BOOM ==> The Hello 2008 Winner!

[jiesen]

Welp, there it is... BOOM! Ok, took a bit more than 6 weeks on this one, but a profit's a profit nonetheless. It's finally above 63 again, and methinks time to sell this one for a 15% gain at 65 this week...

Target. Achieved. BOOMMMMMM!

Well, went to put the order in to sell on Monday, and I managed to get $69 and change instead of $65, so I got out with about a 20% gain rather than the 15% I was expecting. Fair compensation for holding it for a decade?

Anyway, thanks for yet another great pick, $$MM (even if this one did take awhile)...
YOU ARE HUUUUUUUGGGGEEEEEEEEEEEEEEEE!!!!!!!!!!!!!!!!!

[jiesen]

I agree, and think NVR does look pretty good right now. However, I'm holding it already and am happy with the amount I've got....and will sell it when it gets to a 15% gain!

[billyjoe]

Jiesen, I think Mr. Market's NVR deserves a 2nd look. Unless their next earnings is worse than expected, I see some fast $$ to be made.

----------------billy

[jiesen]

Ok, I upped my limit until it hit at 50.8, so now I'm in, and will fearlessly spam the Yahoo! board with my opinion. I probably paid $2 more than I had to for this one, but I think when it hits $64 in 4-6 weeks, it won't really matter anymore whether I paid 48 or 50 for it.

Welp, there it is... BOOM! Ok, took a bit more than 6 weeks on this one, but a profit's a profit nonetheless. It's finally above 63 again, and methinks time to sell this one for a 15% gain at 65 this week...

Target. Achieved. BOOMMMMMM!

[jiesen]

Jiesen, How do you get access to the picks from years ago? I have very little luck with the search and advanced search modes.

---------------billy

yeah, I know. Sometimes it works for me, sometimes it doesn't. I just keep trying every now and then, and post whenever it's working!

[billyjoe]

Jiesen, How do you get access to the picks from years ago? I have very little luck with the search and advanced search modes.

---------------billy

[jiesen]

BOOM posts a loss, vs profits last year. Shares pop 15%! Who'd a thunk? (Yeah I've been waiting forever for this one to come back for me... but it WILL!)

http://finance.yahoo.com/news/dynamic-materials-reports-2q-loss-222800696.html

Dynamic Materials reports 2Q loss

Dynamic Materials reports second-quarter loss of $1.3 million


BOULDER, Colo. (AP) _ Dynamic Materials Corp. (BOOM) on Tuesday reported a second-quarter loss of $1.3 million, after reporting a profit in the same period a year earlier.
On a per-share basis, the Boulder, Colorado-based company said it had a loss of 10 cents. Losses, adjusted for restructuring costs, were 3 cents per share.
The results fell short of Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 7 cents per share.
The welding company and maker of explosion-welded clad metal plates posted revenue of $44.7 million in the period, topping Street forecasts. Three analysts surveyed by Zacks expected $43 million.
Dynamic Materials shares have declined 34 percent since the beginning of the year. In the final minutes of trading on Tuesday, shares hit $10.54, a drop of 49 percent in the last 12 months.

Told ya this one would make a comeback... look at BOOM now! Up from below $10 about two years ago to $43 today, and it's now up 600%+ in just over 2 years. Glad I'm holding it still, but really wish I'd picked up some more when it was trading at $6 in 2016!

[jiesen]

I think there are plenty of great stocks in this list- but nary a haircut among them today: (it's just my list of big-pharma stocks that I check out periodically, MRK is the only one I've ever bought... still wish I'd kept it!)
LLY, NVS, DNA, AMGN would be among my top picks right now.

Hmm, looking back can be interesting sometimes... don't know why I never picked up any of those great pharma stocks I was looking at back then. Just so I can feel a little more regret, this is what coulda shoulda woulda been:
LLY: up 50% over the 7 years (not bad)
NVS: a double from there
DNA: purchased by Roche at a $25 premium to where it traded ($70) Jan 2008. The deal was announced mid-2008.
AMGN: up about 4x ($45 to $170) since Jan. 2008!!!

[jiesen]

BOOM posts a loss, vs profits last year. Shares pop 15%! Who'd a thunk? (Yeah I've been waiting forever for this one to come back for me... but it WILL!)

http://finance.yahoo.com/news/dynamic-materials-reports-2q-loss-222800696.html

Dynamic Materials reports 2Q loss

Dynamic Materials reports second-quarter loss of $1.3 million

BOULDER, Colo. (AP) _ Dynamic Materials Corp. (BOOM) on Tuesday reported a second-quarter loss of $1.3 million, after reporting a profit in the same period a year earlier.
On a per-share basis, the Boulder, Colorado-based company said it had a loss of 10 cents. Losses, adjusted for restructuring costs, were 3 cents per share.
The results fell short of Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of 7 cents per share.
The welding company and maker of explosion-welded clad metal plates posted revenue of $44.7 million in the period, topping Street forecasts. Three analysts surveyed by Zacks expected $43 million.
Dynamic Materials shares have declined 34 percent since the beginning of the year. In the final minutes of trading on Tuesday, shares hit $10.54, a drop of 49 percent in the last 12 months.

[jiesen]

BOOM is Boomin' again!

BOOM is having quite a run now, up from 20 to 27 in just 3 days...

http://finance.yahoo.com/q/bc?s=BOOM+Basic+Chart&t=5d

Soon it's gonna be back in the 30's and makin' me some money!

The candlestick chart of BOOM looks attrative to me, I will keep in my watch list.

[spikefader]

R/R still favors short side imo.

[mrmarket]

Not horrible...

Dynamic Materials Reports Second Quarter and Year-to-Date Financial Results
Thursday July 31, 4:05 pm ET


Selected Highlights: Q2 Net Income Reaches $6.2M, or $0.49 Per Diluted Share, on Revenue of $63.2M; Adjusted EBITDA Improves 54% to $14.7M Versus 2007 Second Quarter; Backlog at Explosive Metalworking Segment Increases to $105M


BOULDER, CO--(MARKET WIRE)--Jul 31, 2008 -- Dynamic Materials Corporation (DMC) (BOOM - News), the world's leading provider of explosion-welded clad metal plates, today reported financial results for its second quarter and six-month fiscal period ended June 30, 2008.




Second quarter sales increased 83% to $63.2 million from $34.5 million in the second quarter last year and included a $16.5 million contribution from the recently acquired businesses of Germany-based DYNAenergetics. Gross margin was 30% versus 35% in the comparable year-ago quarter. The gross margin decline is largely attributable to a higher proportion of sales generated in Europe following the DYNAenergetics acquisition. Gross margin performance at European explosion welding businesses has historically been lower than in the United States. Additionally, DYNAenergetics' Oilfield Services business has traditionally delivered gross margins comparable to those of its explosion-welding counterpart.

Second quarter income from operations increased 16% to $10.1 million from $8.8 million in the same quarter a year-ago. Net income increased 10% to $6.2 million, or $0.49 per diluted share, from $5.7 million, or $0.46 per diluted share, in the comparable year-ago quarter.

Adjusted EBITDA for the second quarter increased 54% to $14.7 million from $9.6 million in the second quarter last year. Adjusted EBITDA is a non-GAAP (generally accepted accounting principal) financial measure used by management to measure operating performance. See additional information about adjusted EBITDA at the end of this news release.

Explosive Metalworking

Second quarter sales at the company's Explosive Metalworking segment increased 60% to $53.0 million from $33.1 million in the second quarter last year. The increase reflects an $8.6 million sales contribution from the explosive welding business of DYNAenergetics, as well as an $11.3 million, or 34%, increase in sales from DMC's legacy explosion welding divisions. Operating income increased 8% to $9.8 million from $9.0 million in last year's second quarter. Adjusted EBITDA increased 31% to $12.5 million from $9.5 million in the comparable year-ago quarter.

Order backlog at the end of the second quarter was $105 million, up from $102 million reported at the end of this year's first quarter and $85 million recorded at the end of last year's second quarter.

Oilfield Products

DMC's new Oilfield Products segment recorded second quarter sales of $7.9 million and operating income of $616,000. Second quarter adjusted EBITDA was $1.6 million.

AMK Welding

Second quarter sales at DMC's AMK Welding segment increased 70% to $2.3 million from $1.3 million in the second quarter last year. Operating income increased to $585,000 from $18,000 in the comparable year-ago quarter. Adjusted EBITDA advanced to $693,000 from $81,000 in the same quarter last year.

Management Commentary

Yvon Cariou, president and CEO, said, "Second quarter sales exceeded our expectations thanks largely to a strong end-of-quarter performance at our Mt. Braddock, Penn. facility, where our production teams capitalized on late-quarter metal deliveries to process and ship several orders before the close of the fiscal period."

"In spite of the challenges resulting from longer delivery lead times on carbon steel, our backlog and overall business remain strong and we are enjoying widespread demand for our products," Cariou added. "Our hot list remains very healthy and includes prospective projects that span the globe and involve nearly all of our traditional end markets. While it now appears that order timing and metal supplies will impact our prior financial forecasts during the second half of the year, we see no signs that there has been a pullback in overall demand. We therefore remain encouraged by our prospects for continued long-term growth."

Rick Santa, senior vice president and chief financial officer, said that although year-to-date bookings have been strong, longer lead times on the delivery of carbon steel in the United States are expected to result in sales during the second half of 2008 that will be approximately 5% less than the first half of the year. Sales in the third quarter are expected to be up to 20% less than second quarter sales, while fourth quarter sales are expected to be equal to or above those of the second quarter. Gross margin in the third quarter is expected to be between 28% and 29% as a result of lower sales spread over a fixed manufacturing and overhead expense base. Fourth quarter gross margin is expected to improve to levels comparable to those in the first and second quarters based upon anticipated fourth quarter sales that should approximate or exceed those of the second quarter.

As previously reported, full-year operating income will be impacted by approximately $7.7 million of amortization expense associated with the DYNAenergetics acquisition, while pre-tax income will be impacted by approximately $5.0 million of interest expense. Santa said that recent refinements to estimates of pre-tax earnings, as well as permanent differences between book and taxable income for the full-year 2008, have reduced DMC's expected 2008 blended effective tax rate to a range of 32% to 33%.

Six-month Results

Sales through six months increased 80% to $121.6 million from $67.5 million in the comparable six-month period of 2007. This year's six-month sales results included a $31.7 million contribution from DYNAenergetics. Gross margin was 30% versus 34% in the same period a year ago. Income from operations increased 20% to $19.5 million from $16.3 million in the comparable 2007 period. Net income through six months was $11.5 million, or $0.91 per diluted share, up 9% from net income of $10.5 million, or $0.86 per diluted share, in the same period last year. Adjusted EBITDA increased 59% to $28.3 million from $17.7 million in the first six months of fiscal 2007.

The Explosive Metalworking segment reported six-month sales of $104.6 million, up 62% from sales of $64.6 million in the first half of 2007. The explosive welding business of DYNAenergetics contributed $19.3 million to first half 2008 sales. Operating income increased 20% to $19.8 million from $16.6 million in the prior year's six-month period. Adjusted EBITDA increased 43% to $24.8 million from $17.3 million in the same period a year ago.

Six-month sales at DMC's new Oilfield Products segment were $12.4 million. Operating income for the period was $50,000 and adjusted EBITDA was $2.0 million.

AMK Welding recorded six-month sales of $4.6 million, up 56% from $2.9 million in the comparable year-ago period. Operating income increased 333% to $1.2 million from $282,000 in the prior-year period. Adjusted EBITDA at the six-month mark was $1.4 million, an increase of 255% versus $405,000 in the same period a year ago.

[New-born baby]

New-born,
It's a bad sign to be arguing with yourself.

------------------billy

Well, thanks, BillyJoe. I needed that. What's worse . . . I lost the argument.

[billyjoe]

New-born,
It's a bad sign to be arguing with yourself.

------------------billy