Lux Would Love These Stocks
on the hunt through my old favorites to find a few that aren’t hurting except in their stock price. looking for something not china in this case, also not in the financial markets. lets work down a list that i screened out in order of stock price appreciation potential according to ben graham’s formula P/E [...]
CEDC and my Radar
Bob, I agree with your analysis on the trend of the Zloty as compared to the actual present exchange rate. Further, I recently also began to appreciate the actual cash flows. As long as you’re not dealing with MBA’s Gone Wild at Enron — you can usually scope out company lies by looking at their [...]
CEDC and Corporate Finance
Nate, Thanks for the heads up. This is good news. I wouldn’t worry about it. People are always making bad decisions. Here’s kind of what I’m seeing. Great company, great price. I think some of the growth over the past years is attributable to favorable currency rate shifts, but honestly, all I’m looking for is [...]
Happy Holidays
Hey, I haven’t written anything lately cause not much has changed. If you want to play the January effect, it should happen, but not for the same reasons that it used to. It’s probably just going to happen cause the small tech sector is significantly oversold. Expect to see a self fulfilling prophecy. Also, Oil [...]
My Call Stocks
Half Down! Let’s make 100% to break-even! Just For the record, In case you can’t read my main holdings changes by looking at my Validation pictures, here’s my open positions. I figure — I’ll list them and discuss them afterwords. Quantity/Ticker/Strike Price I could only get BEAV for April 2008April 20092 BEAV 25, 2 BEAV [...]
PTR, LFC
Dean, LFCI had issues pulling data for LFC. I did find an article: http://biz.yahoo.com/zacks/081027/15517.html?.v=1 I couldn’t read their website either. I am not sure that I trust any of the numbers on this company. So, I really can’t form an opinion. But, based on the Zacks article and based on the reasons I can find [...]
Retrospect 20/20 and I'm kicking myself
Looking at the numbers, I started with a net input of about $89K I rode that up about 20% — and then recieved knock out blows into and through “Black October.” I cut out my Trailing stops and rode my portfolio down to $55K (down 40% from the start and probably down about 50% from [...]
CEDC Currency Rates
Hey Nate, I’ve tabled this one, cause I have no idea about how the currency exchange rates will impact the company. Here’s the Q2 transcript: http://seekingalpha.com/article/89211-central-european-distribution-corporation-q2-2008-earnings-call-transcript A few highlights I just found: “we continue to see in Poland and in Russia, of course with the higher GDP growth of Russia, certainly trade-up opportunities are higher [...]
1 Stock
Greg, That’s hard. I hate picking just one. For the sake of using macroeconomics, China’s my favorite country and they aren’t hurting fundamentally as bad as we are. My favorite “ultra-high” risk play is GHII. It’s a penny stock that is trading at 11 cents and in my opinion is worth about $2 or more. [...]
Discounted Cash Flows
Dario, It has to do with rules of thumb applied to discounted cash flows of future earnings. The stock is CEDC. A few “calculators” http://www.moneychimp.com/articles/valuation/dcf.htm http://www.creativeacademics.com/finance/dcf.html#what Basically, when the PEG ratio < 1; the Price that you pay for current earnings is less than the anticipated growth rate of the company. It took me a [...]