Stenzrob's specials

[Thomrich]

greetings Stenz,
I met you about 2yrs ago from CRIO,
That stock has moved nicely from about1.25,now at 1.95,
They still cant make a profit,but do have a large cash per share ratio,people speculating a buyout.
Any thoughts?

cordially Tom

[stenzrob]

greetings Stenz,
I met you about 2yrs ago from CRIO,
That stock has moved nicely from about1.25,now at 1.95,
They still cant make a profit,but do have a large cash per share ratio,people speculating a buyout.
Any thoughts?

cordially Tom

I remember you, Tom. I took a very quick look again at CRIO, and still find nothing to like. I found financials at cbs marketwatch that show $7.4M in cash and $7.0M in long term debt. That's a wash, but there is also about $21M in securities. The long term debt is new over the last year, because they haven't ever found a way to be profitable and were running out of cash. When CRIO was on my screen, they were growing revenues, advancing toward profitability, and had no long term debt. I sold when the revenue and earnings trajectory stopped moving forward. Since then, the revenue growth has stopped entirely, losses have started to accelerate, and they've taken on the new debt. There may be an opportunity to make money trading it, but I have no interest in it. I really believe there is not a workable business model there. Those are my thoughts.

[Thomrich]

I remember you, Tom. I took a very quick look again at CRIO, and still find nothing to like. I found financials at cbs marketwatch that show $7.4M in cash and $7.0M in long term debt. That's a wash, but there is also about $21M in securities. The long term debt is new over the last year, because they haven't ever found a way to be profitable and were running out of cash. When CRIO was on my screen, they were growing revenues, advancing toward profitability, and had no long term debt. I sold when the revenue and earnings trajectory stopped moving forward. Since then, the revenue growth has stopped entirely, losses have started to accelerate, and they've taken on the new debt. There may be an opportunity to make money trading it, but I have no interest in it. I really believe there is not a workable business model there. Those are my thoughts.

Yeah I agree,
Ihad a buy order at 1.50 about a month ago,never got filled ,I think it missed by .02,would have been nice to ride to 2.00.,they just cant seem to mke a profit,the ever elusive turning point never happens.

I love PRFT,looking to enter in low 6 if possible.

cordially Tom

[Websman]

Hey Thomrich, are you still in DHB?

[Tsevni98]

Stenz what screener do you use now

I think money central changed a bit.

My link doesnt work anymore

Thanks James

[ridemhigher]

Prft

Stenz,
Congrats on this pick. You (we) had a HUGE day today!!!

[Websman]

Stenz,
Congrats on this pick. You (we) had a HUGE day today!!!

Why didn't I buy PRTF???? Why...why...why....ohhh the agony!!!

Great pick Stenz! Maybe next time I'll join you.

[Mi6op]

Heh I should be happy I've been in for a year and I'm up %150+ now. But I just dropped extra cash into my Scottrade account last week to double up on PRFT. Now it does THIS to me!!

I know you all feel sorry for me hehe. Actually I want to find another stock like this one but since I bought it a year ago and took a 6 month stock hiatus, I kind of forget what screening perameters I used. I'm pretty sure it was a Stez Spinoff. So I'm asking kind Stenzrob, could you post a link to the screener you use or something close?

Thanks

[IIC]

I was fortunate enough to be bored for a little while today and was just watching headline news when I saw the PRFT guidance...I just went ahead and BOT w/o thinking...Worked out as a cool 10 min trade. Think I'll call it a year now...LOL

[stenzrob]

PRFT is not done yet. I am still waiting for $12 to $15.

[Websman]

PRFT is not done yet. I am still waiting for $12 to $15.

I'll keep watching for a buying opportunity.

[stenzrob]

I'll keep watching for a buying opportunity.

This was it, webs. I just bought some more at $7.70.
Pop from $6.50 to $9.25, 50% retrace to $7.75.

Good luck.

[stenzrob]

greb, I did take a brief look at those over the weekend.
ANTP is too small for my taste. Anything could happen. Also, long term growth is negligible, I would look for it to continue. I'm not saying there's not an opportunity here, just that it isn't my cup of tea.

FRD looks good, though.

By the way, PRFT (my current favorite) made another smart acquisition, and is now 1 year ahead of plan for reaching $100M revenue.

Hey grebnet - what's up, or rather down, with FRD today?
A buying opportunity?

[grebnet]

Frd

Hey Stenz

I'm hoping.....that its the same for FRD as PRFT , just some profit taking after good runs. I'm still holding both.I own plenty of both so feel its wise for me to ignore any "buying opp."

What about ANTP???? I made a great profit of 70% , but coulda made another 100% if I held on longer ....Oh well ...Better to have sold and be sorry than to not sell and be sorry. . Valuation seem outta control now.

Not doing much of anything until the dust settles.

[stenzrob]

I'm still very bullish on PRFT, have an overweight position there. With the advance from $4 to over $7, price/sales inflation knocked it off my screen, but the screen is to identify new buy candidates, and is not a criteria for holding or buying more once something gets going.

My current Screener lists on MLK Jr. day:
NANO, SYXI, DIOD, MTEX, NTGR, SINT, MDKI, DECK, CREAF, RECN, NCI

This is my current screener:

http://tinyurl.com/4wcqf