primorec

Market Sentiment: What the Relative Equity Put/Call Ratio Tells Us

www.cboe.com/data/Intr...

Demystifying Dry Bulk Shipping: Low P/E Companies That Aren't Properly Valued

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.

What Do Falling Profit Margins Say About the Market?

try subtracting financials from your calculations, it would be interesting.

Red Flags at Bidz.com

good work!

Versar Could Easily Triple Before Reaching 'Fair Value'

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.....

Tidewater Inc.: Setting Itself Up For The Future

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

What's Behind IncrediMail's Sudden Surge?

screen.yahoo.com/d?vw=...;db=reports&z=...

Ecology and Environment: Microcap With Major Potential

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

China Yingxia: Early Signs of Tremendous Growth

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??

China Yingxia International: The Next Chinese Microcap Champion?

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??

Bidz.com: An Undiscovered Gem

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...........??

Aldia, Inc. Driving Value: Changed Course, Above Par Performance

BTW, the company name is Aldila, not Aldia.
Great value, but quite volatile earnings and underfollowed.

Unrecognized Value in Microcap Crown Crafts

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