Replies to post #227564 on SwingTrade Member Forum (SWING)

[Rawnoc]

AMLJ 6/18/10 update....

AMLJ - WHY IT WILL BE ANOTHER MULTI-BAGGER:

(1) AMLJ has now logged three quarters in a row of solid YOY sales and earnigns growth and is just getting started (according to the CC) with those earnings and expected growth trading cheap vs. the current market cap.

(2) AMLJ has a very sexy and highly credible story. They have major multi-million multi-year contracts with four multi-billion dollar NYSE companies -- Raytheon, Northrop Gruman, Boeing, and Lockheed Martin (sole-sourced!).

(3) Several contracts are in negotiating stage and close to being closed and announced over the next several months by a number of customers. This should help accelerate sales and earnings.

(4) According to the latest CC, they are expecting to announce a new line of exciting products in microwave defense some time before September 1.

(5) AMLJ is becoming cash-rich with a near pristine balance sheet earning a base fully taxed annualized rate of .16 EPS. As the new contracts come on line and new line of products I could easily envision AMLJ producing .10-.125 EPS quarters or more at some point for an annualized rate of .40-.50 EPS. A PE ratio of merely 15-20 would put AMLJ at $6 - $10 per share.

[Rawnoc]

+204% = AVG SWINGTRADE FAVORITES AS OF 07/23/10:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=51418792

SYMBOL	ENTRY	HOY	% GAIN 
 ROIAK	0.50	5.44	 988.00  
 *TWB	4.55	30.58	 571.62  
 EGMI	0.37	2.24	 505.41  
 IEC	1.50	7.69	 412.67  
 *GSB	0.89	3.12	 250.56  
 *PWEB	0.13	0.39	 212.00  
 UVEd	2.43	6.72	 198.77  
 *ASRG	1.35	4.00	 195.68  
 *VVDL	0.18	0.51	 183.33  
 DAAT	0.34	0.96	 180.88  
 BBI.B	0.32	0.89	 178.13  
 *LBY	5.75	15.00	 160.87  
 *UPG	2.17	4.25	 95.85  
 VBDG	0.14	0.25	 78.57  
 REPR	0.18	0.30	 66.67  
 *IAIC	0.16	0.26	 62.50  
 STVI	0.70	1.08	 54.29  
 *RODM	4.93	6.66	 35.09  
 *TBUS	2.19	2.84	 29.68  
 *AMLJ	1.26	1.59	 26.19  
 *GAXC	0.95	1.10	 15.79  
 RBCL	0.53	0.50	 (5.48) 
 --------------------------------------			 
 AVERAGE RETURN	204%

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

* = new pick of 2009
ROIAK & BBI.B are also new picks of 2009 but I couldn't fit the * in
d = dividend(s) paid included but only those paid up until the 2009 high
DBRN was previously TWB, bought out and converted into DBRN at .47/share

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

[Rawnoc]

REPR NEXT Q COULD SHOW LARGE INCREASE IN SALE & EPS. Here's why:

(1) Seasonally best Q for their RES-Q-VAC product. Over the last 4 years, the sequential sales were up an average of 70.6% over the Q before. Last year those sales were up 96.8%.

(2) Their main product they sell is the Freedom60 and its tubing sets. The tubing sets are a predictable recurring revenue stream (kind of like the razor blades for the razor) continuously going straight up over time. They have recently raised the price of the tubing sets by 20%. The Freedom60 is an approved paid-for device by Medicare and "only allowable pump to be billed with the Subcutaneous Immune Globulin (SCIG)." <~~~words in letter from Medicare. As a result, tubing sets are showing the most rapid increase in sales (around +73% last Q)

(3) A new product (called the Daisy set) began shipment to Europe in July.

(4) A company received a new drug approval, Hizentra, in March. They are pushing the Freedom60 as an optimal pump for use of their drug.

(5) Two domestic and one international sales associate were hired last Q. They forecast in the filings continual increases in sales.

(6) They have been attending trades shows which historically have lead to bumps in sales.

[MikeDDKing]

TPCS is a manufacturer of metal fabricated and machined precision components. IMO they appear to have good odds of being a multi-bagger. Here is why:

1. For the next quarter (fiscal Q2'11 ending Sept 30th) they are guiding for gross profit and operating income to be higher than in Q2'10 (disclosed in the CC). I think this implies higher earnings as well. They made $0.062/share in fiscal Q2'10 so Q2'11 earnings will likely be very good for a stock trading at roughly $1.

2. TPCS has trailing TTM earnings of roughly $0.14. They are trading at a trailing PE of roughly 7 or 8.

3. TPCS has a huge growing backlog. As of June 30th they had a backlog of $25.2M which is roughly 4 times the revenue from last quarter of $6.2M. Additionally, TPCS has signed $13.5M of new orders since then.

4. TPCS has a pristine balance sheet with book value of $0.71/share and cash of $0.67/share.

5. TPCS is seeking an uplist potentially using a reverse split to get the share price up. At the rate earnings are growing I think they will not need a reverse split.

[MikeDDKing]

IEC is one of my favorite stocks. They have a long term history of great growth. I think they have good odds of moving 50% in the next year and more in 2012 as I expect growth to continue. Here is some more information to back up my interest in IEC:

1. Recently, they have received several large orders. They received a $5.6M order on 9/8 and a $5.1M order on 8/31.

2. They made $0.13/share in the most recent quarter and I'm expecting next quarter to be the same. I estimate fiscal 2011 earnings at $0.65+. With a last trade at $5.27 that means they are trading at a low forward PE of roughly 8.

3. They have a history of making acquisitions that are accretive to EPS. They recently made a small acquisition and I expect that they will make more.

4. They have excellent cashflow which is related to the fact that they aren't paying taxes yet are accruing them on their income statement.

5. Their customers are largely military and medical customers. These customers have them build complex electronics in relatively low volume. This type of business is sticky and is recession resistant.

[Rawnoc]

REPR thoughts as of 10/16/10...

MY ANALYSIS OF THIS PAST Q PLUS FORWARD PREDICTION:

(1) Freedom60 Sales up 48%, recurring revenue up 134%. 10Q forecasts further increases as a result of Hizentra drug approval earlier this year and word of mouth continuing to spread.

(2) I calculate is that they sold around 800 Freedom60 devices in the Q bringing the total in operation to around 10,100+ with a recurring revenue stream of now $774,000 per Q. The recurring revenue stream now going forward is higher than any other quarter prior to this quarter in total Freedom60-related sales.

(3) Sequential sales +10%, gross profit up 15%, operating profit up 26%, net income up 15% despite hiring a bunch of new sales and production staff.

PREDICTION....

REQ-Q-VAC sales of $130,000 (were $155k then $140k the last two Qs)
FREEDOM60 Device Sales of 1200 of them sold for $258k (were 300 then 800 sold the last two Qs)
FREEDOM60 recurring tubing sets revenue of $820,000 (based on 10,600 devices average in operation during the Q)
Total sales expectation = $1,208,500.

Gross profit margin of 67% = 810,000
Other operating Expenses = $500,000
Operating Profit = $310,000
Pre-tax EPS of +.01/share or +.04 annualized.
Current PE of 3-4 for a share price .12/.16.
PE of 15 = .60/share target.
With EPS of +.02/+.03 in future Qs in 2011, then target becomes $1.20/$1.80

The company continues to hire and expand.

[Rawnoc]

JBII Thoughts 10/19/10....

(1) JBII is in the very final stages of obtaining an air permit from the New York Department of Environmental Conservation which will allow full commercial production and sales for their first Plastic2Oil processor for which they plan to turn free freedstock into high value diesel fuel. It only takes two modestly-paid employees to run a P2O machine, the energy from the free feedstock runs the machine, and the machine only costs around $200,000 to build and can be duplicated fairly quickly. For these reasons, it appears that JBII's fuel margins on their fuel will be obscenely high from such low costs and low capital investment.

(2) It's my opinion, and nobody else that I've challenged has been able to come up with his own opinion, that JBII's P2O processor is about to prove to be the most viable alternative energy producer that's clean to come around in decades. Nothing else that I or others can think have possess these three key characteristics:
(a) Doesn't pollute and is green (certified by Islechem, the NYSDEC, and CRA)
(b) Has a high return on capital (around $200,000 per machine that should make at least $4 million in fuel per year)
(c) Makes energy cheap at high margins (estimated cost $10 per barrel of fuel that can be sold for up to $100 or more per barrel)

(3) SOME USEFUL LINKS:

Islechem, a former R&D of the $70 billion NYSE OXY, validating the process:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55407312
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55406725

CRA has tested for the DEC and affirmed Islechem's findings:
http://finance.yahoo.com/news/JBI-Inc-Receives-Emissions-pz-604709087.html?x=0&.v=1

NYSDEC has made many quite favorable comments as well such as:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55514927
NYSDEC Website:
http://www.dec.ny.gov/

Finally, Al Sousa is a major partner with JBII waiting on permit to start hyper expansion:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=54695438

(4) JBII owns a blending facility:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55726963
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55651935

Main Website:
http://jbiglobal.com

JBII front of Niagara Magazine and website:
http://www.niagaramag.ca/sitepages/?aid=2266&cn=Features&an=Feature%201

P2O Video:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55683889

[Rawnoc]

JBII Thoughts 10/20/10....

(1) JBII is in the very final stages of obtaining an air permit from the New York Department of Environmental Conservation which will allow full commercial production and sales for their first Plastic2Oil processor for which they plan to turn free freedstock into high value diesel fuel. It only takes two modestly-paid employees to run a P2O machine, the energy from the free feedstock runs the machine, and the machine only costs around $200,000 to build and can be duplicated fairly quickly. For these reasons, it appears that JBII's fuel margins on their fuel will be obscenely high from such low costs and low capital investment.

(2) It's my opinion that JBII's P2O processor is about to prove to be the most viable alternative energy producer that's clean to come around in decades. Nothing else that I nor any others whom I have challenged, can think of another example that possesses these three key characteristics:
(a) Doesn't pollute and is green (certified by Islechem, the NYSDEC, and CRA)
(b) Has a high return on capital (around $200,000 per machine that should make at least $4 million in fuel per year)
(c) Makes energy cheap at high margins (estimated cost $10 per barrel of fuel that can be sold for up to $100 or more per barrel)

(3) SOME USEFUL LINKS:

Islechem, a former R&D of the $70 billion NYSE OXY, validating the process:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55407312
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55406725

CRA has tested for the DEC and affirmed Islechem's findings:
http://finance.yahoo.com/news/JBI-Inc-Receives-Emissions-pz-604709087.html?x=0&.v=1

NYSDEC has made many quite favorable comments as well such as:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55514927
NYSDEC Website:
http://www.dec.ny.gov/

Finally, Al Sousa is a major partner with JBII waiting on permit to start hyper expansion:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=54695438

(4) JBII owns a blending facility:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55726963
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55651935

Main Website:
http://jbiglobal.com

JBII front of Niagara Magazine and website:
http://www.niagaramag.ca/sitepages/?aid=2266&cn=Features&an=Feature%201

P2O Video:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55683889

[Rawnoc]

TAST thoughts as of 10/20/10...

TAST is a low risk good potential NASDAQ stock worth accumulating IMO. Here's why:

(1) TAST is trading with an insanely cheap PE ratio, especially vs its peer. It's a restaurant franchise company that owns over 300 Burger Kings, around 100 Pollo Tropicals, and over 150 Taco Cabanas. TAST has been consistently making nice EPS throughout the downturn and is well positioned to grow nicely with any upturn in the economy.

(2) TAST wild card that has me particularly interested....Burger King parent was recently bought out for a HUGE premium vs. their earnings. Somebody apparently thinks the Burger King chain either has some really huge potential and/or its future earnings are going to go way up. Based on the buyout of Burger King I think the 300 franchised-owned Burger Kings of TAST may be severely undervalued.

(3) TAST has a low float and can move up fast.

[Rawnoc]

GAXC thoughts as of 10/20/10....

(1) GAXC has a profitable and consistent ATM business. They are copying CSTR's Red Box with their own version called Instaflix. Rollout has been pretty good so far for this tiny company. Speculation that it will accelerate and the Instaflix business will grow and make the whole company much more profitable as each individual Instaflix, on average, is profitable. Like CSTR's coinstar kiosks, GAXC already has business relationships for their ATMs so they know how to get customers interested in their Instaflix.

(2) In the mean time, the balance sheet is pretty good and the share price is trading for less than book value and less than tangible book value making the risk/reward ratio a no-brainer long term IMO even if the speculation on the DVD biz fails to bear as much fruit as expected the ATM business alone is worth more than the current share price IMO.

(3) GAXC wild card -- only a matter of time before the industry thinks of another self-serving kiosk idea.

(4) Key PR:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55716485

This 300 kiosk order was expected to have $7M in revenue in 2011.

Core business (ATMs) last quarter earned around +.025 EPS if you back out the DVD business. DVD business startup costs had a -.02 loss. Soon the DVD business will be profitable and growing IMO then the bottom line net income will be huge in relation to the stock price.

(5) Running some guessing numbers, I think they could do EPS of between +.10 and +.25 next year. That ASSumes the ATM business will do +.10 EPS (did +.025 EPS last Q) and the DVD business will be anywhere from break-even to +.15 EPS. PE of 15 = target of $1.50 to $3.75.

[Rawnoc]

TPCS thoughts as of 10/20/10....

TPCS will be a multi-bagger as the earnings and growth justify it. Here's why IMO:

(1) TPCS in the latest CC is guiding for higher gross profit and operating income than the year ago quarter which implies higher EPS. That Q they earned +.062/share so this Q should top that for an annualized earnings rate of around +.25 EPS at LEAST. For a stock barely trading over $1.00, that's insanely cheap and should cause it to run a multi-bagger.

(2) TPCS is cash-rich with a rock solid balance sheet. $13 million in tangible shareholder equity.

(3) Backlog is up huge. $25.5 million which is about quadruple the rate of last Q alone. In addition, TPCS continues to announce new order of significant size:

$2.9 million:
http://finance.yahoo.com/news/TechPrecision-Corporation-prnews-1227501939.html?x=0&.v=1
$3.9 million:
http://finance.yahoo.com/news/TechPrecision-Corporation-prnews-716449505.html?x=0&.v=1
$6.7 million:
http://finance.yahoo.com/news/TechPrecision-Corporation-prnews-151666992.html?x=0&.v=1

(4) TPCS is seeking to uplist to a major exchange.

(5) Let's say EPS next Q comes in at +.08. That's +.32 annualized. PE of 10-15 (which is still cheap imo) = $3.20 to $4.80 target.

[Rawnoc]

EGAN thoughts as of 10/20/10....

EGAN preannounced what suggests will be a monster quarter to be reported on November 9, 2010. The stock may go ape crazy with that report.

[MikeDDKing]

IAIC Update as of 10/22/2010

I think IAIC represents an outstanding value at $0.18/share. Here is why:

1. In the most recent quarter they made $0.007/share. They are trading at a trailing PE of 5.

2. They have had 6 consecutive YOY improvements in earnings. I the most recent quarterly report they stated: “We have been aggressively pursuing new business opportunities to increase our order backlog, which should improve revenue results, not only for this year but for future years."

3. They have a pristine balance sheet with book value and cash of $0.17/share. With a last trade of $0.18 you basically get the company for free after netting out the value of the cash/share.

I've been accumulating shares including some I purchased today.

[MikeDDKing]

AMLJ Thoughts as of 10/25/2010...

AMLJ is my largest holding and I think has great odds to be a multi-bagger. The growth is taking a little longer than I originally thought to materialize but I continue to think they will be a great growth story over the long term. Here are some reasons why I think AMLJ is poised to move higher over the long term:

1. AMLJ has three ways they are growing including the following:
a. Organic growth due to several large projects in process - Just one example is a large $3.7M order that will add significantly to revenue later this fiscal year. - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=52442399
b. Growth due to their move into the specialized semiconductor business - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=54632856
c. Growth due to acquisitions - They are pursuing acquisitions and have hired C.K. Cooper & Company to identify companies to acquire. - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=52759750

2. According to the latest conference call their backlog is at a near record level of $8.4M. - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=52977561

3. They are trading at a trailing PE of a little more than 8 so they are attractively priced.

4. AMLJ is trading at a discount to it's book value of $1.42. They have a pristine balance sheet including cash of $0.31/share.

[Rawnoc]

DAVE -- my thoughts as of 10/28/10....

DAVE -- target $20 to $30 IMO in 2011. Here's why:

(1) Decent growth, low PE, priced cheap for a company in the restaurant industry. I think DAVE sales and earnings will further improve rapidly as the economy recovers.

(2) Competitors have slashed prices and portions on their menu to attract business. DAVE has done little to none of that and has actually raised prices by 1% recently, refusing to cheapen their brand and image for the long run. This tells me that if operations are still going this well during tough times without discounting, they're going to really clean up as things improve and competitors raise their prices back to normal levels.

(3) I really like their unusually very high profit margins for a restaurant chain. I further like that they are expanding again, having announced new store openings coming including bringing them to Hawaii.

(4) In a recent article, the CEO was mentioned stating he's seeing stability in the economy, and that he "feels better about consumers' willingness to spend"

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55370815

(5) DAVE has been aggressively buying back shares...

"During the first two quarters, we also used approximately $4.9 million to repurchase shares under our current share repurchase program. We repurchased approximately 654,000 shares, at an average price of $7.51, excluding commissions. As of today, we have repurchased 761,000 shares under our 1 million share authorization that was approved in August of 2008.Christopher will have a few closing comments, but at this point, we'd like to take your question."

http://seekingalpha.com/article/229272-famous-dave-s-of-america-ceo-discusses-f2q10-results-earnings-call-transcript?source=yahoo

Interesting. I calculate that for every 4 shares traded between July 1 and July 28, the company bought back and retired more than 1 share.

DAVE has bought back an additional 132,000 shares as of the earnings report on 10/27/10.

(6) I am highly addicted to their food and BBQ sauce. They are a relatively small chain, but I think they will be a giant chain some day. Tony Roma's is probably the most famous BBQ rib chain, and I think their food is disgusting. DAVE should destroy them. They continue to win awards for their recipe across the country:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55371008

[MikeDDKing]

KTCC is one of my favorite holdings and is my fourth largest position presently. They are an electronics contract manufacturer. They have been growing nicely as they add new customers and as the economy recovers which is driving growth in electronics manufacturers. They are guiding for fiscal Q2'11 (ending December 2010) diluted EPS of $0.17-$0.20 and fiscal 2011 diluted EPS of $0.75-$0.85. They have a strong balance sheet with tangible BV of $6.03. I think KTCC could easily be a $10 stock in the next 12 months which would be a 56% increase from the present price.

[Rawnoc]

TPCS thoughts as of 11/12/10...

TPCS is cash-rich, low float, making money hand over fist and growing while trading cheap vs. current and future earnings and book value of its rock solid balance sheet.

Additional reasons why I think TCPS will be a multi-bagger:

(1) TPCS is a manufacturer of large-scale, high-precision machined metal fabrications mostly to the alternative energy sector such as solar panels which is an exploding industry as well as some other growing industries (nuclear & medical for example). Their biggest customer by far is GT Solar, stock symbol SOLR on the NASDAQ with a market cap well over $1 billion. SOLR has been growing like a weed.

(2) TPCS earnings came in at +.06 baisc, +.04 diluted (+.05 w/o one-time costs), sales up 36.2% sequentially.

(3) TCPS is forecasting a lot of growth in business going forward on their conference call which had several institutional funds and/or brokers on the line.

(4) Backlog is up to $31 million or near quadruple last quarter results.

(5) TCPS continues to announce orders pouring in:

$6.7 million:
http://finance.yahoo.com/news/TechPrecision-Corporation-prnews-151666992.html?x=0&.v=1
$3.9 million:
http://finance.yahoo.com/news/TechPrecision-Corporation-prnews-716449505.html?x=0&.v=1
$2.9 million:
http://finance.yahoo.com/news/TechPrecision-Corporation-prnews-1227501939.html?x=0&.v=1

(6) TPCS is seeking to uplist to a major exchange.

(7) TCPS is a $5.00-$10.00 stock in 2011 IMO.

[MikeDDKing]

GAXC is a rapidly growing company in the ATM and DVD kiosk business that I think could be a multi-bagger over the next year. They could be the next Coinstar IMO. Here is some more information on my GAXC investment thesis:

1. GAXC just completed their first big rollout of DVD kiosks with a major grocery chain. They deployed 323 DVD kiosks and expect them to be generating net income at the start of 2011. This business is expected to generate roughly $7M of yearly revenue going forward.

2. GAXC also just acquired Tejas Video Partners which runs a DVD rental kiosk business primarily for military bases. As of the third quarter conference call they had 260 kiosks deployed at military bases. Tejas represents roughly $4M in incremental revenue and also, importantly, increases their management experience in the DVD area. Overall, 2011 revenue should be roughly 50% higher than 2010 due to their organic and acquisition growth and that doesn't include any new business.

3. GAXC is trading at a significant discount to it's book value of $0.77/share.

4. They have a big pipeline of new DVD and ATM business.

5. While the DVD kiosk business represents their current growth initiative, they are also looking at other types of kiosks for growth. For example, they currently are running a trial for video game kiosk rentals.

6. Per my calculations, I expect 2011 diluted EPS will be in the $0.16 ballpark based only on current business. Additional business may give them some upside although new business tends to take a while to drop to the bottom line.

[MikeDDKing]

IEC is a great long term growth stock and is one of my favorites. They have 5 consecutive years of revenue growth and at least 6 consecutive years of operating earnings growth (I didn't look back further). In the most recent quarter they earned $0.17/share. I expect that in 2011 they will have diluted EPS of roughly $0.70+ per share which I think will push their stock price to the $8 range within the next 12 months.

[MikeDDKing]

TPCS is one of my favorite stocks and is a rapidly growing metal fabricator. Here are some reasons why I like TPCS:

1. Strong Current Earnings - Ignoring one-time items they made $0.05/share in fiscal Q2'11 ending September 30, 2010. With a price of $1.15/share they are trading at a low multiple of those earnings.

2. Backlog - TPCS's backlog has been rapidly increasing over the past several quarters and has increased significantly since the end of fiscal Q2'11 (Sept). At quarter end they had $26.4M in backlog. They have added orders of $9.6M since the end of the quarter and there are still three weeks remaining in fiscal Q3'11 (Dec). I suspect the book/bill ratio for fiscal Q3'11 will again be over one as it was in fiscal Q2'11 (Sept). Earlier in the quarter the backlog was roughly 4 times the revenue for fiscal Q2'11.

3. New Chinese Operations - The CC discussion about the new Chinese facility was quite interesting. As I understand things there were multiple reasons for opening this facility. To begin with, solar is heavily being built in China and there is customer demand for TPCS product to be built there. Also, this will reduce cost for TPCS but pricing pressure may offset this savings. Overall, this seems like a very wise move from the point of view of TPCS's solar business. Additionally, they are close to capacity limits in the US. It sounds like they expect a big portion of the solar business to shift to China while capacity in the US will be used up for other products. So, this move seems to indicate future increases in revenue as compared to fiscal Q2'11. In specific they stated: "We are expecting some very good things over the next 12 months from these combined operations."

4. Long Term Growth Initiatives - They have several large growth initiatives that could substantially increase revenue in the long term. These include a new tier 1 clean tech customer in the gas generation area and Still River Systems for medical. While these will provide some revenue in the near term they probably will not provide large revenue until calendar 2012-2013. They are also branching out further in the solar and nuclear areas.

5. Easy Fiscal Q3 Comparison - The comp for the next quarter is quite easy as fiscal Q3'10 revenue was only $5.3M with diluted EPS of $0.01. They should easily beat that.

6. Strong Balance Sheet - Their balance sheet is quite strong and includes a huge amount of cash.

[Rawnoc]

INXSF.PK / INX.V = NO BRAINER MULTI-BAGGER IMO

(1) EPS of .025 last Q with guidance of growth for more. Annualized PE of last Q = less than 3 and growing.

(2) CEO has been buying shares in the open market:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=56877084

(3) INXSF.PK / INX.V has a nice list of blue chip customers. Some of these blue chip customers include the following:

Sprint, Best Buy, Victoria's Secret, Toyota, GM, Mazda, Ford, Pizza Hut, Staples, and BJ's

Here is a link to the customer page on their web site which lists even more customers:
http://www.intouchsurvey.com/Customers/

(4) Latest Earnings PR: http://finance.yahoo.com/news/INTOUCH-SURVEY-SYSTEMS-LTD-cnw-2114714378.html?x=0&.v=1

[Rawnoc]

KTCC thoughts as of 12/13/10....

I agree with this dude:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=56506093

Nothing further to add at this time.

[Rawnoc]

IEC thoughts as of 12/13/10....

I agree with this dude:

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=57454062

Nothing further to add at this time.

[MikeDDKing]

INXSF.PK / INX.V is a potential multi-bagger and is my third largest holding. It trades in Canada as INX.V and via the pinksheets in the US at INXSF.PK. Here are some reasons why I am very bullish:

1. They made $0.025 in the third quarter. They are guiding for a 25% increase in revenue in 2011. I estimate that their guidance implies 2011 diluted EPS of $0.10+/share pre-tax. Per my estimate they are trading at a forward PE of well less than 3.

2. Insiders have been purchasing shares:
Nov 25/10 Nov 23/10 Beutel, Eric Marshall Direct Ownership Common Shares 10 - Acquisition in the public market 210,000 $0.162
Oct 18/10 Oct 15/10 Gaffney, Michael John Direct Ownership Common Shares 10 - Acquisition in the public market 36,000 $0.080
Jun 07/10 Jun 07/10 Gaffney, Michael John Direct Ownership Common Shares 10 - Acquisition in the public market 7,500 $0.075
http://canadianinsider.com/coReport/allTransactions.php?ticker=inx

3. Their customers include a large number of blue chip companies some of which include the following:
Sprint, Best Buy, Victoria's Secret, Toyota, GM, Mazda, Ford, Pizza Hut, Staples, and BJ's
http://www.intouchsurvey.com/Customers/

In-Touch provides integrated solutions for custom data capture and mobile marketing solutions for global enterprise customers. You can learn more about In-Touch Survey Systems here:
http://www.intouchsurvey.com/Company/

I'm holding a big pile of shares.

[MikeDDKing]

AMLJ Thoughts as of 12/13/2010...

AMLJ is my largest holding and I think has great odds to be a multi-bagger. The growth is taking a little longer than I originally thought to materialize but I continue to think they will be a great growth story over the long term and in particular during 2011. Here are some reasons why I think AMLJ is poised to move higher over the long term:

1. AMLJ has three ways they are growing including the following:
a. Organic growth due to several large projects in process - Just one example is a large $3.7M order that will add significantly to revenue later this fiscal year. - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=52442399
b. Growth due to their move into the specialized semiconductor business - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=54632856
c. Growth due to acquisitions - They are pursuing acquisitions and have hired C.K. Cooper & Company to identify companies to acquire. - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=52759750

2. Their backlog is at a near record level of $8.0M.

3. They are trading at a trailing PE of roughly 10 so they are attractively priced.

4. AMLJ is trading at a discount to it's book value of $1.47. They have a pristine balance sheet including cash of $0.42/share.

[MikeDDKing]

DAVE is an interesting stock....

I currently have no position although I'm watching it closely to potentially purchase it. Here are some reasons I'm watching closely:

(1) They are trading at a low multiple and are growing.

(2) They have a 1 M share buyback in process.

(3) I recently tried the food and thought it was good but I'm not raving about it. I can't think of another restaurant chain that focuses on BBQ so I think that gives them a lot of potential.

(4) B. Riley has a $15 price target on them.

[MikeDDKing]

JBII is a stock with a lot of potential. I have a very small position and am watching it like a hawk to add to my position. Here is how I would summarize the current situation and potential:

1. They are making significant progress in developing their P2O business. They recently signed a consent order with the NY DEC which gave them permission to start commercial operation at their pilot plant in Niagara Falls, NY. I expect that the next indication of progress will be news of fuel sales.

2. Recently, they have been short on details regarding the economics of their P2O business. Earlier they stated that they could make fuel for $10/barrel but we haven't seen recent confirmation of that number although they did provide some cost information in their recent conference call. They are planning multiple different business models to deploy their technology each of which I presume will have different economics. If their cost is truly $10/barrel or even close to it then IMO this stock will be a multi-bagger from here.

3. The P2O business is one that will scale nicely allowing profits to grow rapidly.

4. They do need some funding as they are running low on cash. I expect to see some sort of financing announcement in the next one to three months.

[Rawnoc]

SWINGTRADE BOARD FAVORITES BY MikeDDKing&Rawnoc (12/27/10 update):

INXSF / INX.V - Rapidly growing marketing data collection company
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=57727413
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=57705857
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=11816

JBII - Alternative Oil and Gas company that has developed a process to convert waste plastic into fuel (Plastic2Oil).
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=57825295
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=58142107
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=15341

TPCS - Fast growing metal fabricator
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=57494394
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=56616823
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=12932

AMLJ - Rapidly growing military electronics provider
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=57727608
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=57746706
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=2654

GAXC - Mini CSTR - Rapidly growing self serve kiosk provider
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=57452960
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55754429
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=13686

KTCC - Fast growing contract electronics manufacturer
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=56506093
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=57683718
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=17707

DAVE - BBQ restaurant chain with an aggressive stock buyback.
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=56028732
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=58140455
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=4065

IEC - Long term growing company providing contract electronics manufacturing
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=57454062
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=57683737
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=8386

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=55617291
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=201

IAIC - Rapidly Growing IT Modernization Company
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=55846190
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=2727

*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.