Pete's Money Makers

[Rob]

Nice write-up, Pete.

They have certainly come back a long way from the low of 1.16 in Aug. last year. I see that MVIS has over the last 4 quarters lost 0.12, 0.12, 0.11 and 0.11 respectively. Do you have any educated guesses or reasonable expectations on what they may be reporting on May 9?

[Peter Hansen]

Rob Hopefully positive for MVIS

Nice write-up, Pete.

They have certainly come back a long way from the low of 1.16 in Aug. last year. I see that MVIS has over the last 4 quarters lost 0.12, 0.12, 0.11 and 0.11 respectively. Do you have any educated guesses or reasonable expectations on what they may be reporting on May 9?

Rob This may be of help to you !

Microvision Announces First Quarter 2007 Financial and Operating Results Conference Call
9:00a ET May 2, 2007 (Business Wire)
Microvision (NASDAQ:MVIS) announced today that it will host a conference call on May 9, 2007 at 4:30 p.m. ET / 1:30 p.m. PT to discuss its first quarter 2007 financial and operating results.

Participants may join the conference call by dialing 866-825-3354 (for U.S. participants) or 617-213-8063 (for International participants) ten minutes prior to the start of the conference. The conference pass-code number is 44807101. Additionally, the call will be broadcast over the Internet and can be accessed from the company's web site at www.microvision.com. The web cast and information needed to access the telephone replay will be available through the same link following the conference call.

About Microvision www.microvision.com

Microvision provides a display technology platform to enable next generation display and imaging products for pico projectors, vehicle displays, and wearable displays that interface to mobile devices. The company also manufactures and sells its bar code scanner product line which features the company's proprietary MEMS technology.

SOURCE: Microvision

[Rob]

Microvision provides a display technology platform to enable [. . .] wearable displays that interface to mobile devices.

. . . like the Dick Tracy wristwatch!

[Websman]

Bought some GOFH @4.05

[New-born baby]

I had a sell order in at 101 a couple days ago. It hit 101, but not long enough to fill. It seems with the earnings and the phone coming out 101 is a very conservative number. I'm seeing minimum 110. Anyone agree or disagree?

----------billyjoe

AAPL looks very good to at least $120

[Peter Hansen]

China "Enter The Dragon"

China's economy is firing on all cylinders, industrial production is jumping, fixed assets which include real estate and retail sails have leaped ahead, and the best way to describe all of this growth .......is well unbelievable.
China's central bank is the wealthiest of all banks in the world with a pile of cash that is over 1.1 TRILLION , and is the biggest in history. China is building a city the size of San Francisco every 2 weeks. Construction costs money, and china is spending a ton of it , and they are sparing no expense to make Beijing ( The Olympic City) a site to behold for all visitors. Chinese companies, of course , are getting most of the cash.
Between half and three quarters of all construction cranes in the world are in China. Construction cranes in China stretch as far as the eye can see. China makes goods for the world and to transport those good billions are being spent on rails, airports, roads and other transport projects. .
Chinese Yuppies (Chuppies) have thrown aside Mao Tse Tung's Red Book, and are spending money like drunken sailors on cell phones , cars and all other types of electronic gadgets. They want it all.......and want it and NOW.
Two safe China plays are China Mobile (CHL) Close 5/3/07 $46.36, and China Aluminum (ACH) Close 5/3/07 $28.94 . Both appear to be good companies with excellent growth and good balance sheets

[Tatnic]

China's economy is firing on all cylinders, industrial production is jumping, fixed assets which include real estate and retail sails have leaped ahead, and the best way to describe all of this growth .......is well unbelievable.
China's central bank is the wealthiest of all banks in the world with a pile of cash that is over 1.1 TRILLION , and is the biggest in history. China is building a city the size of San Francisco every 2 weeks. Construction costs money, and china is spending a ton of it , and they are sparing no expense to make Beijing ( The Olympic City) a site to behold for all visitors. Chinese companies, of course , are getting most of the cash.
Between half and three quarters of all construction cranes in the world are in China. Construction cranes in China stretch as far as the eye can see. China makes goods for the world and to transport those good billions are being spent on rails, airports, roads and other transport projects. .
Chinese Yuppies (Chuppies) have thrown aside Mao Tse Tung's Red Book, and are spending money like drunken sailors on cell phones , cars and all other types of electronic gadgets. They want it all.......and want it and NOW.
Two safe China plays are China Mobile (CHL) Close 5/3/07 $46.36, and China Aluminum (ACH) Close 5/3/07 $28.94 . Both appear to be good companies with excellent growth and good balance sheets

I like ACH and own it, and have stupidly traded in and out of CHL in the past.

One of my fav china plays (investments) is in BHP. If I recall correctly, they're one of the largest players in all things underground, ie uranium, aluminum, copper, gold, oil/gas, coal, etc...etc. They also announced a $10 billion (with a b) stock buyback a few months ago.

[Peter Hansen]

TAT Thanx For BHP Tip

Tat Cramer touts that stock BHP quite alot .......and because of its diversity .....I feel that it is a good long term play

[Peter Hansen]

Helmrich & Payne Buying the Best!

Helmrich & Payne (HP) 5/3/07 close $32.26 , is probably the absolute best oil servcies company you can buy now at a bargain price. While driving in my car , listening to Bloomberg Business News, I heard part of an interview with HP's President and CEO Hans Helmrich. Needless to say I was impressed. After a little research I discovered that HP is a 3.3 Billion cap contract drilling with 200 rigs and a history that dates back 86 yrs. HP was taken down several months ago with the fall in Natural Gas prices , but it is on its way back up.
HP started to produce a "Flex Rig" back in 1997, and since they are the "BEST" in the business they command the highest rates for there services. Companies like BP, Exon, Petroleus and other big operators are part of their prestige client list . Customers have ordered 75 Flex Rigs on a build and lease basis , and all 75 will be completed by the end of 07. A very important part of retaining good customers is customer satisfaction, and HP has the strongest customer service record in the industry. The big businesses love HP and their Flex Rigs for superior performance and reliability.
Fundamentals for HP are excellent and it is definitely in a class by itself. Last fiscal year net income more doubled. Rig utilization went up from 94%-99%.
During the 1st quarter of fiscal yr 2007 ( which ended 12/31/07 ) net income increased 120% over the previous first quarter. During the 2nd quarter ( Which ended 3/31/07 ) net income increased 64%. Vector Vest gives HP a buy rating and says it is undervalued at $32.26 , and its real value should be $55.72. The P.E. is a mind blowing 8.4 , and the Earnings Yield is a high 11.9.
HP has forecasted annual earnings growht rate of 24% , and a sales growth rate of 51% over the last 12 months .
The Kentucky Derby runs today , but I feel that a safer bet would be placing a few dollars on the undervalued HP and you will be in "The Run For The Roses " with a great pick that has winner's circle written all over it !

[Peter Hansen]

Bam Bam .........buy It!

Brookfield Asset Management (BAM) ( Close 5/4/07 $62.33 ) is no one trick pony. It is well diversified with valuable real estate all over the world, several hydroelectric plants that are among the lowest cost electricity generators in North America, and other assets, which provide it with a continuous revenue stream. It also has a management second to none
BAM Split 3 for 2 on 4/28/06 and it is going to do it again on June 1, 2007 ... but with one added twist..... A SPINOFF.....the SPINOFF will give each shareholder of BAM one share of their new company ( Brookfield Infrastructure Partners) for every 25 shares of BAM they own after taking into account the 3 for 2 stocksplit.
The chart is outanding , and even a blind man can see and take this one to the bank! Put his one away for your grandchildren !

[spikefader]

MVIS....if you have a few dollars to chase a dark horse ....MVIS is a good one !

Pete I just submitted MVISW in this week's contest.......and then thought I'd search for mentions of MVISW or MVIS at this site......obviously found your recent post about it, and reckon it's more than a dark horse, since MVISW appears in this week's VoodooTrader Top 100, and now on the Spike's 8 list for this week. Charts whispering up for MVIS too ...

[Peter Hansen]

Spike Thanx For The Chart

Spike thanx for posting that chart....looks like there may be a story there. I do have a small position in MVIS . This is what I love about this site , I read many newsletters, do searches on the web , but I can never know too much about a particular stock. An extra brain to help with charts and some analysis is ALWAYS appreciated . My job writng these posts is to discover stocks that make money and can beat the S&P , and to help others do the same . I am not Italian but I like to consider this group the Financial "La Cosa Nostra" "Our Thing" My only hope is that Mr Market......does not give me a kiss on the cheek ......LOL .......A profitable Day to ALL!

[billyjoe]

AAPL looks very good to at least $120

AAPL rules !

-------billyjoe

[Websman]

a little more drop and I'll add onto my position.

[Peter Hansen]

AOB Bargain Priced!

Pssssst ....Wanna buy some drugs? I dont ; but, apparently 1.3 Billion Chinese are potential customers, and American Orient Bioengineering (AOB) ( Close 5/4/07 $10.52 ) is ready to supply that Asian market. They manufacture and distribute both prescription and non prescription type natural, herbal products.
In January 2006 there were some scandals in the Chinese Pharmaceutical market , panic spread, and investors abandoned Pharmaceutical stocks in droves. Unfortunately , although not involved in the scandals ABO got caught in the downdraft. They are coming back , and now is the time to buy AOB at a reduced price.
AOB is run by some smart people ,and they know how to get the required SFDA product certificate which is required to sell prescription medications in China. In addition you must have the requisite marketing presence in China, and AOB has that covered.
The Chinese government gave approval to AOB's prescription injection drug as the ONLY effective treatment for SARS. SARS is a respiratory disease that kills close to 10% of the people who contract it. The market for this drug is, and will reamin HUGE . With no competition , and the fact that you are the ONLY game in town ......that is almost tantamount to having a license to steal money.
AOB is on a fast track to buy out companies , and in the past 5 years they have aquired 3 select companies. AOB now showcases its products in 80 -90 percent of all pharmacies in China. AOB's quarterly revenues have grown by over 107% and quarterly earnings by over 158%. Their distribution centers have increased by a factor of 900%. Sales for AOB are huge ( $111,000,000 annually ). They have accumulated a mother lode of cash ( 87 Million) but yet they only have an 11 million debt.
When the management of the company owns 27% of all outstanding shares .....That means that they are extremely confident of success.
Vector Vest says AOB is worth $19.02 share compared to a recent 5/4/07 close of 10.52. It has a PE of 15.94 and an Earnings Yield of 8.27. AOB's sales growth during the previous 12 months ws 108% . and its market cap is 675 million.
For slightly more than $10 AOB is a BARGAIN. Quarterly earnings will be revealed on 5/7/07 after the market close . I am sure , based on previous history they will NOT disappoint. AOB is ripe for the picking , and does deserve a spot in your portfolio!