Stenzrob's specials

[jiesen]

hey stenz, long time no see! Welcome back! I remember checking out VTIV from 20-24 maybe a year ago. Looked good to me then, but I never took the plunge. How's it coming along nowadays? The revenues and profits seem to be coming in pretty good, any sign of it picking up more from here?

Hey guys. Just thought I'd drop by again, it's been a while.

My current favorite and largest holding is VTIV. Also in CRDN, RIO and CFK, and just posted on another thread about a small position I've had in TCX for quite a while.

best regards to all ... stenz

[stocks54]

I read his comments on NTST message board.

[jiesen]

Yeah, I miss him, too. I hope he comes back soon, and I hope that wherever he is now, he's doing very well.

[IIC]

I miss Stenz

So do I...I liked his take/analyses...Doug(IIC)

[mrmarket]

I miss Stenz

[IIC]

Helloooooo, Has anybody seen Stenzrob? He's been gone for at least 2 month's.

Well. after he bailed on WITS...Who knows???...BTW...I am still watching your RADS

[thebign1]

Stenzrob phone home....

Helloooooo, Has anybody seen Stenzrob? He's been gone for at least 2 month's.

Kind of between a rock and a hard place for them. IMO secondaries are better than debt when rates are high (not that high yet, but rising fast). But, when the stock pummels on the news, they can't win then, either.

Thanks for you input on this, BJ. PRFT has to keep acquiring in order to fuel growth ... organic growth rate is only about 20%, hard to justify a PE of 35 to 40 on that. Secondaries may be better for the companies finances in the long run, but the stock price always gets whacked. I have been burned on several secondaries this year. In every case, it has turned out to be best to bail out as soon as it is announced.

PRFT pulled their secondary, will use debt instead to fund future acquisitions. Share price jumped on the news, I will wait for it to settle down. Despite having no fear, I also find it prudent not to attempt to jump onto moving objects.

Kind of between a rock and a hard place for them. IMO secondaries are better than debt when rates are high (not that high yet, but rising fast). But, when the stock pummels on the news, they can't win then, either.

EFJI in another streetwalker article.

http://www.forbes.com/strategies/2005/05/03/cz_ag_0503streetwalker2.html

EFJI quarter report is out - 75% increase in net income. Trailing PE (not including this report) is around 15. By my calculations, a conservative fair value is at least $12.50.

[IIC]

I still have one eye on WITS, unlike some of my other earlier picks, which I stopped watching altogether. I'll check the WITS report and decide if I like it again.

EFJI was a Forbes Streetwalker prospect in an article on March 22, after I had bought it.

http://www.forbes.com/strategies/2005/03/22/cz_ag_032205streetwalker9.html

CRDN, is noted in another Streetwalker blurb today.

http://www.forbes.com/strategies/2005/04/26/cz_ag_0426streetwalker14.html

ACU is a Motley Fool hidden gem.

http://www.fool.com/News/mft/2005/mft05042212.htm

I selected each of these on my own, but it's nice to see an occasional write-up by a third party.

Does IIC have any opinion on IIG ?

Sorry about that...I forgot to answer...IMO IIG is a possibe long Intermediate type...Right now though...I am concentrating on DT's only...Best, IIC

EFJI in another streetwalker article.

http://www.forbes.com/strategies/2005/05/03/cz_ag_0503streetwalker2.html

PRFT pulled their secondary, will use debt instead to fund future acquisitions. Share price jumped on the news, I will wait for it to settle down. Despite having no fear, I also find it prudent not to attempt to jump onto moving objects.

You must be psychic Stenz...I was just wondering what the heck happened to you yesterday...BTW...I'm still heavy WITS...for better or worse...EPS after the bell Tuesday...IIC

I still have one eye on WITS, unlike some of my other earlier picks, which I stopped watching altogether. I'll check the WITS report and decide if I like it again.

EFJI was a Forbes Streetwalker prospect in an article on March 22, after I had bought it.

http://www.forbes.com/strategies/2005/03/22/cz_ag_032205streetwalker9.html

CRDN, is noted in another Streetwalker blurb today.

http://www.forbes.com/strategies/2005/04/26/cz_ag_0426streetwalker14.html

ACU is a Motley Fool hidden gem.

http://www.fool.com/News/mft/2005/mft05042212.htm

I selected each of these on my own, but it's nice to see an occasional write-up by a third party.

Does IIC have any opinion on IIG ?

[IIC]

You must be psychic Stenz...I was just wondering what the heck happened to you yesterday...BTW...I'm still heavy WITS...for better or worse...EPS after the bell Tuesday...IIC

Greetings, old friends. Any news of my demise is greatly exagerated, or possibly just wishful thinking.

ACU may be coming back around for another run up. I originally bought this at $17, bought some more at $14 after it bounced off the 200 day. Motley Fool just did a brief write-up on it, check the news links on the Yahoo ACU board. I'm just accumulating a bit at a time for a $25 target in six months to a year.

Patience required in this market. All my positions are currently down by varying amounts - CRDN, EFJI, ACU, TCOW, SYXI. Sitting on enough cash for one more good position.

PRFT still hasn't announced their secondary price, so I continue to wait for the inevitable drop. I hate secondaries.

regards ... stenz