Session of 02/06/2007

[b_ferari]

You can get some information on Yahoo.com

http://finance.yahoo.com/q/ks?s=BIGN.PK

[tokyopua]

MAMA is a good stock we all know, maybe news is out, volume spike in last 30 minutes...

[MrChina]

on fire VII...but maybe to laaaate!!!!!!

[David Randolph]

MAMA is a good stock we all know, maybe news is out, volume spike in last 30 minutes...

I prefer ONSM

[David Randolph]

on fire VII...but maybe to laaaate!!!!!!

Still cheeeaaappp, great pick, I wish I had money available to buy !!!!

They're trading at less than half of annual revenues, and 4th quarter EPS was $0.24. Multiply that by 4 and get $0.96 EPS for a full year. It means the earnings multiple, with the stock at $6.70, up 77%, is still just about 7.

I'm not willing to sell CPNE.OB, ETLT.OB or PFSW or I would run for VII !

[bejko]

Hi David,

XDSL.OB seems like it is running big every February. News today..

[kenmann]

I would still like your opinion of IGLD.  Could you please cover it tomorrow if you can't get to it today?   Thank you!

[David Randolph]

I would still like your opinion of IGLD.  Could you please cover it tomorrow if you can't get to it today?   Thank you!

Let's make it quickly:

The chart is awesome, extremely bullish !

Fundamentally:

- Market cap is $250 M. The Company provides Internet services through a nationwide network providing dial-up, broadband, web hosting, web security and integration services. It also offer related value-added Internet services, such as web faxing and virtual magazines etc.
- Balance sheet is acceptable
- The analyst covering the stock is expecting revenues of $260 M in 07 and EPS of $1.33. Forward earnings multiple is 10.5, looks attractive.
- Files form 20-F, Israeli company, that can be a problem ...

I don't know, the only negative I see is the absence of form 10, but usually that puts a big drag on valuation

Good luck

[kenmann]

Thanks, David.  I really appreciate this site.

[nullzero]

TSEM looks good maybe for an earnings play tomorrow. All these Israeli stocks seem to be doing good with earnings and momo as of late.

[David Randolph]

TSEM looks good maybe for an earnings play tomorrow. All these Israeli stocks seem to be doing good with earnings and momo as of late.

Yep, perhaps it is a macro play. Maybe there's some peace deal being made behind the scenes, that would be good.

But not even that was enough to lift RDCM 

[2bun]

Thanks for your hard work on all these stocks David!! Much appreciated

[TraderStar]

The next time someone spots something like VII, could you please post it at 10am, marked "urgent" ?? 

[David Randolph]

You can get some information on Yahoo.com

http://finance.yahoo.com/q/ks?s=BIGN.PK

Thanks for the info b_ferari, Yahoo doesn't have this information for most PK stocks, but it does for BIGN.PK. Still, not enough to judge the stock using my method.

Thanks

[nullzero]

Yeah RDCM didnt have the momo left , TSEM looks interesting though semiconductor in Israel. News as of recently looks good new deals etc.