Stenzrob's specials

[grebnet]

Re: PRFT

I see their guidance but I will have to see if I can look at prior guidance as a clue. I do see yhat last quarter they had guided 6-6.3 mill and reported 8.0 mill. If they repeatedly guide conservatively then 1st qtr may beat prior yr 1st qtr of 7.6 mill.

here is cut and paste from guidance

The company expects its Q1 2004 services and software revenue, net of reimbursed expenses, to be in the range of $6.5 million to $6.9 million, comprised of $6.1 million to $6.5 million in services revenue and $0.4 in software revenue. It is the company's practice to include in its revenue guidance only those software sales actually booked as of the guidance date. The forecast range of services revenue would represent services revenue growth of 6% to 13% over the first quarter of 2003

[wormsmall]

PDEX

Stenz, I just wanted to tell you that I bought the big dipper on the close as I posted on the Yahoo board PDEX. Glad I did!! I now have a very nice position buys at 2.50 2.78 2.80 2.90 3.07.

For those that don't know, to me the big dipper is when a good stock gets cleaned out on heavy volume, many stops are taken out and then the stock holds some support position. This is actually a positive signal.
This can be a good time to buy or a disaster to come.
Trading with out fear is a big help!
Good DD and TA knowledge helps to keep the stomach churn down.

Stenz, Europe again!
If you go to A-Dam How much is that Doggie in the window?
If you are going to Spain keep your butt away from the Bulls, remember I want a new boat.

I also like PRFT and I did not buy it already because of your comments about guiding lower.
Of course I do remember a few years back I think you were once wrong. (LOL)

I do not like the action in the Nas trading higher on lower volume. The last few times it has failed and it served only quick trades or shorts who wanted to get a higher short position.

Buying Sub on the bottom selling pops

Worms

[stenzrob]

WITS heading for a breakout, SNCI already in progress.
Both undervalued and ripe for big gains, IMHO.

HBIO is slowly recovering from recent selloff, which was twice as deep as I anticipated, earnings report due out tonight.

[stenzrob]

LCCI just announced a very large deal with the Saudi's.
Could get interesting, it might even get back to my purchase price if there's enough excitement about it, and no market headwind.

[Mi6op]

PRFT

Yes I'm still interested in PRFT and actually acquired a position since we talked last as my 3.85 order filled unbeknownced to me a few weeks ago.

I was especially glad to see the significant move fo 10%+ on Friday on much higher than usual volume, also today there was a lot of buying of late, wich I feel may coincide with the IBM show they presented at and that they one top honors there. At least that's what the word on the Street is.

Also there was a news article released today about what was going on at the show and it seems that PRFT is working on marketing some products with/through IBM.

So no bad news out lately at the very least.

[Michaelk005]

OOOOOO i Love LCCI and look at its after hours repsonse, up over 60 cents. The reversal that will start tomorow in my estimations will not stop any lower then $7.50 to $7.77

[stenzrob]

I am disappointed in the market response to the HBIO report.
But sometimes these things act a little funny after reports.
They met my expectations, so I will probably be holding it for at least another three months.

[stenzrob]

HBIO just announced another small, immediately accretive acquisition.

[stenzrob]

FYI - Just sold half my CPTV an the breakout resistance at $13.99, still holding the other half.

+11.8%, 2 months, 104% annualized

[stocks54]

QVDX

Stenz,

Are you still holding QVDX?

Regards,

[Tsevni98]

Picked up some SNCI today at 10.25

Stenz I think you missed the bottom on this one by 1 day. Still ever since you bought it It has been nothing but upward. It has an IBD Composite rating of A+. If it can chop thru these teens IBD is sure to give it more attention.

[Mi6op]

Is there any where to find IBD ratings besides getting the Paper or buying the website? I dont' have the time to hit the library up too often.

[stenzrob]

Greetings to all from Madrid -
- I was sold out of QVDX at $5.35 for less profit than I had been sitting on, but still netted 28% since Oct 22 (91% annualized). I had set a stop a nickel below the previous low. This stock has not taken off like I thought it would. Maybe it will now that I have given up on it.
- I was sold out of EONC at $3.00 for a 20% loss (-75% annualized). Had a stop on this one, too, since the last report was a bit lackluster and it's down to expectations now, and I tend not to trust expectations.
- HBIO continues the long climb back, my knife-catching act at $9.30 only hurt for a few days.
- WITS and SNCI continue to do well.
- I am considering dumping a few other poor performers.

regards ... stenz

[stenzrob]

Well, Madrid has certainly been an interesting place to be lately. I travel by taxi. Expecting some tight security at the airport on Monday for my flight to Amsterdam.

The CPTV that I bought for $12.50 and sold for $13.99 ... bought it back yesterday for $12.50.

[mrmarket]

Stenz...be cool and be safe.