Analysis on Demand

[Ramsburg]

Frederick,

Is it possible you could divide the portfolio gains in the 3SOF portfolio into monthly or quarterly earnings analysis? I know that it is up huge since conception but I was unlucky enough to join AFTER the big windfall in AMRE. I think it might help to convince some folks that David's system will deliver consistent gains and of course get your needed customer base going forward.

thanks, Brad

Hi brad,

We'll have to work on that
Thanks for the suggestion !

[usedcasting]

Hi guy's hope things are well. If you get a chance sometime could you give your opinion on FMD. They look cheap and may be turning up.

Thanks very much

[starfire]

David,
When you get the time, could you analyze SMTX. Has annual revenue of $215- $250M USD. 14.6M shares O/S and about 3M in available float. Just turned cash flow positive, $3.8M.

[422fwhp]

When you get the chance, would you give me an assessment on GENR?  Thank you.

Thought there was support at 2.22 but it dropped below that today.  Not quite sure about Fib.retracement levels...is the bottom reference from the first BWC?  Is the volume a factor when determining the bottome reference?  Where is the 50% fibonacci retracement?

Thanks in advance...Jody

[422fwhp]

I've been looking over some previous charts of yours.  Also, I discovered the "fibonacci retracement tool" on stockcharts.com which helps a lot.

Of course I can't figure out how to save/post the annotated chart.   

From the very start of the run to the tip of the last BWC I get a 50% retracement of 2.10

Closed today at 2.12 and has fallen the last couple of days because:
Genaera sells 11.4M shares at $2.15 each
http://biz.yahoo.com/cbsmb/050912/38dd4f7b70b3451bb12f2f7bd380c4d6.html?.v=1

I value your input.


Thank you,
Jody

[KCScott]

SWAT - a friend in my industry put me onto this company.

I'd heard of them - one of my clients (I'm a security consultant) is already using their systems for covert surveillance in a retail application. I have the prospectus but it is too large a document to post on the board.

Only 1,200,000 shares out - Hasn't moved much since the IPO in July but this account has some great mid-long term upside:

1. This company is in a red hot sector and is in the right place at the right time. Their product focuses on surveillance equipment that is installed in mass transit vehicles like buses and subway systems. The London bombings created an immediate need of these products and the demand of these products should remain high for the foreseeable future.

2. SWAT has an extremely low float. 1.2 million shares were offered in the IPO and the underwriters were given an additional 180,000 shares which were exercised bringing the total available shares to 1.38 million.

3. There are many occasions where when a stock suddenly appreciates in price where the run is stopped by eager insiders who want to cash out. SWAT insiders are in a unique position because they have a lock-up period of 12 months from the IPO date which can allow the stock price to appreciate without much hindrance over the course of the next few months.

4. SWAT is a relative unknown on Wall Street. It's shares are thinly traded and the company doesn't even have a Yahoo message board. This is the chance to buy the stock with relatively low risk before the crowd arrives.

5. Even though they currently have 1 customer this will soon be changing. The company news release on Sept. 2 stated they are currently in talks with 70 potential customers. With those numbers in mind the probability is very high that they will be announcing contracts in the near future which will bring awareness to this company and fuel the first of many upward movements in the stock's price.

6. The new CEO was the spent the past 29 years in DaimlerChryslerAG and including the being the President of Chrysler Europe. He knows how to handle growth and should provide instant credibility to the company and an array of contacts in the corporate world to help increase sales.

-----------------

OK, that's my opinon -  Now I'd like to hear yours -

Thanks,

Scott

[Hazmat]

Hi, what is your opinion of VRSO, insiders have been buying boatloads

[dhiraj19]

Hi David,
Can you do the retracement level technical analysis for SQUM? and post the opinion in the thread.
Thanks,
Dhiraj

[David Randolph]

Hi David,
Can you do the retracement level technical analysis for SQUM? and post the opinion in the thread.
Thanks,
Dhiraj

Funny Dhiraj, the stock exactly touched the 50% Fibonacci retracement level at today's low. Now it is pushing higher again, I hope you still hold it.

[dhiraj19]

I sold half of it.  taking my initial  investment out. Now the money earned from the stock  is there. So lets hope profits deliver profit now. 

With new cash I bought DROOY at 1.44. 

I hope both will come as good strategies...

Dhiraj

[fous]

Hey Dave I'd Like to here your thoughts on ASFT. I filled a position today at $1.36. You can check out my analysis here http://www.3stocksonfire.org/trading/index.php?topic=2942.0.

Insiders bought 33% of the company on 9/28/05.

thanks,
-fousc