primorec

13 Comments

    • Market Sentiment: What the Relative Equity Put/Call Ratio Tells Us [view article]
      www.cboe.com/data/Intr...
       Mar 10 10:58 AM
    • Demystifying Dry Bulk Shipping: Low P/E Companies That Aren't Properly Valued [view article]
      regarding DRYS, low PE comes from some unusual gains in income statements, that lowers op. exp. and beside this also zero tax rate. So, PE is not a suitable way of valuing this.
      On the other side, ps, pb ..... are quite high.       Jan 02 12:14 PM
    • What Do Falling Profit Margins Say About the Market? [view article]
      try subtracting financials from your calculations, it would be interesting. Dec 14 09:47 AM
    • Red Flags at Bidz.com [view article]
      good work! Nov 27 10:04 AM
    • Versar Could Easily Triple Before Reaching 'Fair Value' [view article]
      hi,

      what is you take on politics involved with this company as 97% of revenues come from government. I think democrats will lower the budget available for this sort of stuff (army, etc.....).
      Also, the story in Afghan and Iraq is running to the end.
      Any thoughts welcomed.....       Nov 16 02:20 PM
    • Tidewater Inc.: Setting Itself Up For The Future [view article]
      ad PEG.) Based on what you get PEG 0.17. FY 09 EPS +5% according to estimates. That give you another number.
      ad Insiders) There were 13 mio+ $ sales in May by Taylor Dean E and no insider buy. Nothing positive here.

      Regarding other ratios, not so special, not so cheap. I am not following it, so from its business perspective I am not sure.
      Just few observations......good luck       Sep 26 10:51 AM
    • What's Behind IncrediMail's Sudden Surge? [view article]
      screen.yahoo.com/d?vw=...;db=reports&z=... Aug 23 02:18 PM
    • Ecology and Environment: Microcap With Major Potential [view article]
      fair analyses, thanks

      I have one question, why are minority interest expenses much higher with its subsidiaries experiencing tremendous growth? This means they are producing loss, which the parent company have to include/show in its income statement. Or am I missing something?
      Thanks       Aug 19 01:39 PM
    • China Yingxia: Early Signs of Tremendous Growth [view article]
      I posted a commentary on your previous post about this company, that remained unanswered.
      I would appreciate any commenty about this.
      ----------
      rom 8-K:
      " On July 16, 2007 China Yingxia completed the sale of 1,000,000 Units of securities to a total of 3 investors. Each "Unit" included two shares of common stock and one common stock purchase warrants exercisable at $1.50.
      The Units were sold for a price of $2.00 per Unit"

      So approx. 10% dilution of outstanding stocks for price way below market price on that day. I am wondering to whom they sold these "units"??

      Next, I see the departure of Gerald Montiel and the nomination of Lixue Deng (son of the CEO) as negative for the company. Any coment??       Jul 23 01:08 PM
    • China Yingxia International: The Next Chinese Microcap Champion? [view article]
      from 8-K:
      " On July 16, 2007 China Yingxia completed the sale of 1,000,000 Units of securities to a total of 3 investors. Each "Unit" included two shares of common stock and one common stock purchase warrants exercisable at $1.50.
      The Units were sold for a price of $2.00 per Unit"

      So approx. 10% dilution of outstanding stocks for price way below market price on that day. I am wondering to whom they sold these "units"??

      Next, I see the departure of Gerald Montiel and the nomination of Lixue Deng (son of the CEO) as negative for the company. Any coment??       Jul 21 04:51 AM
    • Bidz.com: An Undiscovered Gem [view article]
      How do you see the problem about rescinding the purchases of some investors of around 20 mio $. For now they are just three or four, but in case the stock price declines further...........?? Jul 09 12:24 PM
    • Aldia, Inc. Driving Value: Changed Course, Above Par Performance [view article]
      BTW, the company name is Aldila, not Aldia.
      Great value, but quite volatile earnings and underfollowed.       Jun 20 11:07 AM
    • Unrecognized Value in Microcap Crown Crafts [view article]
      if you do a little more research you will found out what is their ttm EPS without one-time items:
      #The gain on debt refinancing, net of tax, amounted to $3.7 million ($0.38 per diluted share) in the three and six-month periods ended October 1, 2006. Exclusive of the gain on debt refinancing, net of tax, net income was $1.7 million for the three-month period ended October 1, 2006 and $2.6 million for the six-month period ended then ended. # This means 0.17 $EPS in 3thQ 06, and 0.27 $EPS in nine months of 2006.

      So we are nearer reasonable valuation of PE 10-15.

      regards,
      ales       May 25 12:12 PM
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