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caidencollett07 (99.51)

My Next Real Money Possibilities, What Do You Think?

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October 08, 2009 – Comments (20) | RELATED TICKERS: CMFO , CPC , NED

I am currently going to cash in some profits, so I need some new ideas to put this money to work.  I have done some research and have a few possibilities.  I plan to make two new positions out of the few below.  Here is the selection, what do you think?

1.CMFO - China Marine Food Group

2.CPC - Chemspec International

3.NED - Noah Education Holdings

4.AOI - Alliance One International

I am still looking for more to add to watchlist.

20 Comments – Post Your Own

#1) On October 08, 2009 at 11:46 AM, SolarisKing (27.57) wrote:

MOH  is very low right now, and they do a lot of govt bussiness. IF the healthcare thing passes they could boost.

Of course Ultralong picked it for AllStarPortfolio.

I like CMFO and AOI, but think they will go lower. Don't know the others.

-solaris

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#2) On October 08, 2009 at 12:17 PM, kaskoosek (99.78) wrote:

I am expecting 1000% appreciation in AOI (in real terms). Some people think I am crazy, but it will take a couple of years. 

 

Short term you might find a better entry point, but I am not sure. If it goes lower than 4.3, then it becomes a screaming buy. 

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#3) On October 08, 2009 at 12:25 PM, caidencollett07 (99.51) wrote:

I am also adding CSR to the list, going to come down to the     top 2 after a little due diligence.

 

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#4) On October 08, 2009 at 12:44 PM, stocki711 (98.40) wrote:

csr is tricky... i owned them for a little

i like cmfo a lot and cpc looks pretty cool

My favorite right now are ACY and IBCA

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#5) On October 08, 2009 at 12:49 PM, OffProfile (47.57) wrote:

SGAS - Sino Gas International

WH - WSP Holding

SNP - China Petroleum & Chemical Corp. (ADR)

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#6) On October 08, 2009 at 1:28 PM, caidencollett07 (99.51) wrote:

Im in CMFO at 4.98

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#7) On October 08, 2009 at 7:36 PM, mommyb48 (< 20) wrote:

I'm in CMFO at 4.92

Another one that's interesting is HQS.

Farm raised and ocean harvested fish in China

sold internationally.

 

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#8) On October 08, 2009 at 7:44 PM, portefeuille (99.97) wrote:

I have some suggestions here (you might want to start reading at the end).

A recent performance update for the "outperform" calls on that list is here.

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#9) On October 08, 2009 at 8:00 PM, caidencollett07 (99.51) wrote:

I ended up getting CMFO and CSR, today.  Was thinking about selling CPBY (in at $2.86) and possibly picking up a few of these other names.  CPBY is just up so much in the last month that it seems to be getting fairly valued.  What do you think?

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#10) On October 08, 2009 at 8:03 PM, caidencollett07 (99.51) wrote:

I do like the looks of HQS, finally a shipping company making money!!!

HQS is definately a contender, because shipping sector has been getting killed and is ready for a run.

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#11) On October 08, 2009 at 11:20 PM, investor2688 (77.79) wrote:

hqs isnt a shipping company. it produces/sells fish though it does look good in terms of growth/valuation.  any thoughts on FEED? Seems like swine flu fears are overblown. HOGS has rallied but FEED still seems to be undervalued

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#12) On October 09, 2009 at 1:22 AM, bullishbabo (100.00) wrote:

I think CPBY still has room to run, but it's looking a lot less attractive than before.  As long as it grows EPS and sales, I see a little bit left to go, but it just doesn't look as juicy now.

My favorite stock from your list is CMFO, but my current favorites are even more micro.  Here are some micros I own  that still have plenty of room to run: CYXN.OB, GSIG, LTUS.OB, ORS, and SVT. 

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#13) On October 09, 2009 at 2:14 AM, devilzadvocate (95.85) wrote:

I bought CMFO @ 4.77. It's a great buy long term.

Bullish - Since I have never bought micro.. could you shed some light into why you believe CYXN.OB, GSIG, LTUS.OB, ORS are good buys?

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#14) On October 09, 2009 at 2:26 AM, bullishbabo (100.00) wrote:

@devilzadvocate:

I buy stocks based purely on valuation.  I look at the financials, and that's ALL.  I don't care if a company sells pharmaceuticals or staplers.  Most of my plays are either deep value or GARP (Growth at a Reasonable Price).  On second thought, GSIG is one of the more seemingly mispriced, but I see that financials have not been out since 2008 on that one.  I'd be more careful with that one.

Since there is probably more fraud and falsification of documents in the micro cap sector, I diversify heavily.  I currently own 46 micro caps in all.  I would not be surprised if 5+ of them are fraudulent, but I strongly believe the expected value on average to be higher than with larger stocks.  Again, this is based purely on valuation, not the fact that they are micros.  Their being micro caps actually has nothing to do with it.    

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#15) On October 09, 2009 at 2:59 AM, bluebare (29.85) wrote:

Yes, WH is for you.

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#16) On October 09, 2009 at 5:14 AM, blesto (30.70) wrote:

Here's a couple for your watchlist.

KOSS, PSTA

Not recomendations mind you.

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#17) On October 10, 2009 at 11:06 AM, caidencollett07 (99.51) wrote:

Great info from all, thanks

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#18) On October 10, 2009 at 12:58 PM, stocki711 (98.40) wrote:

HQS- have a history of adding shares often so dilution is a problem

WH -  always seemed fishy

HOGS - safe and still attractively priced 

FEED - overpriced comparably

ORS - HUGE accounts receivable but has huge potential

 

ideas for researching... HWG, RJET, AIRT 

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#19) On October 12, 2009 at 12:09 PM, caidencollett07 (99.51) wrote:

Any thoughts on FSIN?

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#20) On October 13, 2009 at 12:20 PM, caidencollett07 (99.51) wrote:

I finally ende up adding FSIN, AOI, CSR, and CMFO.  Thanks for all the help!

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