First, I’m going to host a class at Purdue and I intend to video tape it 5-6pm on mondays.
See the flyer on GlenBradford.com
If you couldn’t see the last video I tried to post, Glen Goes youtube
csgj – nah over 300% dilution and double expansion
cpqq – yes very small but yes
CAEI – yes but not super cheap, check the backlog
Some requests:
Glen: could you please comment JGBO?
JGBO – Yes, i like this one. these Chinese money issues are widespread and will eventually get solved either through dilution (likely) or some reform (unlikely).
GLEN: i just came across KPPC p/e 4.41 p/b 0.67 q1=.39 q2= .64 trading at 5.30… i woul tkink with a fwd p/e od 9 = 2.50eps x 9 = $22.50 for a + 325% gain, or am i wackier than usual as wife would say??? what say you???NORM
KPPC – obviously cheaper below $2. your numbers are off. take a look at the dilution $85M. Now 45.4M shares outstanding. i don’t like it, but you could double from here (100%). i think you may be wacky.
Just a heads up that i think TSTC and CDBT are compelling values now…TSTC reported already ,the eps gain YOY was small ,because of the year before’s currency gain and a govt grant reported in other income (check it out)..Also if CDBT earnings come in anywhere decent .05….06 or so ….with a good outlook ,then it should trade over a buck easy…..with about .20 eps for the ttm …at a buck pe=5..I’m doing well this year so far..
TSTC – no – better at $1, down 50% since 2007, not sure if i can find the website??? is that really it? FP/S = .7 FP/E = 5. Growth this year = 100% in top line. P/B = 1, but huge A/R. so no.
CDBT – Yes – Yes – Yes. Don’t get caught up trying to trade in and out at fractions of a cent. just buy it at the ask. thank me in a year.
Hey man, I write ads for a living and I can tell you iPhone/mobile apps/games are gonna be HUGE. So thanks for the heads up on ALIF, I’m all in on that one. Check VIFL when you get a chance. They preserve food through irradiation (x-rays and whatnot). PE of 5, solid growth in spite of losing a huge customer, etc., etc.
VIFL – no
Hi Glen;vJust a heads up;I am buying the following stocks based on great earnings reports.
Chinese; CBPO, CAGC, SIHI, TBV, CNAM and CMPT.
American; APT, RWC, RTK and NAVR.
I hope you enjoyed your Hawaii trip. -Dean
CBPO – yes – P/B = 1.2 P = 4.39 P/S = .9, P/E = 3.42, growth = xxx% triple digits
CAGC – yes – but not “crazy yes” – P/S = 1.2 P =2/95 E = 0.80+ ballpark, growth = 30%+; their guidance is low. i think they will outperform their $60M target. look for at least $68M top line and $16M bottom line
SIHI – not cheap enough for me. but 100% growth. worth looking at if the pickings get slim.
TBV – no – can get the same growth cheaper, but should double for you
CNAM – YES … I beat Geoeye to the starting line again.
CMTP – buy the dip. i repeat, buy from the idiots selling this low. same with pudz.
APT – should double, not cheap enough for me. 50%+ growth
RWC – dont like the 4 year trends
RTK – already jumped, market cap is above p/s=1. i’m not interested
NAVR – P/EBITA = 3. sounds like a easy double .. but the growth picture. no clue.
tteg – no – no revs
akns – not for profit
nksh – no
nodb – not down enough
AMGY – low risk net cash, makes money. what’s up? no trading volume.
telt – no weak FCF and over last 5 years no rev growth, but it does look cheap
tbus – no
frp – no – lots of debt, applying for grants
cmtp – yes
cpdy – ticker?
cski – no – expensive but should double in the next 2 years.
gfre – yes – 🙂
lpih – yes – 🙂
wemu – down half in the last 3 days, good thing i didnt own through that. not buying now.
chln – no, but understand there are warrants and derivatives that are non-cash and drag down the eps.
cagc – see above
chbt – no too expensive
chbo – no — too small.
chln – no see above
Back to that incomplete monster list
AOB – see you at $10. i have lots of leap call options on AOB back from the crash. motley fool free publicity here.
APWR – no 200% upside
ATAI – no
ATVG – no- love the chart. too bad no revenues
ASIA – no
AWSH – no- another great chart, not big enough.
AYA – delist city. no
BBC – ticker? this isn’t chinese.
BEST – great chart, not cheap enough, how was it ever that expensive?
BIDU – NO!
BJGP – no, huge revenue growth, still expensive as it is not for profit.
BNSO – no (where’s the growth)
CAAH – nah, but could go x15 based on P/S
CAAS – not now.
CABL – greater revenues = greater losses. no
CABLW – no same as CABL and CABLU
CACA -no
CADC – looks like it will go x3 in the next 5 years.
CADQF – no
CAGC – see above
CAGM – i say yes. don’t confuse the subsidary CHFY with the stock. looks like a net cash/growth play for little downside risk and definate upside.
CHFY – no revs
CAXG – No. way expensive. lol.
CBAK – no
CBPO – someone showed this to cassel
CBTT – why did they stop reporting?
CCSE – ticker?
CDBT – yes
CDII – at brief glance, no, but heard there was more to this one.
CDS – nah
CDYT – ran out of cash? why stop reporting?
CEA – nah
CEDU – nah
CEO – nah -heard a lot of talk on this one. CNOOC
CEUA (CEU) – getting expensive
CFAQF -no
CFCG – ticker?
CFQUF – nah
CGA – no. did the motley fool ever talk about this?
CGRH – nah unless something non-pink pops up
CGYG – no. lol makes holy wine.
CHA – nah
CHBT – nah
CHBU – been trading net cash