ddr – yes~! an REIT that’s back to profits and is priced for the underworld
gsol – too expensive. i’m bargain shopping, remember?
myst – can get cheaper p/s, p/e and more predictability elsewhere If they pull big numbers out of a hat on cloud computing I’ll reconsider this as an option. Cloud computing in my opinion isn’t a commodity type product. This illustrates mediocristian vs extremism. In mediocristian, like farming, anyone can do it — not a big deal. In extremism, like the NFL or NBA, not everyone gets the opportunity to play. But, if MYST is indeed a leader — that’s a huge opportunity, I just see lots of questionable news. Also, 1/3 of their assets are intangibles (good news is that it’s not in goodwill but in copyrights) Be sure to watch the trend of online membership services.
sopw – Selling at 4x of book value —also a killer for me P/S = 0.62 Not profitable — that’s a killer for me All sorts of stock option activity around $1 Most of sales are in asia, then to Europe then to USA, but the majority of their assets are in the USA
caah – doesnt make money, never really has, not interested.
nfes – not very stable incomes over the last 10 years. i’m scared — P/E of 4, out of my price range, P/S = 1, P/B = 1
chng – canl — too expensive. they are reverse splitting 2:1 trying to get listed. P/E is 3.86 and this thing is growing at 15%, the 10Q detective scared me off
cbak – not profitable, not interested, but i loved the battery idea
feed – eps .57 price 4.02 P/B 1.29 Growth 15%
HOGS: P 9.67 E 1.08 P/B 1.4 Growth 30%
igc – minority interest knocks this one to selling above book value. i’ll stick with chfi
free – growth of 15%, earnings of .88, price of 1.58, p/b of .275
CPBY – p/b 1.5, price 2.92, eps .5, growth of 14%
utvl – p/b 2.5, price 5.8, eps 1, growth 20%
alrc – eps .58, price 1.16, growth 30%, p/b .46
ygyb – eps 0.72, price 2.30, growth 50%, p/b 2
to do:ytec,cga,hrbn
Whoah Nillies: gnw,pnx,cno,ob,ahr,ddr
I’ll put up another radar here soon.
tomorrow alerts: http://www.chinarisingconference.com/presenting.html