Peanut's Potent Plethora of Profit

[peanuts]

Yeah. Coming from a biotech expert, please don't go here. Please don't get anywhere near anything that sounds like this. Can't explain. Too much experience with this kind of company. Am afraid you will get burned. Just my gut speaking here. In your best interests, sweet pea. I avoid these at all costs. So should you! Love and kisses, River

Which one is it? Are you an expert or speaking from your gut? I note that the stock has gained 4.6% since I posted about it.

[peanuts]

Does anyone have a whip that I can use on UA? Something has got to get that dead horse moving, and it is certainly not the smell of my shares that are going to do it. I'll continue to hold.

Geez-a-reenie!!!! It's about time!!!!

[riverbabe]

Seems like a no-brainer... any thinkers out there?

Yeah. Coming from a biotech expert, please don't go here. Please don't get anywhere near anything that sounds like this. Can't explain. Too much experience with this kind of company. Am afraid you will get burned. Just my gut speaking here. In your best interests, sweet pea. I avoid these at all costs. So should you! Love and kisses, River

[peanuts]

Simulations Plus (SLP)

from Yahoo! Finance company profile:
"Simulations Plus, Inc. develops and produces software for use in pharmaceutical research and education, and provides contract research services to the pharmaceutical industry. Its software products include ADMET Predictor that enables pharmaceutical researchers to estimate absorption, distribution, metabolism, excretion, and toxicity properties of new chemical entities from their molecular structure; ADMET Modeler, which is used to generate the predictive models used in ADMET Predictor; ClassPharmer, an intuitive software for screening data analysis, hit-to-lead development, lead optimization, and predictive toxicology; DDDPlus, a software for formulation scientists that simulates the in vitro disintegration and dissolution of dosage forms in laboratory experiments; and GastroPlus, a software program that simulates the dissolution and absorption of a drug in the human gastrointestinal tract. The company also provides contract research services to the pharmaceutical industry in the area of gastrointestinal absorption, pharmacokinetics, structure-property model building, and related technologies. In addition, it offers interactive, educational software programs that simulate science experiments conducted in middle school, high school, and junior college science classes. Further, the company, through its subsidiary, Words+, Inc., produces computer software, augmentative communication devices, and computer access products for disabled persons, as well as offers Abbreviate!, a software product for the commercial market. The company markets its augmentative and alternative communication products to speech pathologists, occupational therapists, rehabilitation engineers, special education teachers, and disabled persons through sales representatives, independent dealers, and resellers. Simulations Plus operates primarily in North and South Americas, Europe, Asia, and Oceania. The company was incorporated in 1996 and is headquartered in Lancaster, California"

Quarterly report filed July 3, 2007:
REPORT LINK

Chart:


My comments:
This company looks like a great ménage à trois of technology, pharmacology, and medical research. Best of all, they are making lots of money, have multiple foreign markets, and are involve in cutting edge fields of hot industries. And hey.... did you look at the chart?

Seems like a no-brainer... any thinkers out there?

[peanuts]

The 2007 Peanuts Steel Index

LINK TO PRIOR QUARTERLY UPDATE

It's time for the 2nd quarterly update of the PSI.

current value of $67,324.23
beginning year 2007 value of $52,000.00

- UP 29.47% so far for year 2007
- UP 10.74% since the end of the 1st quarter
- 3 stocks removed from index (2 due to takeovers: CGA and STTX, and 1 due to a move to the pink sheets: SGG) These positions were turned into cash and locked in gains of $1,615.90 (total cash position of $4,615.90), and reduces the total number of companies represented in the index to 49.
- the PSI was UP 41.17% for year 2006

and the current chart:

The market leader in the group is Arcelor-Mittal, ticker MT, It was once just called Mittal, but the Indian Steel giant decided to buyout one of their largest competitors (Arcelor Steel) because Arcelor was not only competing in some of the same product markets, but more importantly competing with Mittal in their bids to buy smaller steel companies. Mittal felt they were over-paying for some of the acquisitions and decided that it was better just to buy their largest bidding competitor than to fight them in bidding wars... another genius move by the Mittal family. The story behind this acquisition is entertaining, and will be one of business's history lessons.

It seems that the consolidation throughout the steel industry has slowed recently as market speculation has raised the valuations on many steel producers. Future consolidation may not be as robust due to this new valuation. However, the early consolidation has taken place for sound reasons:

Not just in the US, but across the world there is a major expansion of infrastructure, urban development, sea-transportation, oil field exploration and development, and also a surge of standard of living expectations in once under-developed nations such as India and China, and depressed nations like Russia. Brazil is also on a steady track of economic expansion. All of this development needs commodities, and large amounts of them. Steel is one of, if not the largest and most important basic needs of any of the expanding micro-economies listed above. But, the steel is a primary need. It is a means to the end- actual products which the people want and need.

The developing economies need steel to produce the finished goods. Steel makers simply provide a product to the makers of the finished goods. I foresee a consolidation among finished good suppliers now that the basic commodity suppliers have gone through a major consolidation phase to beef up their bargaining power (and reduce costs through synergies). Finished good producers have lost some of their bargaining power due to this consolidation... there are simply less suppliers to go to for cheaper prices of their basic needs. Many of these suppliers are much larger, and supply to many different industries and will honor those contracts that pay them the most. Finished good producers must now compete on price for their basic needs in order to be able to maintain quality and their respective market share. They lose at the bargaining table when they say, "we need 20 tons per day of XXX type of steel" They can no longer set the price, because there is another company willing to pay a higher price for the same type of steel in order to serve their own market. A re-balancing will take place. Finished good producers will be forced to consolidate in order to maintain their profitability. That is simple economics.

The Economist published this chart not too long ago with data from the AISI:


This chart tells you 1) which regions are the major producers 2) which regions are the major users, and 3) the difference between what each region produces, and what they use internally.

You can see that the unbalanced data of steel produced and steel used in China means that they are a net exporter, while the same data in the NAFTA region means that this region is a net importer. Those regions which are net importers will see the consolidation among finished product producers. The current balance of power currently rests with steel producers within regions that are net importers.

[peanuts]

Check out EPGL.OB I bought some at .0017 a couple weeks ago.

Good luck Webs!

From Yahoo! Finance Company Profile:
"EP Global Communications, Inc., through its subsidiary, publishes and distributes Exceptional Parent Magazine, an international publication. Its magazine is designed to serve the information needs of families and professionals involved in the care and development of children and adults with disabilities and special health care needs. The company also develops and implements online accredited continued medical education programs. In addition, it owns a library of approximately 2,000 disability book titles, and publishes clinical monographs, which are disseminated to physicians, researchers, and allied health care professionals, as well as families and caregivers worldwide. The company is headquartered in Johnstown, Pennsylvania."

Johnstown, PA isn't too far away from me- maybe an hour, or so. I could look up my friends in the area and have them do a drop-by and poke around the building, flirt with the receptionist to get some info, and count the cars in the parking lot. But then, on second thought, maybe I should let you make the money with this stock... I gave up on companies with $5 million in debt and $273 K mkt cap that trade on the OTCBB. Besides, I never heard of an exceptional parent from Johnstown before, so they already lack credibility.

Hey! UCPJ.ob is getting cheap again. Maybe it's time to....

[Websman]

Check out EPGL.OB I bought some at .0017 a couple weeks ago.

[peanuts]

MVIS - Speculative buy made today @ $4.77 on a limit order which I neglected to cancel. Let's see if I was lucky to forget, or if I will have to pay for my mistake...

so far, so good. Let's see how lucky I am...

[peanuts]

MOMO update

Just a quick update. Ducati Motor Holdings decided to delist from the NYSE and currently trades on the pink sheets. The ticker symbol is DMHYY.pk for anyone that wants to look it up on Yahoo! Finance. The position is still open.

The pink sheet status had me concerned. I had to call my broker to execute the trade, and it took 2 days for it to fill, but I have closed Ducati Motor Holdings at $23.00 per share. That is a 15% gain in 19 trading days. The only stock in my MOMO portfolio is UA.

[peanuts]

.... So, I would categorize MVIS as a speculative investment. But don't let the financial facts behind the company keep you from potentially making money from the stock. Anything is possible.

MVIS - Speculative buy made today @ $4.77 on a limit order which I neglected to cancel. Let's see if I was lucky to forget, or if I will have to pay for my mistake...

[peanuts]

Today, I entered into DMH at $20 even. This is my next MOMO play...

Just a quick update. Ducati Motor Holdings decided to delist from the NYSE and currently trades on the pink sheets. The ticker symbol is DMHYY.pk for anyone that wants to look it up on Yahoo! Finance. The position is still open.

[peanuts]

Peanuts, what does your crystal ball read on CY.. I put this one on watch a few days ago.

It will probably pull back to $17.10 - $17.15 in the short term

Then it will double in mkt cap by the end of the year!

How's that for a statement!!!!!

It's on its way and gaining attention along with momentum, folks! I hope you're still in, runner

Oh yeah.... HAPPY FATHER'S DAY, dads

[peanuts]

Microvision - MVIS

RL picked MVIS for his play in the POTW contest for the beginning of week of June 11. He's a pretty smart guy, and has a magic dartboard and eyesight like a falcon. Nobody knows for sure how he gets these picks to put on his dartboard, and nobody knows whether he wears a blindfold when he throws the dart, but all that doesn't matter... just where the dart finally lands is the key.

I like this stock. I like the fancy new product that it has- something that I haven't seen in life yet, but something that I think will catch on. Check out this little image to see for yourself:


One thing is for sure, the market for this product is just now developing and if the product lives up to the potential, then this little $250 million dollar market capitalization company can vault to a much higher valuation to reflect this potential growth in revenues. Afterall, that is what moves a stock price, right? Speculation on revenue growth and profitability.... right?

Well, even if you think all that fundamental stuff is mumbo jumbo, here's a nice little chart that slapped me in the face the moment I put in all the parameters. There is a wonderful long term inverted head and shoulders pattern, and subsequent breakout from this pattern. TA traders may be salivating, please wipe your mouths so as to not damage your keyboard.

(click to enlarge)


Microvision has a history of losing money. This is not my favorite type of investment, personally. I like companies with proven track records of making money and future prospects of increasing market share, profit margins, or are a part of an expanding industry. So, I would categorize MVIS as a speculative investment. But don't let the financial facts behind the company keep you from potentially making money from the stock. Anything is possible.

[peanuts]

MOMO update

CURRENT MOMO PORTFOLIO:

12/20/06 UA - $51.00

(portfolio is 33% invested)

Who says that you need volume to move a stock higher? Look at this chart and tell me that it takes alot of gas to make a Ducati Motorcycle go fast! This stock has doubled in 6 months on smallish volume. Imagine what will happen when everyone starts to buy in to the best racing motorcycle maker!

click to enlarge:


Today, I entered into DMH at $20 even. This is my next MOMO play, and I'm already up $1.24 as of the time of this post. The portfolio is now 66% invested. Who's with me?


Oh yeah, chicks dig 'em, too!



Well.... what are you waiting for?

[peanuts]

CURRENT MOMO PORTFOLIO:

12/20/06 UA - $51.00
12/20/06 USLM - $33.00

Hi folks, it's been a while since I looked at these, and I've got to say that I am shocked and disappointed. USLM has got some solid fundamental qualities, but the price just does not want to agree, and the volume is anemic to say the least. I'm going to take the gains in this and see what other MOMO type companies that I can find in which I can invest my money. Today, I sold USLM at $35.47, a 7.48% gain in 5 too many months.

Does anyone have a whip that I can use on UA? Something has got to get that dead horse moving, and it is certainly not the smell of my shares that are going to do it. I'll continue to hold.