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BUY
Still great opportunity, but technically it looks like it’s rolled over in the very near term. The question is, will hold back to approximately its 50 day moving average. Longer term there is still great opportunity. Trading at about 13 PE with pretty good growth. Most of their margins are happening on the phone side yet coming down a little bit as they are more successful in selling iPads. Also putting a big push for TV into the home along with other applications.
electrical
electronic
COMMENT
Part of this company is involved in plastics and part of that is involved in making mastic houses. Have potential contracts including Haiti and others. Expected to lose $.06 in 2012 and to improve to a very large $.17 in September 2013. People are actually waiting for the sales and deliveries to start.
Consumer Products
BUY
Continue to end up being a survivor from the big Internet go-go days. Have retrenched and attempted to become more profitable. It ranks 317 out of 2,400 stocks and is in the top 15% in his US database. ROE is attractive at 20%. PE on the trailing base is at about 12X. Earnings growth is modest at 8%.
electrical
electronic
TOP PICK
Venezuelan (Actually New Zealand)oil/gas producer. Trades at a 5X PE multiple on their March/13 year end. Produces 5800 barrels of oil a day, which is expected to grow by about 30% between now and March/13 fiscal year end. Making over $100 a barrel on extremely light oil. By the end of the year, they are adding a facility to strip out the natural gas liquids which will add about another 10% to their net backs. Extremely profitable company. In June, one of the 1st of 4 wells is being drilled on the East Coast in a joint venture with Apache (APA-N) which is paying the price.
oil
gas
TOP PICK
