3SOF

BRLC please! Tia!

David, you said you were gonna a look a little further on XING, any news from that?

IAAC 3 minute look:

http://video.google.com/googleplayer.swf?docId=4956038637166946214&hl=en

IAAC is the most interesting so far today, just $174 M market cap for a $22 or so stock makes it run violently. I'll dig some more about IAAC later, moving closer to the 200 days SMA now.

Quote from: Se7en on January 18, 2007, 09:03:27 AM
BRLC please! Tia!

David, you said you were gonna a look a little further on XING, any news from that?

Yes, I went halfway on an in depth analysis yesterday on XING, but then I stumbled on something, I guess it was gross margin or something so I didn't consider it a buy for now (I have so many numbers in my head from the daily updates that I can't quite remember why I didn't want to buy it yesterday).

Since you're asking I'll make a full analysis on XING, probably tomorrow.

            sncr

Hi Dave,

Could you give me your opinion on MEAD.

Thanks

TINY please, long term nanotech, nanoRAM play.

How about SNDA?  Up nicely on earnings release.

TSO ; ICE ....both of these are on nice bull runs with no apparent end in sight. Thanks!

Hi David - Would you take a quick look at JRJC?

Thanks!
Derek

Ok, let's see what we have here: SNCR, MEAD, TINY, ICE and JRJC.

ICE is a Canadian stock and I don't have info for those. JRJC I already covered on the 3 Stocks on Fire Portfolio message board.

And this leaves me with SNCR, MEAD and TINY to do. I'll try to write analysis on them over the weekend, still dealing with Reuters data link for them to reestablish the service (the service is in Ramburg's name and he's in Peru).

Good morning

Quote from: trexkerry on February 13, 2007, 10:40:49 AM
How about SNDA?  Up nicely on earnings release.

Quote from: David Randolph on February 16, 2007, 04:27:42 AM
Ok, let's see what we have here: SNCR, MEAD, TINY, ICE and JRJC.

ICE is a Canadian stock and I don't have info for those. JRJC I already covered on the 3 Stocks on Fire Portfolio message board.

And this leaves me with SNCR, MEAD and TINY to do. I'll try to write analysis on them over the weekend, still dealing with Reuters data link for them to reestablish the service (the service is in Ramburg's name and he's in Peru).

Good morning

David, please look at SNDA too,  I think you skipped my post!  Hope you're feeling better.

David, I am curiuos about JSDA.  I realize it's valuation is high for current earnings, however, it has gone from 2% to 25% market penetration in a contract with a national distributor (FIZ) and when JSDA announces earnings on March 8th, they will also announce new retail stores that are selling their products.  On yahoo message boards, they have been spotted in Costco, Wal-mart, Target Krogers, Publix, Smith's and a few other grocery stores that I can't recall.  Before Dec. 31 they had an exclusive contract with Target and now have new contract with bev. distributor.  They sell soda (multiple flavors in regular, diet and the new pure cane sugar, and also have organic drinks, teas and energy drinks)  Cramer tauted them as the next HANS back in Dec.  I know Setravis has held JSDA for a while.  What is your opinion of JSDA?  Is there really a 10 fold potential with the PPS/market cap. in the next 2 years?  Thanks in advance.  Elliemae 

David, can you please look into ACY. Just 1.6 Millions shares outstanding. good YOY rev increase. Chart looks good too.

Quote from: stock on January 19, 2007, 11:47:50 AM

            sncr

Good morning stock

SNCR is a recent IPO stock, but we can already see the trend is bullish, with the stock reacting positively to each touch on the ascending 50 days moving average.

Fundamentally:

- Market cap is $560 M. Synchronoss Technologies is a provider of e-commerce transaction management solutions to the communications services marketplace based on our penetration into key providers of communications services.
- Balance sheet is very strong, with $73 M in cash and just $9 M in total liabilities.
- Revenue trend is positive. Revenues were $16 M in 2003, $27 M in 2004, $54 M in 2005 and $72 M in 2006. The revenue multiple is 7.8, which looks high. Gross margin is 46%
- EPS declined from $0.5 in 2005 to $0.35 in 2006 due to taxes. The trailing earnings multiple is 50

As for 2007 we have the following guidance:

• CORRECTED - CORRECTED-UPDATE - Synchronoss Tech raises 2007 outlook; gives Q1 view
at Reuters (Wed, Feb 7)

So, they're expecting 50 cents EPS for 2007, putting the forward earnings multiple at 35.

My overall opinion is the stock has great fundamentals, but that is already more than reflected in the share price. Any revenue or earnings shortfall and the stock will probably tank.

As I said in the beginning and you can check on the chart below, the trend is bullish, but this second leg up was made on lower volume. That might mean there's less people and money involved this time, that is, less people believe the stock is a buying opportunity at this point. It can be developing a top (although I don't like to pick tops and bottoms).

Quote from: boatguy on January 20, 2007, 01:07:49 PM
Hi Dave,

Could you give me your opinion on MEAD.

Thanks

Hi boatguy

MEAD is a $54 M market cap company. From now on this thread will be used for analysis on demand on stocks with more than $500 M market cap. For the ones with less than that, as MEAD for example, you should request the analysis on the daily thread at the 3 Stocks on Fire Portfolio message board, ok?

Thanks.