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IBDvalueinvestin (99.63)

December 2009

Recs

3

2010 - HAPPY NEW YEAR fools, and fool on...

December 31, 2009 – Comments (3)

2009 Was a Great YEAR, with my net worth going up 4 fold...

There is no way 2010 can compete with that, but hopefully it can be better than the average year.

Recs

1

HPJ - lithium battery Mfr (Possible Google contract)

December 31, 2009 – Comments (1) | RELATED TICKERS: HPJ , CBAK , GOOGL

HPJ is down -0.31 to $7.66 so keep a watch on it.
      

We know that CBAK didn't win the Google contract because CBAK ceo said they didn't. So that leaves a fair amount of chance that it could be HPJ:

    HPJ develops, manufactures, and markets a range of lithium-ion rechargeable batteries and lithium polymer rechargeable batteries for various applications, such as laptops, digital cameras, and wireless communication products.   [more]

Recs

4

Anyone have any info on WFT Mazeflo technology it partnered with XOM

December 31, 2009 – Comments (0) | RELATED TICKERS: WFT , XOM , BP

to commercialize the technology earlier this year. Just wondering why director at WFT bought $1.6M worth of shares 4 weeks ago.   [more]

Recs

7

Emerging markets will outperform the USA markets in 2010 (per SeekingAlpha article)

December 30, 2009 – Comments (1) | RELATED TICKERS: KONG , CNEP , BIDU

2010:Emerging Markets To Beat Developed Markets Despite Domestic Challenges

LINK to article   [more]

Recs

1

Shocking good number from Chicago PMI

December 30, 2009 – Comments (1)

December Chicago PMI 60.0 vs 55.1 consensus, prior 56.1

This is extremely good news for Energy stocks.

Recs

3

Nanometrics (NANO) target was upgraded late yesterday to $17 from $13

December 29, 2009 – Comments (1) | RELATED TICKERS: NANO , SI , INTC

NANO to Benefit From Expansion in Diversity of Equipment Vendors
Posted on 12/28/09  [more]

Recs

12

6 undervalued stocks for 2010

December 28, 2009 – Comments (8) | RELATED TICKERS: NOA , CSR.DL , CNEP

article is by SeekingAlpha on 12/28/09:

http://seekingalpha.com/article/179945-six-undervalued-stocks-for-2010

Recs

2

Waiting on Guidance from CGA just like CAGC

December 23, 2009 – Comments (0) | RELATED TICKERS: CGA , CAGC.PK.DL , SYT

    Should be some fireworks on CGA stock price similiar to CAGC today when that announcement is made.

    CAGC is putting in an explosive up move  +4.28 to $28.12

    CGA meanwhile is lagging behind even though it has increasing profit margins compared to decreasing profit margins by CAGC.

    CGA up only +0.70 at $15.88   [more]

Recs

3

NEP making its move to either 2 bagger or 10 bagger, depending on which

December 23, 2009 – Comments (2) | RELATED TICKERS: CNEP , PTR , CEO

article you want to believe or maybe both are right because you can't get to a 10 bagger unless you got a 2 bagger first.

 

http://seekingalpha.com/symbol/nep/instablogs

Recs

8

Basically the rich HMO's just got richer with this revised Obama plan. How you ask?

December 22, 2009 – Comments (7) | RELATED TICKERS: WLP , AET , CI , WLP , AET , CI

I heard guests on Bloomberg radio driving home saying that 30 million people that can't afford Insurance currently either because they are unemployed or make too little to pay for it will get handouts by the FED. to pay for their Insurance Premiums.   [more]

Recs

2

Obama in the end folds to Lobby of HMO's

December 22, 2009 – Comments (0) | RELATED TICKERS: WLP , AET , CI

Obama adminstration trying hard to get Healthcare plan passed by Christmas Eve but its not a Christmas gift to US citizens that are un-insured , its instead a Christmas gift to HMO's.   [more]

Recs

2

SEED stocks ahead of planting season

December 22, 2009 – Comments (0) | RELATED TICKERS: SEED , MON , DD

    SEED, MON, DD

Recs

2

health care stocks ahead of revised health plan passing.

December 22, 2009 – Comments (3) | RELATED TICKERS: WLP , AET , CI

I want in much lower so do your job fool shorts help a guy out to get in lower.

WLP, AET, CI, UNH

Recs

4

Wow, you guys forced me to cry uncle on MGPI on this 2nd dip down to $8.50's

December 21, 2009 – Comments (0) | RELATED TICKERS: MGPI

Thats too bad because I really liked this stock and its joint venture signed in Nov.

Oh well, I guess I have to watch it on the sidelines now and see how low you guys will bring it before I jump back in..

You guys seem to be relentless on these low floats, DEER was crushed from $18+ to $9+ before it started rebounding.

 

Recs

1

Some 1 star stocks that turn to Tomorrows 5 stars.

December 21, 2009 – Comments (0)

Who are they? Scan my picks and see which 1 star stocks I picked.

Like they say in Wall Street, your returns will only be as big as your risk.

The lower the risk the lower the returns.

If your over 50 yrs old stay away from 1 star stocks, your too close to retirement for risk.

Recs

3

MGPI is crashing down -0.92 on the day while DJIA is up +116

December 21, 2009 – Comments (1) | RELATED TICKERS: MGPI

Funny thing is that it was up today to $9.70 until I posted on the FOOL. Looks like fools came in and shorted without checking that its actually a turn around play, with its eps being raised for 2010 by more than double its previous estimates just a couple of weeks ago.  [more]

Recs

4

Technology breakthroughs in 2009 : NLST has one and Biofuel industry has the other

December 21, 2009 – Comments (7) | RELATED TICKERS: NLST , MGPI , GPRE

#1 breakthrough for 2009 was by NLST Netlist Launches World's First 16GB, 2 Virtual Rank Memory ModuleNew memory module, HyperCloud, enables 384GB of DRAM in a dual socket server Press Release Source: Netlist, Inc. On Wednesday November 11, 2009, 6:00 am EST

IRVINE, Calif., Nov. 11 /PRNewswire-FirstCall/ -- SC09 in Booth # 2398 -- Netlist, Inc. (Nasdaq: NLST - News), a designer and manufacturer of high-performance memory subsystems, today launches HyperCloud(TM), the world's first 16GB, 2 virtual rank (vRank) memory module for servers. A double-data-rate three, registered dual in-line memory module (DDR3 RDIMM), HyperCloud maximizes server utilization to improve datacenter application performance. HyperCloud allows 384 Gigabytes (GB) of dynamic random access memory (DRAM) to be populated in a single dual socket server, reaching unprecedented levels of server performance.  [more]

Recs

3

Climate talks "$100 Billion a Year by 2020"

December 18, 2009 – Comments (0)

Looks like technology producers for Natural Gas Cars, Electric Cars, and other alternative energy will be getting rich off the world by 2020 in as much as $100B per year.  [more]

Recs

3

Interesting post on Natural Gas Cars for 2010

December 18, 2009 – Comments (3)

http://tinyurl.com/ybl9g7h

I wonder what Honda's estimates are for NG car sales in the USA?

Recs

3

Don't understand why mutal funds are adding shares of CHK

December 18, 2009 – Comments (3) | RELATED TICKERS: CHK

other than it being a potential buyout because earnings will be flat year over year.

http://www.mffais.com/chk

Recs

2

SMOD & TTWO explode up on earnings..

December 18, 2009 – Comments (0) | RELATED TICKERS: SMOD , TTWO

TTWO is also up on news Carl Icahn raised his stake.

Recs

5

Iranian troops enter Iraq and seize oil well - Energy stocks like XOM, BP, CVX, CHK all spike on the news.

December 18, 2009 – Comments (5)

Iranian troops enter Iraq and seize oil well December 18, 8:48 AMLouisville Democrat ExaminerTimothy Morgan

According to the AFP, Iranian troops entered Iraqi territory on Friday and seized an oil well.  [more]

Recs

0

IBD profiles WX last night.

December 18, 2009 – Comments (0) | RELATED TICKERS: WX

Chinese Outsourcer Of Clinical Trials Tries To Spread Its WingsKevin Harlin , On Thursday December 17, 2009, 5:28 pm EST

China's factories churn out inexpensive water pumps, photovoltaic solar cells and knockoff iPods.  [more]

Recs

8

Another Record Supply drop expected for Natural Gas next week, on continued cold snap in Northeast.

December 17, 2009 – Comments (0) | RELATED TICKERS: UNG , GAZ

 Natural gas surges on record supply dropNatural gas prices spike as frigid weather leads to record draw in supplies

"I am looking for another week of record natural gas supply drop. The forecast in the Northeast is for some pretty bone chilly weather for next 5 days with under 32 degree temps. That means lots of GAS use to be expected for next week and another bullish supply drop number coming for natural gas next Thursday. Play the trend and make profits in the surging natural gas price."  [more]

Recs

5

Wall Street at it again, Market Manipulation at its best.

December 17, 2009 – Comments (1)

Issue a downgrade for Greece again on the Thursday on the last weekend before Christmas,.   [more]

Recs

3

List of Chinese stocks getting whacked today:

December 17, 2009 – Comments (1) | RELATED TICKERS: HRBN.DL

HRBN down -1.38   [more]

Recs

2

The Perfect Christmas gift for Coffee lovers in your house:

December 17, 2009 – Comments (1) | RELATED TICKERS: DDRX.DL , GMCR , JAH

The single cup coffee brewers like Mr. coffee from Jarden are great  Christmas gifts that will be used everyday and you will thought of all year for the great gift.

Jarden's Mr. Coffee sales should continue to surge just like coffee sales for GMCR,  DDRX, have continued to soar.

http://www.mrcoffee.com/

Recs

2

Get ready for Spectacular YOY numbers and Guidance very soon.

December 16, 2009 – Comments (2)

Majority of companies will be reporting just spectacular yoy numbers in 4th qtr and that guidance will start coming in soon. Don't get caught on the wrong side of the trade ahead of the guidance.

Recs

1

Warning on EONC its a very low float stock but it has managed to report 3 straight profitable qtrs with .40 eps

December 16, 2009 – Comments (1) | RELATED TICKERS: EONC

Thats a pretty impressive feat for a $3 dollar stock no matter what size of its float.  [more]

Recs

0

DEER in the Headlights

December 11, 2009 – Comments (1)

EDGAR Online(Fri, Dec 4)Deer Consumer Products, Inc. Signs US$29.3 Million Distribution Agreement with the Second Largest Consumer Electronics Retailer in China for 2010 Product Delivery PR Newswire(Fri, Dec 4)
Revenues of $26.54 million, an increase of 130% from Q3 in 2008 , Net income of $4.12 million, an increase of 168% from Q3 in 2008

   [more]

Recs

1

Chinese stocks are gonna be Hot today, read News on China today.

December 11, 2009 – Comments (0)

Asian markets climb as China's exports improve - AP
AP reports world markets advanced Friday as a big improvement in China's exports pointed to rising global demand that could lift other trade-reliant economies. Benchmarks in Tokyo and Hong Kong led Asia's gains, snapping a string of losses that had reflected worries about shaky government finances in the West and a tepid economic recovery in the U.S. Providing reassurance for investors was news that China's November exports fell 1.2% from a year earlier in the smallest decline this year, as nascent recoveries in the U.S. and other big markets helped revive demand. It was an improvement from October when exports slid 13.8% and even bigger declines in previous months. Strong growth in Chinese industrial output and retail sales for the month also underlined that the recovery in the world's third-biggest economy is gathering momentum.  [more]

Recs

1

Time to load up on oversold Chinese stocks Intraday for the next leg up.

December 10, 2009 – Comments (1)

Oversold intraday: UTA -1.26, CAGC -1.37, RINO -1.54, FUQI -0.97, CHBT -0.84, CSIQ -0.50

Recs

2

DYP a fast growing Chinese offset-printing equipment manufacturer

December 10, 2009 – Comments (3)

Irrational investors: a contrast of Duoyuan Printing and STR Holdings IPOs

http://seekingalpha.com/instablog/480541-southhill-partners/35111-irrational-inv\
estors-a-contrast-of-duoyuan-printing-and-str-holdings-ipos

Nov 10, 2009 12:39 PM | about stocks: DYP, STRI, FSLR

Two IPOs debut with exactly opposite results attracted my attention last
Friday: Duoyuan Printing (DYP), a fast growing Chinese offset-printing equipment
manufacturer, to sell 5.5M shares at $8.5, whose stock closed down 8.6% at
$7.77. The other is STR Holdings (STRI), a manufacturer of encapsulants for
solar panels, to sell 12.3 million shares at $10 a share, whose stock closed up
31% at $13.10.

Since I did look into both companies before their IPOs, I find this
outcome very interesting.

In my opinion, Duoyuan Printing (DYP) is a very sweet deal at the $8.5
offer price, let alone $7.77. My previous post here details why.

STR Holdings (STRI), although appears to be attactive from its roadshow
presentation, actually has a few things that make me frown, after I dig deeper
into its prospectus:
- The company had a net tangible asset of ($5.72) per share, totaling
$(223.4) million, prior to the IPO. For those who don't know accounting, this
means if the company is liquidated today, the shareholders won't get anything
back, as it actually owes more than its asset. Would this prevent me from
investing in a company? No necessarily. But I'll be very cautious.
- 73% of the total shares sold, or 9 million shares, came from selling
shareholders including the executives, so the company only gets 27% of the total
IPO proceeds. When the private owners and executives are eager to sell, I'll be
cautious buying into it.
- The solar segment revenue declined 26% in the first half of 2009.
Although impacted by the financial crisis, the world output of solar panels
still grows in 2009, due to government stimulus all over the world. I would
imagine the output of solar panel encapsulants be highly correlated with the
output of the panels. Such a big decline in revenue concerns me.

The following table sums up some simple facts of the two IPOs, without
getting much into the valuation of both stocks.



Strictly speaking, these two companies are not comparable, as they belong
to two totally different industries. However, I find this table quite helpful
and revealing.

Duoyuan Printing appears to have a much stronger balance sheet, with no
debt, while STR Holdings has tons of debt. Although both companies presented an
appealing growth story: Duoyuan Printing's seems to be more consistent, while
STR Holdings experienced some recent decline in revenue not very well explained.
No shares are to be sold by the executives of Duoyuan printing, while all
executives at STR Holdings are selling some shares. Surprisingly, it was Duoyuan
Printing that fell on the day of IPO, while STR Holdings went up 30%.

Was Duoyuan Printing priced too high and STR Holdings priced attractively?
The answer is still no. Duoyuan Printing is a growth stock very attractively
priced. STR Holdings' prospectus shows it earned $6.2M in the first half of
2009, and its market capitalization is $549M. Even assuming the earning improves
in the second half 2009, it doesn't appear to be cheap, noting that right now
even a well established solar stock like First Solar (FSLR) is only trading at
16x 2009 earnings.

It is puzzling for me to see that the investors shunned an attractive
Duoyuan Printing, but were brave enough to jump into STR Holdings. I hope people
do know what they were buying into, not just for the hot "solar" tag on it.


Disclosure: Long DYP, no positions in STRI, FSLR

Themes: Long Ideas, IPO Analysis Stocks: DYP, STRI, FSLR
  [more]

Recs

4

You can't go wrong with food stocks

December 09, 2009 – Comments (5) | RELATED TICKERS: CMFO

When I mentioned CMFO back at $5+ , I said you can't go wrong with food. Now look at the new play I have at $6.96 YUII -- YUII Net revenue increased 37.4% to $13.2 million, compared to $9.6 million
in the third quarter of 2008
-- Gross profit margin expanded 1,290 basis points to 39.1%, compared to
26.2% million in the same period last year
-- Operating income grew 166.1% to $4.3 million, compared to $1.6 million
in the third quarter of 2008
-- Net income increased 114.8% to $4.1 million, compared to $1.9 million
in the same period last year
-- Fully diluted EPS grew 116.6% to $0.26 per share, compared to $0.12 in
the third quarter of 2008

"The third quarter of 2009 was another very successful quarter," commented Mr. Zhentao Gao, Chief Executive Officer of Yuhe International. "We achieved record quarterly revenue and net income, owing to our capacity expansion and stable customer relationships. Selling prices began to recover sequentially in the third quarter; the average selling price per day-old broiler increased to RMB 2.85 in the third quarter from RMB 2.38 in the second quarter. Given our business momentum, we are confident that demand for high-quality day-old broilers will remain strong in the fourth quarter of the year."  [more]

Recs

8

TLB in reverse merger :

December 08, 2009 – Comments (0) | RELATED TICKERS: TLB.DL

TLB in reverse merger : Talbots and BPW Acquisition (BPW), pursuant to which Talbots will acquire BPW in exchange for Talbots common stock. BPW is a special purpose acquisition company with ~$350 million in cash held in a trust account for the benefit of its shareholders, and which may be used in connection with a business combination. The floating exchange ratio mechanism provides that BPW shareholders will receive a range of 0.9000 to 1.3235 Talbots shares per BPW share. The retirement of all equity currently held by Talbots majority stockholder, Aeon and the repayment of all of its existing debt. Following completion of the transaction, Aeon will hold no Talbots debt or equity. A commitment for a new $200 million senior secured revolving credit facility from GE Capital.  [more]

Recs

3

Shocking Truth

December 08, 2009 – Comments (1)

I can't stay on the Sidelines when I can take advantage of today's manipulation  [more]

Recs

2

Chinese high growth stocks lead the way

December 07, 2009 – Comments (1)

Judging by what they did today, I feel like crap that I missed alot of gains especially considereing I have held many of these stocks prior to Thursday & Friday : Looks like a strong dollar is not bad for emerging markets as some said last week. Sure is hard to sit on the sidelines, I guess I never liked being a bench warmer.   [more]

Recs

8

Thats it I give up for Rest of 2009

December 04, 2009 – Comments (12)

I can't take this down triple digits at the close yesterday, then up triple digits this morning then lose triple digits again. Its just too hard to make money so I am calling it quits for the rest of 2009.

 

Good luck to those staying in.

Recs

5

Maybe moneyflow is switching from China to Russia & Brazil?

December 04, 2009 – Comments (0)

That was the case in October and after a lull in Nov. it could be again the case in Dec.

http://www.themoneyblogs.com/trading/morpheus-trading/russia-and-brazil-etfs-leading-the-emerging-markets.html

Recs

5

A Failed Rally, was expecting DJIA to be up 200-300 points on Jobs data.

December 04, 2009 – Comments (7)

The DJIA fell 100+ points yesterday before the close , so basically right now we are flat with yesterday. Thats a failed rally because the jobs data should have caused a 200-300 point move in the DJIA today.

Recs

2

A few still cheap Chinese high growth stock list: GFRE, NEP, CMFO, CVVT, CNDH, TSTC,

December 04, 2009 – Comments (1)

    Chinese stocks that have run too fast:

    HEAT, CGA, RINO, DGW, TRIT, CAGC, JST, HRBN,

Recs

2

Christmas Rally starting early this Year thanks to Jobs Numbers.

December 04, 2009 – Comments (0)

A Massive Short trap was sprung late yesterday..ahead of job numbers. Stocks went from being positive ahead of the last hour to going deep in the red by the close with triple digit losses on the DJIA.

Shorts rushed into the markets hoping for worse than expected numbers this morning. Not only did they not get what they expected, they got much much better than expected numbers instead.  [more]

Recs

8

Commodities on the rise in 2010 WSJ. Miners seek increase of 10%-25% in 2010 over this year - WSJ

December 03, 2009 – Comments (2) | RELATED TICKERS: BHP , RTP.DL , NEM

(Related stocks: BHP, VALE, RTP, NEM, PCU, TCK, PAAS, SLW, GFRE)  [more]

Recs

3

Anyone know why Bromine rose 9% Q2 to Q3?

December 03, 2009 – Comments (2) | RELATED TICKERS: DOW

The average price per Metric Ton of bromine at $1,833, up almost 9% from $1,685 per Metric Ton in the second quarter of 2009

Recs

3

Markets FLat today, too hard to make money..Either long or short.

December 02, 2009 – Comments (0)

Oh well , we will see what Thursday brings.. Have a nice Wed.

 

 

Recs

4

Lumber closes at limit up, that has been the case lately in futures of lumber.

December 02, 2009 – Comments (1) | RELATED TICKERS: TIN.DL , PKG , IP

Who benefits from higher lumber prices? Paper , package & pulp stocks because they can command higher prices due to higher lumber prices. Which stocks? TIN, PKG, & IP for starters, others that could benefit as well CLW & BZ   [more]

Recs

3

GSIT trade is over, Next CAGC, HEAT, HRBN, TSTC, CGA

December 01, 2009 – Comments (1)

GSIT trade is over, Next CAGC, HEAT, HRBN, TSTC, CGA

Recs

2

Yahoo message post causes GSIT to fall .20/shr in minutes

December 01, 2009 – Comments (0) | RELATED TICKERS: GSIT

Amazing how anyone can say pump and dump and the stock craters on a false post.

http://messages.finance.yahoo.com/Stocks_(A_to_Z)/Stocks_G/threadview?m=tm&bn=65958&tid=1049&mid=1057&tof=2&rt=2&frt=2&off=1

Recs

1

GSIT starting to make a NANO type move..

December 01, 2009 – Comments (1) | RELATED TICKERS: NANO , GSIT , NLST

When emerging stock report profiled NANO it took like a rocket as its subscribers bought heavily. I would not be shocked if GSIT turns a similiar NANO type move especially considering its excellent looking  fundamentals..

http://finance.yahoo.com/news/Emerging-Stock-Report-pz-3707030307.html?x=0&.v=1

Recs

2

Tech stocks usually do best in December

December 01, 2009 – Comments (2)

so focus on many fundmangers could be on tech stocks once again this December.  [more]

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