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IBDvalueinvestin (99.64)

November 2009

Recs

2

Guess inc. Blows the doors off earnings estimates & raises guidance higher.

November 30, 2009 – Comments (1) | RELATED TICKERS: GES

Q3 EPS Reached A Record of $0.69, Compared to $0.67 Last Year
Provides Q4 EPS Guidance in the Range of $0.77 to $0.80
Provides Current Fiscal Year EPS Guidance in the Range of $2.45 to $2.48
Third Quarter Fiscal 2010 Highlights
- Global revenues reached $523 million, compared to $528 million last year
- Product margins improved across all business segments
- Operating margin reached 18.9% vs. 18.8% last year
- Cash increased to $345 million, compared to $237 million last year  [more]

Recs

3

FSLR why? $484 Billion Chinese pledge to Obama

November 30, 2009 – Comments (4) | RELATED TICKERS: FSLR

China's Green Stimulus: A-Power, First Solar May Get Big Chunk http://seekingalpha.com/article/175517-china-s-green-stimulus-a-power-first-solar-may-get-big-chunk by: Kelvin Schulle November 27, 2009 | about: APWR / FSLR    

Following President Obama's 17% CO2 cut by 2020, China pledged a 40-45% greenhouse gas cut by 2020, an astonishing number for most analysts. We know China is leading the green way to the future, its wind and solar energy technologies are leading the world. If you are an environmentalist, it is easy to understand why China has committed itself to the green technology. Thousands of people die in China from air pollution related diseases every day, the highest number in the world.

Speaking of the $454B green stimulus package, it is even larger than China's first $680B package because it is targeting the green energy sector only. The green stimulus will be used in a similar way to how the government injected the first stimulus money into their economy. Companies with government support will get a big chunk (over 20% of the first stimulus went to State-owned companies reportedly). In the wind energy sector, Goldwind technology is a major player in China, the company is listed in the Shanghai stock exchange, with a revenue of RMB6.5B in 2008, and expected to reach RMB10B in 2009. The newcomer in China's wind energy market is Shengyang's A- Power Energy Generation (APWR); the company has grown exponentially in recent years with support from local government. The company is targeting over 2GW capacity in 2010 to meet Chinese market demand. The company is also expanding overseas, in places such as North America and South America, Africa, the Mid-East and South East Asia. We would expect the two companies to get wind farm contracts of over $50B in the coming years.

The solar sector should also get a boost as well, First Solar (FSLR) already signed a 2GW contract in inner-Mongolia, this could be part of the $454B green stimulus. Chinese domestic names should also get a big chunk of the stimulus cash. In the next decade, we may see a few renewable energy companies from China going strong globally, much like we saw Google's (GOOG) growth in the early internet age.

Disclosure: Author is Long FSLR  [more]

Recs

1

Non-Financial stocks surging towards GREEN from gap down openings.

November 27, 2009 – Comments (0)

Going green soon or already green are: HEV, SKS, RINO,  APWR, NEP, CRIC, DGW, TRIT, M, TIF, ARO, GES, NLST, HEAT

Recs

7

TIF confirms my belief that High End retailers will outperform low end retailers

November 25, 2009 – Comments (2) | RELATED TICKERS: TIF , GES , SKS.DL

I am waiting on a couple other confirmations one of which is GES on Friday and if I am proven correct again then I would load up on SKS department stores at that time. SKS is a seller of High End Retail and if the individual high end retailers are showing very positive signals then SKS too will benefit.  [more]

Recs

3

Confusion over TBH shares (100 shares of TBH = 10 shares of TSU, and 10 shares of VIV)

November 25, 2009 – Comments (0) | RELATED TICKERS: TBH

Telecomunicacoes Brasileiras S.A. - Telebras (NYSE: TBH)
 

In view of the unusual market activity this morning in the following security, the Exchange is re-confirming its previously announced distribution, ratio and ex-distribution date of Telecomunicacoes Brasileiras S.A.-Telebras (NYSE:  TBH).   [more]

Recs

1

The Glass Floor showing Cracks for Perma-Bears

November 25, 2009 – Comments (1)

Weekly claims for jobless benefits plunge to 466,000, lowest level in more than a year
By Martin Crutsinger, AP Economics Writer On 8:47 am EST, Wednesday November 25, 2009

Consumer Spending Rose Higher: (Consumers account for 70% of US economy)   [more]

Recs

2

Perma-bears Glass floor finally Breaks on TIF, now watch these other retailers to be next

November 25, 2009 – Comments (3) | RELATED TICKERS: TIF , M , ARO

(ARO,M,GES,JNY,JWN,MW,AEO,BBY,JCP,WMT,TGT,PLCE,LTD)

   [more]

Recs

3

Perma-bears Glass floors will finally Break on (ARO,M,GES,TIF,JNY,JWN,MW,AEO,BBY,JCP,WMT,TGT,PLCE,LTD)

November 24, 2009 – Comments (1)

Larger BF Turnout Expected: NRF By Alan Wolf -- TWICE, 11/24/2009

Link to article   [more]

Recs

3

Planets aligning Perfect for this Black Friday.

November 24, 2009 – Comments (1)

Stock market soaring (Wealth effect)   [more]

Recs

4

First watch Macys Thanksgiving Parade on FOX , then join the Black Friday buying spree.

November 24, 2009 – Comments (7)

Stock watchers keep eye on Black Friday store sales Updated   [more]

Recs

5

Shocking retailers have fallen in range -10% to -25% ahead of Black Friday.

November 24, 2009 – Comments (3)

The reasoning for the selloff has been weak weekly retail sales numbers for Nov. 2009.   [more]

Recs

3

Some surprising earnings beats this morning by some blue chip names:

November 24, 2009 – Comments (2) | RELATED TICKERS: CBRL , DSW , DLTR

CBRL .78 vs. .62 beat by .16

DSW  .60 vs. .46 beat by .14

DLTR .76 vs. .66 beat by .10

GCO  .53 vs. .44 beat by .09

HRL  .77 vs. .68 beat by  .09

HNZ  .76 vs. .70 beat by  .06 

 

 

Recs

3

Gold demand is Surging ever higher.

November 24, 2009 – Comments (0)

Gold Price Change due to Weakening of US Dollar +0.90 But demand is the real factor here:
  Gold Price Change due to Predominant Buying +3.80  Gold Price: Total Change +4.70  http://www.kitco.com/

Recs

5

"Monster STOCK RALLY" in the works.

November 23, 2009 – Comments (5)

You know you got a Monster stock rally in the works when you have over 10 stocks trading over +20% on the day.

 

http://finance.yahoo.com/q/cq?d=v1&s=GNV+ABIO+seed+HABC+IBAS+FNET+FIF+DDRX+GRO+ZB-PA

Recs

2

SEED gets Final Approval by China

November 23, 2009 – Comments (5) | RELATED TICKERS: SEED

Thats all that needs to be said,.

Recs

1

Good strategy on Gold miners, Short hedged miners, go long unhedged miners

November 23, 2009 – Comments (0) | RELATED TICKERS: GFI , JAGGF , GOLD

This will allow you to take advantage of gold soaring while limiting downside risk in equities of gold miners by shorting hedged miners.

 

http://www.businessinsider.com/marc-faber-gold-is-never-going-below-1000-an-ounce-2009-11

Recs

3

Price action today on DLTR suggesting its gonna miss estimates.

November 23, 2009 – Comments (1) | RELATED TICKERS: DLTR

DLTR stock price has barely moved up since it last reported earnings this past summer.

Recs

3

HPJ posted 800% rise in EPS

November 23, 2009 – Comments (1)

 

    Earned net income of $0.18 per diluted share for third quarter 2009,
    an 800% increase year-over-year, and 157% increase sequentially;  [more]

Recs

1

Gold Soaring, means so too will Unhedged Gold Producers like Brazilian gold stock JAGUAR (JAG)

November 23, 2009 – Comments (1) | RELATED TICKERS: JAGGF

The Company has no gold hedges in place thereby providing the leverage to gold prices directly to its investors. Additional information is available on the Company's website at www.jaguarmining.com.

Jaguar is one of the fastest growing gold producers in Brazil with operations in a prolific greenstone belt in the state of Minas Gerais.   [more]

Recs

6

No ThanksGiving for Novice Shorts this year.

November 23, 2009 – Comments (4)

This is the week that always crushes Novice Shorts during bull runs.   [more]

Recs

1

SVN is growing at a blistering pace.

November 20, 2009 – Comments (1)

    Should continue its growth extremely well now with the over $100M it gets from the IPO.

SVN is a fast growing chain and had 283 hotels in China as of Sept. 30, up from only five hotels in 2005. Its hotels have 28,266 rooms.

    Another 77 hotels are on the way, according to the prospectus.

Recs

3

Gold and other miners getting crushed today..

November 20, 2009 – Comments (1) | RELATED TICKERS: RTP.DL , AU , PKX

List :

ABX -0.84

AEM -1.73

AU -0.83

RTP -4.89

BHP -1.45

FCX -1.12

pkx -1.02

GOLD -1.65

GG -0.80

 

 

Recs

1

GES crushed for 6 straight days, now trading at Sept levels.

November 19, 2009 – Comments (0) | RELATED TICKERS: GES , TIF

While TIF has been crushed for 3 straight days and even an upgrade today could not save it.

Recs

2

Typical Options expiration, Scare the longs out & trick the shorts in, then KABOOM up it goes on Friday.

November 19, 2009 – Comments (0)

I have seen this type of action more times than I can remember.

Raise your hand if you have been tricked or fooled into selling "Fool Members"

Recs

6

CMFO is Skyrocketing on increased Confidence of Guidance for 2010 so BUY BUY BUY

November 19, 2009 – Comments (3) | RELATED TICKERS: CMFO

Hope my theory works.. Like it has in the past.

Recs

1

Watch CHOP ahead of earnings Friday.

November 19, 2009 – Comments (2)

I Bought a Position in Golden Green Enterprises Limited (CHOP) Today Posted in November 18, 2009 ¬ 5:54 pmh.iancasselhttp://iancassel.com/2009/11/18/i-bought-a-position-in-chop-today/

I bought a position today in Golden Green Enterprise Limited (sym: CHOP) at around a $5.35 average price.  CHOP recently up-listed to the Nasdaq Global Market while also completing a secondary at $5.00.  Presently, I project their net income run rate to be around 42 to 45 million or $1.10/share on a fully diluted basis. As of June 30th 2009 they had $118m in cash or $3/share worth including restricted cash ($2/share excluding restricted cash).  I’ve often shied away from investing in the China based companies, but these newly listed China stocks are very hot right now and most other companies that have had similar fundamentals have made huge moves in the last 3-6 months.  CHOP is still unknown, but I’m sure that will change very soon. The company recently raised $20m+ which they are using to double capacity, so one could assume that their EPS is set to explode in 2010.  The company’s products are in such high demand that they are turning away customers.  So in short, CHOP has extremely good fundamentals which you can view in their prospectus:  http://bit.ly/1b0Soj The Company reports earnings Friday November 20th before the market opens.  You put a puny 10x multiple on the stock and it’s a $10+ stock, not to mention a 20x which it really deserves.  The risk here is likely minimal as its trading at less than 5x their current EPS run rate, and the company stated in their prospectus that their is no seasonality in their business.  I guess there is risk in buying before earnings, but there is also risk of buying after earnings   [more]

Recs

6

Can you believe someone was arguing with me

November 18, 2009 – Comments (5) | RELATED TICKERS: LZB , VVUS

after the close yesterday trying to convince me that LZB was overbought at $7.10  [more]

Recs

1

Keep ur eyes on VVUS after 1:45pm if stock starts rising then that means

November 18, 2009 – Comments (2) | RELATED TICKERS: VVUS

the investors at the healthcare conference like what they are hearing from VVUS and are advising their clients to buy shares.
VIVUS, Inc. at Lazard Capital Markets Annual Healthcare Conference Nov 18, 2009
1:45 PM ET
Location: St. Regis
New York City Listen to webcast  [more]

Recs

1

CNBC's biotech guru Mike Huckman pointing out

November 18, 2009 – Comments (3) | RELATED TICKERS: VVUS , PFE , LLY

that big pharmas are cash rich and patent poor. Time is short and the big pharmas can't afford to keep spending money on failed clinical trials as they search for the next blockbuster drug. That brings us back to Vivus, whose product pipeline includes three late-stage clinical products, each addressing specific components of the obesity, diabetes and sexual health markets. As subscribers to the BioMedReports FDA Calendar know, one of these investigational products, Qnexa, is in Phase III clinical trials for obesity and in Phase II clinical trials for diabetes. As such, the speculation is that VIVUS would make it a great takeover target.
  [more]

Recs

2

Baby boomers get ready to be able to Tap a better ED Drug.

November 18, 2009 – Comments (1) | RELATED TICKERS: VVUS , PFE , LLY

VIVUS Tapping ED Hurdles (VVUS, PFE, LLY) November 18, 2009 · Filed Under erectile dysfunction  http://www.biohealthinvestor.com/2009/11/vivus-tapping-ed-hurdles-vvus-pfe-lly.html

VIVUS Inc. (NASDAQ: VVUS) may soon have a new erectile dysfunction drug on the market if the test results lead to an FDA approval.  Shares are trading higher this morning after it announced positive results in a phase 3 pivotal study evaluating the safety and efficacy of avanafil for the treatment of erectile dysfunction.  [more]

Recs

3

VVUS being shorted blindly by Cramer haters.

November 18, 2009 – Comments (4) | RELATED TICKERS: VVUS

Which is actually good for us that know a good thing when we see it.

Recs

3

LZB fell 30% in the weeks ahead of its Earnings, but earnings only missed by 1 cent

November 17, 2009 – Comments (4) | RELATED TICKERS: LZB

and the past is history , going forward LZB will earn $20M in net income from Mexican savings alone.  [more]

Recs

2

LZB has been crushed from $10 to current $7.10

November 17, 2009 – Comments (1) | RELATED TICKERS: LZB

But it may shock some that its on pace to beat estimates for a 4th straight qtr.

My eyes will be on LZB in after-hours.

 

 

Recs

2

Chinese stocks really blowing away Earnings

November 17, 2009 – Comments (0)

this entire qtr, yeah there is a couple bad apples missing but vast majority are not only blowing away estimates but also raising of confirming already raised guidance.

    Here is a link to Chinese stock list:

    http://tinyurl.com/ChineseListingUSA

Recs

2

Chinese stocks very Strong this entire QTR.. As China's growth is over 8%

November 17, 2009 – Comments (2)

Extremely strong Chinese stocks today are : SINA, JST, HEAT, APWR, ZOOM, CSKI, SHOU, YZC

Recs

6

Market taking a half day breather before next leg up.

November 17, 2009 – Comments (3)

3 Reasons why the Bulls are in Charge:   [more]

Recs

5

Must be alot of bad math people on Wall Street.

November 16, 2009 – Comments (7) | RELATED TICKERS: TSTC

Why? Because if they were good at Math then TSTC would be over $20/shr based on TSTC saying it re-affirms $70M for 2009 Sales.  [more]

Recs

4

TSTC is on its way to $20+ like RINO

November 16, 2009 – Comments (2) | RELATED TICKERS: TSTC

RINO made its move to $20+ after its fantastic earnings when it was at $12+ and never looked back. I believe TSTC will never look back after the earnings it just posted last week. Looking ahead to 2010 I know of 1 Chinese telecom company alone that will spend $4B on 3G upgrades in 2010. TSTC income surged due to 3G sales. TSTC income should easily surge well into 2011.   [more]

Recs

3

Imagine paying $32M for single LED Screen "Well its actually the Worlds Largest LED Screen"

November 13, 2009 – Comments (3) | RELATED TICKERS: NANO

Chinse Man Takes Photo of a Massive LED Screen in Beijing.

A Chinese man takes a photo of one of the world’s largest LED screens (250 meters x 30 meters), showing fish swimming over money, at an international mall in downtown Beijing on November 9, 2009. The screen cost US$32 million dollars. UPI/Stephen Shaver   [more]

Recs

1

Put BPZ on your watch list: It still has same connections that propelled it to $25+ in 2008

November 13, 2009 – Comments (0)

BPZ  Connections: The CEO's father is a former energy minister in Peru.

Recs

1

Playboy mansion alone worth $100M-$150M range

November 12, 2009 – Comments (0) | RELATED TICKERS: PLA

This is in response to a fool on yahoo message board claiming its worth only $40M  [more]

Recs

1

Rodman and Renshaw says BPZ's initial test well at Albacora, the A-14XD is currently drilling at ~14,000'

November 12, 2009 – Comments (0)

 nearly its planned total depth. While the company has to test the well before we'll have any conclusive data, early indications sound pretty good. After talking with the co the firm says, it sounds like oil indications have been seen in the lower zones and the formation quality appears good. Given this, they think there's a very good chance that the well will be a successful oil producer from both the upper and lower zones. If the company reports a successful test from the well, they'd expect a nice reaction from the stock  [more]

Recs

4

PLA , Playboy Worth $500M (Sum of all the Parts) Detailed article showing its true Value

November 12, 2009 – Comments (0) | RELATED TICKERS: PLA

Playboy: Is the bunny a bargain?

The company's stock right now is worth less than its mansion. Yet Playboy owns not just the mansion but a treasure-trove of assets that could make it a real takeover target.  [more]

Recs

2

Theory Works Again, you wanna buy a stock for a cheaper price? Just say buy on caps

November 12, 2009 – Comments (2) | RELATED TICKERS: CAGC.PK.DL

and the stock price will dive for a cheaper entry point. Today I thought I wasn't gonna work on CAGC because it posted .81 eps and raised revenue guidance from $60M to $70M. But to my pleasant surprise it worked again. Stock tanked from $18.50+ to $17.51 currently. Thank you guys for the cheap shares. You are all so predictable. You know who I am talking about ? Mr. Hedge fund man.

Recs

1

CAGC Monster Earnings .81 eps

November 12, 2009 – Comments (0) | RELATED TICKERS: CAGC.PK.DL

    China Agritech, Inc. Reports Record Quarterly Revenue and Net Income for the Third Quarter of 2009-- Revenue up 67%, net income up 65%, and EPS reached $ 0.81 --
    -- Revised guidance to $70 million top line; $15.6 million bottom line --
    -- Teleconference to begin at 8:00 a.m. EST Thursday, November 12, 2009 --
    Press Release Source: China Agritech, Inc. On 6:00 am EST, Thursday November 12, 2009 Buzz up! 0
    China Agritech Inc.

    BEIJING, Nov. 12 /PRNewswire-Asia-FirstCall/ -- China Agritech, Inc. (Nasdaq: CAGC - News; "China Agritech", or the "Company"), a leading organic compound fertilizer manufacturer and distributor in the People's Republic of China, today announced its unaudited financial results for the third quarter and nine months ended September 30, 2009.
    
Financial Highlights
    -- Net revenue increased 66.6% year-over-year to a quarterly record $27
    million;
    -- Gross profit increased 51.3% year-over-year to $9.6 million;
    -- Net income increased 64.9% year-over-year to a quarterly record $5.7
    million;
    -- Fully diluted earnings per share were $0.81 compared with $0.56 in the
    2008 third quarter;
    -- Almost 34,000 metric tons of organic granular fertilizer sold during
    the quarter;
    -- Cash and cash equivalents were $19.0 million with a current ratio of
    5.7 to 1 and no long-term liabilities; and
    -- Revised 2009 guidance to net revenues $70 million and net income of
    $15.6 million

    Mr. Yu Chang, Chief Executive Officer of China Agritech, commented, "We are encouraged by the initial results from our strategic actions to expand into the much larger market for organic granular fertilizers and extend our geographic reach into new Chinese provinces. As many Chinese farmers are more familiar with granular than liquid fertilizers, we believe that the bundle of our granular with our liquid fertilizers will continue to drive sales volume. We also anticipate our major distribution relationships in the domestic and foreign markets will add to our growth. The additional capital from Carlyle's investment strengthened our cash position and we are financially well equipped for further expansion. Carlyle will help us integrate our marketing by building marketing and distribution channels so we may more quickly penetrate targeted markets.

    "Our 'Green Vitality' compound organic granular fertilizer products are a premium line. Green Vitality is an innovative and versatile organic granular fertilizer which can improve the yields of a large variety of crops. On the production front, we have already seen timely contributions from two of our three new production facilities for organic granular fertilizers, and we expect to have the Xinjiang facility commence commercial production by the end of 2009 which will add to our presence in the western markets of China," Mr. Chang concluded.

    Third Quarter 2009 Results

    Revenue for the third quarter of 2009 grew by 66.6%, or by $10.8 million, to $27 million, a growth record for any quarter, from third quarter 2008 sales of $16.2 million. Sales of the Company's new organic granular fertilizers represented approximately $7.9 million of the 2009 third quarter sales increase, with liquid organic fertilizer sales approximating a $2.9 million gain. The third quarter of 2009 benefited from the commercial production of organic granular fertilizers that began production in the 2009 second quarter at the new facilities in Anhui province, eastern China, and Harbin in the northern Heilongjiang Province, with a combined 150,000 metric tons of capacity. Granular unit sales in the 2009 third quarter were almost 34,000 metric tons versus approximately 11,000 metric tons in the third quarter of 2008. The increase in revenue from organic liquid sales was due to an increase of almost 28% in its average net sales price.

    Gross profit for the third quarter of 2009 increased 51.3%, or by $3.3 million, to approximately $9.6 million from $6.3 million in the third quarter of 2008. Gross margin for the quarter was 35.5% compared with 39.1% in the third quarter of 2008. The decline in the gross margin was primarily due to the relatively higher percent of lower-margin organic granular fertilizers sold in this year's third quarter compared with the Company's product sales mix in the third quarter a year ago. In the third quarter of 2009, organic liquid fertilizer sales generated a gross margin of approximately 47.4% compared with a gross margin of approximately 20% for organic granular fertilizers.

    Selling expenses during the third quarter of 2009 were $0.73 million, or 2.7% of revenue, down on a percentage basis from $0.65 million, or 4.0% of revenue in the third quarter of 2008. The increased expense was primarily because of higher commissions related to the increased sales of granular fertilizers for the third quarter of 2009 compared to the corresponding quarter of 2008.

    Operating and administrative expenses during the quarter were $1.7 million, or 6.3% of revenue, representing an increase of 109.7% compared with $0.81 million, or 5.0% of revenue, for the same period in 2008. The increase was attributable to the payment of Delaware franchise taxes for 2008 and part of 2009, payment of NASDAQ listing fees, payment of directors' and officers' insurance premiums, an increase in the general provision for doubtful accounts, inclusion of non-recurring advisory and professional fees, and higher executive compensation for the addition of independent directors, a chief operating officer and a chief financial officer in the quarter ended September 30, 2009, whereas there was no such expenses and positions in the period ended September 30, 2008.

    Income from operations was approximately $7.2 million, a 46.9% increase from almost $4.9 million in the third quarter of 2008. Operating margin for the 2009 third quarter was 26.5% compared to 30.1% in the third quarter last year. The increase in income from operations and decrease in operating margin were generated by the successful organic granular fertilizer sales and higher gross margin on organic liquid fertilizer sales during the second quarter of 2009, partially offset with higher operating and administrative expenses.

    The tax rate in the third quarter of 2009 was 20.5% and was lower than the 24.4% tax rate in the third quarter of 2008. The reduced tax rate is due mainly to a subsidiary that generated net income this quarter, but was exempt from Chinese income taxes.

    Net income attributable to China Agritech's common shareholders for the third quarter of 2009 was $5.7 million, up 64.9%, and was the highest net income for any quarter. Net income in the third quarter of 2008 was $3.5 million. Diluted net earnings per share were $0.81 versus $0.56 for the same quarter in 2008. Diluted weighted average shares outstanding for the third quarter of 2009 were 7.0 million compared with diluted weighted average shares outstanding of 6.2 million in the third quarter of 2008.

    Nine Month Results

    For the first nine months ended September 30, 2009, net revenue increased by 50% to $55.4 million from $36.9 million in the corresponding period of 2008. Gross profit increased 32.8% in the first nine months of 2009 to $21.9 million from approximately $16.5 million in the comparable period one year ago. Gross margin was 39.6% in the first three quarters of 2009 compared with 44.7% in the same period of 2008. The decline in gross margin is mainly due to the greater sales of lower-margin organic granular fertilizers in the 2009 period compared with the sales in the year ago corresponding period. Organic liquid fertilizers generated a gross margin of approximately 49.8% and organic granular fertilizers' gross margin was 20.6% for the first nine months of 2009. Income from operations grew by $4.7 million, or 39.5%, to $16.6 million from $11.9 million in the same period one year ago. Net income attributable to common shareholders for the first nine months of 2009, rose by 63.0% or $4.8 million to $12.4 million, with diluted net earnings per share of $1.87, from $7.6 million, or diluted net earnings per share of $1.23 in the first nine months of 2008.

    Financial Condition

    As of September 30, 2009, China Agritech had $19.0 million in cash and cash equivalents, no long-term liabilities, $72.3 million in net working capital and a 5.6 to 1 current ratio. Accounts receivable were $46.4 million as net revenue increased by 50.0% in the nine months ended September 30, 2009, due primarily to the introduction of the Company's organic granular fertilizers. Days sales outstanding at September 30, 2009 were 198 days, compared to 245 days in the first three quarters of 2008. Shareholders' equity was $79.6 million at September 30, 2009.

    Recent Developments

    On September 8, 2009, the Company announced that it expanded a sales and distribution partnership with China's largest fertilizer producer and distributor, Sinochem Fertilizer Co., Ltd. ("Sinochem") for the Company's "Green Vitality" granular fertilizer products. This contract is for the supply of 15,000 tons of Green Vitality granular fertilizer and is worth an estimated value of RMB 44 million (approximately US$6.4 million value of sales). This contract runs through December 2010. The Company will continue to supply Sinochem with "Green Vitality" liquid fertilizer under an existing contract.

    On September 15, 2009, the Company announced the completion of construction and equipment installation at its new organic granular fertilizer facility in Xinjiang. This facility adds another 50,000 metric tons of capacity for the production of organic granular fertilizer to the Company's existing 150,000 metric tons of capacity which recently began production in Anhui and Harbin. The Xinjiang facility will provide organic granular fertilizers primarily under the "Green Vitality" brand name to the vast agricultural areas in northwestern China. The Company also produces organic liquid fertilizers at Xinjiang with a capacity of up to 2,000 metric tons. Once commercial production of our products commences in Xinjiang by end 2009, we anticipate that China Agritech's total annual organic fertilizer capacity will consist of 200,000 metric tons of organic granular and 13,000 metric tons of organic liquid fertilizers, with application to a large variety of crops.

    On October 20, 2009, the Company announced the signing and closing of a $15 million private placement with Carlyle Asia Growth Partners, the growth capital arm of The Carlyle Group. As a result of the transaction, The Carlyle Group, through its affiliates now holds approximately 16.5% of the issued and outstanding China Agritech common stock.

    Other Events

    On September 7, 2009, the Company announced a 1 for 4 reverse split of its common stock effective on September 8, 2009. The effect of the reverse split reduced the number of shares of common stock outstanding to approximately 7.0 million from 28.2 million shares.

    China Agritech began trading on the NASDAQ Global Market starting on September 21, 2009 under the symbol "CAGC". Company management re-emphasized China Agritech's growth plan through building geographically diversified production facilities, expanding its sales network and introducing innovative product technology.

    Business Outlook

    The Company is now expecting net revenue for the year 2009 to be approximately $70 million versus the previous guidance of over $60 million. The revised guidance for net income is increased to approximately $15.6 million. The new guidance reflected business seasonality in the fourth quarter and some of the year-end expenses. Diluted earnings per share are now expected to approximate $2.25, based on the current average number of diluted shares outstanding. The new guidance represents almost a 55% increase for net revenues and around a 62% rise for net income over the year 2008 results.

    These targets are based on the Company's current views on the operating and market conditions, which are estimates and subject to change.

    "In the first nine months of 2009, we have generated over $10 million in positive operating cash flow, as compared with a negative figure in the corresponding period in 2008. With our strong sales growth, our accounts receivable increased also. However, we believe our strengthened accounts receivable risk management has begun to show improvement which will be more evident by the end of the 2009 fourth quarter. Going forward, the increase of granular product sales will help reduce the accounts receivable cycle as granular sales run on shorter payment terms," Mr. Yu Chang concluded.

    Conference Call

    The Company will host a conference call, to be simultaneously web cast, on Thursday, November 12 at 8:00 a.m. Eastern Standard Time, or 9:00 p.m. Beijing Time.
    To participate, please call the following phone numbers:


    United States 1-866-519-4004

    China, Domestic 800-819-0121-Landline

    Hong Kong 852-2475-0994

    Canada 1-800-407-1908

    International Toll Dial-In Number: 656-735-7955

    Conference ID # 41129467

    A live web cast of the conference call will be available on China Agritech's website at http://www.chinaagritechinc.com . Please visit the website at least 15 minutes early to register for the web cast and download any necessary audio software.   [more]

Recs

1

CAGC gonna gain 50% or more quickly, based on its Incredible earnings.

November 12, 2009 – Comments (1) | RELATED TICKERS: CAGC.PK.DL

China Agritech, Inc. Reports Record Quarterly Revenue and Net Income for the Third Quarter of 2009-- Revenue up 67%, net income up 65%, and EPS reached $ 0.81 --
-- Revised guidance to $70 million top line; $15.6 million bottom line --
-- Teleconference to begin at 8:00 a.m. EST Thursday, November 12, 2009 --
Press Release Source: China Agritech, Inc. On 6:00 am EST, Thursday November 12, 2009   Buzz up! 0
China Agritech Inc.

BEIJING, Nov. 12 /PRNewswire-Asia-FirstCall/ -- China Agritech, Inc. (Nasdaq: CAGC - News; "China Agritech", or the "Company"), a leading organic compound fertilizer manufacturer and distributor in the People's Republic of China, today announced its unaudited financial results for the third quarter and nine months ended September 30, 2009.  [more]

Recs

4

My recent stock picks up 40%+ in a week.

November 12, 2009 – Comments (6) | RELATED TICKERS: CAAS , REV , RFMD

CAAS is now $16.09 in pre-market , picked this at $11+, REV at $14+ and I picked this one at $10+

Looking for a big move in RFMD on its first sale of a 4G support product :  RFG1M09180 180-watt GaN broadband power transistor

Recs

2

RFMD taking in the 3G Hyper Growth in "CHINA"

November 11, 2009 – Comments (1) | RELATED TICKERS: RFMD

RF Micro earnings increase (3G sales grow 50%, while China sales grow 75% from the previous qtr, RF Micro forecast continued strong qtrs ahead)  [more]

Recs

4

CHINA on the VERGE on overtaking JAPAN for 2nd Place

November 11, 2009 – Comments (0) | RELATED TICKERS: RFMD , TXN , SWKS

US based stocks with plants in China should easily beat out the American only companies as China is on the verge of Becoming the Worlds 2nd Largest Economy:  [more]

Recs

2

Should have Loaded the Boat Heavily on TYH back when it was $40's

November 11, 2009 – Comments (1) | RELATED TICKERS: AAPL , SYNA , RFMD

I should have just dealt with the daily swings by thinking about the big picture, Tech never dies it just transforms into something new and better.  [more]

Recs

1

RFMD going to $5+ short-term and $8.20 in 2010

November 11, 2009 – Comments (0) | RELATED TICKERS: RFMD

.42 eps x 20 PE = $8.20 in FY 2010 based on current eps estimates.
Projection could rise higher or lower based on EPS estimate but the trend has been for increasing eps in last 6 months.

Analyst raised RFMD eps to .42 from .32 FY2010

RF Micro Device: Color on qtr (4.02 ) : Kaufman notes yesterday after the close RFMD reported fiscal 2Q10 (Sept.) rev of $254.8 mln (+20% Q/Q, adjusting for extra week in quarter +11% Q/Q) well ahead of consensus $233.3 mln (+10% Q/Q) expectations and reflected improving RFMD presence outside lead customer Nokia (non-Nokia handset +50% Q/Q), growth into the China market (+75% Q/Q) and recovery in cable TV (+70% Q/Q). EPS of $0.13 beat consensus by $0.04, reflecting a revenue and gross margin upside, coupled with good cost controls. Firm expects revenue to be up slightly after adjusting for the 7%-8% Q/Q decline from one less week of business in Dec. Firm also expect margins to hold and are modeling slight sequential EPS growth for RFMD. With expectations of steady operating expenses and margins, firm believes RFMD can sustain current profitability into the next few quarters in a stabilizing handset environment... Broadpoint AmTech notes RFMD reported a strong beat and raise Sept with strength across the board. Firm estimates ~26% q/q growth for CPG (80% of sales). Firm believes RFMD is taking significant share at Samsung and local Chinese players. The co generated $46 mln in free cash flow and ended the qtr with $136 mln of net debt, down from $176 mln last qtr. Firm estimates NOK remains RFMD's top customer but saw strength this quarter from share gains at Samsung, Huawei (data cards), Sony-Ericsson and ZTE. RFMD also suggested significant ramps in netbooks, CATV, meter-readers and GPS applications. Firm looks for switching products to add content beginning in the December qtr. RFMD indicated a book-to-bill above 1 for both MPG and CPG and said they are booked for q/q rev growth. Firm raises FY10 EPS to $0.42 from $0.32 and FY11 to $0.47 from $0.40.  [more]

Recs

3

Lets see if saying the opposite does the opposite: Alert RFMD just announced a major milestone

November 11, 2009 – Comments (2) | RELATED TICKERS: RFMD

short the stock now at $4.36 and lets see where the stock price is at the end of the day.

Recs

2

LOL , RFMD up only 0.25/shr on a game changer announcement, oh well

November 11, 2009 – Comments (2) | RELATED TICKERS: RFMD

looks like the shorts are at it again, pounding all news regardless how good it will be for the company's future.

RFMD(R) Announces Major Gallium Nitride (GaN) Milestones
RFMD Qualifies and Releases First GaN Device

8:00 am EST, Wednesday November 11, 2009

o
Buzz up! 0
o Print

*
Companies:
o Rf Micro Devices Inc.


Shipments of RF3931 Unmatched Power Transistors Commence to Multiple
High Power Amplifier (HPA) Manufacturers

GREENSBORO, N.C., Nov. 11, 2009 (GLOBE NEWSWIRE) -- RF Micro Devices, Inc. (Nasdaq:RFMD - News), a global leader in the design and manufacture of high-performance semiconductor components, today announced that RFMD(R) has qualified and released the RF3931, a 48-volt, 30-watt gallium nitride (GaN) unmatched transistor optimized for high power commercial and defense applications. The RF3931 is RFMD's first GaN product to achieve full product qualification, a process through which RF products are released by RFMD for mass production. Shipments of the RF3931 have commenced to multiple high power amplifier (HPA) manufacturers, and RFMD anticipates GaN shipments will increase significantly as new GaN products are introduced.

Bob Bruggeworth, president and CEO of RFMD, said, "We fully expect RFMD's GaN process technology will play a central role in our corporate mission to extend and leverage our leadership in RF components and compound semiconductor technologies into multiple industries. The unique physical properties of RFMD's GaN technology deliver performance that is unattainable by current competing technologies. Also, RFMD's GaN technology is manufactured in the same high-volume manufacturing facility as our industry-leading GaAs products, providing RFMD a measurable competitive advantage. Accordingly, we believe our GaN technology will become a disruptive technology across a broad range of commercial and defense markets."

Jeff Shealy, VP and general manager of RFMD's Defense and Power business unit, said, "We are very pleased to announce the full product qualification and shipments of RFMD's first GaN product. These achievements are major milestones for RFMD as we drive adoption of our GaN technology, increase our presence in the high-power RF market and satisfy our customers' increasing emphasis on 'green' technologies. RFMD's state-of-the-art GaN process technology delivers superior RF power per square millimeter and superior RF conversion efficiency, as compared to current semiconductor technologies."

The 30-watt RF3931 is part of a family of five RFMD GaN unmatched power transistors to be released for mass production over the next two quarters. Ranging from 10 watts to 120 watts, these wide bandwidth, unmatched power transistors enable the development of high-efficiency HPAs for a broad range of applications, including cellular and WiMAX infrastructure, CATV, military communications, public mobile radio, radar and radar jammers. In wireless and wireline applications, RFMD's unmatched power transistors enable "green" architectures that reduce energy costs and improve network efficiency for network operators.

About the RF3931

RFMD's RF3931 unmatched power transistor achieves high efficiency and flat gain over a broad frequency range in a single amplifier design. The RF3931 is packaged in a hermetic, flanged ceramic package providing excellent thermal stability through the use of advanced heat sink and power dissipation technologies.

About RFMD

RF Micro Devices, Inc. (Nasdaq:RFMD - News) is a global leader in the design and manufacture of high-performance semiconductor components. RFMD's products enable worldwide mobility, provide enhanced connectivity and support advanced functionality in the cellular handset, wireless infrastructure, wireless local area network (WLAN), CATV/broadband and aerospace and defense markets. RFMD is recognized for its diverse portfolio of semiconductor technologies and RF systems expertise and is a preferred supplier to the world's leading mobile device, customer premises and communications equipment providers.

Headquartered in Greensboro, N.C., RFMD is an ISO 9001- and ISO 14001-certified manufacturer with worldwide engineering, design, sales and service facilities. RFMD is traded on the NASDAQ Global Select Market under the symbol RFMD. For more information, please visit RFMD's web site at www.rfmd.com.  [more]

Recs

2

Janney puts $62 to $87/shr as fair value for PEET coffee, Guessing its based on GMCR stock price.

November 10, 2009 – Comments (0) | RELATED TICKERS: PEET , GMCR

Peet's Coffee (NASDAQ:PEET): Janney initiates with a Buy, sees $62-$87/sh fair value Janney Capital Markets is out with an interesting call initiating Peet's Coffee (NASDAQ:PEET) with a Buy rating...and get this...$62-$87 fair value valuation range (official target stands at $62/sh).

With the pending acquisition of Diedrich Coffee (DDRX-$25.99; NR), PEET now has access to the fast-growing single cup segment of the specialty coffee category and is participating in this trend with the market leader, Keurig. Prior to the acquisition, PEET had been increasing EPS at a 25%+ rate despite a slowdown in the core PEET retail stores, driven by a rapid increase (20%+) in Peet’s branded coffee sales in the grocery channel. The one hole in PEET’s portfolio was the lack of participation in the rapidly growing single cup coffee trend, and this is now solved through the Diedrich acquisition. Prior to the acquisition, Janney forecast PEET has a three-year sales and EPS CAGR of 9% and 20%, respectively. With Diedrich, they forecast a three-year sales and EPS CAGR of 19% and 47%, respectively. At $37/sh, PEET is trading at 35.0x their 2009 EPS estimate of $1.06. While 2010 EPS will see the dilutive impact from the acquisition primarily in the form of non-cash goodwill amortization (~$0.50/sh), they expect EPS to more than double from the estimated 2009 level of $1.06 to $2.49 (ex-goodwill amortization) in 2011. Janney's current DCF-derived fair value of PEET excluding Diedrich is $40/share. Applying a forward P/E range of 25.0x to 35.0x (31.7x historical average) to their 2011 cash EPS estimate (including Diedrich) of $2.49 yields a twelve-month fair value target range of $62/sh to$87/share.  [more]

Recs

3

Good time to short Coffee stocks GMCR & PEET? Coffee futures down nearly 5%

November 10, 2009 – Comments (2) | RELATED TICKERS: GMCR , PEET

today, maybe a reverse trend downward or a buying chance.

http://www.bloomberg.com/markets/commodities/cfutures.html

Recs

0

Priceline is going up like a Rocket......

November 10, 2009 – Comments (0) | RELATED TICKERS: PCLN

Priceline.com shares jump on strong outlook
AP (Tue 12:12pm)Time to take profits for a few weeks.

Recs

1

PEETS Coffee has been on a Tear. Taking a breather last 2 days.

November 10, 2009 – Comments (0) | RELATED TICKERS: PEET

looking for a pullback to get in

Recs

3

Perfume stock IPAR beats and raises estimates stock flat so far

November 10, 2009 – Comments (2) | RELATED TICKERS: IPAR

but it should move up quickly as it has not run ahead of earnings.  [more]

Recs

2

Chinese stocks on fire in the pre-market

November 10, 2009 – Comments (0)

CYD, HMIN, HRBN, HOGS, FUQI, TRIT, CFSG,

Recs

2

Tetra contract with Petrobras finally see's profits ahead.

November 09, 2009 – Comments (0) | RELATED TICKERS: TTI , PBR

Its been 1yr & 5 months since TTI signed its contract with Petrobras but its finally seeing profits from this contract and more is coming in 4th qtr 2009 and 1st qtr of 2010.   [more]

Recs

3

2 massive extreme trades today : FUQI, REV

November 09, 2009 – Comments (5) | RELATED TICKERS: FUQI , REV

While longs are being crushed on FUQI, shorts are being crushed on REV.

Recs

2

China needs alot of Coal to melt steel

November 09, 2009 – Comments (3) | RELATED TICKERS: YZC

to make car sales rise over 70% in October. Look at Chinese coal stocks first then overseas coal stocks.

Recs

2

time to brag: Told you REV going to $20, next pick going to $20 TTI

November 09, 2009 – Comments (2)

time to brag: Told you REV going to $20, next pick going to $20 TTI

Recs

2

Chinese steel stocks should rally on China October auto sales up 72 percent

November 09, 2009 – Comments (0)

China October auto sales up 72 percent at 1.2 million vehicles amid stimulus program * By Joe Mcdonald, AP Business Writer * On 6:54 am EST,  [more]

Recs

2

House passes healthcare, 3 Generic drug makers should benefit.

November 08, 2009 – Comments (1) | RELATED TICKERS: BVF.DL , ACT , PRX

The new healthcare bill focuses on getting people cheaper generic drugs, so while brand name big pharma companies lose out, the little guys that sell generic drugs should rally.

Recs

7

Shocking my theory worked again like magic.

November 06, 2009 – Comments (13)

Theory :

If you want to buy a stock for a cheaper price, just post about it being a buy on Caps and soon the stock will drop well below the price prior to your post. Worked again today on Both PRX, GSI among others as well.

Recs

2

Generic drug company of Woodcliff,NJ is down -0.87 after blowing away estimates

November 06, 2009 – Comments (1) | RELATED TICKERS: PRX

Sad thing is that 1M shares short the stock could have easily sent it to $25+ today had an analyst put out a timely upgrade. Looks like the analysts and their clients want in cheaper at $22 before they start pumping their shares.  [more]

Recs

3

2 stocks Post Great earnings but being Punished by Shorts

November 06, 2009 – Comments (1) | RELATED TICKERS: GSI , PRX

that were expecting even bigger EPS , GSI posts .22 eps being pummeled from opening gap down to $4.27 after earlier hitting $4.59

Another is PRX which posted .76 eps and also is being pummeled from opening gap of $23.67 to current $22.62

Recs

4

Last Bad unemployment report just happened today, here is why:

November 06, 2009 – Comments (16)

October Nonfarm Payrolls -190K vs -175K consensus, prior revised to -219K from -263K  [more]

Recs

7

Ladies if you buy Revlon shares also buy Revlon makeup

November 05, 2009 – Comments (13) | RELATED TICKERS: REV , ULTA , EL

this holiday season and boost its eps this qtr thru the roof.
You can't go wrong buying Revlon makeup, especially considering everyone is going cheap this holiday season.

Recs

6

Want to buy a stock cheaper? Just say its a buy on CAPS

November 05, 2009 – Comments (3)

As usual I post about stocks on CAPS and they come diving down.

All three I posted about this morning down from original post but CVS is making a rebound attempt now near $29

BRK-b was at $3419 now $3331

REV was at $11.09 now at $10.72

CVS was at $28.80 went to $27.93 and now rebounding to $28.97  [more]

Recs

3

Buffett type plays

November 05, 2009 – Comments (2) | RELATED TICKERS: BRK-B , CVS , REV

Buffett type plays

    Oversold on over-reaction "CVS" down nearly -7.5

    REVlon still a value play "REV"

    BRK.b will become cheap enough for the average joe to buy shares.

    50-1 split. I expect a big jump in BRK.b shares prior to split and after split.   [more]

Recs

4

CHINA joins USA & Japan as the Big "3"

November 04, 2009 – Comments (0)

10/20/09 China's Auto output hit 10 Million mark and on pace for 12.6M in 2009 an all time RECORD.

http://autonews.gasgoo.com/auto-news/1012607/China-09-auto-o...

Shanghai, October 20 (Gasgoo.com) China's production of automobiles since the beginning of this year hit 10 million units today, making it the third country in the world to surpass the annual output mark of this level, xinhuanet.com reported.

The achievement was announced at a celebration jointly sponsored by the
China Association of Automobile Manufacturers (CAAM) and China Society of Automotive Engineering at FAW Group Corp. headquarters in Changchun, capital of northeast China's Jilin province.   [more]

Recs

2

"CAAS had a Monster Summer Qtr"

November 04, 2009 – Comments (0) | RELATED TICKERS: CAAS

"All the record Auto sales in China reported over the summer means one thing, CAAS had a monster summer qtr."


  Back To Top



Here is the link to China's Record Auto sales

http://www.theautochannel.com/news/2009/10/20/481944.html   [more]

Recs

1

BEXP finds major oil in USEG land.

November 03, 2009 – Comments (3) | RELATED TICKERS: BEXP.DL , USEG

1,700 barrels per day x $70 oil = $119,000/day x 300 days = over $35M and thats just one area.  [more]

Recs

1

REVLON a $20+ stock trading at $10+

November 03, 2009 – Comments (2) | RELATED TICKERS: REV

REVLON is a $20+ stock based on comparable peer valuations.

Recs

2

LOL, $7 stock beats by .09 eps and up only .14 cents at the open.

November 03, 2009 – Comments (0) | RELATED TICKERS: TAST

They even raised guidance for next qtr as well.

 

Recs

1

$7 stock beats by .09 and posts .26 eps qtr

November 02, 2009 – Comments (0) | RELATED TICKERS: TAST

The key in the Sept. qtr is not that they beat by .09 with a .26 eps qtr but that they also raised guidance.

Earnings of $0.26 per share, $0.09 better than the First Call consensus of $0.17; revenues fell 3.8% year/year to $201.2 mln vs the $202.2 mln consensus. Co issues upside guidance for FY09, sees EPS of $1.02-1.06 vs. $0.97 consensus. Co said, "We expect to exceed our previously issued earnings guidance due to our strong year-to-date earnings performance and the favorable cost trends that are positively impacting our profitability.  [more]

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