually all profit since P2F is taking on all of the risk & expenses. Meanwhile, VBDG's expenses on top of this have fallen off a cliff. VBDG will be easily nicely profitable going forward IMO without even trying.....in this case, quite literally.

In the mean time, while P2F does all the work, takes all the risk, and handles all of the expenses, VBDG is left to develop new products and focus on the development and selling via infomercial while receiving guaranteed large checks from P2F.

Also as part of the news, they successfully renegotiated their notes that the market was concerned over to terms that require zero payments until September 2009 and then only $50,000/month. Total dilution = 0 shares, 0 warrants. Absolutely NONE as they have no foreseeable need to raise a lick of capital.

VBDG has 30 million shares outstanding and a tiny market cap, very few expenses now and a guaranteed highly profitable income stream.

ALL IMO

[Rawnoc]

+33.5% = YTD RETURN SWINGTRADE FAVORITES AS OF 5/12/09:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37449436

SYMBOL	ENTRY	MAY 12	% GAIN 
 EGMI	0.37	0.88	 137.84  
 IECE	1.50	2.62	 74.67  
 TWB*	2.14	3.26	 52.34  
 UVEx	2.43	3.60	 52.26  
 DAAT	0.34	0.43	 26.47  
 GSB*	0.89	1.12	 25.84  
 STVIx	0.70	0.88	 25.71  
 VVDL*	0.18	0.22	 22.22  
 VBDG	0.14	0.14	 -    
 RBCL	0.53	0.40	 (24.39) 
 REPR	0.18	0.14	 (25.00) 
 --------------------------------------			 
 AVERAGE RETURN	+33.5%

Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009.
* = New picks of 2009.
x = trade completed
These are our top favorite holdings. The average return is an average equal-weight as of the date & closing prices of this post or the price of the stock at the time posted as a completed trade and therefore removed from favorites.

[Rawnoc]

+56.1% = YTD POTENTIAL RETURN SWINGTRADE FAVORITES AS OF 5/12/09

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37449436

SYMBOL	ENTRY	HOY	% GAIN 
 EGMI	0.37	0.89	 140.54  
 UVEd	2.43	4.47	 93.00  
 TWB*	2.14	3.90	 82.24  
 VBDG	0.14	0.25	 78.57  
 IECE	1.50	2.63	 75.33  
 STVI	0.70	1.08	 54.29  
 GSB*	0.89	1.27	 42.70  
 VVDL*	0.18	0.24	 33.33  
 DAAT	0.34	0.40	 17.35  
 REPR	0.18	0.19	 5.56  
 RBCL	0.53	0.50	 (5.48) 
 --------------------------------------			 
 AVERAGE RETURN	+56.1%

Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009.

* = new pick of 2009
d = dividend(s) paid included but only those paid up until the 2009 high

These are our top favorite holdings. The average return is an average equal-weight from beginning of the year (or price at time new pick is entered) until the highest price of 2009. This represents the potential return in theory one that the opportunity to sell for.

[Rawnoc]

EGMI -- 5/15/09 update:

EGMI Update -- 5/14 C.C. -- forecasts Q2 record sales and earnings, they are expecting to announce the closing of "at least two" significant deals "with household names" by June 30, 2009. Insiders plan to continue to make open market purchases "when appropriate." (the chairman has bought millions of shares aggressively). A 3 million share buyback was officially voted on and approved.

EGMI CONFERENCE CALL
http://biz.yahoo.com/cc/8/103658.html <~~~a must listen, 7 callers from institutions on the line

Q1 Earnings were +.03 EPS for the Q, trailing +.10 EPS, guidance for +.14 for 2009 subject to acceleration with the announcement of the new deals being announced.

Despite EGMI being up huge from its low, even at THIS level, EGMI going forward remains my #1 favorite stock by leaps and bounds going forward. It's STILL trading so cheap it's pathetic IMO. .25/share in cash/investments, zero debt, pristine balance sheet, tiny PE both historic and going forward while guidance is going to be raised up probably big as suggested in the CC.

EGMI, from here, is going to blow the up big IMO

More EGMI DD & INFO:
http://investorshub.advfn.com/boards/board.aspx?board_id=6737&mdc=25583

[Rawnoc]

DAAT 5/16/09 update:

DAAT update -- Q1 2009 earnings out:
"30% Increase in Revenue and 339% Increase in Net Income"
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37844890

Q1 EPS +.03, Trailing 4Q earnings = +.086/share. Book value = .89/share.

Trailing PE of 15 = $1.29/share, Trailing PE of 20 = $1.72/share
Annualized PE of 15 = $1.80/share, Annualized PE of 20 = $2.40/share

Company has a history of aggressively buying back shares since Sept, an amount equal to 4% of the current outstanding shares.
Cost inputs have been going down for higher profits going forward.

DAAT = debt-free, very profitable, undervalued, sexy story with the company historically aggressively buying back shares in the open market.
Gun sales have gone through the roof which is helping DAAT since they sell gun locks, cases, and cleaning kits.

"Gun sales spike amid fears of federal regulation"
http://www.mlive.com/news/chronicle/index.ssf?/base/news-16/1233919064211400.xml&coll=8

"Obama Driving Surge in Gun Sales, Firearms Groups Say
End-of-the-year statistics show background checks for firearms purchases rose sharply in the last three months of 2008."
http://www.foxnews.com/politics/2009/01/16/firearms-associations-claim-obama-drove-surge-gun-sales/

MORE DAAT DD & INFO & MESSAGE BOARD:
http://investorshub.advfn.com/boards/board.aspx?board_id=3270

[Rawnoc]

+42.7% = YTD RETURN SWINGTRADE FAVORITES AS OF 5/19/09:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37449436

SYMBOL	ENTRY	MAY 19	% GAIN 
 EGMI	0.37	1.09	 194.59  
 IECE	1.50	3.11	 107.33  
 DAAT	0.34	0.66	 93.53  
 UVEx	2.43	3.60	 52.26  
 TWB*	2.14	3.13	 46.26  
 GSB*	0.89	1.12	 25.84  
 STVIx	0.70	0.88	 25.71  
 VVDL*	0.18	0.17	 (5.56) 
 REPR	0.18	0.15	 (16.67) 
 VBDG	0.14	0.11	 (21.43) 
 RBCL	0.53	0.36	 (31.95) 
 --------------------------------------			 
 AVERAGE RETURN	42.7%

Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009.
* = New picks of 2009.
x = trade completed
These are our top favorite holdings. The average return is an average equal-weight as of the date & closing prices of this post or the price of the stock at the time posted as a completed trade and therefore removed from favorites.

[Rawnoc]

+72.7% = YTD POTENTIAL RETURN SWINGTRADE FAVORITES AS OF 5/19/09

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37449436

SYMBOL	ENTRY	HOY	% GAIN 
 EGMI	0.37	1.13	 205.41  
 IECE	1.50	3.15	 110.00  
 DAAT	0.34	0.68	 100.00  
 UVEd	2.43	4.47	 93.00  
 TWB*	2.14	3.90	 82.24  
 VBDG	0.14	0.25	 78.57  
 STVI	0.70	1.08	 54.29  
 GSB*	0.89	1.27	 42.70  
 VVDL*	0.18	0.24	 33.33  
 REPR	0.18	0.19	 5.56  
 RBCL	0.53	0.50	 (5.48) 
 --------------------------------------			 
 AVERAGE RETURN	72.7%

Entry = Closing price of 12/31/08 or price at entry for new favorites of 2009.

* = new pick of 2009
d = dividend(s) paid included but only those paid up until the 2009 high

These are our top favorite holdings. The average return is an average equal-weight from beginning of the year (or price at time new pick is entered) until the highest price of 2009. This represents the potential return in theory one that the opportunity to sell for.

[TechKim]

VERTICAL BRANDING(VBDG.PK) is now a pink sheet!

[Rawnoc]

VBDG 5/25/09 update:

Discovery Channel Forecasts New VBDG product will sell up to $700,000 per week!!!

(Starts 2:25 into it)
Full Pitchmen episode: http://investorshub.advfn.com/boards/read_msg.aspx?message_id=38100728

This is not a PR from VBDG.
This is not an interview from VBDG.
This is not an estimate from VBDG.

This is a forecast from the Discovery Channel's show Pitchmen themselves after testing out the ad "on a variety of networks and time slots" on the show for all kinds of new products then forecasts their failure or success rate based on the success or failure rate of how much money the TV ad testing brought back in sales. VBDG's just launched product "the tool bandit" is forecasted to be a "grand slam" with "gross sales up to $700k/week" as the ad generated 3.5 times in sales vs. the cost of the ad. This also coincides with what I heard that when the tool bandit was featured briefly on The Today Show, it sold 10k units within 5 minutes.

Which probably explains this:

VBDG update -- monster game-changing news on 5/11/09:

Press Release:
http://finance.yahoo.com/news/Corrected-Version-Vertical-pz-15203763.html
8k SEC Filing Details:
http://tinyurl.com/ofxlnt

My take/summary:

It seems like all of VBDG financials concerns just disappeared. VBDG has massive demand via unfilled orders from 40,000 retail outlets. A much bigger fish (P2F Holdings) has agreed to bankroll their orders 100% in exchange for a portion of their profits. They will pay for all manufacture, distribution, delivery, inventory, and overhead for VBDG's retail sales and split the profits with VBDG, giving back VBDG royalty checks which are 100% profit to VBDG since P2F will bankroll EVERYTHING. In the dream contract, P2F is guaranteeing them as absolute minimums millions of dollars every year including $2.8 million in the first 2 months (ending June 30, 2009) which is, again, virtually all profit since P2F is taking on all of the risk & expenses. Meanwhile, VBDG's expenses on top of this have fallen off a cliff. VBDG will be easily nicely profitable going forward IMO without even trying.....in this case, quite literally.

In the mean time, while P2F does all the work, takes all the risk, and handles all of the expenses, VBDG is left to develop new products and focus on the development and selling via infomercial while receiving guaranteed large checks from P2F.

Also as part of the news, they successfully renegotiated their notes that the market was concerned over to terms that require zero payments until September 2009 and then only $50,000/month. Total dilution = 0 shares, 0 warrants. Absolutely NONE as they have no foreseeable need to raise a lick of capital.

VBDG has 30 million shares outstanding and a tiny market cap, very few expenses now and a guaranteed highly profitable income stream.

ALL IMO

[MikeDDKing]

05/27/09 DAAT Update

DAAT posted Q1 EPS of $0.03 in a seasonally weak quarter with a 339% increase in net income! That was an impressive showing.

Here are some reasons why I think DAAT will be a huge winner from the current price:

1. Revenue is growing at a 30% clip due to the huge demand for guns and the associated gun accessories that DAAT sells. There is fear of changing regulations which is driving gun sales. http://www.mlive.com/news/chronicle/index.ssf?/base/news-16/1233919064211400.xml&coll=8

2. DAAT's margins are expanding rapidly due to lower input costs and some price increases.

3. I expect 2009 EPS to be in the $0.15 ballpark thus making the forward PE a mere 4.

4. DAAT has recently been buying back shares. They have purchased 4% of the outstanding shares since September!

5. DAAT's book value is $0.89/share so they are trading at a sizable discount to BV. Furthermore, they are debt free!

More DD can be found here:
http://investorshub.advfn.com/boards/board.aspx?board_id=3270

[MikeDDKing]

SWINGTRADE BOARD FAVORITES BY Rawnoc & MikeDDKing (05/27/09 update):

EGMI - Rapidly growing & profitable makers of the electronic game & lottery card.
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37840804
MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=33924042
Board - http://investorshub.advfn.com/boards/EGMI

TWB - Turnaround play poised for some big growth in the tween-girl apparel industry.
MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=36687072
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=36914137
Board - http://investorshub.advfn.com/boards/TWB

DAAT - Fast growing & profitable maker of gun cleaning kits & other household items.
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=38153125
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37882296
Board - http://investorshub.advfn.com/boards/DAAT

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=38108317
MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=34021586
Board - http://investorshub.advfn.com/boards/VBDG

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

GSB - File transfer software company with big government order
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=37478049
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=9942

VVDL - Rapidly growing and profitable online training company
MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=35924473
Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=35929968
Board - http://investorshub.advfn.com/boards/VVDL

IECE - Rapidly growing & profitable maker of printed circuit boards.
MikeDDKing'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

RBCL - Fast growing & profitable maker of nutritional and medical products.
MikeDDKing'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

*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.