$CSGH $SUTR $CPSL $GSI $DDR $ISH ICLK $CVVT $RZ
csgh - prefer this to iclk sutr - waiting on Q2 to come out... Q1 was down cpsl - p/e of around 8 or so. steel in china is HOT ... makes me want to look at GSI GSI - $39M in cash. haha, still ... too expensive for me with a p/e of 6, ddr - still a buy in my book, especially since they paid a dividend of 20 cents in june. that puts a yield over 10% ish - oh wow. looks like a great day-trade stock, swing this baby. iclk - 2009 revenue over $40M, sounds reasonable, so let's use that, growth rate of 30%, i'd put net income at around $4M as far as an estimate goes, and that's optimistic. 40M shares outstanding $4/40 = EPS 0.10, puts the P/E at about 11 right now, too expensive for me, but the upside based on that analysis is around 200% in the next year, but the growth could easily be higher than 30% YOY for a couple years explains why it was around $6. cvvt - appears expensive.. but it's a play on nuclear china, i've got a better play though rz - not profitable
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Glen Bradford
Investor · Builder · Writer
MBA from Purdue. Former hedge fund manager. Holds 26 series of Fannie Mae and Freddie Mac junior preferred stock. Built Cloud Nimbus for Salesforce consulting. Author of Act As If. Writes about investing, building things, and the longest financial fraud in American history.
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