Session of 03/26/2007

[tokyopua]

I'm thinking of writing a 10 to 20 pages course on Fundamental Analysis, I think it could be useful. The index of the course would be:

1. Introduction
2. Share Count & Market Cap Evolution
3. Balance Sheet Analysis
4. Revenue Trend & Gross Margin
5. EPS & Net Profit Margin
6. Business Overview
7. Long Term Estimates
7.1. Revenue estimate
7.2. Net Profit Margin estimate
7.3. EPS estimate
7.4. Earnings Multiple estimate
7.5. Return on Investment
8. Investment Decision
9. Monitoring Process
10. Good Stocks as the Best Long Term Investment

It will be fun

I would also love to see this 

[yukiii]

CHINA looks good here ready to pop.
CDC Corporation provides enterprise software, mobile applications, and online games primarily in China. It operates in two units, CDC Software and China.com, Inc


CHINA looks great at first sight, but my long term estimates, based on the fundamental trends of the past, tell me it is an average investment, returning something like 8% a year:

new estimates
2008    0.69   
2007    0.53   
2006    0.31   
2005    0.14

There are more gains ahead, says David Riedel of Riedel Research Group, who is betting on a restructuring, which he says could kick up the shares by a further 50%. China's CDC is a global provider of enterprise software systems, mobile phone services, and online gaming, its fastest-growing unit. Riedel reckons the gaming--with 15% of estimated 2007 revenues of $351 million and 18% of earnings of 39 cents a share--will be spun off to shareholders and taken public this year. No gambling is involved in CDC's online games, which allow players to compete free of charge. They pay, however, for virtual items such as costumes and weapons. CDC gaming has grown fast and now has 37 million players. Sasa Zorovic of Oppenheimer (OPY ) also rates CDC a buy and expects both software and gaming to be spun off in 2007. He forecasts profits of 52 cents in 2007 and 61 cents in 2008 vs. an estimated 29 cents in 2006.

[buddjas1]

RNO, nice white candle today.  Earnings after bell on Wed.

David, if you have not already, you may want to take a look at my analysis:

http://www.3stocksonfire.org/trading/index.php?topic=6534.msg93564#new

[WallStreetnBio]

I like RNO...i wish i would have seen this earlier. i was looking for a pure play on nickel. My money is tighed up now or I would buy.

[buddjas1]

David, you may want to reevaluate IEAM based on the following analysis:

http://www.3stocksonfire.org/trading/index.php?topic=5889.msg93578#msg93578

I think IEAM's actually an 18 bagger over the next 2 years, thus making IEAM the most undervalued stock I have ever seen.

[David Randolph]

Good morning

Today's winners were VLO, PFSW and DLSL.OB.

buddjas1, please suggest RNO and IEAM after the market opens, they sure look interesting, thank you