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Corporate Solutions Whether you are a large or small firm, GeoInvesting will cater to your needs and create a sound process for corporate diligence. Our specialty is Portfolio Protection – in fact, every aspect of what we do boils down to various ways that your M&A process or investment... More
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  • The GeoTeam Offers a Special Situation Preview 0 comments
    Jun 10, 2009 9:51 AM | about stocks: CBEH, ATSG, ONP

    The GeoTeam® is now offering a new service that identifies GeoSpecials®, or companies that qualify for inclusion in a selective special situation list.  We will be compiling this list over time and eventually dedicate an entire section in GeoInvesting® for such stocks.  For now, the Learning Center will serve to identify them and elaborate on the reasons why we feel they belong there.

    Although some GeoBargains® can be part of this list, GeoSpecials® don't necessarily need the same set of strong fundamental data since they often play to the more intuitive side of investing.

    Some of the most notable criteria needed to label a stock as a GeoSpecial® include:

    Changes in Dividend Policy
    Corporate Restructuring
    Repricing of Risk Premium
    Listing Changes
    Significant Developments
    Ground-Breaking News
    Fresh Concepts
    Private Placements

    See full breakdown at

    The GeoTeam® is currently exploring stocks whose prices have been decimated due to the econimc crisis.  They were priced to fail, resulting in significantly reduced P/E ratios.  We believe that these companies' risk premiums will be adjusted to challenge this failure, resulting in the attainment of normal P/E ratios commensurate with increases in price.

    Today, the GeoTeam® would like to draw attention to the following low P/E GeoSpecials® that are growing their earnings:

    CBEH  CHINA BIO ENERGY HLDG GROUP CO ; Repricing of risk premium.
    ATSG  AIR TRANSPORT SERVICES GRP INC ; Repricing of risk premium, Debt restructuring.
    OPAI  ORIENT PAPER INC ; Repricing of risk premium, Improved liquidity.

    Disclosure: Long CBEH, ATSG, OPAI


    Stocks: CBEH, ATSG, ONP
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