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KenN513 (87.88)

Recs

1

AAON is a cool company

June 01, 2008 – Comments (0) | RELATED TICKERS: AAON

AAON makes air conditioners on a commercial scale.  They are working toward entering the retail housing market.  [more]

Recs

3

An interesting screener. . .

May 05, 2008 – Comments (8) | RELATED TICKERS: AFSI , CUB

I've just created an interesting screener.  I'm interested in finding small cap companies that are good values while being highly rated by fellow all stars.    [more]

Recs

4

America Is in the Early Stages of a Recession

January 14, 2008 – Comments (2)

Ok.  I'm no economist.  I do, however, own a small business.  I can see my customers' spending patterns.  Then I hear an occasional economic pundit use the "R" word.  For example on NPR the other day "We have a 52% chance of going into a recession".  Then the same economist tells us his colleagues tell him he's too pessimistic.   [more]

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1

IMMR crazy expensive

July 15, 2007 – Comments (1)

Somebody explain this company to me.  I found it on a screener of my own design that put immr on top.  Trailing twelve months it's made 4.04 per share.  Very nice on a stock costing about $20 ($14 earlier this week).  HOWEVER, they're going to lose money in this quarter and the next.  Further the analysts think that they'll make $0.04 in '08 (That's 4 cents. That's a forward p/e of something like 500!)  [more]

Recs

1

ERES Fully valued

July 11, 2007 – Comments (1)

I looked into adding eResearchTechnology Inc. (ERES) to my CAPS list today.  My calculation of their value is that they are fully valued: my calculation of their PEG is (a very optimistic) 1.07.  I think that it is a crap shoot which way they go vs the market.  For this reason, i will not add ERES to my CAPS list except on a significant move in price.

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