3SOF

Hi David,

May be time for it to breakout from $2.50
Looks like very good fundamentals to me, and a low valuation.
It does look like there is a great deal of resistance around $2.50, and I have a concern that oil is cooling off.

I would like your take on it, if you get a chance. Thanks

Robbie

 dave from yesterday please  on   ftrs    thanks

ONSM looks like its ready to break out more and make some new HODs.

Hey, Bad Oscar. Funny you should ask about BCON. I've been holding a junk of this for over a year and today it's starting to move.

HOFT .. up 26%
Mk Cap: $212k million
BRIEF: For the six months ended 31 May 2006, Hooker Furniture Corporation's revenues increased 4% to $176M. Net income increased 20% to $9.4M. Revenues reflect an increase in sales due to higher unit volume for imported wood & metal furniture and increased average selling prices due to higher volume imported wood & metal units shipped. Net income benefited from improved gross margins and lower restructuring & asset impairment charges

Quote from: TraderStar on February 09, 2007, 09:43:30 AM
APLX
Mkt Cap: $127k million
BRIEF: For the six months ended 30 June 2006, Applix, Inc.'s revenues increased 31% to $22.3M. Net income from continuing operations increased 5% to $2.5M. Revenues reflect higher sales from software license and increased professional services & maintenance revenue. Net income was partially offset by an increase in sales & marketing expenses, higher product development expenses and increased general & administrative expenses.

On fire today...

Technically the stock gapped to a new 7 year high, so the medium and long term trend is undoubtedly bullish. But I wonder if it won't come down to close the gap, this is a pretty big gap up on earnings news that perhaps were already expected/priced in.

Fundamentally:

- Market cap is $201 M. The Company is a global provider of Business Intelligence and Business Performance Management solutions.
- Balance sheet looks healthy with $27 M in cash and equivalents

«Applix is targeting diluted earnings per share for 2007 on a GAAP basis between $0.31 - $0.38, based upon an assumed weighted average number of diluted shares of 18,000,000 and an estimated effective tax rate of 40%.»

They had 15.6 million shares outstanding and now are talking about 18 million for 2007? That means dilution. Also, EPS of $0.345 means the forward earnings multiple is something like 37.5.

My take is fundamental trends are positive but valuation already reflects that. I would consider it on a 20 or 30% dip, but not at current levels, not today after this huge gap up.

Good luck

Dave EFSF on fire

I am still holding FUEL (a previous pick so I dont need analysis again), just pointing out that it is picking up again, today looks like the STEPS entry criteria could be met for those who follow STEPS setups 

Quote from: nullzero on February 09, 2007, 09:45:03 AM
TSTC looks good

Yep, the chart is quite bullish, trying to breakout above an ascening triangle technical formation as I write. Let's make a few fundamental tests:

- Market cap is $90.5 M. Provides the infrastructure and integrated coverage solutions through a comprehensive national sales and services network that keep mobile users connected in the growing China Wireless Telecommunications and international markets.
- Revenues are growing nicely over the years. The 4th quarter is seasonally the strongest. I expect 2006 full year revenues around $21.5 M.
- Full year 2006 EPS will probably come in around 60 cents, so I estimate the trailing earnings multiple to be about 18.

This being a Chinese company I can't consider it cheap, because those usually trade at a discount to the market average. The stock is at a critical point now, a failed attempt at breaking out above the $10.68 resistance level will probably make it fall 10% or more.

Good luck

Hey David,

Could you give me your thoughts on PMED. Thanks a lot.

gm David,can you have a look at GENR for me?Volume and pps have risen over the last few days.It's at .29 +2% today so far

Quote from: boatguy on February 09, 2007, 10:54:22 AM
Dave EFSF on fire

Just got in myself, have traded this before.  Seems to move quick on hype, and sometimes I think that is what this company is, lots of hype.  They said over half a year ago they were going to announce a major celebrity to promote their acne product, and I never saw that happen, lol.  Supposedly their Cinnergen product can cure flu, so there is some bird flu play there.  

Anyway, chart is bullish, I doubt its a solid company, but I am giving the it a go here too, good luck to us boatguy  

Sorry ,GENR is up 7% so far today,not 2% as i indicated in my post

For Vegas-style gamblers, EVCC looks like it is running again 

Quote from: kslifka on February 09, 2007, 09:47:20 AM
I bought ZONS and JACO pre-market after their earnings reports.

You already have a nice profit at ZONS kslifka, congrats

I hope my analysis reinforces your bullishness on those stocks.

Technically I like ZONS chart, it reminds me of SYX when it was down there around $14, doesn't it? Anyway, the stock opened with a big gap up, the news really needs to be "news" for it to keep on pushing higher. We'll get to that in a moment.

Fundamentally:

- Market cap is $132 M. A single-source direct marketing reseller of name-brand information technology products to the small- to medium-sized business market, large and public sector accounts.
- The current ratio is just 1.6, so the balance sheet is a bit weak, but "big", if you know what I mean.
- Revenue trends are positive and 2006 revenues were $575 M. This looks like a huge number for a $132 M market cap company ...
- Fully diluted EPS for 2006 was $0.66. That puts the trailing earnings multiple at 15.2. The industry average is 14.

But the industry average sales multiple is 0.62, and ZONS is trading at just 0.23 times revenues. I say the stock is undervalued, the chart looks bullish, I'm positive on ZONS.

Good luck