3SOF

Good morning !

I'm about to sell GOAM, as I've explained on the daily newsletter. That will leave about 33% of capital available to buy a new stock on fire, so please, bring me good suggestions

I guess my daily capacity is about 20 new stocks, so, you know, the first 20 stock symbols I get as a reply to this post will probably be the ones that will be covered.

But you can continue talking about stocks and trading strategies all day if you please. This is your thread !

Thanks for your participation

SCUR beats consensus, guides higher. wish I'd bought more. As MF says, this could be the stock to own in 2007. Looks good for tommorrow.

http://biz.yahoo.com/prnews/070201/lath088.html?.v=76

Up 20% in PreM.

Hi David,
What do you think about AMKR?
Thanks

UDTT goes the right way!

HAYZ

Quote from: lalitha0 on February 02, 2007, 09:32:07 AM
Hi David,
What do you think about AMKR?
Thanks

I love it. I own it at $9.25 on the Main Portfolio. I think it is worth $30.

IBIN or CLDN

ADM please

Motley Fool article on SCUR;

http://www.fool.com/investing/high-growth/2007/01/31/the-best-tech-stock-for-2007-secure-computing.aspx?source=eptyholnk303100&logvisit=y&npu=y

I like HAYZ and chart looks great

What you think of TGX

David, please check RFSS!
thanks in advance
O.

GM all,a lotta chatter around about HRBN. Some people saying it's potentially a 20 dollar stock. It's now about 12.70,could you take a look at it David?Just moved to Nas the other day.

COGO .. a china play with sound fundamentals (or so I have heard....)

Quote from: BigSully1 on February 02, 2007, 09:29:37 AM
SCUR beats consensus, guides higher. wish I'd bought more. As MF says, this could be the stock to own in 2007. Looks good for tommorrow.

http://biz.yahoo.com/prnews/070201/lath088.html?.v=76

Up 20% in PreM.

Technically, the medium term trend is still bearish but the resistance only comes at around $12.5, so plenty of upside. The short term chart below shows the possibility of a reversal island, from bearish to bullish.

Fundamentally:

- Market cap is $538 M. Develops network security solutions that allow organizations to exchange critical information safely with their customers, partners and employees;
- Balance sheet: ugly, negative working capital of $29.4 M. Long term debt of $110 M;
- Revenue trend: Nice, growing every year since 1999. $174.6 M revenues in fiscal 06. Price to sales ratio is 3.08. The industry average is 1.71. Looks rich;
- EPS trend: awful, ($0.76) EPS loss in 2006.
- Guidance: Non GAAP income of $0.03 - $0.04 per share in Q1 2007. That gives me about $0.12 EPS for a full year (non GAAP). And that means an earnings multiple of 70.

I don't know what Motley Fool sees in the company, but I don't see anything that leads me to buy the stock. I dislike it.

Good luck, though