rknapton's Blog

Delicious Stock for an Ugly Day

rknapton — Tue, 29 Jun 2010 15:27:58 GMT

What an ugly day on the market. Well, at least it is providing good opportunities for owning attractive stocks if you are sitting on cash. :) (unlike in the middle of April: http://caps.fool.com/Blogs/turtle-crawl/376251)

TC is one of my top picks now that the stock has pulle...

CROX short

rknapton — Thu, 24 Jun 2010 19:01:58 GMT

CROX Short

A former fad company in decline.

Upon this rally in CROX share price over the past year (from just $2.55 to now over $11), CROX makes for a nice short.

The shoes were a fad, and if you don’t think that qualitatively, just look at the numbers for yourself. Revenues have declined from $847 million in 2007, down to $722 million in 2008, and then down to $646 million in...

Who wouldn't want to own MBLX?

rknapton — Thu, 24 Jun 2010 15:54:04 GMT

Who wouldn’t want to own MBLX?

Here’s a company with an amazing technology.

Metabolix (MBLX)

Basically, they make plastic out of plants rather than oil. This has to be the future of plastics. Non petrochemical-based plastics that have biodegradable characteristics… Simply amazing!

As Warren Buffett has said:

Overvalued Surf/Skate/Snowboard Company: ZQK

Quiksilver (ZQK) stock had a real nice rally from February to May, however I believe that has caused the company to become overvalued fundamentally and now also technically the stock has ran out of upside momentum along with having formed a "head and shoulders pattern" (from April to the middle of May), so the stock can safely be shorted at these levels.

Here’s a micro-cap company that appears to be ridiculously under valued and has just started trading on the NASDAQ on April 20th.

SkyPeople Fruit Juice (SPU)

They are a Chinese based company that is a wholesale supplier of fruit juices, along with having their own line of juices under the brand “Hedetang” which is a...

Turtle Crawl

rknapton — Tue, 13 Apr 2010 15:56:13 GMT

Hey,

So they way I see it, over the past two and a half months, the market has completely turtle crawled up from basically 10,000 on the DJIA to 11,000. On a chart I'm also seeing it being near a resistance level.

I'm not expecting this turtle crawl rally to break out and all of a sudden the market is at 12,000. If anything, I think any volatility would be to the downside, just like wh...

CHOP

rknapton — Fri, 26 Feb 2010 16:41:34 GMT

CHOP.

Seems alright. They are a Chinese producer of cold-rolled steel.

The business itself, I have no unique insight on. I have no idea what pricing power any cold-rolled steel producers may have, or how commodity like that product is, or what inventory levels may exist.

But the numbers seem good. There is only one analyst covering the company, ...

The Worst "Shareholder Update" Ever. Prepare to need a drink

rknapton — Wed, 09 Dec 2009 15:29:27 GMT

The Worst "Shareholder Update" Ever. Prepare to need a drink

CCTR (China Crescent)

In this web-cast, the founder and CEO (Philip Verges) of China Cresent says and suggests the dumbest things I've ever heard in a web-cast.

You can find it here: http://chinacrescent....

Overvalued ski-resort: MTN (Vail Resorts)

rknapton — Mon, 30 Nov 2009 17:46:55 GMT

Overvalued ski-resort: MTN

I've never liked this stock, but now especially I think it is way over valued.

I live in Breckenridge, and think I have an edge on knowing what is happening out on the slopes because I go riding almost every day. Just from my own perspective (and I have no actual data on this) this years skier numbers are WAY WAY down from years past. I have 17 days on my ...

Best of the Best 200 Small Companies: Part 2

rknapton — Sat, 14 Nov 2009 17:46:04 GMT

Forbes Magazine just had their special on the "200 Best Small Companies" in the November 2nd issue. I figured this would be a great starting point to search for potential investments because of course some of these "Best Small Companies", will end up being tomorrows "Best Large Companies", so therefore some investment opportunities probably exist within this group.

After looking at all 200 of these com...

Best of the Best 200 Small Companies: Part 1

rknapton — Wed, 04 Nov 2009 15:55:34 GMT

Cash Rich, Future Phosphate Producer, with Huge Insider Buying: LGDI

rknapton — Sun, 25 Oct 2009 16:14:30 GMT

Here's a quick pick you might be interested in.

Ticker: LGDI

They are working on a phosphate project in Australia. No revenues yet,
but it looks promising for the future. Take a look at their presentation
here: http://www.lgdi.net/resource...

Cash-Rich Growth Company at a Discount: HQS -Tilapia Farming

rknapton — Thu, 27 Aug 2009 15:39:13 GMT

Alright, here is another pick that I think can rally substantially from current prices and has a very limited downside.

HQ Sustainable Maritime (HQS)

They are in the business of aquiculture production, so they raise farmed tilapia, sell frozen fish in the US and Europe and the byproducts in Asia. They are based in Seattle, but it is basically a C...

ARAY: A thriving company with a beat up stock. CyberKnife developer.

rknapton — Sun, 12 Jul 2009 18:55:20 GMT

Accuray Inc. (ARAY)

Here’s a stock I stumbled upon this past weekend while my Mom was visiting. A commercial appeared on TV advertising the “CyberKnife”, and my Mom mentioned how someone she knew had traveled to Colorado Springs to undergo cancer treatment with this medical device. I of course checked it out to see if it is part of a publicly traded company, and sure enough, Accuray (ARAY) is...

Short and Long Term Pick: ZZ (Sealy Corp.)

rknapton — Tue, 30 Jun 2009 15:48:47 GMT

Short and long term pick: ZZ (Sealy Corp.)

I recommended this stock to some family and friends on March 9th, 2009, when it was at $0.57. It proceeded to run over 900% over the next ten weeks!

I couldn’t recommend it anymore after that run, but now that it has pulled back substantially, and formed a new base, I would like to re-recommend th...

A Potential 10-Bagger: CHBT

rknapton — Tue, 16 Jun 2009 00:00:25 GMT

Here's a company that I think has the chance to become a "10-bagger".

China Biotics
Ticker: CHBT

You won't find this one being pitched by your broker or being held by any of your mutual funds, as it currently is just too small (micro-cap), under-covered by Wall Street (one analyst covers it), and too low of volume (often just a couple thousand shares a day -whi...

Additional info on my UNG bet

rknapton — Fri, 12 Jun 2009 17:07:23 GMT

Here is some hard data on the divergence nat gas has had from oil. I knew the average ratio between the two was way beyond its norm, but I had been reading quite a few different numbers (some were saying an average of 7, others an average of 10) and none of the sources seemed completly reliable.

But here is the facts.

http://www.cnbc....

LZR. A Micro-Cap growth story.

rknapton — Fri, 12 Jun 2009 16:07:56 GMT

Here's a pick of another company that is overlooked (no analyst cover it yet), but yet has sound growth and great profitability.

Ticker: LZR

They are in the business of renting surgical equipment to hospitals, which appears to be how more and more hospitals are going about obtaining their equipment versus having the high capital expenditure costs of purchasing equipment.

A potential little gem: GTE

rknapton — Thu, 11 Jun 2009 19:05:18 GMT

Alright. Here is another company that appears to be overlooked and might be a real value at these price levels.

Ticker: GTE

They are involved with oil and gas exploration and production within some South American countries such as Peru and Columbia, and are doing it very well!

Recently their revenues grew by 60% and their earnings grew by a full 200%!...

Natural Gas play with UNG

rknapton — Wed, 10 Jun 2009 18:45:30 GMT

At some point this summer hurricanes will occur, and nat gas will spike in price due to the fears it will cause, and how depressed the price of it has been recently. I'll be playing this one through then nat gas ETF: UNG.

I'd like to reiterate my thesis on buying either the UNG or options on UNG. I knew it could pull back in a bit further so I have waited until today to finally add to my position. I opted for the options,...