$$ I have purchased all your “yes” recommendations and all goes well.-Ogden
- 5 Comment
First, I’m going to host a class at Purdue and I intend to video tape it 5-6pm on mondays.
See the flyer on GlenBradford.com
If you couldn’t see the last video I tried to post, Glen Goes youtube
csgj – nah over 300% dilution and double expansion
cpqq – yes very small but yes
CAEI – yes but not super cheap, check the backlog
Some requests:
Glen: could you please comment JGBO?
JGBO – Yes, i like this one. these Chinese money issues are widespread and will eventually get solved either through dilution (likely) or some reform (unlikely).
GLEN: i just came across KPPC p/e 4.41 p/b 0.67 q1=.39 q2= .64 trading at 5.30… i woul tkink with a fwd p/e od 9 = 2.50eps x 9 = $22.50 for a + 325% gain, or am i wackier than usual as wife would say??? what say you???NORM
KPPC – obviously cheaper below $2. your numbers are off. take a look at the dilution $85M. Now 45.4M shares outstanding. i don’t like it, but you could double from here (100%). i think you may be wacky.
Just a heads up that i think TSTC and CDBT are compelling values now…TSTC reported already ,the eps gain YOY was small ,because of the year before’s currency gain and a govt grant reported in other income (check it out)..Also if CDBT earnings come in anywhere decent .05….06 or so ….with a good outlook ,then it should trade over a buck easy…..with about .20 eps for the ttm …at a buck pe=5..I’m doing well this year so far..
TSTC – no – better at $1, down 50% since 2007, not sure if i can find the website??? is that really it? FP/S = .7 FP/E = 5. Growth this year = 100% in top line. P/B = 1, but huge A/R. so no.
CDBT – Yes – Yes – Yes. Don’t get caught up trying to trade in and out at fractions of a cent. just buy it at the ask. thank me in a year.
Hey man, I write ads for a living and I can tell you iPhone/mobile apps/games are gonna be HUGE. So thanks for the heads up on ALIF, I’m all in on that one. Check VIFL when you get a chance. They preserve food through irradiation (x-rays and whatnot). PE of 5, solid growth in spite of losing a huge customer, etc., etc.
VIFL – no
Hi Glen;vJust a heads up;I am buying the following stocks based on great earnings reports.
Chinese; CBPO, CAGC, SIHI, TBV, CNAM and CMPT.
American; APT, RWC, RTK and NAVR.
I hope you enjoyed your Hawaii trip. -Dean
CBPO – yes – P/B = 1.2 P = 4.39 P/S = .9, P/E = 3.42, growth = xxx% triple digits
CAGC – yes – but not “crazy yes” – P/S = 1.2 P =2/95 E = 0.80+ ballpark, growth = 30%+; their guidance is low. i think they will outperform their $60M target. look for at least $68M top line and $16M bottom line
SIHI – not cheap enough for me. but 100% growth. worth looking at if the pickings get slim.
TBV – no – can get the same growth cheaper, but should double for you
CNAM – YES … I beat Geoeye to the starting line again.
CMTP – buy the dip. i repeat, buy from the idiots selling this low. same with pudz.
APT – should double, not cheap enough for me. 50%+ growth
RWC – dont like the 4 year trends
RTK – already jumped, market cap is above p/s=1. i’m not interested
NAVR – P/EBITA = 3. sounds like a easy double .. but the growth picture. no clue.
tteg – no – no revs
akns – not for profit
nksh – no
nodb – not down enough
AMGY – low risk net cash, makes money. what’s up? no trading volume.
telt – no weak FCF and over last 5 years no rev growth, but it does look cheap
tbus – no
frp – no – lots of debt, applying for grants
cmtp – yes
cpdy – ticker?
cski – no – expensive but should double in the next 2 years.
gfre – yes – ![]()
lpih – yes – ![]()
wemu – down half in the last 3 days, good thing i didnt own through that. not buying now.
chln – no, but understand there are warrants and derivatives that are non-cash and drag down the eps.
cagc – see above
chbt – no too expensive
chbo – no — too small.
chln – no see above
Back to that incomplete monster list
AOB – see you at $10. i have lots of leap call options on AOB back from the crash. motley fool free publicity here.
APWR – no 200% upside
ATAI – no
ATVG – no- love the chart. too bad no revenues
ASIA – no
AWSH – no- another great chart, not big enough.
AYA – delist city. no
BBC – ticker? this isn’t chinese.
BEST – great chart, not cheap enough, how was it ever that expensive?
BIDU – NO!
BJGP – no, huge revenue growth, still expensive as it is not for profit.
BNSO – no (where’s the growth)
CAAH – nah, but could go x15 based on P/S
CAAS – not now.
CABL – greater revenues = greater losses. no
CABLW – no same as CABL and CABLU
CACA -no
CADC – looks like it will go x3 in the next 5 years.
CADQF – no
CAGC – see above
CAGM – i say yes. don’t confuse the subsidary CHFY with the stock. looks like a net cash/growth play for little downside risk and definate upside.
CHFY – no revs
CAXG – No. way expensive. lol.
CBAK – no
CBPO – someone showed this to cassel
CBTT – why did they stop reporting?
CCSE – ticker?
CDBT – yes
CDII – at brief glance, no, but heard there was more to this one.
CDS – nah
CDYT – ran out of cash? why stop reporting?
CEA – nah
CEDU – nah
CEO – nah -heard a lot of talk on this one. CNOOC
CEUA (CEU) – getting expensive
CFAQF -no
CFCG – ticker?
CFQUF – nah
CGA – no. did the motley fool ever talk about this?
CGRH – nah unless something non-pink pops up
CGYG – no. lol makes holy wine.
CHA – nah
CHBT – nah
CHBU – been trading net cash
5 Comments on this post
Trackbacks
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ronee said:
Enjoy the islands Glen,,,bron there lived there surfed there in the 60s and 70s best times of my life…..north shore, pipe, maui, sunset all before it was crowed each spot was semi private……enjoy man..rip it up…..hang loose bra
September 12th, 2009 at 11:21 pm -
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