Round Robin

Byadmin

May 14, 2009

My computer’s been down, I’ve gotten a lot of emails asking my thoughts on particular stocks. Here’s what I’ve got for a first glance. If I missed your stock, let me know. There are probably duplicates. Remember my philosophy. When investing, it’s not figuring out what to buy that makes you money — it’s figuring out what not to own.

ctic – don’t like it, doesnt make money
ttnp – don’t like it, doesnt make money
vnda – don’t like it, doesnt make money
snen – looks interesting, heading towards a losing quarter. worth a second glance
apwr – too expensive for me
mesa – don’t really want to buy airlines.
mbi – down to $5.69 from above $60. Woohoo. but i dont like their business model right now.
chng – too expensive, i’m looking for deals
clne – not down enough from it’s 2 year high.
do – not down enough from it’s 2 year high.
esv – looks reasonable, worth a second glance
ne – not down a lot from its 52 week high but it does have a low p/e. worth a second glance
atw – same as ne
free – i like this one, i have checked it out, great buying opportunity
ocnf – more risky than free, still need to look through it in depth
pncl – i dont like airlines but this one looks to have opportunity, will look into it
ahr – looks like it’s down huge, could be a buy. will look into
ddr- looks like it’s down huge, could be a buy. will look into
GSOL – looks itneresting, will need to dig deeper, don’t like that the trading volume has gone down as the stock price has gone down
sclx – not interested, close to 52-week high, but their is a good growth story, will look for cheaper prices if it comes down
xhua – this looks like it died, they dont have revenues, not interested
myst – i like this one and will add it to my sorting list. odds are it’ll be near the bottom though.
sopw – looks interesting, cheap solar potentially, will look into
caah – looks like it’s been dying for 9 years. but it’s cheap so i’ll look into it
ckgt – i’ve liked this since 30 cents. no reason to change now.
nfes – looks like it’s worth looking into
cbak – looks worth looking into
ltus – like this one, own it
sina – don’t think it’s cheap enough based on 2 year charts
found this link: http://www.cnanalyst.com/upside/
hrbn – P/S = 2, not cheap enough
ntes – 52 week high, not interested
chng – not cheap enough, but looks solid just from the numbers, probably will go x2 in 3 years
feed – accidently bought it — but no reason to sell, i was trying to buy free. wish I ran across it in march. school gets in the way of everything
cneh – dirty dirty cheap. gotta love it. i own it.
cnoa – bob’s got me cautious on this one, but i still own it and am a net buyer.
siaf – pink sheet, no way.
caah – sucks for last 9 years, worth investigating if they will suck for the next 9 of if there’s actually some substance.
cbak – on my investigation list
cpst – not profitable
igc – looks like a potential idea, low trading volume. worth looking into
bcon – not cheap enough unless something is going on. lemme know
cpst – not profitable, yuck
geoy – chris fernandez pick, this thing is a trader’s dream. i think i’m going to start trading this one. buy when it’s oversold, sell when it’s overbought.

alright, out of those the ones i’m taking a second glance at: snen,esv,ne,atw,ahr,ddr,gsol,myst,sopw,caah,nfes,cbak,chng,feed,igc,free

By admin