primorec's Comments primorec's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/82765/comments Market Sentiment: What the Relative Equity Put/Call Ratio Tells Us http://seekingalpha.com/article/67829-market-sentiment-what-the-relative-equity-put-call-ratio-tells-us?source=feed#comment-124667 124667 www.cboe.com/data/Intr...
]]>
Mon, 10 Mar 2008 10:58:39 -0400 www.cboe.com/data/Intr...
]]>
Demystifying Dry Bulk Shipping: Low P/E Companies That Aren't Properly Valued http://seekingalpha.com/article/58770-demystifying-dry-bulk-shipping-low-p-e-companies-that-aren-t-properly-valued?source=feed#comment-107821 107821 On the other side, ps, pb ..... are quite high. ]]> Wed, 02 Jan 2008 12:14:18 -0500 On the other side, ps, pb ..... are quite high. ]]> What Do Falling Profit Margins Say About the Market? http://seekingalpha.com/article/57331-what-do-falling-profit-margins-say-about-the-market?source=feed#comment-105322 105322 Fri, 14 Dec 2007 09:47:53 -0500 Red Flags at Bidz.com http://seekingalpha.com/article/55363-red-flags-at-bidz-com?source=feed#comment-103171 103171 Tue, 27 Nov 2007 10:04:03 -0500 Versar Could Easily Triple Before Reaching 'Fair Value' http://seekingalpha.com/article/54289-versar-could-easily-triple-before-reaching-fair-value?source=feed#comment-102133 102133
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.....]]>
Fri, 16 Nov 2007 14:20:24 -0500
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 http://seekingalpha.com/article/48292-tidewater-inc-setting-itself-up-for-the-future?source=feed#comment-96912 96912 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]]>
Wed, 26 Sep 2007 10:51:31 -0400 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? http://seekingalpha.com/article/45490-what-s-behind-incredimail-s-sudden-surge?source=feed#comment-94430 94430 screen.yahoo.com/d?vw=...;db=reports&z=...]]> Thu, 23 Aug 2007 14:18:07 -0400 screen.yahoo.com/d?vw=...;db=reports&z=...]]> Ecology and Environment: Microcap With Major Potential http://seekingalpha.com/article/44261-ecology-and-environment-microcap-with-major-potential?source=feed#comment-94054 94054
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]]>
Sun, 19 Aug 2007 13:39:16 -0400
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 http://seekingalpha.com/article/41924-china-yingxia-early-signs-of-tremendous-growth?source=feed#comment-91947 91947 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??]]>
Mon, 23 Jul 2007 13:08:02 -0400 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? http://seekingalpha.com/article/40571-china-yingxia-international-the-next-chinese-microcap-champion?source=feed#comment-91745 91745 " 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??]]>
Sat, 21 Jul 2007 04:51:40 -0400 " 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 http://seekingalpha.com/article/40433-bidz-com-an-undiscovered-gem?source=feed#comment-90693 90693 Mon, 09 Jul 2007 12:24:22 -0400 Aldia, Inc. Driving Value: Changed Course, Above Par Performance http://seekingalpha.com/article/38880-aldia-inc-driving-value-changed-course-above-par-performance?source=feed#comment-89178 89178 Great value, but quite volatile earnings and underfollowed.]]> Wed, 20 Jun 2007 11:07:45 -0400 Great value, but quite volatile earnings and underfollowed.]]> Unrecognized Value in Microcap Crown Crafts http://seekingalpha.com/article/36405-unrecognized-value-in-microcap-crown-crafts?source=feed#comment-87035 87035 #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]]>
Fri, 25 May 2007 12:12:32 -0400 #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]]>