3SOF

1)   Stock Pick: IMOS


2)   Reason behind this pick 

Chipmos is up 37% Revenue Growth in Nov. 05 compared to Nov. 04
Chipmos is up 9% Revenue Growth, month-over-month

1. The projected PE for 2006 of 7.26 is very low given the company's leading position, proprietary technology, and market growth.  The stock has strong fundamentals and a good value compared with other stocks in its industry group.

2. Chipmos has patented technology that will continue to position the company as a market leader.

3. The stock price of $5.66 per share is its 52 week low.  Although the stock is technically weak, it should have minimal downside and start to rebound

From Market Edge Research report dated 11/21/05:

4. Chipmos provides a broad range of back-end semiconductor testing services, including engineering testing, wafer probing and final testing for memory and mixed-signal seminconductors, and provides testing services for liquid crystal display driver seminconductors. The compay also offers assembly services.

5. The trailing twelve month PE is 0.51.   This ratio is lower than the average PE for the inductry group which is 80.69.

6. The Price/Book ration is 0.03, compared with an industry (Electr. Semi.) average of 3.19.

7.  The prior quarter operating margin of 18.24% is greater than the TTM operating markgin of 15.07%.


3)   Stock Chart

SCU (Storm Cat Energy)

Storm Cat is a fundamental play, which I believe is going to rise sharply as the price of natural gas sky rockets, and we realize that there is a significant supply problem.

The Company:

The company is focused on Coal Bed Methane (CBM), a gas derivative of coalfields. This provides an alternative method of getting natural gas, and should get a lot of attention as the natural gas crisis unfolds.

Storm Cat has an all star management lineup, and I truly believe that they are dedicated to seeing Storm Cat emerge as a significant player in the natural resources arena.

From the company website:  http://www.stormcatenergy.com

Storm Cat Energy is a rapidly growing exploration company focusing on developing unconventional natural gas reserves globally. Our mission is to create value for our shareholders by applying strong technical expertise to strategies that will unlock substantial natural gas resources in areas where production can be achieved quickly and efficiently.

Storm Cat Energy Corporation was founded expressly for recovering liquid and gaseous hydrocarbons from unconventional reservoirs. By definition, these tight sandstones, coal seams, and organic rich shales need artificial stimulation in order to produce economic quantities of petroleum. Importantly, these reservoirs have been neglected in many parts of the world for decades. Consequently, numerous and substantial business opportunities exist as many companies do not have adequate knowledge in order to cope with unconventional reservoir behavior. These unconventional hydrocarbon sources require extensive technical knowledge from both geological and engineering perspectives, and by careful design, Storm Cat has assembled a technical team second-to-none in, at least, North American petroleum circles.

Storm Cat's technical program is and always has been threefold;  1 - acquire low-risk producing properties in already-proven unconventional reservoir regions for much-needed cash flow,  
2 - participate/operate in moderate risk endeavors, in which, by definition, chances are good for ultimate success, and  
3 - initiate higher risk, high-reward projects for purposes of exponential company growth, starting with our recent and exciting new CBM contract with the Petroleum Authority of Mongolia.  

We are pleased the low and medium risk endeavors are being avidly pursued especially in terms of outright purchase of producing properties, or in forming a joint venture with other companies. The low risk program is being pursued within the continental United States, where unconventional production is already well-established from coal seams (coalbed methane) or is growing rapidly in terms of gas shale recovery. While the purchase price of these properties remains high due to the current petroleum demand and concomitant pricing, Storm Cat has a great deal to offer in terms of technical help for potential partner companies not possessing the same degree of expertise.

Storm Cat staff has targeted moderate risk opportunities in western Canada where several companies possess significant acreage holdings in Alberta and British Columbia, but again, have a very inadequate background in comprehension of these complex reservoir types. Storm Cat's Calgary office is approaching several such companies currently, and we expect to finalize one or more formal agreements shortly.

Management's objective is to create value for shareholders through a focused strategy of acquiring large scale undeveloped unconventional gas properties and applying state of the art technologies in view of establishing significant long term resource base of natural gas. Importantly, one of management's goals is to operate obtain one of the industry's lowest and most efficient cost structures.
Further, Storm Cat's corporate strategy is to focus on enhancing the value of quality exploration properties with a view to joint venturing certain properties to third party companies. Joint ventures will be utilized to increase our exposure to success, but only at the optimal time so as to maximize shareholder value.
The financial statements of the company are available on the website sedar.com, a website developed by the Canadian Depository for Securities to make public securities filings easily accessible.

For some reason, the chart did not post in my first message, so here it is (SCU):

Quote from: Stocksquire on December 12, 2005, 08:49:06 AM
SCU (Storm Cat Energy)

Storm Cat is a fundamental play, which I believe is going to rise sharply as the price of natural gas sky rockets, and we realize that there is a significant supply problem.

The Company:

The company is focused on Coal Bed Methane (CBM), a gas derivative of coalfields. This provides an alternative method of getting natural gas, and should get a lot of attention as the natural gas crisis unfolds.

Storm Cat has an all star management lineup, and I truly believe that they are dedicated to seeing Storm Cat emerge as a significant player in the natural resources arena.

From the company website:  http://www.stormcatenergy.com

Storm Cat Energy is a rapidly growing exploration company focusing on developing unconventional natural gas reserves globally. Our mission is to create value for our shareholders by applying strong technical expertise to strategies that will unlock substantial natural gas resources in areas where production can be achieved quickly and efficiently.

Storm Cat Energy Corporation was founded expressly for recovering liquid and gaseous hydrocarbons from unconventional reservoirs. By definition, these tight sandstones, coal seams, and organic rich shales need artificial stimulation in order to produce economic quantities of petroleum. Importantly, these reservoirs have been neglected in many parts of the world for decades. Consequently, numerous and substantial business opportunities exist as many companies do not have adequate knowledge in order to cope with unconventional reservoir behavior. These unconventional hydrocarbon sources require extensive technical knowledge from both geological and engineering perspectives, and by careful design, Storm Cat has assembled a technical team second-to-none in, at least, North American petroleum circles.

Storm Cat's technical program is and always has been threefold;  1 - acquire low-risk producing properties in already-proven unconventional reservoir regions for much-needed cash flow,  
2 - participate/operate in moderate risk endeavors, in which, by definition, chances are good for ultimate success, and  
3 - initiate higher risk, high-reward projects for purposes of exponential company growth, starting with our recent and exciting new CBM contract with the Petroleum Authority of Mongolia.  

We are pleased the low and medium risk endeavors are being avidly pursued especially in terms of outright purchase of producing properties, or in forming a joint venture with other companies. The low risk program is being pursued within the continental United States, where unconventional production is already well-established from coal seams (coalbed methane) or is growing rapidly in terms of gas shale recovery. While the purchase price of these properties remains high due to the current petroleum demand and concomitant pricing, Storm Cat has a great deal to offer in terms of technical help for potential partner companies not possessing the same degree of expertise.

Storm Cat staff has targeted moderate risk opportunities in western Canada where several companies possess significant acreage holdings in Alberta and British Columbia, but again, have a very inadequate background in comprehension of these complex reservoir types. Storm Cat's Calgary office is approaching several such companies currently, and we expect to finalize one or more formal agreements shortly.

Management's objective is to create value for shareholders through a focused strategy of acquiring large scale undeveloped unconventional gas properties and applying state of the art technologies in view of establishing significant long term resource base of natural gas. Importantly, one of management's goals is to operate obtain one of the industry's lowest and most efficient cost structures.
Further, Storm Cat's corporate strategy is to focus on enhancing the value of quality exploration properties with a view to joint venturing certain properties to third party companies. Joint ventures will be utilized to increase our exposure to success, but only at the optimal time so as to maximize shareholder value.
The financial statements of the company are available on the website sedar.com, a website developed by the Canadian Depository for Securities to make public securities filings easily accessible.

Minutes to go -- well..

Lets try NXG

Northgate Minerals Corporation (NMC) engages in the ownership, acquisition, and exploration of gold and copper properties in Canada. Its principal assets include a 100% interest in the Kemess South open pit mine and its associated infrastructure, and mineral rights located in north-central British Columbia. The company's mineral rights cover an area of 35,312 hectares and are held as 3 mining Leases covering the Kemess South and Kemess North deposits, 206 mineral claims surrounding the mining leases, and 1 mineral claim held under an option agreement. As of December 31, 2004, NMC's total proven and probable reserves were 510,700,906 tones of gold and copper. The company was incorporated in 1919 under the name Kirkland-Hudson Bay Gold Mines Limited. It changed its name to Northgate Exploration Limited in 1958 and to Northgate Minerals Corporation in 2004. The company is headquartered in Vancouver, Canada.

With gold having made such a big move recently it is due for a pullback so probably not the best to buy today but we think in a month we will still see higher prices for the stock.

The chart here is a weekly one and you can see that actually for 2005 it had made almost no gains but has broken above its channel. It is over bought short term but a consolidation or pullback will help that out. Gold stocks have been lagging the metals increase in price so that either means the metal is due to pull back or the stocks move up nicely.

The stock may gap up as gold is up today so not so good for the contest but we will see in a month.

1) ANLY
2) Its time to recover after Computer Horizon merger.
    Company is under valued and management wants to spruce it up for another sale offer.
   

3)