Grebnet's Two Cents

[peanuts]

RGMI ---well wrong call so far . earnings didnt look that bad except for dilution......well see.

At least HOM continues in right direction.

SIM is picking up as well

[grebnet]

Rgmi

RGMI ---well wrong call so far . earnings didnt look that bad except for dilution......well see.

At least HOM continues in right direction.

[grebnet]

Wrs,rmcf,cogr,nssc,

WRS-thats an ugly earnings picture. http://moneycentral.msn.com/investor...asp?Symbol=WRS


RMCF a chocolate store ...nah

COBR need to look into 2005 earnings why 1st and 4th qtrs were so disproportionate.

NSSC is giving stock as a dividend1 share for every 2 you own on 5/24 (Wednesday so price should drop by 33% after that). Im not sure why they are doing this at this price. Growth isnt spectacular , maybe something is coming?????Ill watch out of interest .


Thats enough.

[billyjoe]

Greb,
Here are 5 < $10 that barchart says are 100% buy :
IDGR
CHMP
PSTA
WNI
AERTA

billyjoe

[grebnet]

BAMM- dont like their style

BAMM looks like it is growing well but I dont like that they earn 90% of their eps in 4th qtr . so for other 3 qtrs you are guessing http://moneycentral.msn.com/investor...sp?Symbol=BAMM

[grebnet]

Lb

LB-things are slowing down.. Lowered guidance on Mar 8- .I avoid stocks who guide lower...Could be sign of more to come. http://news.moneycentral.msn.com/tic...308&ID=5564736

[grebnet]

GNCMA-slow growth

GNCMA has guided revenue growth <5% for 2006...too low.

[grebnet]

FFEX will it be delisted.

FFEX looks good EXCEPT somthing is up with " its Audit Committee has substantially completed its investigation into allegations regarding questionable billing practices and certain other operational matters"
their 10Q is late and NASDAQ has notified them of possible delisting.....If this all blows over , it could be a great gamble but NOT FOR ME

If anyone follows this let me know what happens. ( I can only track so many )

[grebnet]

MCX has warned.

MCX

http://news.moneycentral.msn.com/ticker/article.asp?Symbol=US:MCX&Feed=BW&Date=20060512&ID=5716084

"In the second quarter, three large vessels and one small vessel will undergo scheduled periodic surveys, which will result in off hire time and a reduction in our second quarter results.

They go on to say :
In the second quarter, we also expect to enter into discussions for charter renewals which will reflect recent market improvements, and this, coupled with our latest investments, bodes well for the third quarter and beyond

I would guess that the time to buy will be as soon as 2nd qtr earnings are announced.

[grebnet]

PQ used to be PQUE

I traded this as PQUE 3/10/05 buying at $6.73 and selling 8/12/05 at $8.54 . I havent followed it since. I didnt realize it has gone to NYSE.
On yahoo http://finance.yahoo.com/q/co?s=PQ
it may be richly valued already. Not that it cant go up more , but if oil stocks get hit " the richer they are, the faster they fall" ( my version of an old saying). I would say we should watch this and if it takes a big hit ie below 9 , we should tink about grabbing it. Ill set an alert at $9.50 and start watching if alerted.

[grebnet]

Ftek

Grebs,
Was playing around with some screens and ran some in the often overlooked 10 - 15 dollar range. Here's the best in total 3 year return and 3 year EPS growth :

STOCK---Price-----3 year return----------3year EPS growth-----Beta

WRS-----14.12------56.17%----------------161.33%----------.43
GNCMA---12.04-----118.12------------------63.94------------ .48
LB--------13.50-----335.48-----------------64.24------------- .68
MCX------10.98----1087.42-----------------53.10------------- .88
NSSC-----13.99-----533.03------------------62.25------------ .35
PQ-------10.47-----664.23-------------------70.13------------1.05
RMCF-----13.08-----314.88------------------61.02------------- .77
BAMM-----14.14----537.55-------------------63.64------------- .35
COBR-----11.76------80.61------------------ 77.17------------- .75
CRESY----14.09------75.44------------------ 89.80------------- .41
FFEX------10.11----319.50-------------------60.28------------- .64
FTEK------14.71----251.91-------------------58.37-------------1.15

billyjoe

Ill look thru your list and try to post.. One that bums me out is FTEK I started tracking it on Dec 27,2005 at $9.11 and tried at one point to buy but order didnt fill. It then took off and I kept waiting for a pullback......I still dont own it .

Oh well " better to not buy and be sorry than to buy and be sorry " (my version of a better sell......saying "

[grebnet]

Hom.....

Greb,
HOM has been one bright spot this past week probably due to earnings report. Do you think the upcoming hurricane season may cause a buying boom of HOM whether or not it is justified ? I wonder how they can get workers and products fast enough to keep up with demand. Maybe from south of the border.

billyjoe

I think so far the valuation of HOM hasnt gotten out of control . They have guided to .56-.60/shr for 2006 and they have always met guidance so they are doubling earnings this year ( and have done so for last 2 years ) and at $12.26 they are at about 20x earnings.....not unreasonable. Need employees ? From what they say in the news , there are plenty of people looking for work in the Hurricaine areas.

Tomorrow(i think) is a release of expected forecast for this years Hurricaine season so I think that will only help the case.

One of my other hopefuls RGMI released this last week :
"This strong surge in growth for the first quarter is fueled by the vast amount of insurance restoration work from 2005, which we will continue to work on throughout the remainder of 2006," commented J.E.(Ted) Rea, CEO of RG America. "As the 2006 Hurricane Season begins in just a few days, the Company is preparing to activate its mobile emergency and restoration service units to help those areas that are most affected by severe weather conditions," he added.

http://biz.yahoo.com/iw/060516/0129702.html

Im "hoping" this is my next HOM

[billyjoe]

Grebs,
Was playing around with some screens and ran some in the often overlooked 10 - 15 dollar range. Here's the best in total 3 year return and 3 year EPS growth :

STOCK---Price-----3 year return----------3year EPS growth-----Beta

WRS-----14.12------56.17%----------------161.33%----------.43
GNCMA---12.04-----118.12------------------63.94------------ .48
LB--------13.50-----335.48-----------------64.24------------- .68
MCX------10.98----1087.42-----------------53.10------------- .88
NSSC-----13.99-----533.03------------------62.25------------ .35
PQ-------10.47-----664.23-------------------70.13------------1.05
RMCF-----13.08-----314.88------------------61.02------------- .77
BAMM-----14.14----537.55-------------------63.64------------- .35
COBR-----11.76------80.61------------------ 77.17------------- .75
CRESY----14.09------75.44------------------ 89.80------------- .41
FFEX------10.11----319.50-------------------60.28------------- .64
FTEK------14.71----251.91-------------------58.37-------------1.15

billyjoe

[billyjoe]

Greb,
HOM has been one bright spot this past week probably due to earnings report. Do you think the upcoming hurricane season may cause a buying boom of HOM whether or not it is justified ? I wonder how they can get workers and products fast enough to keep up with demand. Maybe from south of the border.

billyjoe

[grebnet]

Rgus

Thanks NBB , RGUS would purely be a long term gamble.

The technology is intriguing .

A lot of insider selling went on in the $2 range and Im sure that will happen when it turns again. It will be interesting to watch.