rlwinvestor

Renewed M&A Activity Boosts Profits of Some Financials, But Goldman Still Lags Morgan

The best way to play the investment banking boom is with Rodman and Renshaw Capital Group (RODM). The amount of money in deals Morgan and Goldman have done is a bit misleading because they usually have to split there commission with 4 or 5 other firms. RODM has done just as many deals (albeit for less overall money), but for 90% of them they are the sole firm involved. At around 6% a pop, the earnings add up quickly. In RODM you get a stock that had an eps of $0.42 last quarter and this quarter they are on pace for $0.50 or better. All that for a stock at $5 a share.

Extreme FDA Trades: 20 Stocks Under 5 Bucks

You can't help but like NRIFF right here.

Reversal of Stem Cell Research Ban: 13 Stocks to Benefit

This list is a little too broad. Really there are are only 3 companies that "directly" benefit from the ban: GERN, ACT.PK, and BTIM. The actual benefits are discussed with more depth in the latest post on tradingstemcells2009.b... .

32 Stem Cell Companies to Watch

This is definitely a hot sector, but I think the real money to be made is in the microcaps like CBAI.OB and ACTC.PK. Check out this great stem cell company trading blog: tradingstemcells2009.b.../

China North East Petroleum: Growth Confirmed, Stock Re-rating Anticipated

Kudos Atticvs! Your article is thorough and very well organized. Having followed this company for about a year now, everything you've stated is spot on. Even if you knew little about oil or finance, it is plain to see that CNEH is a winner. Nothing in todays market is a sure bet, but CNEH is probably as close as they come as long as you are patient. It's just a matter of time before the institutions are all over this one.

Pigging Out on Zhongpin

I love your reasoning for US listed Chinese Companies. HOGS is a good play, but I think the next up incoming stock that fits this mold is China Northeast Petroleum (CNEH). It will be listed on the AMEX or NASDAQ in the next few months. It's a small hyper-growth Chinese Oil Driller with a current 2008 PE of approximate 4. There break even point is when oil is at $40/barrel. I don't mean to over hype but at these oil prices, they are literally printing money.

Coal is Just Amazing

WTN's shares were so depressed because it's been losing money the past couple of years and had some serious financial woes. The outanding shares mentioned earlier are very deceiving because there are actually close to 220 million shares outstanding when fully dilluted. That makes the projected EPS closer to 2.5-3.

Even with that said, I think it's clear that the coal stocks with the most "multi-bag" potential are by far and away WTN and GCE (Grande Cache Coal). They are the only PRODUCING met coal pure plays that US investors can easily access. GCE has less production (approx. 2 mil tons) and a little less growth potential than WTN, but they are low cost producers and have far fewer shares outstanding (less than 100 mil) fully dilluted. I'd personally own them both!