3SOF

LMRA on fire. Just dont bet too much on this, but its still one of the best one when it gets going.

Quote from: Quilan on February 02, 2007, 09:36:18 AM
UDTT goes the right way!

Unfortunately it is heading south now, declining 7% as I write. It hit the $0.0175 resistance level earlier in the session (at least according to my quote machine). The medium and long term trends are bearish.

Fundamentally:

- Market cap is $1.2 M. Engaged in the research and development of bio-terrorism detection devices
- Balance Sheet: very bad, negative working capital of $3.33 M. Needs to keep selling shares in the open market to survive
- Revenue trend: Just $111 K in revenues over the past 5 quarters
- Losing half of its market cap every quarter

Needless to say I'm not buying this stock, but thanks for the suggestion

ZICA on fire

MY Zica is on fire now, one week +20% is enough, I don't care long term FA.

David would you like to look into MVIS potential?

Quote from: kslifka on February 02, 2007, 09:36:54 AM
HAYZ

The long term trend is now bullish, and so is the short term trend. The stock today opened with a big gap up, and it may come down to close that gap, depending on the significance of the news that made it gap up.

Fundamentally:

- Market cap is $206 M. A supplier of wheels, wheel-end attachments, aluminum structural components, and automotive brake components
- Balance sheet: weak, with a current ratio of 1.41 and long term debt of $667 M
- Revenues are stable around $580 M a quarter. Price to sales ratio is very low at 0.08. The industry average is 0.52
- Losing big money every quarter, for the past 4 quarters. Lost $59 M in Q3 alone

The news today is:

• Hayes Lemmerz Announces Additional Initiatives Aimed at Streamlining Its North American Businesses
PR Newswire (Fri 6:54am)

They're selling some divisions and closing facilities to pay down debt. I don't think that changes the fact that they're losing big money, due to intense competition from foreign manufacturers.

I'm not a fan, this news might already have been discounted by the previous 200% rise in just 2 months or so.

Good luck

CPNE 

Great pick David as always.....
For the short and for the long term..

Hi David.

ONEV.OB

Thanks!

Quote from: Trumpitall on February 02, 2007, 09:41:24 AM
IBIN or CLDN

IBIN has just 600 shares traded today, I won't even bother with it, ok? Let me check CLDN ... barely moving today and nothing special on the fundamentals, being a transportation services company. Are you sure you're interested in these stocks?

Thanks

HGR is doing great today!! Dave, would you buy it again?

Quote from: lancefur on February 02, 2007, 09:43:53 AM
ADM please

Lancefur, ADM is a $23 B market cap company, that is 46 times the maximum size we're looking for here at the 3 Stocks on Fire Portfolio message board, as you can read on the 3 SOF Portfolio FAQ

Ask for that one on the Members Corner, the "Analysis on Demand" thread that I'll look at it when I have a chance.

Thanks

BRLC is looking good with nice increasing profit trend though cash flow is a problem, in at 9.55

BRLC    

AVZA

Quote from: nullzero on February 02, 2007, 09:49:27 AM
What you think of TGX

TGX was covered on Wednesday nullzero. Here's what I said:

Quote from: nica33 on January 31, 2007, 11:16:57 AM
Hi David!  I'm not sure.  I guess you analyzed TGX.  Which is the link?

Thanks!

TGX, what a run, certainly on fire

Some fundamental considerations:

- Market cap of $150 M, a Medical Appliances & Equipment company;
- Balance sheet: very strong !
- Revenue trend: positive and accelerating;
- EPS of $0.11 in Q4, going up from $0.05 in Q3. But that was because of a special tax gain of $1.8 M, otherwise EPS would have been $0.05, the same as in Q3.
- Annualize $0.05 EPS and get EPS of $0.20 for a full year. PER is about 24, and the industry average is 38.

TGX looks undervalued here, it can go up 60 or 70% more just to be valued in line with its industry.