Stenzrob's specials

[thebign1]

Posted: Sun Jan 18, 2004 11:41 pm Post subject: GORX

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This has to be a Stenz style pick --- GORX. Any insight? Anyone, anyone?


wsucougz, If you run Stenz's "Accel RevQY+Price36" with the MSN Deluxe Screener GORX is on the list. You will find the link for it if you search back in one of his posts. After you run it you can save it for future reference. GORX is an excellant choice.

Regards, Norm

[dblonde58]

comments

on ALVR or MNDO or PTNR please?

Diane

[thebign1]

Re: comments

Hello Diane, I currently own MNDO & PTNR. I think MNDO has the potential to triple in my opinion plus it pays a divie. I will keep adding to both of these. As for ALVR I would wait for a dip to get in if possible. What do you think caused the stock to gain 7.95% on Friday for no apparent reason? What's the next resistence?

Regards, Norm

[thebign1]

ALVR

I just went back and checked the next resistence on Barcharts.com

Price Support Pivot Point Resistance
13.98 12.35 13.72 15.09

Also: Overall Average: 96% - Buy

This is good!

Regards, Norm

[dblonde58]

which one?

Which stock are you speaking of, norm?

diane

[thebign1]

ALVR

Hello Diane, I was speaking of ALVR....Regards, Norm

[dblonde58]

norm

Was just a huge "buy" sign for me on Friday. Hubby researched this WIMAX and knows a LOT about it. We agreed that it's a current trend.

Best wishes,

Diane

[drchrislee]

CKCM

Well, CKCM finally broke through today...a nice 10% gain today. Earnings on thursday, expected to be very good, so hopefully that one will appreciate nicely.

Still holding TIII, which I should have let go a week ago, when it was up 17%, but I held onto it too long and watched it fall back to where I bought it, and then rise back up 10%...if only I had jumped out and then back in...oh well. I'm expecting this one is a good one to hold onto anyway.

*raises a glass to Stenz*

[stenzrob]

A nice way to start the short week -
EONC +16.58% to a new high on heavy volume
QVDX +6.10% to a new high on heavy volume

To answer some other earlier posts -
ALVR looks interesting, certainly has the momentum, but the price/sales ratio is over 6, so I will not be buying.
I had a position in GORX a while ago and took a loss on it back in August, I sure messed up there.

[drchrislee]

EONC

Wow...missed EONC...looks like I got out too early.

That's what I love about Stenz's method, it picks solid winners, not just random stocks that are on a run.

[stenzrob]

Re: comments

comments on ALVR or MNDO or PTNR please?

Diane,
What I'll often do when someone mentions a stock I hadn't ever heard of before (because it hadn't ever shown up on my screen) is to run the screen at MSN, then put that ticker in the compare field, where I also keep some that have fallen off the screen or I picked up on for some other reason or from some other screen. This will pretty quickly point out why it wasn't on my list.

As $$$MR_MARKET$$$ said to me when I ran a few of my picks past him a long time ago, this doesn''t mean it's not a good stock, and you could do very well with it. It only means it doesn't fit a model that's consistently done very well for me (mostly) and I feel comfortable with.

ALVR has the qtr/qtr revenue growth I look for, but the yr/yr growth is negative. Strike 1. Also, as I mentioned before, the price/sales ratio is high by my standards. Strike 2.

MNDO, by the numbers I look at, is similar to ALVR. Growth is only a recent development, and the price/sales ratio is even higher.

PTNR has qtr/qtr revenue growth below my threshold, and the debt/equity ratio is over 10! They owe 10 times more than the market cap, and the current ratio is only 1.20. The earnings growth is amazing, but the risk of a default or a big dilution in exchange for capital to eliminate the debt is just too great for me.

Keep those ideas coming! ... stenz

[stocks54]

WOW!!!

How do you do it man? I follow almost all your picks. I missed EONC and paid the price... Missed nice jump.

Nice ride with QVDX. Are you still holding the $12 price on QVDX?

Thanks for all your nice picks.

Regards,

[stenzrob]

Re: WOW!!!

How do you do it man? I follow almost all your picks. I missed EONC and paid the price... Missed nice jump.

Nice ride with QVDX. Are you still holding the $12 price on QVDX?

Thanks for all your nice picks.

How do I do it? You should know, my friend. I understand that was a rhetorical question, but I'll answer it anyway, with the concise stenz method -

Screen for revenue growth (35 to 40% qtr/qtr), solid financials (low debt), and momentum (increasing volume and high RSI). Price/sales ratio less than 3. Buy there.

Growth slows or price/sales ratio gets over 5. Sell there.

EONC and QVDX can each still double from here. Price/sales ratios are both about 2.5, qtr/qtr revenue growth for each is 35 or 40%. That would be about $12 for QVDX and $9 for EONC, unless their growth continues the next quarter and the numbers get recalculated. The best gains come from riding simultaneous revenue growth and price/sales ratio expansion.

Some stocks may continue to go up to higher price/sales ratios. Most do not. Stocks that do not meet one or more of my criteria could also do very well. The important thing for me is that the majority of the stocks identified by my screen WAY outperform the market.

[ChrisZXWJ]

If QVDX and EONC double from here, I just might have to name my first kid after you.

[ChrisZXWJ]

Actually, on a more serious note, I may "borrow" your ideas for a research project I have to do for one of my finance classes. I'm going to try to do some backtesting and see if I can find any past correlations or whatever, basically haven't really thought too much about it, but I like the whole idea of combining momentum with value...and I think it's the kind of stuff my professor will like.

I know you've done it before, but if you could, would you please post a link to the current version of your screener? I have three versions bookmarked right now, each producing slightly different results.