GFRE-Gratifying to see the markets reaction to GFRE's engs report. It was clear from Bromine prices per ton over the july-Sept period that Gulf was going to have a great quarter and better than expected but in this stupid market....how the market reacts is iffy. Fortunately the market embraced it and rewarded shareholders on higher volume on a bad market day. Ethical concerns generated by shorts have about petered out It seems more the case that GFREs management is if anything too conservative. Our only complaint is that we'd like to see their yoy volume of tons sold going up faster but all in all, the company is doing well and is a cash generating machine at $3100 per ton bromine prices. Still very cheap. The chart looks pretty good. Big 4 auditor next year. Outside auditor review results due probably in Dec. What's stupid? the market... 44% annual growth rate with a pe of 6 or 7 based on this years engs. Dumb.[but don't assume it will be forever this cheap] It's IBD rank is now overall 97 with an A- accumulation distribution rating. GFRE is ranked 1st overall in it's group of 22 stocks. [we also hold SDTH in a lesser quantity and it is ranked #2] The stated goal to those who bought GFRE at $.88/sh Dec 20, 2008 was 10 X the money in two years. With about a month to go, it appears that GFRE will hit the two year market exceeding that projection by a comfortable margin. Congratulations to those who held all their original shares, added when opportunity arose, and used the volatility to advantage.
TSTC-for those who have not looked at TSTC yet, it might be worth checking out. We own and like it both technically, chart, fundamentally. TSTC's IBD rank improved by over 20 pts in the last 2 days and it's now rated 97 overall out of best possible 99. Accum-Dist is B- and up down vol is 1.8 [gfre's is .9, room for improvement there]. 3 year sales growth rate for TSTC is 50% and the quarters EPS just reported shows an increase in engs of 178% Sales were up a sizzling 128%. Low PEG to boot.
PWRD, Laid an engs egg and went D today. The stock did go up and fill that long talked about gap but with it going D at the open today, don't expect upside for some time. Usually there is more pain to come once a stock goes D. Can't win them all. Painfully so this year. We made a trip to the dump Monday and got rid of some junk that should have been disposed up long ago. More trips planned as others bounce. If they bounce. Meanwhile they sit in the accts going Arf, arf in a most grating mongrel way. Fabian Finally....IBD changed their opinion on the market again today after doing so just last Friday
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