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  • Lyehopper
    Senior Member
    • Jan 2004
    • 3678

    "Cy" factor Dyslexia....

    Originally posted by jiesen
    Had you entered SCS in the POTW at the close Monday (Gary took your CHB and is running with it for 3rd place) you'd be down a penny so far. I'm up a penny!

    I am HUGE! (see how fun this is?)
    Gary611 picked CHS for the POTW Jiesen.... not CHB!.... Same thing only different!

    Please tell me you weren't looking in "his" eyes when you read the post.... Were you dude? Some Cyborgs are programmed so that when you look them in the eyes they brainwash you and make you see ticker symbols one way and remember them another, It's how they gain an edge, It's known as the "Cy" factor. Ask Webs, he's immune to it.... he'll tell you more about it and how to overcome it's effect.... Please be carefull while on this thread.
    BEEF!... it's whats for dinner!

    Comment


    • Hi, all. Appreciate your support and replies.

      I appreciate all your comments. I will keep posting on this forum. Since I am extremely busy during the trading hour to do research and read all those tedious analyst's articles at the same time running my models. So I usually don't reply during the trading hour.

      Comment

      • scifos
        Senior Member
        • Jan 2004
        • 790

        Cash, I was origionally skeptical due to the nature of your post (ie not really ever responding) but you're insight and research is top notch and I enjoy reading what you offer. I'm considering following some of your picks in a paper port next time.
        Buy Low
        Sell High
        STAY FROSTY!

        Comment


        • In IM and EMC here, both software industry and hightech company with strong financial

          In IM and EMC here, both software industry and hightech company with strong financial. IM improve its revenue growth and profit margin and EMC square is well known with strong earning background. Both of these two stocks heavily undervalued.

          Comment

          • jiesen
            Senior Member
            • Sep 2003
            • 5321

            Originally posted by Lyehopper
            Gary611 picked CHS for the POTW Jiesen.... not CHB!.... Same thing only different!

            Please tell me you weren't looking in "his" eyes when you read the post.... Were you dude? Some Cyborgs are programmed so that when you look them in the eyes they brainwash you and make you see ticker symbols one way and remember them another, It's how they gain an edge, It's known as the "Cy" factor. Ask Webs, he's immune to it.... he'll tell you more about it and how to overcome it's effect.... Please be carefull while on this thread.
            oops! but I balme Gray fro taht. He took ym puprle galsses, too.

            Comment


            • Buy some LSI shares follow my TA model alert. Very good bottom formed with good earni

              Buy some LSI shares follow my TA model alert. Very good bottom formed with good earning recently.

              LSI is well positioned to extend its leadership role in the storage market. In the RAID segment, its 1078 system chip continues to exceed expectations in both silicon readiness and in execution. Design wins for next-generation connectivity products (serial attached SCSI) continue to rise at a brisk pace, which augurs well for this quickly growing market. LSI is doing well in the RAID host bus adapter area, as well. As business in the white box server market grows, it should yield incrementally higher margins. New product releases should help boost revenues on the storage system side, too.

              LSI's investments in the consumer business should pay off. This unit experienced robust gains of 22%, year over year, in the June quarter, and new orders here promise further strength ahead. The DVD recorder market should be a big boon. Analysts look for this market to double in 2005, with LSI taking about a 45%-50% share. Design wins for its single-chip processor designed for combination units, which contain both a DVD recorder and a DVR (uses a hard drive), have been good. Analysts look for this market to grow substantially over the next 12 months.

              RapidChip (RC) seems to be gaining traction. This line combines the high-performance benefits of ASIC chips with the quick time-to-market and customization attributes of field-programmable gate arrays. The affordability of RC should make it a hit with small and mid-sized businesses. Larger customers, too, appear to be interested in using RC as a development platform. They would still switch over to ASIC at some point, but be able to reach full-volume production in a fraction of the time. Analysts look for RC volume to ramp up in the coming quarters.

              Profitability should rise. R&D will probably remain high, but the operating line should benefit from lower SG&A outlays. A reduction in depreciation expense is probable, too, due to the impairment of the Gresham facility. All told, share profits should make sizable gains in 2005 and 2006.

              Timely LSI stock has strong appeal, thanks to the good earnings growth prospects. If LSI rebounce, it maybe test $10 soon.

              Comment


              • Add more shares SCS with its business growth and TA timliness.3 month chart looks luc

                Add more shares SCS with its business growth and TA timliness.3 month chart looks lucrative.

                Also built more position on LSI, my TA model shows a bottom play here. LSI valued by Valueline with target $17 to $30 with timeliness 2. I am bullish here.

                Steelcase's Think(R) Chair Wins the Design for Asia Award

                543 words
                21 November 2005
                07:00 am
                PR Newswire (U.S.)
                English
                Copyright © 2005 PR Newswire Association LLC. All Rights Reserved.

                GRAND RAPIDS, Mich., Nov. 21 /PRNewswire-FirstCall/ -- Steelcase Inc. , a global office environments manufacturer, today announced that it has been selected as a recipient of the 2005 Design for Asia Award, an international design competition sponsored by the Hong Kong Design Centre, that awards companies for designs that reflect, or have an impact on, the Asian lifestyle. Steelcase received this distinction for the Think(R) chair - a smart, simple and environmentally sustainable seating product.

                Created in collaboration with designer Glen Oliver Low, McDonough Braungart Design Chemistry and the Institute for Product Development in Copenhagen, the Think chair conforms to the highest environmental standards and raises the bar in cradle-to-cradle design and life-cycle thinking. Think addresses the growing need for ergonomic seating and was lauded at the Design for Asia Awards ceremony as an outstanding achievement in design.

                The Think chair provides ultimate support for a full range of postures, allowing users to stay focused without distraction or fatigue. Combined with an elegant and innovative design, the Think chair also adheres to the toughest environmental standards, including Japan's "Green Purchasing Law," which was designed to increase the percentage of materials and parts that have a reduced environmental impact and have the ability to be completely recycled (cradle- to-grave development process).

                "It is an honor to receive the Design for Asia Award, which is recognized as one of the most prestigious international awards in design," said James Ludwig, Director of Design for Steelcase. "This award pays tribute to Steelcase's ability to create user-centered products that combine aesthetic appeal with function and environmental sensibility, attributes that are extremely important to the Asian market."

                The Think chair officially launched in Asia in March 2005 and was met with great success. The chair experienced double digit growth in Japan this year and Steelcase expects similar growth in the Asian market over the next few years. Based on the chair's success in Asia and North America, the Think chair also debuted in Australia this past August.

                The Design for Asia Award is dedicated to promoting design excellence and seeks to raise awareness that good design is an important factor for business success. Judged on the design's excellence, its impact and influence within Asia and on Asian lifestyles, and the commercial success of the design, Steelcase's Think chair was chosen from over 500 entries (including apparel and accessories, communication, interior/spatial, and product designs) from North America, Europe and Asia.

                Comment


                • CHB, a Hurricane play, easy money here.

                  CHB, a Hurricane play, easy money here.
                  Now the whole Louisiana (and some other states) need to be rebuilted in a short time under government's funding. The demand side on the factory-built homes is enormous (more than you can imagine).CHB is the number one factory-built homes company and has strong relationship with government. I bet most of the factory-built homes order will give to CHB.

                  Here is the proof: CHB recently received a $60 million order for 2,000 single-section manufactured homes from FEMA, in connection with Hurricane Katrina relief efforts, which should lift CHB's top and bottom lines during the final stanza of 2005. Excluding the FEMA order, Champion's backlog at the end of the third quarter was up 47%, relative to the year-ago figure. However, with the FEMA request taken into account, third-quarter backlog jumped an impressive 97%.

                  I will say even $30 for CHB won't suprise me. It is so cheap here, good time to buy.

                  Comment

                  • scifos
                    Senior Member
                    • Jan 2004
                    • 790

                    Originally posted by cashmaker
                    CHB, a Hurricane play, easy money here.
                    Now the whole Louisiana (and some other states) need to be rebuilted in a short time under government's funding. The demand side on the factory-built homes is enormous (more than you can imagine).CHB is the number one factory-built homes company and has strong relationship with government. I bet most of the factory-built homes order will give to CHB.

                    Here is the proof: CHB recently received a $60 million order for 2,000 single-section manufactured homes from FEMA, in connection with Hurricane Katrina relief efforts, which should lift CHB's top and bottom lines during the final stanza of 2005. Excluding the FEMA order, Champion's backlog at the end of the third quarter was up 47%, relative to the year-ago figure. However, with the FEMA request taken into account, third-quarter backlog jumped an impressive 97%.

                    I will say even $30 for CHB won't suprise me. It is so cheap here, good time to buy.
                    I've been in on CHB for awhile now. Its the only homebuilder left in my portfolio.
                    Buy Low
                    Sell High
                    STAY FROSTY!

                    Comment

                    • billyjoe
                      Senior Member
                      • Nov 2003
                      • 9014

                      Cashmaker and Scifos,
                      I hope you're right. It does seem like a no-brainer, but those don't always work out. Did find some very bullish reports on barchart.com and motley fool so I'm in at 14.75, but didn't bet the farm on it.

                      billyjoe

                      Comment


                      • JDSU, TheSUBWAY.com Posts Stock Pick List: New Deal for New Subsidiary!

                        JDSU, TheSUBWAY.com Posts Stock Pick List: New Deal for New Subsidiary!

                        652 words
                        22 November 2005
                        Market Wire
                        English
                        (c) Copyright 2005 Market Wire, Inc.

                        NOTE TO EDITORS: The Following Is an Investment Opinion Being Issued by Peter Antipatis of Capital Research Group Inc.

                        WESTON, FL -- (MARKET WIRE) -- Nov 22, 2005 -- TheSUBWAY.com names the following stocks to its Stock Pick List: Genesis Technology Group, Inc. (OTC BB: GTEC), JDS Uniphase Corporation (NASDAQ: JDSU), eBay Inc. (NASDAQ: EBAY), CIENA Corporation (NASDAQ: CIEN).

                        Genesis Technology Group, Inc. (OTC BB: GTEC) announced that the World Bank Group has invested $4.6 million in the China Vocational Education Satellite Network, the contract partner to its new subsidiary, Genesis Distance Learning Division (GDLD). Genesis management has estimated that its contract could have a value exceeding $10 million in profits for the Company in an industry estimated to yield billions of dollars globally.

                        Other stocks highlighted include JDS Uniphase Corporation (NASDAQ: JDSU): Stock Pick List, up 7% on 54 million shares; eBay Inc. (NASDAQ: EBAY): Stock Pick List, up 2% on 18 million shares; CIENA Corporation (NASDAQ: CIEN): Stock Pick List, up 3% on 7 million shares.

                        "Analysts are continuing the debate on the fate of the market in the near term, some saying a traditional spring rally is in store, while others say the market must further consolidate its recent gains. To this end, investors will be highly focused on corporate announcements and the release of any economic data that could shed light on the state of the U.S. economy, and the renewed growth phase it has been enjoying." More is available at: http://www.thesubway.com .

                        Comment

                        • Websman
                          Senior Member
                          • Apr 2004
                          • 5545

                          CHB - Nice pick Cash. it should do quite well.

                          Comment


                          • Steelcase wins tax appeal 2 Million dollars

                            Steelcase wins tax appeal 2 Million dollars

                            The Grand Rapids Press
                            108 words
                            21 November 2005
                            The Grand Rapids Press
                            All Editions
                            B3
                            English
                            © 2005 Grand Rapids Press. Provided by ProQuest Information and Learning. All rights reserved.

                            KENTWOOD -- Kentwood Public Schools has to return $2 million in property taxes to Steelcase Inc. The district was ordered to do so by the Michigan Tax Tribunal. Steelcase argued city assessors overestimated the value of company properties. Of the $2 million, the school district will be reimbursed $1.433 million by the state, However, it still will lose $592,783 in interest and from debt, building and site funds. The practice of contesting property values has become increasingly common among businesses, and hurts cash- strapped districts and other institutions dependent on taxes, Assistant Superintendent Steve Zakem said.

                            Comment


                            • Add more shares IM here, target >$20 in two weeks. Zacks also gives a Strong Buy last

                              Add more shares IM here, target >$20 in two weeks. Zacks also gives a Strong Buy last week. IM and EMC are now my two major positions in software sector.

                              Zacks Buy List Highlights: CommScope, Inc., Ingram Micro Inc., Rockwell Automation, Inc., and Too, Inc.

                              (c) 2005 Business Wire. All Rights Reserved.

                              CHICAGO - (BUSINESS WIRE) - Nov. 23, 2005 - Zacks.com releases another list of stocks that are currently members of the coveted Zacks #1 Rank (Strong Buy) List. The #1 Rank stocks highlighted today are CommScope, Inc. (NYSE:CTV) and Ingram Micro Inc. (NYSE:IM). Further, Zacks announced #2 Rankings (Buy) on two other widely held stocks: Rockwell Automation, Inc. (NYSE:ROK) and Too, Inc. (NYSE:TOO). To see the full Zacks #1 Rank (Strong Buy) List, or the rank for any other stock, visit: http://at.zacks.com/?id=88

                              Stocks ranked #1 (Strong Buy) by Zacks have produced an average annual return of +33% since inception in 1988. During the 2000-2002 bear market, Zacks #1 Rank stocks gained 43.8% while the S&P 500 tumbled 37.6%.

                              Here is a synopsis of why CTV and IM have a Zacks Rank of 1. Note that a #1 Strong Buy rating is applied to only 5% of all the stocks Zacks ranks:

                              CommScope, Inc. (NYSE:CTV) recently reported third-quarter adjusted earnings of 34 cents per share, surpassing the consensus estimate by almost 26% and improving on last year's result. The company commented that it managed costs effectively, achieved operating profits in all segments, including the Carrier segment, and expanded overall operating margins. Earnings estimates for the year ending December 2005 moved up seven cents, or almost 8%, form one month ago.

                              Ingram Micro Inc. (NYSE:IM) recently posted third-quarter non-GAAP earnings of 36 cents per share, beating last year's 21 cents and jumping ahead of the consensus estimate by roughly 16%. The company stated that over the last eight quarters it has consistently delivered solid sales growth, and this quarter IM drove much of it to the bottom line. The company issued a fourth-quarter earnings guidance of 47 cents to 50 cents. Current Wall Street estimates are 48 cents per share, which is almost 7% more than the forecast of one month prior.

                              Here is a synopsis of why ROK and TOO have a Zacks Rank of 2 (Buy). Note that a #2 Buy rating is applied to 15% of all the stocks ranked by Zacks:

                              Rockwell Automation, Inc. (NYSE:ROK) recently reiterated its earnings guidance of $3.00 to $3.10 for the year ending September 2006. Current analysts' expectations of $3.07 per share are almost 2% above one month ago levels. In early November, the company announced fiscal fourth-quarter earnings of 69 cents per share, matching the consensus estimate and topping last year's total.

                              Too, Inc. (NYSE:TOO) recently released fiscal third-quarter earnings of 48 cents per share, exceeding the consensus estimate by almost 12% and outperforming the year ago total of 33 cents. The company expects earnings of 80 cents to 82 cents per share for the fourth quarter. Wall Street projects 81 cents, almost 4% above last week's estimates.

                              Truly taking advantage of the Zacks Rank requires the understanding of how it works. The free special report, "Zacks Rank Guide: Harnessing the Power of Earnings Estimate Revisions," provides an insightful background about this wealth-building tool. Download your free copy of the report now to prosper in the years to come by visiting http://at.zacks.com/?id=93 .

                              Comment


                              • Ravenswood Investment Company holding CHB position under its aggrasive growth investm

                                Ravenswood Investment Company holding CHB position under its aggrasive growth investment stratergy.

                                DJ TIP SHEET: Ravenswood Investment Patiently Satisfies

                                By Alex Davidson Of DOW JONES NEWSWIRES
                                675 words
                                22 November 2005
                                06:42 pm
                                Dow Jones Chinese Financial Wire
                                English
                                Copyright (c) 2005, Dow Jones & Company, Inc.

                                NEW YORK (Dow Jones)--Robert Robotti, managing member of The Ravenswood Investment Company, L.P, combines the aggressive nature of a hedge fund with the patience of a mutual fund to form a unique investment partnership.

                                Ravenswood, which includes an investment advisory business and a broker/dealer arm, acts like a hedge fund by buying stocks with the potential to double in three years, charging a performance fee and setting a minimum initial investment sum.

                                But Robotti said Ravenswood should not be lumped with other hedge funds because of its longer-term approach and multi-faceted operations.

                                'It is an investment partnership,' Robotti said. 'Ravenswood differs in many ways from the other investment partnerships that are multiplying the way the world fears the Asian bird flu might multiply.'

                                'Our investment approach is more sane and reasoned, and time tested as to produce returns above the indices with less volatility.'

                                Indeed, during the past three years as of Oct. 31, Ravenswood posted a net rate-of-return of 32%, compared with the S&P's 3.6% increase in the same period.

                                For the last 12 months, Ravenswood has a 31% return rate, versus the S&P's 11% rise, and the year-to-date net return for Ravenswood is 17%, ahead of the S&P's 1%.

                                As of June 31, Robotti said Ravenswood holds 81 positions with $169 million in assets, excluding holdings in pink sheets, cash and cash equivalents and foreign holdings.

                                To get to this point, Robotti said Ravenswood has focused on growth opportunities in industries like manufactured housing.

                                One company Ravenswood has bought a significant position in during the last two years is Decorator Industries Inc. (DII), listed on the American Stock Exchange. Ravenswood owns about 20% of the company and started buying shares when they were near the $2 level, below its current $8.

                                'We think the industry makes sense long term,' Robotti said. 'Where it is today, it's at the bottom of a cycle and we think there's room for improvement.'

                                Robotti said Decorator Industries has bounced back from a sector-wide depression along with its peers and is currently operating at 40% capacity with little debt - leaving a lot of room for the company, and investors, to benefit from improvements.

                                'The incremental kick to earnings will be very substantial' when the company's at higher capacity, Robotti said.

                                Other manufactured housing companies Ravenswood owns positions in include Fleetwood Enterprises Inc. (FLE), Champion Enterprises Inc. (CHB), Cavalier Homes Inc. (CAV) and Skyline Corp. (SKY).

                                Comment

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