Replies to post #236223 on SwingTrade Member Forum (SWING)

[MikeDDKing]

SMID is one of my favorite picks that I believe will move much higher for the following reasons:

1. SMID made $0.19 in the most recent quarter yet it last traded at only $2.25. It is quite cheap on an earnings basis.

2. SMID has a very nice balance sheet with a book value of $2.22/share and cash of $0.34/share. The stock is roughly trading at book value which makes it cheap.

3. They are predicting a good Q4. Here is a quote from the Q3'10 PR: "Smith-Midland is pleased to report excellent earnings for the three and nine months periods ended September 30, 2010. Having just recently celebrated our 50th anniversary as a leading provider of precast products in North America, we expect to continue on our strong earnings trend throughout the remainder of 2010." Also, the comparison with Q4 last year is a layup as they lost $0.07/share last year.

4. IMO SMID is the kind of company that does well in a growing economy. Also the fact that they are located in the Washington DC area helps as that region is doing well due to government growth.

[MikeDDKing]

BUKS is one of my favorite picks that looks poised to be a multi-bagger. Here is why I like BUKS:

1. One of BUKS operating segments is management of a casino. They are currently expensing the purchase of slot machines for the casino. They had to expense the purchase of these slot machines over an 18 month period despite the fact that the useful life of them is much longer. The expensing of these slot machines ends in May and will decrease their expenses significantly. I calculate that this savings will add roughly $0.10/share in pre-tax earnings. This is described in the most recent conference call.

2. When you combine the savings described above with their current earnings I expect them to have pre-tax EPS of roughly $0.04/quarter starting with fiscal Q1'2012 which ends in July of 2011. Those are big earnings for a stock that last traded at $0.475

3. BUKS has a solid balance sheet with a book value of $0.30/share and cash of $0.12/share.

[MikeDDKing]

AUTO is one of my favorites stock which I think has good odds of doubling from the portfolio entry price. Here is why I like AUTO:

1. AUTO made $0.024/share in the most recent quarter. Based upon those earnings it is cheap at the current price of $0.70/share.

2. AUTO has sequentially grown revenue and earnings in each of the most recent two quarters and has grown revenue on a YOY basis for the past 4 quarters. Also, a growing economy will tend to grow this non-asset based transportation services company.

3. AUTO has a solid balance sheet including a tangible book value of $0.60/share.

4. AUTO had bullish comments in their Q3 press release. They stated: "As we approach the end of 2010, we are pleased to report strong results as we continue to recover from the economic downturn. In 2010, we have broadened our service lines and expanded our agent network as we have focused on both intrinsic and external growth. As we look to the future, we expect to continue to build on our core strengths and seek out strategic growth opportunities,"

5. Q4 is a seasonally stronger quarter and is usually the strongest.

[Rawnoc]

SMID keeps hitting fresh multi-year highs, and I think will keep going. Here's why:

(1) SMID has reported solid financial results the last 3 quarters in a row that are very high EPS and growth vs. their market cap.

(2) SMID has a rock solid balance sheet with a tangible book value of $2.24

(3) SMID forecasted Q4 soon to be reported would also be solid.

(4) Shares Outstanding5: 4.66M Float: 3.62M
http://finance.yahoo.com/q/ks?s=SMID.OB+Key+Statistics

(5) A bit of institutional interest has taken a nice chunk out of the float:
http://finance.yahoo.com/q/mh?s=SMID.OB+Major+Holders

[Rawnoc]

ZYXI = AWESOME TURNAROUND PLAY IMO. HERE'S WHY:

(1) The company has returned to rapid top and bottom line growth both on a year over year basis and a sequential basis. Last Q sales were up 42% YOY, and up 16% sequentially. They guided for another jump in sales for the next Q (yearend) to be reported.

(2) Their gross profit margins are huge (79% last Q) with small increases in SG&A expenses which means even small increases in sales going forward should make the bottom line blow up.

(3) ZYXI earned +.02 EPS last Q (w/o one-time charges) or an annualized +.08 EPS.

(4) I think ZYXI will earn .03 per share in the Q with more aggressive growth in 2011. .03 annualized = +.12 EPS which is insanely cheap at current levels IMO considering the expected growth.

(5) ZYXI is beginning to expand more aggressively internationally in light of their very successful domestic strategy.

(6) Here's a report that often rips ZYXI a new butthole, yet even they put a $1.40 price target on ZYXI:

http://finance.yahoo.com/news/Initiating-Coverage-on-Zynex-zacks-2213263783.html?x=0&.v=1

[Rawnoc]

LRAD thoughts as of 3/5/11...

LRAD could be a good gamble...

LRAD continues to negotiate additional orders including one in particular that if scored is worth over $100 million. If they score that order, LRAD should run like a headless chicken with its butt on fire.

LRAD has a pristine, debt-free, cash-rich balance sheet.

[Rawnoc]

INXSF.PK / INX.V thoughts as of 3/5/11...

(1) They are profitable and growing and forecasting a 25% increase in sales growth for 2011. I forecast that to translate into at least .10 EPS which means it's trading at an insanely cheap forward PE ratio.

(2) Insiders have been buying shares in the open market:
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) 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 Preliminary Earnings PR: http://finance.yahoo.com/news/INTOUCH-SURVEY-SYSTEMS-LTD-cnw-3063887582.html?x=0&.v=1

[Rawnoc]

DJRT = potential multi-bagger IMO. Here's why:

(1) Very tiny market cap and float, buying back shares, and profitable! Very rare for a under 10 cent stock have very real operations partnered with, and some stock owned, by a celebrities (Dale Jarrett & family, Brett Favre)

(2) In a recent interview, the CEO forecasted $10 million in revenues coming, $4 million in 2011, 25% more days of operations which is some nice rapid growth while being profitable.
http://finance.yahoo.com/news/A-New-Audio-Interview-bw-3346668062.html?x=0&.v=1

(3) DJRT last reported quarter was +.0067 EPS or +.0269 annualized, making the current share price insanely cheap IMO. On that alone it should be trading with a 10 annualized PE or a multi-bagger from here.

(4) In this interview, DJRT CEO talking about .25+ per share coming, doing a lot of road shows in 2011 bragging abou the DJRT story being profitable and growing, looking for a $5 to $10 million market cap he said which is .22 - .44 per share?
http://www.otcvoice.com/ceo/timothy-shannon-ceo-of-dale-jarrett-racing-adventure-featured-interview/

(5) Evidence that they may actually blow away their 2011 guidance:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=60520087

[Rawnoc]

TPCS thoughts as of 3/5/11...

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 could 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, sales continue to go up sequentially.

(3) Backlog is up to $27.2 million or near triple last quarter results.

(4) TCPS continues to announce orders coming in.

Examples:
$450,000
http://finance.yahoo.com/news/TechPrecision-Corporation-prnews-4229395444.html?x=0&.v=1
$1.2 million
http://finance.yahoo.com/news/TechPrecision-Corporation-prnews-659877344.html?x=0&.v=1
$1.19 million
http://finance.yahoo.com/news/TechPrecision-Corporation-prnews-1894644851.html?x=0&.v=1

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

(6) TCPS could be a $5.00-$10.00 stock in 2011 IMO.

[Rawnoc]

FKWL has double digits written all over it IMO. Here's why:

(1) FKWL is a cash cow that's debt free making money hand over fist with EPS that makes the current price extremely cheap IMO.

(2) FKWL sells the only 3G/4G modem by Sprint, recently discontinuing a competitor to FKWL:
http://tinyurl.com/4cxnyyb

(3) Their profit margins are jumped so huge in the last couple of quarters much more bottom line net income EPS with even half the sales as before which means even small increases in sales can find their way to the bottom line very quickly.

(4) FKWL has been buying a large amount of shares back in two private transactions further reducing the share count which is already low and further increasing the forward EPS materially.

[MikeDDKing]

FKWL is my largest holding and I think has great odds of being a multi-bagger. Here is why:

1. FKWL reported EPS of $0.17 on much higher margins. The higher margins are due to the fact that they brought product development in house. They did this by buying a controlling interest in another company. At $2.85/share the price is cheap based upon quarterly EPS of $0.17.

2. Their only competitor at Sprint for their u600 USB 3G/4G modems disappeared at the end of 2010 or the first day or two of 2011. This information is not well known. The lack of a competitor for USB 3G/4G modems at Sprint should cause revenue to increase going forward. My understanding is that Sprint is their largest customer. Also, Sprint has been highlighting FKWL's u600 on their home page (see "Get more zip" in the middle of the page).
http://www.sprint.com

3. They have many new products that are either available now or will be available shortly. This will increase revenue and provide diversification particularly in LTE which significantly broadens their customer base. Here are press releases for some of the new products:
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=59870604
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=59870627
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=59844365
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=60069096
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=60069167

4. I think they will return to near their old revenue level with just the u600. With the higher margins, earnings should increase dramatically from the current level. Also, new products should increase revenue above the old levels and further increase earnings.

5. Diluted EPS is understated due to the buyback of additional shares from C-Motech that is in progress.

6. FKWL has a stellar balance sheet with a book value of $1.46/share and cash of $1.32/share.

The FKWL board is located here:
http://investorshub.advfn.com/boards/board.aspx?board_id=3907

[MikeDDKing]

INXSF.PK / INX.V is a rapidly growing company and is my second 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 $0.05 in 2010. They are guiding for at least 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 less than 4.

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 have a big pile of shares.

[MikeDDKing]

TPCS is a rapidly growing metal fabricator and precision machining company. I believe they make a tremendous long term investment for the following reasons:

1. TPCS has three quarters of sequential revenue growth and five quarters of sequential backlog growth.

2. TPCS is rapidly growing capacity. They recently opened a Chinese manufacturing facility that will roughly double the revenue capacity. Also, they are adding 18,000 sq. ft. of facilities in the US to further increase capacity.

3. Several large customers are ramping up and likely will greatly increase revenue. The largest new customer has the potential to add $15M+ in annual revenue in a 2-3 year timeframe or roughly a 50% increase in overall revenue from this customer alone.

4. TPCS is attractively priced at roughly 11 times TTM diluted EPS.

5. TPCS has a strong balance sheet with book value of $0.75/share and cash of $0.63/share.

[MikeDDKing]

KTCC is one of my bigger holdings that I think will appreciate over the long run. Here is why I like them:

1. While they guided for a disappointing third quarter due to ramp up of new programs, they are guiding for a great fourth quarter. Using midpoints their guidance implies fourth quarter diluted EPS of $0.20/share which is great for a stock that last traded at $4.58.

2. They have a number of new products that they are bringing online which I think will provide growth beyond their fourth quarter projections.

3. They are trading substantially under their book value which is $6.25/share.

4. One risk is that the current situation in Japan may cause them some short term component problems.

[MikeDDKing]

GAXC is one of my favorite holdings. They have two businesses including an ATM busines and a DVD kiosk business. They hit a few bumps in the road in the rollout of their DVD kiosk business but I think they will recover nicely. One valuation issue right now is that people are valuing the company based upon the bottom line which doesn't count for the fact that the ATM business is quite profitable despite losses in the DVD business. IMO the ATM business is worth $0.75-$1.00/share. I think that the DVD business will be profitable in Q2 of this year after the new management cleans things up. In particular I think that the new Tejas Video Partners acquisition will greatly improve the financial performance of the DVD business along with the closing of unprofitable locations in their original DVD business. One other thing about GAXC is it is trading substantially under book value.

[MikeDDKing]

AUTO is one of my favorites stock which I think has good odds of doubling from the last price of $0.77. Here is why I like AUTO:

1. AUTO made $0.031/share in the most recent quarter and $0.09/share for 2010. Based upon those earnings it is cheap at the current price of $0.77/share.

2. AUTO has sequentially grown revenue and earnings in each of the most recent three quarters and has grown revenue on a YOY basis for the past 5 quarters. Also, a growing economy will tend to grow this non-asset based transportation services company.

3. AUTO has a solid balance sheet including a tangible book value of $0.63/share.

4. AUTO had bullish comments in their Q4 press release. They stated: "2010 was a most rewarding year. As we began recovering from the downturn in the economy, we broadened our service lines and expanded our agent network. We have focused on opportunities through both intrinsic and external growth. In 2010, we experienced growth in all of our business lines and service offerings. We are poised to capitalize on an improved business environment and we will continue our agent network expansion efforts and seek out strategic growth opportunities."

[Rawnoc]

SWINGTRADE BOARD FAVORITES BY MikeDDKing&Rawnoc (3/18/11 update):

* FKWL - Rapidly growing wireless data electronics producer
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=60720374
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=60632856
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=3907

* DJRT - Racing profitability at Dale Jarrett driving school
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=60628691
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=61114589
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=8119

* BUKS - Mini conglomerate with growing revenue and shrinking expenses
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=60518762
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=4254

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

INXSF / INX.V - Rapidly growing marketing data collection company
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=60722904
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=60625061
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=11816

* SMID - Undervalued provider of precast products
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=60518107
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=60604918
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=14077

* AUTO - Non-asset based transportation and logistics provider with rapid growth
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=61128860
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=8722

TPCS - Fast growing metal fabricator
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=60729279
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=60629154
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=12932

KTCC - Fast growing contract electronics manufacturer
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=61088355
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=17707

GAXC - Mini CSTR - Rapidly growing self serve kiosk provider
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=61128690
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=13686

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

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=58830744
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=201

*updated/new 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.