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timhyma

09/06/09 9:19 AM

#109 RE: nsomniyak #103

THE NSOMNIYAK CHALLENGE - my picks


AFOP- Fibor optic company that is still growing and making profits despite the "recession". They expect another growth quarter coming up. Trading at book value, and they have very little debt. Something I think more people will be investing in going forward is companies that manages debt properly.
http://finance.yahoo.com/q?s=AFOP

CPLP- Medium sized marine tanker company. SDtock price was hammered early August from around $12 down to $7.50. I think the "correction" was overdone. The stock has a small float, and I think people will be looking for a good dividend play (currently at 20% yield). Also, the shipping sector has been on the bottom of the sectors for a long time (average P/Es around 7), so I'm thinking as the "global economy" picks up, so will the carriers.
http://finance.yahoo.com/q?s=CPLP

GPRE- One of the few ethanol stocks that still has money, lol. Most ethanol companies went bankrupt last year with $8 corn. Corn is now down to $3.30ish, and ethanol crush spread are well over $1 again, making them profitable. They also mentioned they are starting their pilot program of producing ethanol (this month) with algae- which should boost some interest in the stock. They also have a grain market that feeds their ethanol plants, so should get even a better deals than others in the sector. Recently because the 4th largest producer in the states.
http://finance.yahoo.com/q?s=GPRE

LAWE.OB- They provide all the little things that law enforcement uses, as well as homland security and military. They are experiencing a flux of orders due to the stimlus monies that are coming down the pipe. I'm expecting another bang buster quarter being announced coming up. Biggest selling products: Under vehicle surrvielance systems and graffti cams.
http://finance.yahoo.com/q?s=LAWE.OB

PSEC- natural gass prices have really been taken to the cleaners. PSEC is a closed end fund that invests in small companies, with a majority of them in the energy sector. They also have a stake in bio-med and retail sectors. Pays a nice dividend (16%), so expecting that to attract investor going forward. I think it is a fairly save way to be exposed to the oil/nat gas sector
http://finance.yahoo.com/q?s=PSEC

SBLK- Another marine bulk shipper with a dividend (5%). Trading at 1/3 book value, so could be a buy out target. Trailing P/E under 2 makes it attractive to those that follow the ratio, imo. Sector is averaging 7, so undervalued based on both book and P/E. Again, I think some money will start flowing into the sector in the coming quarter.
http://finance.yahoo.com/q?s=SBLK

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cl001

09/07/09 8:23 PM

#115 RE: nsomniyak #103

THE NSOMNIYAK CHALLENGE

AGT, one of the most undervalued gold stocks. I hope they will resolve the loan issue soon and stock gets a pop.
OGC.to, one of the most undervalued gold stocks. Sino gold under the same chairman was taken over. I hope OGC will be the next.
NHC.to, my table pounder,
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=40661531
IAE.v, my table pounder,
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=40632150
GSL, Global shop leasing company under LONG TERM contracts. Just got its loan re-fied. Dividend rate about 50% at the current stock price. Will need to pay down loan to 80% first before start paying dividends again. Visible cashflow and predictable income year after year.
GRMC.ob, AUY founder/president as well as CFO running this company without salary. Looking for the mother load of gold in its huge 100% land package. Started production to finance the drilling programs.