Stenzrob's specials

[ChrisZXWJ]

so what does the current portfolio look like?

[stenzrob]

Current portfolio, in decreasing order of position size, bold indicates position in IRA, 5 positions in each account with no overlap, (IRA value is 50% greater than the other, so the positions tend to be larger):
WITS, HBIO, QVDX, LCCI, HSKA, SNCI, PDEX, CPTV, EONC, CTRA

I have been tracking the performance of my non-IRA portfolio more closely, because I need better records there anyway for tax purposes. I reset my relative performance on Jan 2. Since then, the non-IRA portfolio is up 8.75% while the nasdaq is up 2.15%, right on my target of 4x the nasdaq, but short of my other target of 31.6%/quarter (200%/yr). I maintain and track to both targets to see if over time, I'm more likely to have consistent returns, or to only consistently outperform the market.

Exactly 1 week ago, I was close to on track for the quarterly return target, up 13.6% in six weeks. It occurs to me that if there were some way to reliably pick stocks that would go up 15% in four to six weeks, I could beat my quarterly return targets. Is anyone aware of such a magic method?

[stocks54]

WITS vs QVDX

Stenz,

Do you think WITS will have greater return compared to QVDX?

[lindsayleeds]

ADNW (OTCBB)

Anyone here checked out ADNW? One of my co-workers bought 24,000 shares yesterday. The P/E ratio of 10 for a company with a 10 fold revenue increase and six fold earnings increase is a screaming buy to me.

This is the first bulletin board stock I have ever bought. I don't routinely trade them.

What do you think Stenz?

Background:

First read what my friend Dyno said:
"Automotive Data Networks is a provider of software and real time data services to the worldwide automotive industry.
This stock looks very interesting.
It has been basing for quite awhile as the news from the company gets better and better.
The recent quarter revenues came in at 6.2 million compared to 475,000 thousand and earnings of 6 cents compared to 1 cent.
I think it is only a matter of time (one to four months) and we can get a double on this one.
Thanks to Iceman for bringing this one to my attention.
Dynodino"

ADNW helps auto dealerships sell financing and insurance, by giving them the software and legal expertise necessary to do it. Management seems attentive to shareholder needs, mainly increasing the value of the stock so they can raise more money to grow the company. A forward P/E of 10 for a company growing this fast is ridiculous.

[stenzrob]

Re: WITS vs QVDX

Do you think WITS will have greater return compared to QVDX?

No, not necessarily. As I said, I have 5 positions in each account, and the IRA positions tend to be larger becaues the IRA simply has more in it.

[stenzrob]

Re: ADNW (OTCBB)

Anyone here checked out ADNW?

I know very little about ADNW, but I have heard of them. You might find out a lot about it if you ask your question on the NTST board, several people there have studied it. Why on the NTST board? Because the Investor Relations guy, listed at the bottom of every NTST press release, is also the IR guy for ADNW - also BIV and a few others. He could tell you more, too, just e-mail or call him. I found him to be very responsive and informative. If you contact him, tell him I sent you. He even knows my real name.

regards ... stenz

[Rob]

Re: ADNW (OTCBB)

Anyone here checked out ADNW?

Hi lindsay.

ADNW just might be a winner, so I am not trying to downplay it, but let me raise to you the question that occurred to me as I investigated their products. What is the possibility that their services to dealerships will come under legal fire for facilitating price-fixing?

I don't know how the anti-trust laws work in Jolly Olde England, but I got a huge $$$MR. MARKET$$$-sized burn on a stock I owned on a company here in the states when it was dealt an anti-trust blow by the Federal Trade Comm. The kicker is, I don't even believe they were in violation of the law. It was a bogus charge. But it didn't matter, because the high and mighty feds decided this company was just too profitable, (no, I don't mean MSFT) and that was unfair to their struggling and inefficient competition.

I'd better leave that issue right here, because I can taste the vitriol welling up in my throat.

Anyway, I just was curious if anyone involved with ADNW had considered that question. Also, if you're the type who likes to throw "mad-money" at penny stocks--you know, the "Hail Mary" approach to stock investing--I'll give you one to check out: RCO. It even trades on the AMEX.

I am huge! Send in the dancing virgins.

[lindsayleeds]

Price Fixing

In reply to:

"ADNW just might be a winner, so I am not trying to downplay it, but let me raise to you the question that occurred to me as I investigated their products. What is the possibility that their services to dealerships will come under legal fire for facilitating price-fixing?"

They help dealerships evaluate credit, set up loans using a computer, and also help the dealership sell its own car insurance. Those things all have so much competition no one can price fix.

Price fixing is more an issue where you have 90% of a market, or have illegally cornered a market. Say the record industry, who still charge $16 a CD even though they cost 25 cents. Or Microsoft charging $500 for an office suite. Or drug companies charging $300 for the pills I need to keep my stomach acid under control. Now that is price fixing!

RCO, couldn't find any 10Q's or anything else on it. The less information available, the more nervous I get. I diversify. Diversity is the friend of risky investor. Like Stenz, he owns ten different stocks. That way if you are shooting the moon on a couple, it is not as big a deal.

ADNW is not a shoot the moon stock though. It has real earnings and revenue growth. A shoot the moon stock would be one of these drug companies hoping to get FDA approval for a drug.

Lindsay

[stenzrob]

Re: Price Fixing

Diversity is the friend of risky investor. Like Stenz, he owns ten different stocks.

This could be the first time I've been held up as an example of moderation and prudence ... in anything.

[moemaynard]

Stenz...
What should we be looking for with EONC earnings? Can you post estimates? I haven't liked the action recently but its just been tracking the overall market. We need a good earnings repot for a major boost.

[ChrisZXWJ]

CTRA

What's the word on CTRA? Down big on big volume....my smallest position just got a lot smaller

[stenzrob]

Re: CTRA

What's the word on CTRA? Down big on big volume....my smallest position just got a lot smaller

I have no idea, Chris. Clearly, the market is going through some kind of correction. My portfolio has taken some big hits lately. Easy come, easy go.

[ChrisZXWJ]

yup, I definitely lost about 5% overall in the last two days...oh well Good thing I have my gambling addiction to fall back on when my investing addiction has a setback...

[stocks54]

To BUY or not!!!

Stenz,

Overall market is down with a heavy hit on technical stocks.. This could be a time to buy some stocks....BUT it's like a falling knief...how do you determine when to get into some position?

Regards,

[mrmarket]

Re: To BUY or not!!!

Stenz,

Overall market is down with a heavy hit on technical stocks.. This could be a time to buy some stocks....BUT it's like a falling knief...how do you determine when to get into some position?

Regards,

I'd buy stocks with rising revenues and earnings and are trading within 5% of their new highs ...damn the torpedoes..full speed ahead!

Every day there are HUNDREDS of stocks setting new highs, no matter what happens in the overall market. The stock market is, in reality, a market of individual stocks. How soon we forget.