Stenzrob's specials

[tokyojoeskid]

hlex

my hlex purchase from last week at 10.1 is looking "swell" as my finance professor would phrase it

atvi still looks like a great buy

tjk

[Coop]

Stenz - Watcha holdin?

Yo Stenzrob..
I cleaned house last week but still holding onto QVDX (up 31%.)
What are you bullish on this week?
Another great one for me - EQIX (up 40%). They are well positioned in internet infrastructure, and will benefit greatly as broadband continues to expand. Check it out. (This was a George Gilder pick.)
All the best,
Coop

[tokyojoeskid]

imgg.ob

is it too late to buy?
excellent quarter very healthy volume the past three days.
tjk

[stenzrob]

Re: Stenz - Watcha holdin?

Yo Stenzrob..
I cleaned house last week but still holding onto QVDX (up 31%.)
What are you bullish on this week?
Another great one for me - EQIX (up 40%). They are well positioned in internet infrastructure, and will benefit greatly as broadband continues to expand. Check it out. (This was a George Gilder pick.)
All the best,
Coop

This week - PDEX looking pretty ripe. Of course, I continue to like QVDX.
I did a very quick check on EQIX. Revenue acceleration looks very good, but the debt load is high, and the current ratio is about 1.0. This means they are just barely meeting their bills.

[stocks54]

Any comments on QVDX???

Strenz,

Any comments on QVDX price movement? It's unable to cross the 6.30 resistance level. PDEX is all set for nice jump...

Regards,

[stenzrob]

Re: Any comments on QVDX???

Any comments on QVDX price movement? It's unable to cross the 6.30 resistance level. PDEX is all set for nice jump...

QVDX - give it time, I believe it will pass that resistance, just as it has other resistance points.
PDEX - I agree.
CTRA - I just bought some of this for $4.35.

regards ... stenz

[ChrisZXWJ]

hey stenz, are you still holding API? I'm getting bored of it.

[stenzrob]

hey stenz, are you still holding API? I'm getting bored of it.

Yes.
Me, too.

[tokyojoeskid]

qvdx

qvdx earnings tomm

[stenzrob]

Re: qvdx

qvdx earnings tomm

QVDX revenue up 68% over the year ago quarter, gross margin improved, forward guidance is excellent. Read the report. Price is moving up immediately in after hours trading after the report was issued. This could seriously accelerate my early retirement plan, in a good way.

[stocks54]

QVDX - Great Earnings

WOW!!! stock already trading at 6.50 AH. If they maintain the pace, price will be in double figure very soon.

AS always thanks STENZ for great pick... You are the man....

Regards,

[stenzrob]

Every now and then, one pays off ... I hope you'll excuse me when I say "YEEHA!"

From InPlay -
"4:52PM Quovadx beats by $0.01, guides higher (QVDX) 6.00 +0.03: Reports Q4 (Dec) loss of $0.01 per share, $0.01 better than the Reuters Research consensus of ($0.02); revenues rose 68.6% year/year to $26.3 mln vs the $23.0 mln consensus. Company sees Q1 EPS of $0.01-0.03 vs consensus of $0.02 on revenues of $30-32 mln, consensus is $26 mln. For Y04, company sees EPS of $0.17-0.20 vs consensus of $0.14 on revenues of $130-135 mln, consensus is $117.6 mln."

Expecting analyst upgrades and perhaps some new coverage in the next few weeks.

Possible 12 month targets by my calculation
- EPS 20 cents x PE 60 = $12.
- Rev $130M x PS 4.0 / 33M shares = $15.75

These are not sell targets - the high gross margin with crossover to profitability next quarter means that if the revenue growth continues, the EPS will be rising very very fast.

This one will go far, I think. $12, $15, $20, etc.

[ChrisZXWJ]

bye bye api, hello more qvdx

[ChrisZXWJ]

actually, maybe not...the API report wasn't bad at all...I just don't think it's getting any attention. As I mentinoed before, I held a stock that was producing amazing reports, but not getting any attention and therefore not going anywhere. Then I sold..and it went up 120%. ...so Stenz, if you were to sell one of the following to buy more QVDX, which would it be?

API GMAI HBIO HSKA ...or I could piss off my mom and sell some of the ETF's I promised I wouldn't sell

What do you think?

[stenzrob]

actually, maybe not...the API report wasn't bad at all...I just don't think it's getting any attention. As I mentinoed before, I held a stock that was producing amazing reports, but not getting any attention and therefore not going anywhere. Then I sold..and it went up 120%. ...so Stenz, if you were to sell one of the following to buy more QVDX, which would it be?

API GMAI HBIO HSKA ...or I could piss off my mom and sell some of the ETF's I promised I wouldn't sell

What do you think?

Ooh, that's a tough choice, Chris. I'd have to pick GMAI out of that group. The API report was pretty good, projecting healthy growth ahead. The stock has shown very good support at $2. I'd hate to sell it here, only to have it pop suddenly. Out of that list, I'd probably pick GMAI to sell.