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Messages - livermore

#1
Stock Picking / Re: CAAS (20 times average volume)
November 01, 2007, 05:00:22 AM
Looks very nice chart. I think there is good upside in this stock.


Have a look at SORL as well in this space.
Lots of traction and exclusive supplier in Tianjing
and got a 25% share of Beijing in air brakes market.

The auto parts market in China is definitely hotting up.
Could be a great sector specially with Olympics coming and the economic
expansion super hot.
#2
Stock Picking / Re: SDTH
October 10, 2007, 10:44:23 AM
Nice to see the Bullish Engulfing candle emerge from the little pennant
always like that formation.

I was hoping to see that when I asked the question. Interesting to see where we end
the year at.

With 42% growth for the next 5 years and a forward earnings of 12 I think there has to be
upward advancement for this stock.

Net income 91% is nice to see.
#3
Stock Picking / Re: SDTH
October 08, 2007, 03:40:17 PM
Fundamentals are strong PE 16 FPE 11. Stock seems to be pulling back.
What do you think is in the stars for the stock?
#4
Stock Picking / Re: ROCM
September 26, 2007, 01:40:03 PM
la-onda that was some very nice work by you there.

I would be interested on your take on SDTH holding TRA not sure whether to push more cash there than in TRA.
#5
Great work guys in terms of research you have posted.

A little concerned at the moment that we are being attcked there does seem to be a short term down trend and we have to break out on the upside of the triangle.

where are your sell signals kicking in.

At the moment i amjust a bit tetchy. Though i like the stock alot
#6
Stock Picking / Re: SMSI
April 25, 2007, 03:37:03 AM
Great analysis La-onda and coverage.

Do you think that the fall was purely short attack after Jeffries or do you think earnings may be light in future as inventory worked down?

I thought that with Smith Micxro having VIsta related products they are covered in the future.

I have seen before Smith Micro played even when the earnings have been huge. This is one stock that is always played. Interested about your take.

regards

Stez
#7
Setravis,

excellent call on ISV where do you see it going now?