3SOF

david whats your take on ABAT?

David.   If you haven't already looked at CFPC, this stock is interesting

DAVID CAN YOU LOOK AT CFPC THIS STOCK HAS GONE UP .60  SINCE I REQUESTED IT ON FRIDAY..
I COULD USE SOME OF YOUR GOOD ADVICE

THANKS IN ADVANCE

STOCK

Quote from: stock on April 18, 2007, 01:05:41 PM
DAVID CAN YOU LOOK AT CFPC THIS STOCK HAS GONE UP .60  SINCE I REQUESTED IT ON FRIDAY..
I COULD USE SOME OF YOUR GOOD ADVICE

THANKS IN ADVANCE

STOCK

But stock, I already wrote a few remarks about CFPC.OB:

«Quote from: stock on April 16, 2007, 12:27:30 PM

David can you please give me your opinion on  cfpc

I'll try to cover it tomorrow, but I see the company losing huge money as sales grow. It probably wouldn't fit my model, that is, the valuation model won't have good things to say about CFPC.OB.»

It doesn't fit my model, since net profit margin in 2006 was -226%, the company sold $2.6 M and lost $8.53 M doing it. The balance sheet shows just $77 K in cash, even my little brother has more than that, so CFPC.OB can only be a penny stock pump to dilute all the way down to zero in my opinion.

Can be wrong, though, good luck

SORRY DAVID I DID NOT SEE YOUR COMMENTS ON CFPC.. THANKYOU FOR YOUR OPINION

Quote from: BigSully1 on April 17, 2007, 09:21:07 AM
David, I think you might want to take a look at MTOX Medtox Scientific. ER just out. I wouldn't ask if I didn't really think it was worth a good look. SILC and TSL were a couple of my previous suggestions. Thanks. Here's the thread I started on it

http://www.3stocksonfire.org/trading/index.php?topic=9341.0

Oops David! just saw your video on MTOX. I guess I was too focused on the accelerating EPS growth and momentum and failed to see the bigger picture. Next time I will do more DD myself before I ask for you to use your time, I promise. But I'll keep hunting for prospects. Mucho thanks.

David,

Can you take a look at PRXI and NETC?

Cheers,

Quote from: labatts6254 on April 18, 2007, 10:27:10 PM
David,

Can you take a look at PRXI and NETC?

Cheers,

Hi labatts6254, I put PRXI on my "cover list" for today. NETC will have to be left for tomorrow.

Thanks for the suggestion

hi Daivd,
I would be very interested in an updated VPHM analysis based on your new valuation model.
Is there any chance?
VPHM 3SoF:
http://www.3stocksonfire.org/trading/index.php?topic=497.msg96281#new
TA link:
http://stockcharts.com/h-sc/ui?s=VPHM&p=D&b=5&g=0&id=p73983424029&a=95460738

thanks in advance from Singapore

Oliver

Good idea la-onda, I'm also interested in covering VPHM using the new valuation model. Let me put PRXI, NETC and VPHM on tomorrow's list.

Greetings from Ericeira

hi david,
can you review CFPC . ob when you get a chance
thanks
max

Quote from: rickjust on April 23, 2007, 06:58:51 PM
hi david,
can you review CFPC . ob when you get a chance
thanks
max

Hi Rickjust, I already made a few comments on CFPC.OB on this thread, I know the stock keeps rising, but it wouldn't fit my model since it has very low revenues and is losing more and more money. The balance sheet is also very weak with just $77 K in cash and equivalents. At first sight CFPC.OB is a pump & dilute scheme, you never know for how long the pump will go on, but when it's over, the stock will probably go down to below where everything started.

Nice to see you

Quote from: David Randolph on April 24, 2007, 07:20:47 AM

Hi Rickjust, I already made a few comments on CFPC.OB on this thread, I know the stock keeps rising, but it wouldn't fit my model since it has very low revenues and is losing more and more money. The balance sheet is also very weak with just $77 K in cash and equivalents. At first sight CFPC.OB is a pump & dilute scheme, you never know for how long the pump will go on, but when it's over, the stock will probably go down to below where everything started.

Nice to see you
[/quote]




thanlks david

what do you guys think of PFACP its had a nice run in '07.

Has anyone looked at New Oriental Education and Technology?

EDU

IPO Sept 06. End of Dec. 29 Mutual funds held shares. Has about doulbled since. PE a little high I guess at 59. Debt 22%.  Last Q EPS +500% @ 24c/share. Prior Q +250%. Last Q sales +57%. Accelerating YOY sales growth last 5Q's from 16% to 57%.

From Yahoo;

DETAILS   
Index Membership: N/A
Sector: Services
Industry: Education & Training Services
Full Time Employees: 370


BUSINESS SUMMARY   
New Oriental Education & Technology Group, Inc. provides private educational services based on the number of program offerings, total student enrollments, and geographic presence in China. It offers a range of educational programs, services, and products consisting primarily of English and other foreign language training; test preparation courses for admissions and assessment tests in the United States, the People?s Republic of China, and Commonwealth countries; primary and secondary school education; development and distribution of educational content; software and other technology; and online education. The company also provides professional certification preparation programs for PRC bar, Certified Public Accountant, and civil service exams. It provides educational services under ?New Oriental? brand. The company also distributes and sells books and other educational materials through its own distribution channels, which consist of bookstores and websites, as well as through third-party distributors. In addition, it provides consulting services to students regarding overseas studies and related processes, such as visa applications. New Oriental Education & Technology Group was founded in 1993 and is headquartered in Beijing, the People?s Republic of China.

With the booming Chinese economy, more and more Chinese are becoming more affluent, allowing them to privately educate their children. Along with this boom it has been attracting more and more foreign companies that greatly value English speaking workers. End of Feb. they had 128 learning centers and  199,000 students.

This stock isn't in the bargain bin, but still looks attractive to me. But I guess there could be  dilution ahead also?

I'm unsure of how it looks technically right now.

http://stockcharts.com/h-sc/ui?s=EDU&p=D&b=5&g=0&id=p98864158411