Stenzrob's specials

[Mi6op]

FCFS

Stenz I ran a screen I have that is compriable to yours and came up w/ 2 companies SAFE and FCFS. FCFS though has been more intriguing to me, in their last Q Rev was up 25% (29 mil to 37) due to the increased loan and check cashing rev's from their new businesses. SSS up 15% as well with a significant increase in merchanidise sales as well.

All seems well and they seem to be aggressivly growing in the process. Any thoughts?

For what it's worth I ran the company's intrinsic value and came up at $81

[drchrislee]

EONC

Nice, I used Stenz's screen to pick EONC...up almost 8% since I bought it today. Too bad that I was using my "spare change" investment money, and not some more dollars (damn commissions eating up most of the profit). Oh well, let's see if it can continue upwards!

[tokyojoeskid]

sckt

sckt does bluetooth right

http://www.investors.com/editorial/tech01.asp?v=12/12

i dont know how heavily involved though

[stenzrob]

SCKT is heavily involved in Bluetooth, but it's not their only area. They're diversified into several kinds of things to stick in your laptop or PocketPC (is that a socket in your pocket?), like barcode scanners (like for warehouse inventory), memory, serial ports, etc.. Their last 4 or 5 PR's have been about Bluetooth.

[ChrisZXWJ]

what exactly is bluetooth? I'm far too lazy to look it up.

[stenzrob]

Bluetooth is a wireless technology.
Cheaper but lower bandwidth than Wi-fi, aka 802.11. 802.11 has several versions with different capabilities, too.

http://electronics.howstuffworks.com/bluetooth2.htm

If you're too lazy to click a link to get a one page summary, CYD is a good investment. They make big diesel engines.

[ChrisZXWJ]

I like big diesel engies. Especially when they make me money.

Just out of curiousity, do you still like QVDX? and why? it bores me...but I'm still holding it.

[stenzrob]

Yes, I still like QVDX, and for my usual reasons. Revenue is growing rapidly, and they are approaching profitability. No debt, low price/sales and price/book values. The street was apparently unimpressed with the RWAV acquisition, so it may take some time for the stock price to recover, but when it does, there is potential for very nice gains. With the exception of the one day selloff on the acquisition news, it has reasonable money flow.

NTST was pretty boring too this summer when I loaded up on it.

[tokyojoeskid]

thoughts on icad

looking through and came across icad. approaching profitability just aquired cadX I believe, they do mamograms and such. The management seems overly excited for a usual monotone group of guys. what you guys think?
tjk

[stenzrob]

Re: thoughts on icad

looking through and came across icad. approaching profitability just aquired cadX I believe, they do mamograms and such. The management seems overly excited for a usual monotone group of guys. what you guys think?
tjk

You must be screening only for momentum to find that one, tjk. Revenue and earnings are very inconsistent, I don't see steady growth or steady progress toward profitability. Price/sales ratio is over 20, price/book over 8. The current ratio is 0.7, which means they have more current liabilities than current assets. Unless I'm missing something here, this should be headed back down. But then, I though LENS would be going up, so WTFDIK?

[ChrisZXWJ]

GORX

How about GORX? Noticed it on the screen today....seems a bit too good to be true.

[MEA_1956]

Bluetooth is a wireless technology.
Cheaper but lower bandwidth than Wi-fi, aka 802.11. 802.11 has several versions with different capabilities, too.

http://electronics.howstuffworks.com/bluetooth2.htm

If you're too lazy to click a link to get a one page summary, CYD is a good investment. They make big diesel engines.

Now I Know Why, When a car passed by my moms house the Overhead door would open or close, now I can answer Bluetooth did it.

[stenzrob]

VLGC breaking out again

Volume is strong, new high today.
Bought at $2.01 on Nov 11, now up over 60% and counting.
Others have had the opportunity to buy for less.

[tokyojoeskid]

icad

just came across icad scanning news and things, then listened to their conference call. Seems after their current aquisition which they were lucky to complete because a large shareholder wanted to sell their shares and they got them for a deal, the aquisition and management feels confident predictiing profitablitly in 04. Management sounds like they have a great group full of talent. just another one to watch . . ..

man guess i should have held on to vlgc, but hey 50% in five days wasnt bad and maybe ill find a spot to jump back in.

looking at hlex and once again cyd, what are a couple of your favs right now stenz? (either holding or just watching)

tjk

[stocks54]

Thanks!!!

Hey Strenz,

After a long time of loosing money in stock market I will be making some profit (VLGC). Thanks for nice picks. I hope it's time LENS starts its run.....

Regards