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Rawnoc

04/06/11 9:52 PM

#238821 RE: Rawnoc #238119

DJRT thoughts as of 4/6/11....

(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) 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/

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

(5) At the market cap as of the date of this post, DJRT is trading so cheap it's trading cheaper than a lot of non-operating shell stocks.
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Rawnoc

04/10/11 11:57 PM

#238969 RE: Rawnoc #238119

SMID thoughts as of 4/10/11...

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 4 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 $2.34

(3) SMID's backlog continues to be healthy with new products being introduced.

(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
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MikeDDKing

05/26/11 8:02 PM

#241380 RE: Rawnoc #238119

ASTC IMO has great odds of being a multi-bagger and is my largest position. Here are reasons that I like ASTC:

1. ASTC has two divisions including the Astrotech Space Operations (ASO) and Spacetech. ASO provides satellite launch processing services. Spacetech is an incubator intended to develop space-industry technologies into commercial applications. ASO is quite profitable but Spacetech isn't. ASO made $0.35/share last year yet the stock last traded at $1.07. To get the proper valuation for this company, IMO you need to value it as two separate companies first rather than just look at the bottom line. I think that ASO is worth $4 today based upon EPS of $0.35/share last year and is worth even more in the future. I'm not sure what value to give to Spacetech but even if you give that a value of zero, ASTC is massively undervalued.

2. The huge $16.2M contract that they just got should move overall profitability of ASTC to roughly the $0.30 level in fiscal 2012. That implies ASO earnings will be in the $0.65/share ballpark!
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63261790

Note that as revenue rises their margins generally go up. Also, per their filings, fixed-price contracts typically have higher margins.

3. Book value is $2.04/share and cash is $0.39/share. ASTC is trading for roughly 1/2 of BV!

4. The CFO just purchased 20,000 shares in the open market on 5/17/2010 at $0.97/share.
http://www.secform4.com/filings/1001907/000120919111029834.htm

5. According to a yahoo poster, 1st Detect, a part of Spacetech is going to commercialize one of their products in late Q4 2011 or early Q1 2012.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63578919
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MikeDDKing

05/26/11 9:45 PM

#241381 RE: Rawnoc #238119

GAXC is a mini Coinstar in the making that has considerable appreciation possibilities. They started rolling out their DVD service last year and ran into some problems. The CEO was fired and new management has taken the helm. They are making considerable progress in the turn around and subsequent growth. Here are some more details on why I like GAXC:

1. GAXC is guiding for record revenue in Q2 of $8.2M and EPS of $0.01/share.

2. Their DVD business is going through rapid growth. This includes the following initiatives:
a. Their existing business on military bases has limited DVD capacity. If I remember correctly they only have capacity for 100 DVDs. They are replacing those machines with ones that can hold 600 DVDs which should improve the revenue per machine.
b. They are adding DVD kiosks at more military bases. Also, they are focusing on placing DVD kiosks outdoors as outdoor kiosks have better revenue than indoor kiosks.
c. They are working with A&P to market the DVD kiosks in A&P stores to A&P customers. Also, they are eliminating unprofitable DVD kiosks at the A&P chain.

3. They are rapidly increasing the number of ATMs that they serve. This is being done both via acquisition and via organic growth. As of the end of 2010 they had approximately 4700 ATMs. Some recent wins include the following:
a. On May 24th they announced an agreement with a grocery chain to provide up to 400 or more ATMs.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63491957
b. On May 17th they announced a purchase of 23 ATM sites from another ATM company.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63207316
c. On Jan 14th they announced the purchase of 140 ATMs.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=58794133
d. They are working to streamline the DVD business as they have their own organically grown DVD business and one they acquired at the end of 2010.

4. They are trading at a discount to book value which is $0.70/share.

5. In the last conference call they stated that they are looking to have 25-30% year-over-year revenue growth.

6. Insiders have been making substantial purchases in open market transactions.
http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7923197-1362-9782&type=sect&TabIndex=2&companyid=10136&ppu=%252fdefault.aspx%253fcik%253d852570

http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7924159-1249-9382&type=sect&TabIndex=2&companyid=10136&ppu=%252fdefault.aspx%253fcik%253d852570

http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7924158-1380-10276&type=sect&TabIndex=2&companyid=10136&ppu=%252fdefault.aspx%253fcik%253d852570

http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7941561-1380-9452&type=sect&TabIndex=2&companyid=10136&ppu=%252fdefault.aspx%253fcik%253d852570
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MikeDDKing

05/27/11 12:37 PM

#241413 RE: Rawnoc #238119

SPIN IMO is a potential multi-bagger. They are a medical marketing, management, billing and collection company facilitating treatment for patients who have sustained spine injuries resulting from traumatic accidents. Here are some reasons I like SPIN:

1. They have been rapidly growing earnings and have high GM. They made $0.017 in the most recent quarter and have GM of 64%.

2. In the most recent CC they indicated that they think they will have gross revenue of $2M which is an increase of over 35% from the most recent quarter where they had gross revenue of $1.479M. Also, there were some one-time expenses in the most recent quarter so I expect expenses to go down as a percentage of revenue and possibly in absolute dollars. I'm expecting Q2 earnings in excess of $0.02/share and possibly as high as $0.03/share.

3. They are rapidly adding clinics. They had two clinics as of the beginning of 2011 and added one at the beginning of February. Furthermore, they have plans to rapidly expand their clinics as cash allows. I expect earnings and revenue to rapidly ramp up.

4. The CEO has been buying shares in the open market for some time.

5. The CEO has previously run a public company that had a similar business model. That company started out on the pinksheets, uplisted, and eventually was bought out.

Recently they had their first conference call (fiscal Q1'11) which I think is the best place to start your DD. They do a great job of explaining the business model and the opportunity. Here is a link:
http://spinepaininc.com/call.php

Also, the fiscal Q2'11 conference call is a good source of DD:
http://spinepaininc.com/call2.php
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MikeDDKing

05/27/11 1:16 PM

#241416 RE: Rawnoc #238119

OBCI has some significant opportunities for appreciation. Here is why I like OBCI:

1. OBCI made $0.08/share in the most recent quarter which is a seasonally weak quarter. Revenue grew 30% and they sound bullish for the future!
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63013963

2. OBCI made $0.26/share for the trailing 12 months so it is trading at a multiple of only slightly more than 10. I think earnings could grow to $0.40-$0.50 over the next 12 months.

3. OBCI has new mold and mildew products that they developed in 2010. These products had some one-time expenses in 2010. The sales are starting in 2011 and should drive revenue and earnings going forward.

4. OBCI has a super low float and periodically has some very big price spikes.
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MikeDDKing

05/27/11 1:59 PM

#241418 RE: Rawnoc #238119

TESS is one of my favorites and I added some shares today. I'm thinking it is likely in the $18 ballpark within the next 12 months and last traded at $11.45. Here are some bullet items as to why I like them:

1. They guided for $0.37-$0.45 in EPS for their June quarter (fiscal Q1).

2. Fiscal Q2 and Q3 are their seasonally strongest quarters so likely Q2 and Q3 will be even stronger than Q1.

3. The deal with GE transportation seems like it could be a significant growth item for them and also provides a platform to grow into other areas. This was explained nicely in the fiscal Q3 CC and to a lesser extent in the fiscal Q4 CC. I'm not sure how to model this area going forward but I think it is a nice growth item.

4. The long term earnings growth trend for TESS is quite nice.

5. They have a nice dividend of $0.10/share/quarter.

6. They have a nice balance sheet with an approximate BV of $10.44/share, TBV of $8.90/share, and cash of $1.08/share. The combination of the balance sheet and dividend gives them some good downside protection IMO.
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MikeDDKing

05/27/11 3:01 PM

#241426 RE: Rawnoc #238119

DTRX is one of the most undervalued stocks I can find and IMO has great odds at a multi-bagger. DTRX makes PVC/CPVC pipes, ducts, etc. They also manufacture specialty chemicals. Here are some reasons I think DTRX could be a multi-bagger:

1. They mad $0.79 in Q1 and $1.89 for the trailing 12 months. Their trailing PE is under 5!

2. Q2 and Q3 are seasonally stronger than Q1 so it is quite possible that earnings will be a further blowout.

3. NewMoney commented that another company in this business is hiring like crazy. http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63028230

4. If DTRX can do this well in a bad real estate market, imagine what they can do when the real estate market turns.

DTRX files quarterly and annual reports at www.otcmarkets.com
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MikeDDKing

05/27/11 3:41 PM

#241428 RE: Rawnoc #238119

AUTO is one of my favorites and I think will likely double in the next year. They are a non-asset based transportation services company. Here are some reasons I like AUTO:

1. AUTO has 5 consecutive quarters of year-over-year earnings growth and 6 consecutive quarters of year-over-year revenue growth. That is a trend I expect to continue.

2. In the PR for the Q1 earnings report they bullishly stated: "We are poised to continue to capitalize on the improved business environment and will continue to expand our agent network and to seek out strategic growth opportunities."

3. They have trailing twelve month earnings of $0.095 so they are trading with a trailing PE of only 7.

4. They have a nice balance sheet with book value of $0.65/share.

5. I have a friend that is a manager in the trucking business and he has been very, very busy.
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MikeDDKing

05/27/11 9:57 PM

#241446 RE: Rawnoc #238119

LEE is one of my favorite holdings that I think has opportunities to be a multi-bagger. They are a newspaper company. Here are some reasons I like LEE:

1. They have huge cashflow and a trailing PE of under 2.

2. The reason the stock price is so low is that their debt comes due in April of 2012. They recently tried to float a financing but pulled it because the terms they were able to get were not satisfactory. IMO the company is priced for bankruptcy but that is highly unlikely.

3. The March quarter was a little bit weak in part because of the shift in timing of Easter. I expect next quarter to be better and thus the environment for refinancing will be better. Refinancing at reasonable rates should cause this stock to skyrocket.

4. There were two insider purchases. One was by the CEO and was for 100K shares. The other was by a VP and was for 10K shares.
Mary Junck, Dir., Chairman, Pres.& CEO - http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7906651-1230-10622&type=sect&TabIndex=2&companyid=6132&ppu=%252fdefault.aspx%253fcik%253d58361

Greg Veon, VP - Publishing - http://yahoo.brand.edgar-online.com/displayfilinginfo.aspx?FilingID=7923746-1211-10380&type=sect&TabIndex=2&companyid=6132&ppu=%252fdefault.aspx%253fcik%253d58361

5. There also is a pretty good Seeking Alpha article on LEE.
http://seekingalpha.com/article/271295-why-i-bought-lee-enterprises

The LEE board is located here:
http://investorshub.advfn.com/boards/board.aspx?board_id=15299
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Rawnoc

05/29/11 3:35 AM

#241472 RE: Rawnoc #238119

REPR--Sales +48%, EPS +.01, up 106% (Sequentially!!!)

http://www.otcmarkets.com/edgar/GetFilingHtml?FilingID=7965527

MY ANALYSIS OF THIS PAST Q PLUS FORWARD PREDICTION:

(1) Freedom60 Sales (their main product) up 41% (sequentially) led by an increasing recurring revenue stream as Hizentra and Vivaglobin patients tend to be patients for life who require REPR's tubing sets every month which run over $325 per year per patient for life. Hizentra sales continue to explode and the maker of Hizentra continues to promote REPR's Freedom60 device and tubing sets. 10Q forecasts further increases as a result of Hizentra drug approval last year and the Freedom60 now used for other drugs as well.

(2) On May 20, 2011 REPR received their long anticipated FDA approval for the marketing of their new needle set. It is expected that this approval will lead to a significant increase in sales and REPR is underdoing significant manufacturing expansion in anticipation of this.

(3) I estimate that conservatively around 13,000 devices are on operation with a recurring revenue stream of now of $1,055,000 per Q. The recurring revenue stream now going forward is very high and that alone should continue to make REPR very profitable and growing with growing device sales being icing on the cake.

(3) REPR's Freedom60 device is the only one of its kind approved by Medicare.

(4) Rock solid balance sheet with a large and growing cash position, very little debt, and zero need for dilution.

PREDICTION....

(my prediction/analysis of last Q was virtually spot on)
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=58830744

Total sales expectation = $1.9 million
After-tax net income of $460,000
After-tax EPS of +.013
Annualized EPS of +.052
PE of 15 = .78/share target.
With EPS of +.02/+.03 in future Qs in 2011/2012, then target becomes $1.20/$1.80

All of the above just my opinion.
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Rawnoc

05/29/11 6:58 PM

#241479 RE: Rawnoc #238119

JBII thoughts on 5/29/11....

I think JBII is a potential grand slam out of the park home run. Here's why:

(1) See all of the links in the IBOX here:
http://investorshub.advfn.com/boards/edit_ibox.aspx?board_id=15341

(2) See the sticky notes on the same board.

(3) Recent quote from the Mayor of Niagara Falls kind of sayas it all:

Niagara Falls Mayor Paul Dyster said, "Every waste hauler in the United States, Canada, and a lot of other places, is going to have one of these units located on site, because now they can take plastic they would otherwise pay to landfill, and they can convert it into fuel to run their vehicles."
http://www.wivb.com/dpp/news/niagara/Falls-business-turns-plastic-into-fuel

(4) The following companies and people have endorsed JBII's process in one form or another:

OxyChem (NYSE: OXY)
Smurit-Stone (NYSE: SSCC)
Rock-Tenn (NYSE: RFT)
Two New York State Senators
Mayor of Niagara Falls
Islechem, the private R&D lab of a $90 billion NYSE: OXY
Conestoga-Rovers and Associates
New York Department of Environmental Conservation
Al Sousa
Intertek
PetroLabs
Alberta Resource Council
Southwest Research Institute
For starters....Probably way more coming...

Numerous shareholder visits including me and others examing every nook and cranny.
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Rawnoc

05/29/11 7:16 PM

#241480 RE: Rawnoc #238119

GAXC thoughts on 5/29/11...

GAXC is a really cool turnaround play that could go up huge from here. Here's why:

(1) The new management team in just two quarters has turned the company around from losses to forecasted +.01 EPS for the next Q and is then could accelerate from there.

(2) They have two lines of business. The ATM business has been a consistent money-maker, and the DVD kiosk business (similar to Red Box) which is driving the turnaround from losses to profits.

(3) Several insiders have been buying GAXC in the open market.
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Rawnoc

05/29/11 7:30 PM

#241481 RE: Rawnoc #238119

SPIN thoughts 5/29/11....

SPIN is one of my favorite stocks that I think has the chance of being a big mulit-bagger. Here's why:

(1) SPIN has a simple business model that has been profitable in every quarter in its existence. SPIN earned last Q +.02 EPS and is ready for rapid earnings growth from there IMO.

(2) Cash flow is starting to accelerate which is allowing them to immediately expand their business within their current clinics as well as add more clinics.

(3) Their CEO was previously CEO of a pinksheet stock that got uplisted to NASDAQ, then AMEX, then got bought out for around $12/share. SPIN's business model is very similar to the CEO's old company.

(4) The float is very small (6.4 million according to Yahoo) and shrinking as the CEO has been consistently buying shares in the open market.
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Rawnoc

05/29/11 8:18 PM

#241482 RE: Rawnoc #238119

JBII thoughts on 5/29/11....

I think JBII is a potential grand slam out of the park home run. Here's why:

(1) See all of the links in the IBOX here:
http://investorshub.advfn.com/boards/board.aspx?board_id=15341

(2) See the sticky notes on the same board.

(3) Recent quote from the Mayor of Niagara Falls kind of sayas it all:

Niagara Falls Mayor Paul Dyster said, "Every waste hauler in the United States, Canada, and a lot of other places, is going to have one of these units located on site, because now they can take plastic they would otherwise pay to landfill, and they can convert it into fuel to run their vehicles."
http://www.wivb.com/dpp/news/niagara/Falls-business-turns-plastic-into-fuel

(4) The following companies and people have endorsed JBII's process in one form or another:

OxyChem (NYSE: OXY)
Smurit-Stone (NYSE: SSCC)
Rock-Tenn (NYSE: RFT)
Two New York State Senators
Mayor of Niagara Falls
Islechem, the private R&D lab of a $90 billion NYSE: OXY
Conestoga-Rovers and Associates
New York Department of Environmental Conservation
Al Sousa
Intertek
PetroLabs
Alberta Resource Council
Southwest Research Institute
For starters....Probably way more coming...

Numerous shareholder visits including me and others examing every nook and cranny.
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Rawnoc

05/30/11 4:24 PM

#241495 RE: Rawnoc #238119

LEE thoughts on 5/30/11...

LEE is a value stock that I think will be a multi-bagger. Here's why:

(1) LEE's operating cashflow is really huge and consistent. I think its the most important metric to focus on for this type of stock. LEE's cash balance has been consistently growing while its debt has been consistently shrinking.

(2) I think the debt will be refinanced on favorable terms given their cashflow and how nicely they've been paying it off. Refinancing should lower interest expense and greatly increase both earnings and cash flow available to pay down even more debt. It should also remove uncertainty that has made the stock price so cheap and could become a catalyst for a huge run.

(3) I expect advertising rates for their business to continue to pick up especially as we get closer to election times.

(4) The CEO and CFO have both recently bought shares in the open market.

(5) There is a huge short position of 24% of the float according to Yahoo and a short ratio of 4.0 (4 times the average daily volume) leading to the possibility of a short squeeze.
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Rawnoc

05/31/11 8:50 AM

#241500 RE: Rawnoc #238119

LEE is a value stock that I think will be a multi-bagger. Here's why:

(1) LEE's operating cashflow is really huge and consistent. I think its the most important metric to focus on for this type of stock. LEE's cash balance has been consistently growing while its debt has been consistently shrinking.

(2) I think the debt will be refinanced on favorable terms given their cashflow and how nicely they've been paying it off. Refinancing should result in lower interest expense vs. street expectations and allow for plenty of decent earnings and cash flow available to pay down even more debt and at a level that justifies a much higher stock price. It should also remove uncertainty that has made the stock price so cheap and could become a catalyst for a huge run.

(3) I expect advertising rates for their business to continue to pick up especially as we get closer to election times.

(4) The CEO and CFO have both recently bought shares in the open market.

(5) There is a huge short position of 24% of the float according to Yahoo and a short ratio of 4.0 (4 times the average daily volume) leading to the possibility of a short squeeze.
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Rawnoc

05/31/11 2:22 PM

#241526 RE: Rawnoc #238119

ASTC is a cool story that I think is going to have a huge breakout this year. Here's why:

(1) ASTC is a very cyclical business with upswings in the cycle historically leading to some huge bottom line net incomes. Look at the historical financials and the chart. I think the next huge upswing is coming up shortly. ASTC recently announced a new $16.2 million contract to be worked on starting immediately with revenues being generated from it almost immediately.

(2) ASTC has two divisions. One is profitable and making money hand over fist and the other is a biotech. Combined, the profitable business's value is being hidden. When sales tick up higher, EPS tends to go through the roof and cause a substantial run in the stock. The profitable division had EPS of .35 last year which is huge for a stock trading near $1.00

(3) ASTC has a huge backlog and trades well under tangible book value.

(4) ASTC has a share buyback program in place. Also the CFO recently bought some shares in the open market.

(5) ASTC is going to report some killer earnings reports going forward that will make the current price look ridiculous IMO. ASTC should have an upward breakout accordingly.
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Rawnoc

05/31/11 6:26 PM

#241532 RE: Rawnoc #238119

SPIN thoughts 5/31/11....

SPIN is one of my favorite stocks that I think has the chance of being a big mulit-bagger. Here's why:

(1) SPIN has a simple business model that has been profitable in every quarter in its existence. SPIN earned last Q +.02 EPS and is ready for rapid earnings growth from there IMO.

(2) Cash flow is starting to accelerate which is allowing them to immediately expand their business within their current clinics as well as add more clinics.

(3) Their CEO was previously CEO of a pinksheet stock that got uplisted to NASDAQ and then later on the AMEX. SPIN's business model is very similar to the CEO's old company.

(4) The float is very small (6.4 million according to Yahoo) and shrinking as the CEO has been consistently buying shares in the open market.
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Rawnoc

06/01/11 1:33 AM

#241536 RE: Rawnoc #238119

AUTO is a stock I like for its long term low risk but nice upside potential. Here's why:

(1) AUTO has been consistently growing the top and bottom line for over 10+ years. To truly appreciate how well management has done, one needs to go through every single 10Q and 10K for the last 10 years and see that, over time, they have consistently grown this over the years.

(2) They have grown the company to the point where the bottom line is capable of increasing very easily. Current earnings already justify a higher stock price than current IMO and any growth adds to the potential. The downside risk is minimal IMO of current earnings and growth disappointing over time and is cheap vs. the stock price.

(3) Management made some bullish comments in the most recent earnings report. Management has a long history of delivering on their bullish outlook.

(4) AUTO is barely trading over book value so it's cheap based on that as well.

(5) I really like the industry (trucking) they are in as I've been reading a lot about it booming recently.
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Rawnoc

06/01/11 1:48 AM

#241537 RE: Rawnoc #238119

DTRX = insane value play that's going to go nuts IMO.

(1) Simple business model -- they make pipes and chemicals. But they're making money hand over fist and those profits are insanely cheap vs the market cap, especially on a forward-looking (IMO) basis. They earned .79 EPS last Q and that wasn't even one of their seasonally stronger Qs.

(2) Sales are starting to grow fast with a 38% growth last Q.

(3) CEO went from "cautious optimism" in the report before the most recent quarterly report to "we expect this performance to continue" in the most recent quarterly report. Given his conservative nature before a blockbuster report has turned into a more bullish tone, I think the next 2 reports could be monsters.

(3) Outstanding shares and float are less than 2 million!
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Rawnoc

06/02/11 12:51 AM

#241588 RE: Rawnoc #238119

FONR is a great swing trading with a cool successful product (standup MRI) and story. Here's why I like it here and thinking it will make a decent pop:

(1) FONR's sales and earnings have been doing well especially credited to Germany. Since their stand-up MRI is the only MRI type that can effectively examine the spine in its normal weight load, FONR expects this to become the standard throughout Europe. FONR's annualized earnings already suggest a quite undervalued stock even before further anticipated growth.

(2) FONR has been successful in cost cutting and therefore improving net margins that should give consistent high profitability going forward as well as increase potential EPS with any sales increases.

(3) FONR has a rather low outstanding shared count, float, and market cap for a nicely profitable NASDAQ.
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Rawnoc

06/02/11 1:34 AM

#241589 RE: Rawnoc #238119

OBCI is a simple story that's undervalued and is position for a nice swing trade.

(1) They have been making consistent positive net income and growing. Their earnings and growth going forward seem undervalued vs. the stock price.

(2) Float and outstanding shares are small.

(3) OBCI introduced some new products which should help sales further this year. They are also expanding into new markets with previously existing products.
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Rawnoc

06/02/11 1:47 AM

#241590 RE: Rawnoc #238119

TESS is a great place to park some cash and play the swings. Here's why:

(1) TESS is making money hand over fist, has a good balance sheet, and pays a decent cash dividend every quarter -- all of these providing excellent downside protection with decent upside potential while being paid every quarter.

(2) TESS gave very bullish commentary and outlook in their latest earnings report with a forecasted pretty large jump in EPS for next Q.

(3) TESS is heavily owned by institutions and mutual funds with 70% of the float owned by them according to yahoo as of 3/31/11.
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MikeDDKing

06/03/11 11:13 AM

#241649 RE: Rawnoc #238119

FONR is one of my favorites that I think could be a double or triple over the next year. FONR is the manufacturer of upright MRI scanners and also manages MRI offices. Here is why I like them:

1. They have turned around earnings and now have had 4 sequential profitable quarters. The turn around is due to both cost cutting and an increased focus in the management of MRI offices.

2. Earnings the past two quarters were $0.20/share and $0.24/share. I expect earnings going forward to be in the ballpark of $0.12/share/quarter. The drop is due to a financing that they just completed. Their forward PE based upon my estimates is in the ballpark of only 4!

3. My earnings estimate above could turn out to be quite low if they have a large number of MRI sales in a given quarter. Earnings at the $0.12/share level assume only moderate sales of MRI equipment.

4. Their balance sheet has been rapidly improving as they continue to report positive earnings and due to their recent financing. If it improves much more they might be able to replace their recent financing at a lower interest rate which would greatly increase earnings.

The FONR board is locate here:
http://investorshub.advfn.com/boards/board.aspx?board_id=689
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MikeDDKing

06/03/11 12:28 PM

#241652 RE: Rawnoc #238119

INXSF.PK / INX.V is a rapidly growing company and is my second largest holding. I think it has excellent odds to double or triple from here. 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. There is a research report that estimates 2011 earnings at $0.09 and 2012 earnings at $0.11!
http://www.researchfrc.com/research/pdf/inx/May%202011%20-%20In-Touch%20Initiating.pdf

3. They are expanding into mobile apps which is a big part of their growth initiative.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63379561

4. 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/

The INX.V / INXSF board is located here:
http://investorshub.advfn.com/boards/board.aspx?board_id=11816
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MikeDDKing

06/03/11 1:52 PM

#241657 RE: Rawnoc #238119

JBII is a stock that I think has huge potential and is one of my favorites. Their ability to convert plastic to fuel at massive margins gives them the potential to be a mega bagger from here. They seem to be eliminating several of the issues and risks that were present earlier on and are moving into the commercialization phase of their lifecycle. This is the part of the evolution of a small company where growth in the share price can be the most dramatic. Some milestones I expect to happen in the next few months are as follows:

1. Granting of final permits for their NY facility

2. News of additional sales and contracts for fuel

3. Rollout of additional processors

There are many other milestones that I think we will hear about this year but the above ones I believe are the most predictable.

While JBII still has some signficant risk, the risk/reward profile for JBII IMO is the most attractive it has been since they became a public company.
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Rawnoc

06/03/11 7:04 PM

#241667 RE: Rawnoc #238119

SWINGTRADE BOARD FAVORITES BY MikeDDKing&Rawnoc (06/03/11 update):

* ASTC - Provider of satellite launch processing services with huge backlog.
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63620591
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63733951
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=5026

* SPIN - Medical marketing, management, billing and collection company facilitating treatment for patients with spine injuries.
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63646057
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63745067
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=10703

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=63690225
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63865928
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=63860840
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

* LEE - Conglomerate of newspaper companies.
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63666254
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63701356
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=15299

* DTRX - Maker of PVC/CPVC pipes, ducts, etc. They also manufacture specialty chemicals.
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63654675
* Rawnoc's thoughts -http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63753795
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=20688

* FONR - Manufacturer of upright MRI scanners and also manages MRI offices.
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63856038
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63796935
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=689

* OBCI - Speciality chemical product company mostly for the marine vehicle maintenance.
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63648525
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63797565
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=8560

* TESS - Provides and services wireless systems for businesses and government.
* Mike's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63651011
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63797748

AUTO - Non-asset based transportation and logistics provider with rapid growth.
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63657368
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63753641
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=8722

GAXC - Mini CSTR - Rapidly growing self serve kiosk provider.
* MikeDDKing's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63622695
* Rawnoc's thoughts - http://investorshub.advfn.com/boards/read_msg.aspx?message_id=63689671
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=13686

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=63682064
Board - http://investorshub.advfn.com/boards/board.aspx?board_id=201

*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.