Pete's Money Makers

[Peter Hansen]

IDSY (RFID Technology)

IDSY I.D.Systems Incorporated ($13.50 close on 4/13/07) is an RFID company. An RFID is a small object that can be incorporated into a product , animal , or a person. RFID tags contain silicon chips and antennas to enable them to receive and respond to Radio-frequency queries from an RFID transceiver. Passive tags require no power and can read from 33 feet away, active tags require power and can read from 330 feet away.
IDSY has formed a strategic partnership with MICROSOFT . They ranked 147 in the 2005 DeLoitte Technology Fast 500. Their revenues over last 5 years have been over 1,354%. IDSY has partnerships with Microsoft, Wal-Mart ,Ford Motors, U.S.Postal Service, Trasnsportation Security Ad, Boeing, Kimberly-Clark, Kraft Foods , J&J, Gillette, Coors, and they are in a pilot system with Avis rent a car, and they are working with Union Pacific Railroad and FMC corporation with a tracking pilot which reports in real time location and status of trains carrying hazardous , high value chemicals.
Vector Vest says it has a current value of 22.21 which means it is UNDERVALUED compared to its price of 13.50. P/E is 18.49, E/Y is 5.41 and Earnings Growth is 34% annualized . I had this stock when it was much higher ..it went down and my stop kicked me out for a small loss......it looks fairly priced now. Interesting company at an attractive price ......my question for the CHART PEOPLE is.... does it look like time to buy again ? Thanx for any input on this one !

[Peter Hansen]

Irisa (IRS) Buy It!

IRISA (IRS)... I have 2 words for you "BUY IT". Grab a bottle of your favorite Sangria, or young Chica ....better yet both ...kick back and listen!
Some of the most valuable land in Buenos Aires Argentina is in Santa Maria del Plata. There within lies a 173 acre parcel of prime land a stone's throw away from Puerto Madiero a mostly sold out hotspot. IRISA just happens to own that fabulous piece of land .......the whole enchilada...all 173 acres. Very sweet indeed. The land could support 7.5 million square feet of prime development at $167-$233 per square foot, which happens to be TWICE the market cap of the company. What I really like is that this EXCLUDES IRISA'S portfolio of existing office space, shopping centers and luxury hotels in Brazil and Venezuela. This amounts to getting the land gratis.
What about the management ?.....I'm glad you asked. One of the smartest investors in South America , a Mr Eduardo Elsztain is at the helm of this company, and he and his family own a sizeable portion of the company.
Sure there are some worries about Argentina...but as in life....there are NO guarantees. I own it and have made a profit of 10.75% in 30 days ....and I suspect this is just the beginning.
Vector Vest has its current value at $23.14 compared to its Friday 4/13/07 close of $19.10 an UNDERVALUED stock! It has a forecasted growth rate of 23% a P/E of 19.69, E/Y of 5.08, and a Sales Growth rate of 57% per year. Needles to say the numbers speak for themselves. IMHO I think you would be foolish to pass this one up . No pun intended, but "IRS" is kind of appropriate for this time of the year !

[Peter Hansen]

3 For The Money !!!!!!!

ADL 3.99 , ONT $2.50 and CIPH $1.40..........haven't done much research on these and they may be overextended .......but then again, they are momentum plays !

[skiracer]

ADL 3.99 , ONT $2.50 and CIPH $1.40..........haven't done much research on these and they may be overextended .......but then again, they are momentum plays !

Pete,
I put ONT on my stockcharts chartlist yesterday. Where did you find it. I've been nibbling on it for awhile now and expect big things from it. I'm up almost 1 point on the trade. I'm waiting for a pullback to the 2/2.25 range for another buy. Check my thread and click on the link at my thread to view my chartlist over at stockcharts.

[New-born baby]

IRISA (IRS)... I have 2 words for you "BUY IT". Grab a bottle of your favorite Sangria, or young Chica ....better yet both ...kick back and listen!
Some of the most valuable land in Buenos Aires Argentina is in Santa Maria del Plata. There within lies a 173 acre parcel of prime land a stone's throw away from Puerto Madiero a mostly sold out hotspot. IRISA just happens to own that fabulous piece of land .......the whole enchilada...all 173 acres. Very sweet indeed. The land could support 7.5 million square feet of prime development at $167-$233 per square foot, which happens to be TWICE the market cap of the company. What I really like is that this EXCLUDES IRISA'S portfolio of existing office space, shopping centers and luxury hotels in Brazil and Venezuela. This amounts to getting the land gratis.
What about the management ?.....I'm glad you asked. One of the smartest investors in South America , a Mr Eduardo Elsztain is at the helm of this company, and he and his family own a sizeable portion of the company.
Sure there are some worries about Argentina...but as in life....there are NO guarantees. I own it and have made a profit of 10.75% in 30 days ....and I suspect this is just the beginning.
Vector Vest has its current value at $23.14 compared to its Friday 4/13/07 close of $19.10 an UNDERVALUED stock! It has a forecasted growth rate of 23% a P/E of 19.69, E/Y of 5.08, and a Sales Growth rate of 57% per year. Needles to say the numbers speak for themselves. IMHO I think you would be foolish to pass this one up . No pun intended, but "IRS" is kind of appropriate for this time of the year !

Just checked the chart on IRS. . . looks good to some $32+. Not bad for a $19 stock. YEAH!

[Peter Hansen]

Ski Racer & Newborn Thanx!

Ski I receive many free emails and some paid newsletters .I forgot where ONI came from. CHECK this STOCK OUT .The following is from www.smartselected.com What are your thoughts on this one?

CKRH is "GUARANTEED" by Smart Selected to "TAKE OFF" this week. (I have heard that before LOL ) The reasons are as follows It is trading near its 52 week low and EVERYTIME it has traded near its 52 week low it has bounced up wards of 100%. Look at this chart and let me know WHAT you think . Maybe we all can make a few coins on this one?

http://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=ckrh&sid=0&o_symb=ckrh

It was also featured on CNBC view the clip here:

http://stream01.livemansion.com/cnbc.html

[Karel]

Ski I receive many free emails and some paid newsletters .I forgot where ONI came from. CHECK this STOCK OUT .The following is from www.smartselected.com What are your thoughts on this one?

CKRH is "GUARANTEED" by Smart Selected to "TAKE OFF" this week. (I have heard that before LOL ) The reasons are as follows It is trading near its 52 week low and EVERYTIME it has traded near its 52 week low it has bounced up wards of 100%. Look at this chart and let me know WHAT you think . Maybe we all can make a few coins on this one?

http://bigcharts.marketwatch.com/quickchart/quickchart.asp?symb=ckrh&sid=0&o_symb=ckrh

It was also featured on CNBC view the clip here:

http://stream01.livemansion.com/cnbc.html

Isn't the problem to call the 52 week low? And in case they mean that the current 52 week low is a support level for this stock, they are talking nonsense. I really think this is the wrong kind of stock to even mention.

Regards,

Karel

[Peter Hansen]

Karel Thanx

Isn't the problem to call the 52 week low? And in case they mean that the current 52 week low is a support level for this stock, they are talking nonsense. I really think this is the wrong kind of stock to even mention.

Regards,

Karel

Karel I did not buy this one ....I generally dont buy these penny stocks....but I did throw it out for some feedback? watch the video if ya geta chance , it is interesting !

[Peter Hansen]

Who Is Mr. Murray Edwards?

In 1988, at the age of 28, Murray Edwards put 100K into a tiny Canadian Oil Company ,and he gained control. Fast forward to 2007 and that company Canadian Natural Resources ( CNQ ) is currently worth 26 billion. Murray is one sharp cookie ......and I think you would be ill advised to bet against him. Murray owns a 2% share in CNQ and this represents over a 500 million stake in his company CNQ owns Billions in recoverable oil & gas reserves in Western Canada, the North Sea and off the coast of Africa. Its biggest project is the "Horizon Sands Oil Project", the 5th largest oil recovery projsect in the world. The Project is located in the tar sands of Alberta Canada with a potential for BILLIONS of barrels of oil . Mr Edwards has undertaken this project all on his own , and it is half complete with light synthetic crude expected to begin flowing in the latter half of 2008 . Murray makes 17% annual after tax return on Horizon with oil at 35/barrel, and with oil now at about 64 per barrel , it is evident that he is not dependent on higher oil prices. Major oil companies are "Sniffing" around and CNQ would be an ideal takeover target.
Vector Vest says the company is UNDERVALUED at its Monday 4/16/07 close price $59.89 , and its current value should be $102.27. Its P/E is 15.80, an Earnings yield of 6.33, and an annual Earnings Growth Rate of 27%.
I purchased CNQ 54 days ago and I am currently up 16% . This is not a quick trade ...but do tuck this Warren Buffet Of Energy stock away for you and your children!

[billyjoe]

Pete,
I bought NLY today @16.02. Your comments along with more research helped me make the decision. Was going to sell AAPL and just trade into NLY but ended up keeping AAPL also. I have a track record of selling a bit too early. Thanks. I've seen projections over $50 for NLY's evaluation.Hope they're correct.

---------------billyjoe

[Peter Hansen]

SIX Flags (SIX) Fun Place !

I live in New Jersey and have been to Six Flags Great Adventure Theme park on numerous occasions when the children were younger ....great fun place. I no longer go to Six Flags ,but now my thrill ride is limited to an occasional Lap Dance at a local Go Go emporium LOL.
Fundamentally Six Flags is LOUSY, according to Vector Vest its price is overvalued at 3/19/07 close of $5.88 compared its current value of $4.69. Its PE is -6.63 and Its EY is -15.54 , however, on a more positive note its Earnings Growth Rate is 15% and its sales growth rate over the last 12 months is (Hang on to your Hats ) 999% WOW.
Six Flags operates 39 regional amusement theme and water parks , including 16 of the 50 highest attendance theme parks in North America , the LARGEST paid admission park in MEXICO ( They may sneak into the US for free...but they will pay for Six Flags in Mexico) and 7 theme parks in Europe .
Six Flags sits on 6,000 prime acres of land and may be worth as much as 1.5 Billion . Six Flags has NOT made a profit since 1998, and its share price has dropped over 85% to $5.88 (4/19/07. Fortunately a NEW management team took over last year and I like what I see and hear . Entrepreneur Dan Snyder is a marketing genius. When in his twenties he started Snyder communications he sold it seven years ago for 2 billion, after that he purchased the Washington Redskins, and since his purchase earnings before interest, taxes, and amortization is up triple! Snyder hired Mark Shapiro former #2 man at ESPN as the New President and CEO. I saw Mark on CNBC , he looks like a real dynamo ,and I am sure he will bring success to the company. He has also hired a team of super individuals to assist him in the six flags turnaround.
With the summer coming and with such a team of talented individuals, I think Six Flags will rise from the ashes . Snyder and Shapiro are definitely a team you DON'T wish to bet against . At $5.88 SIX is a bargain !

[jiesen]

SIX flags

Pete, I like what you're saying, and it's hard to not like SIX at $6. Bill Gates was pretty heavily into this one a few years back, even. But like you said, they are losing a lot of money still, and as they are selling off major assets to pay off creditors, that could very well continue until there's nothing left. But, assuming they do turn the ship around, and manage to break even relatively soon, they are sitting on a billion or two in real estate, and have a market cap of only a half billion. So if only for the RE, this one is a good value here. Now if they fix the business, that's just cream on top! But it is essential they at least stop losing money soon. Can you trust Dan & Mark to do that? If so, buy SIX!

[jiesen]

upon closer inspection...

maybe I'll hold off on that buy recommendation. I was using the Yahoo! financials to figure SIX's proprety value, which was stated as $2B for EOY 2006 on Yahoo! However, in the actual Annual report, they state a property value of only $205M, about 90% less! The lesson here is to always double check anything you see on Yahoo! before you make an investment decision based on it. These numbers are often incorrect. I knew the property value should have decreased somewhat, as they sold 7 parks, and had a total of 27 at one point... so I didn't think that meant a 90% haircut, but maybe it did!

Also, from the 10k:

http://biz.yahoo.com/e/070316/six10-k.html

Year ended December 31, 2006 vs. Year ended December 31, 2005
Revenue. Revenue in 2006 totaled $945.7 million compared to $956.8 million for 2005, representing a 1.2% decrease.

Don't know where you got the 999% sales increase, Pete, but it doesn't seem to jive with the report.

Suddenly SIX doesn't seem as attractive to me. It's still cheap, but probably for good reason.

[Peter Hansen]

JieseN thank You

Jie the 999% sales growth figure was gotten from Vector Vest .....I just took their figure . As you had said , "Can You Trust Dan and Mark?" These men are sharp as they come and know their craft well ....but can they pull it out? ......no one really knows for sure .....but somtimes ya have to go by gut instinct ...and go for it . Obviously it is a spec stock .......I did buy a small position .....and I am using a 25% Trailing Stock loss.......I normally use an 8-10% stop loss on more conservative stocks!

[billyjoe]

Pete,
Six Flags desperately wanted to sell their parks to Cedar Fair (FUN) but at the time wouldn't sell piecemeal and Cedar Fair considered several of SIX's parks to be more of a liability than an asset, especially the one in or near New Orleans. In '06 FUN instead purchased 5 Paramount parks for about 1.25 billion. FUN did purchase one SIX park, Geauga Lake I think in '04 and it was in nasty shape at that time when I visited. Their whole thing seems to be riding on real estate evaluation. Cramer likes SIX based on RE and his fondness for Shapiro and Snyder's business acumen.

--------------billyjoe