NOV – cyclical downturn mildly “entertaining” this company. worth a lot more and my feeling is that you wont lose money on NOV, trading at book value, trading above backlog
BUCY – as red hot as coal, selling for cheaper than its backlog, also hurting a bit with the recession
dxpe – damn, hurting a bit, but still cheap. more easy money for those rich folk out there that read my blog and can’t buy my pennies
aob – another great play, not hurting, everyone hates aob cause it is in china, not going to cut it in this search
psys – lowered guidance, still a growth machine as far as i can tell – i’d be cautious and wait and see on this one, not as confident as i am with those listed above. still deserves a P/E of 17.
azz – cut estimates for 2010 (in actuality, 2009, but that’s cause their fiscal ends in february). i think they’ll clear this hurdle.
sohu – chinese internet, better than bidu, struggling last 2 quarters, next!
ebix – WOW, KICKING BUTT AND TAKING NAMES! LETS GO EBIX! CHEER!
air – good for the long haul, but this looks good to me. this last quarter underperformed from a seasonal analysis/historical perspective. just fyi
sigm – really sucked lately, not a surprise. but, there’s something to be said … just not sure. this thing is sitting on potential, but too risky for my money right now — anyone know anything about IPTV?
ctsh – expensive, but lots of opportunity on this growth stock.
—- running out of time tonight
lxu – underperformed last quarter, sitting tight
midd – looks like a bread winner for the mid caps. go MIDD!
oii – hurt this last quarter
cmtl – cautious guidance “we’re not magicians” — gotta love that
joyg – double bottom, things looking up from here, kind of a turn around play.
pets – volatile trading, might want to swing trade this one for giggles. undervalued though, just not enough in the charts for my interest
zumz – another good one, another bottom of the cycle play. just not my thing though
kci, ande, beav — scored below AT&T on a brief screen. not going to even look at. but kci could be good. constant currency basis turn around! called it

EZPW — ARE YOU FREAKING KIDDING ME THIS IS SO CHEAP??!?!?!? WAKE UP PEOPLE!

buys: kci, bucy, ebix, midd, cedc, pcr, EZPW

agm – looks volatile, will look more tomorrow — don’t think there’s a reason to stay awake for this one.

ShareThis