alright, here we go again (some of these are old)

kndi - not my type as far as i can tell. cbte - nah chbt - sure drwi - prolly not caca - looks like an easy double chnc - looks good enhd - blah drys - have no idea anymore. could double. esea - blah bcpc - expensive nvmi - no drwi - blah cmdi - no revs? chop - bleh.. MILL - i'm currently in discussions with bobwins and he's talking with management. it looks ok. I think that the $300M of net present value of the acquisition is overstated. they forecasted by 2011 $30M of revenues off that... so that limits the upside. i know that i dont know the oil/gas mixture of what they are pumping and that they are fragmented into things like pumps that only pump 0.5 barrels per day, lol... and they want to raise that to 2. telt - it isn't my kind of growing company with positive book value, wouldn't be good for me to try to value it. income fluctuates positive and negative rodm - i dont own them, but they could heat up as the chinese ipo market heats up. i just don't know if they'll be able to keep it up.. i feel that a lot of the deals that they made their money on screwed shareholders and the company.. the latest nep deal was reasonable, however. i mean, they could be a bargain right now, but again, this isn't the predictible kind of commpany that i like to buy, but i like rodm more than telt. nep - like this one, enough said hwg - looks undervalued, would be curious as to why they had losses in 2007 and 2006, looks like there was a turnaround, maximum upside is $125 in my opinion here. hwg - blah ROIAK - looked into this a couple months ago, didn't buy then. the deals in china are too good. this is underpriced though i think. roiak - lol - looks like i missed out on roiak eh? yhgg – what is going on? big potential pinkie, better than SIAF in my opinion, check the ihub boards, i’m posting updates, could be scamtastic jngw – hurting, check Q2 earnings yhgg – Q2 check rdbo - not sure about anything here. pfap – q2 check hek - large opportunity, risky. not my bag of tea, tried contacting them, no answer. sgas - digging deeper some shippers: gsl - fools don't understand this value play. $30M in income and market cap of $80M - Can you see what I see? plus it's growing as far as i can tell i need to dig through SSW, ONAV, and ULTR EROC - haha, wow. you kidding me? hilarious. guidance reaffirmed and no takers. nrf - another good real estate idea gsl - good shipper AMGY - low risk net cash, makes money. what's up? no trading volume. 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. GRRF - hmm, maybe would need to understand net income applicable to ADR gmn - net cash play in canada TCM - maybe. need to understand adrs Why? Because it doesn't make sense not to. chsh - no - lmao... way to small, why is this public? chgs - prolly wont lose money. erhc - no revs dcrd - no revs drgv - don't know, don't care unless you can tell me a good reason sgas - chinastockpicker - check late filing ear - yep ltus - yep sgas - triple not enough gia - nonprofit xnyh - sure. why not, risky. sopw - ? TSTC - well if you're concerned about EPS of .41 vs. .11 the same quarter last year, what will you be if and when we see an expected EPS of .80 next quarter vs. .68 for the entire year of 2008 ? ............ rdbo - lots of question marks after brief study, gave up hrbn - p/e of 10, pricey xnyh - way small jngw - recent dilution, not sure about the magnitude puda - bad 10-q = buying opp. cpqq - good 10-q = i'm holding TUS - nah lpih - still a doubler and more cski - well.. i found this http://www.waldomushman.com/patents.html chio - nah (i talked to someone who liked it) jgbo - bleh cnoa - it's still cheap... jada - prolly need to buy more cyxn - dont like turnarounds akrk - prolly... ghii - sure csol - laughs chda - way small