Stenzrob's specials

[IIC]

Hello

Hi Everyone...My name is IIC...some of you may know me from the net??? I am glad to join your group!!!...I have followed some of you and Ernie for quite some time and I think you've come up with some good NEW IDEAS as I like to call them. Don't know how much time I will have to post...but I certainly intend to check in regularly. I am a long time Canslimmer from the late '70's who started making adjustments in mid '00...Currently, I would call myself a Short-term Momentum Trader also looking for tight bases on drying up volume...My current holdings are:
FDRY
BIT
DTAS
PWN
EGHT
LRCX
EGOV
ISSI

Best To All...IIC

[mrmarket]

LRCX made my last dump....The rest look like Stenz or Liz picks....welcome aboard!!!

[IIC]

THX Mr. Market

LRCX has been a good one...owned it 3x recently with good results...so far anyway. Can't always be right though...SLD NTPA early today and then it goes up 9%...Well, nobody's perfect

I read LIZ but have not participated...cool group...good ideas there too...THX for inviting me...Best, IIC

[ParkTwain]

Breakouts to 5-year highs, other chart setups

Using this list at MSN Money:

http://moneycentral.msn.com/investor/finder/deluxestockscreen.aspx?query=New+5-Year+Highs

I notice that these stocks have the most recent breakout action:

HRB
NKE
SCRI, STR, STU, STZ

Take a look at the charts for all the stocks on the 5-year list and notice in each case what the stretch or more or less unbroken price appreciation was after the price surpassed its previous multi-year high!

I'm also looking at these chart setups showing a breakout from a previous (less than 5-year) high:

CACC (more speculative), CATS
SAM
WMAR

Here are other attractive "distant resistance" chart setups:

AUDC
CDN, CRNT
IBIS
PER
RETK (some recent weakness)
SEAC, SNWL
TLRK

Happy hunting!

[IIC]

Weekend Watchlist

I'm not really sure if this is the appropriate Topic to post this in...Pls. let me know if I should post it somewhere else in the future...THX

My Weekend Watchlist mostly(but not all)consists of companies that have tight bases with drying up vol. Typically, I will watch them for a breakout on vol...See IBD Investor's Corner 10/20/03. Sometimes I buy and wait; e.g. BIT...I also look for good companies that have corrected and are coming back on volume. I don't worry too much about past EPS...more concerned with current and future EPS.

FINL, DY, MSS, CBK, ASPT, IGT, NENG, MSTR, INTV, HELE, MTXX, ODSY, AV, DNA, FORM, HILL, MVSN, SNIC, TRCI, MOBI, RFMI, LCUT, TSAI, NETE, ALDN, CBA, LFL, NTST, SGDE, ADEX, CAMD, AUGT, TTMI, MOBE, NCI, CLST, NICE, NITE, VSAT, GES, INSP, SLNK ... Note, the Analyst projection for the current qtr is wrong at DGO on NTST

And my WEEKEND FLYER LUNCH MONEY play...AXYX

Best To All...IIC

[mrmarket]

Re: Weekend Watchlist

I'm not really sure if this is the appropriate Topic to post this in...Pls. let me know if I should post it somewhere else in the future...THX

My Weekend Watchlist mostly(but not all)consists of companies that have tight bases with drying up vol. Typically, I will watch them for a breakout on vol...See IBD Investor's Corner 10/20/03. Sometimes I buy and wait; e.g. BIT...I also look for good companies that have corrected and are coming back on volume. I don't worry too much about past EPS...more concerned with current and future EPS.

FINL, DY, MSS, CBK, ASPT, IGT, NENG, MSTR, INTV, HELE, MTXX, ODSY, AV, DNA, FORM, HILL, MVSN, SNIC, TRCI, MOBI, RFMI, LCUT, TSAI, NETE, ALDN, CBA, LFL, NTST, SGDE, ADEX, CAMD, AUGT, TTMI, MOBE, NCI, CLST, NICE, NITE, VSAT, GES, INSP, SLNK ... Note, the Analyst projection for the current qtr is wrong at DGO on NTST

And my WEEKEND FLYER LUNCH MONEY play...AXYX

Best To All...IIC

IIC.....you obviously have much to say..Why don't you start a new topic with a brand new thread? Then people who are interested in your selections can communicate with you in this new thread so that Stenz' fans can stay on topic here.

Think that can work?

[IIC]

That sounds like a plan

That's why I asked...Unfortunately I am at office right now trying to catch up...that's the price I pay for watching my streamers at work...I will delete the post and transfer it to a new topic tonight...THX...IIC

[mrmarket]

Re: That sounds like a plan

That's why I asked...Unfortunately I am at office right now trying to catch up...that's the price I pay for watching my streamers at work...I will delete the post and transfer it to a new topic tonight...THX...IIC

No need to delete it...just copy and paste a new one.

[kingofthehill]

duke is up DRE

Key Statistics Get Key Statistics for:




Data provided by Multex, except where noted.

VALUATION MEASURES

Market Cap (intraday): 4.32B
Enterprise Value (2-Dec-03)³: 6.95B
Trailing P/E (ttm): 30.50
Forward P/E (fye 31-Dec-04)¹: 12.25
PEG Ratio (5 yr expected)¹: 1.65
Price/Sales (ttm): 5.46
Price/Book (mrq): 2.00
Enterprise Value/Revenue (ttm)³: 8.93
Enterprise Value/EBITDA (ttm)³: 14.05


FINANCIAL HIGHLIGHTS

Fiscal Year
Fiscal Year Ends: 31-Dec
Most Recent Quarter (mrq): 30-Sep-03


Profitability
Profit Margin (ttm): 25.50%
Operating Margin (ttm): 22.30%


Management Effectiveness
Return on Assets (ttm): 3.65%
Return on Equity (ttm): 6.57%


Income Statement
Revenue (ttm): 952.63M
Revenue Per Share (ttm): 5.341
Revenue Growth (lfy)³: -7.80%
Gross Profit (ttm)²: 579.63M
EBITDA (ttm): 494.49M
Net Income Avl to Common (ttm): 140.89M
Diluted EPS (ttm): 1.041
Earnings Growth (lfy)³: -26.90%


Balance Sheet
Total Cash (mrq): 931.00K
Total Cash Per Share (mrq): 0.01
Total Debt (mrq)²: 2.26B
Total Debt/Equity (mrq): 0.849
Current Ratio (mrq): N/A
Book Value Per Share (mrq): 15.59


Cash Flow Statement
From Operations (ttm)³: 357.44M
Free Cashflow (ttm)³: -6.94M



View Financials (provided by EDGAR Online):
Income Statement - Balance Sheet
Cash Flow

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TRADING INFORMATION


Stock Price History
Beta: 0.252
52-Week Change: 23.27%
52-Week Change (relative to S&P500): 7.66%
52-Week High (14-Nov-03): 31.30
52-Week Low (27-Jan-03): 24.25
50-Day Moving Average: 29.71
200-Day Moving Average: 28.13


Share Statistics
Average Volume (3 month): 334,727
Average Volume (10 day): 302,000
Shares Outstanding: 135.98M
Float: 128.70M
% Held by Insiders: 5.36%
% Held by Institutions: 57.04%
Shares Short (as of 10-Nov-03): 1.06M
Daily Volume (as of 10-Nov-03): N/A
Short Ratio (as of 10-Nov-03): 3.389
Short % of Float (as of 10-Nov-03): 0.83%
Shares Short (prior month): 1.11M


Dividends & Splits
Annual Dividend: 1.84
Dividend Yield: 5.89%
Dividend Date: 28-Nov-03
Ex-Dividend Date: 12-Nov-03
Last Split Factor (new per old)²: 2:1
Last Split Date: 26-Aug-97


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Multex offers more in-depth Company Research, Stock Screening, and Hottest Stocks and Industries on over 10,000 U.S. Equities.








-Dec-03 30.80 31.25 30.79 31.25 442,600 31.25
28-Nov-03 30.40 30.80 30.30 30.80 189,900 30.80
26-Nov-03 30.25 30.25 30.03 30.24 232,600 30.24
25-Nov-03 29.84 30.25 29.77 30.25 307,800 30.25
24-Nov-03 29.72 30.07 29.72 30.07 248,300 30.07
21-Nov-03 29.86 29.93 29.40 29.86 299,600 29.86
20-Nov-03 30.02 30.06 29.48 29.81 353,500 29.81
19-Nov-03 30.03 30.40 30.01 30.16 330,600 30.16
18-Nov-03 29.95 30.06 29.86 30.00 322,000 30.00
17-Nov-03 29.80 29.95 29.75 29.95 297,200 29.95

[Mi6op]

Whatever happend to Stenz? I havn't seen him in while.

[stenzrob]

Whatever happend to Stenz? I havn't seen him in while.

I'm on a business trip in Madrid, just got a chance to check in here. What is all this stuff on my thread ?!

HBIO, NTST, and VLGC all breaking out, TRCI is all over the place. Sold half of my VLGC at 2.90 this morning for a 44% gain in 3 weeks, still holding the other half. With the recent advance, it had become my largest holding, and I'm still reserving that dubious honor for QVDX. My portfolios are at all-time highs, and outpacing the nasdaq at more than 4.5x rate in the last few weeks.

Buenos dias ... stenz

[Cyberacorn]

TRCI

Stenz,

My limit price hit today so I'm out of TRCI. I was surprised to see it tank in late afternoon. I think I'll stay away from it for a while. I'm still holding MOBI, but I'm not crazy about it. Are you looking for a strong run in January?

JH

[ChrisZXWJ]

TRCI

So, I thought it would be fun to sell all of my TRCI and try my first short of my life. Stupid idea. Good thing I'm a wuss and only lost a bit on the short sale. Anyway, with the money I did make off of TRCI (I had A LOT of shares...almost 40% of my portfolio at the time I sold...and no, I didn't sleep well at night)...I have plenty of cash available for new picks.

ZILA interests me...but I'm reluctant about it, I need to read some more into it. Any comments or other suggestions?

[milan47]

hi stenz

your results are pretty impressive. As I said before your town will be eventually renamed Stenz Hill,NJ.
I was running your screen as follows:



Revenue Growth:
Rev Growth Qtr vs Qtr > 25%
Rev Growth Yr vs Yr = High As Possible

Momentum:
3 month Relative Strength > 85
Avg Daily Vol Last Month > 50,000
Avg Daily Vol Last Qtr > Avg Daily Vol Last Year

Valuation:
Price/Sales Ratio < 3.0

Financial Strength:
Debt/Equity Ratio < 0.3
Current Ratio > 1.3

Last Price > $1.5
Market Cap < $500M

I was probably doing something wrong because the screen spilled out only the following:

isec nice imos jbss mtex prft lynx tiii ccbc vtiv

Is something wrong with my criteria or did I commit a different mistake??

Thank you for your time.

milan47

[allnewin01]

You're formula looks right. But I just ran it and got 27 stocks.

HLEX ISEC CPTV CMTL HBIO BFLY API CLZR SWIR NICE SAFE IMOS GMAI JBSS IPAR EONC WITS MTEX MERX PRFT SMSC LYNX TIII CCBL INOD AINN VTIV