Cashmaker's hot stocks and trading

Discussion in 'Journals' started by cashmaker, Apr 4, 2005.

  1. Analysts say: Flextronics Seen Set For Long-Term Success and Craig rates Flextronics at "buy" with a 12-month price target of $12.50.

    It is cheap and good buy. ET 1:30pm today FLEX hold an investment relationship meeting, will talk about FLEX's revenue projection and business growth. I bet the CEO will say something good about it. Don't forget the deal between Nortel and FLEX, it will bring FLEX 2B in revenue.


    http://www.forbes.com/markets/2005/...onductors-1109markets02.html?partner=yahootix
     
    #181     Nov 9, 2005
  2. Level II shows some big block of purchase in the last 30 minutes, Institutional Investors must buy a lot of shares today. Usually the upgrade by analysts will follow the big positive shock of the earning. It is so rediculous that Morgan Stanley's analyst downgrade LAZ and insiste that the earning is 34cents. I bet that analyst get fired. Check your I-watch chart, it shows 50% transactions are from Institution. Tomorrow may have upgrade news, I am holding my shares tight, not selling it under $30.
     
    #182     Nov 9, 2005
  3. DJ Hot Stocks: LAZ KG JMDT IIJI AIRM ENER INPC ARXT

    LAZARD LTD (LAZ)
    Third-quarter earnings rose threefold to $51.7 million,
    or 52 cents a share, bolstered by a near doubling of
    financial advisory revenue. Analysts were expecting 37
    cents a share.
    Price: $28.90
    Net Change: $3.12
    % Change: 12.1% Gain
    Volume: 1,299,200 Shares
    ... ... ...
    Volume alert: 5 times larger than average volume in the last 3 months
    Ranked No 1 hot stock today. Goes Nuts.
     
    #183     Nov 9, 2005
  4. Aggressive Investors Alert! November 9, 2005

    1,503 words
    9 November 2005
    M2 Presswire
    English
    (c) 2005 M2 Communications, Ltd. All Rights Reserved.

    Stocks showing interesting activity yesterday at the close of the regular trading day were: Sohu.com Inc. (NASDAQ: SOHU) down 2.1% on 1.6 million shares traded, Freescale Semiconductor (NYSE: FSL) up 0.7% on 1.9 million shares traded, Flextronics (NASDAQ: FLEX) up 3.5% on 11.3 million shares traded and Silicon Laboratories Inc. (NASDAQ: SLAB) up 0.7% on 1.7 million shares traded.

    Nov 9. Flextronics (nasdaq: FLEX - news - people ) will host a meeting with analysts tomorrow during market hours. Earlier today, Bear Stearns said it expects management to address the overall tone of end-markets, particularly the consumer market, given the upcoming holiday shopping season. "While business with Sony Ericcson has been good, we believe Flextronics needs to address its competitive positioning in handsets in light of the recent defections of business from both Siemens (nyse: SI - news - people ) and Alcatel (nyse: ALA - news - people )," wrote analyst Thomas Hopkins, in a note to clients. "We would also like to get more detail on its pipeline of signed outsourcing (outside of Nortel (nyse: NT - news - people ) and Kyocera (nyse: KYO - news - people )), which includes over $2 billion annually in storage, servers and laser-printing deals." The analyst maintained an "outperform" rating on the stock with a price target of $16. "We maintain that Flextronics is oversold, trading at a 27% discount to the group and competitors, like Sanmina-SCI (nasdaq: SANM - news - people ), which have a riskier outlook," he said.


    Banc of America Securities analyst Scott D. Craig said Flextronics International (nasdaq: FLEX - news - people ) "remains well positioned for long-term success with new programs ramping in 2006."

    Craig wrote in a research report that Flextronics' revenue trends "appear to have stabilized." "We believe Flextronics' revenue is tracking at least in line with expectations. Long-term, Flextronics targets 10% to 15% revenue growth and we estimate fiscal 2007 revenue to grow 6% compared with consensus of 10%," he said.
     
    #184     Nov 9, 2005
  5. Out LAZ $30 my target. Bought LAZ 5 months ago under $22, pretty good return. Will reenter if it pull back.But it still a good buy here, i out my shares due to the 35% return on it(I am seeking on 15-20% return).
     
    #185     Nov 10, 2005
  6. AIRT Technical ALERT: Bullish. Daily chart showing uptrend and ready to pop out.

    Announced improved 2Q financial Yesterday Nov 8 with pretty decent number. Cash flow imporved with Tangible asset consecutively increased. Very good financial ratios.
    More important, only 2.6M outstanding shares, with almost no short ratio. Low Debt to Equity ratio:0.128. Awesome Trailing P/E : 16.01

    AIRT has not direct competitors, very wide trench with its business. Look at First Call Company Financials on AIRT: awesome ratios. Compared to 2003 2004, Asst, Cash, Earning, Revenue all invereasing.

    Good entry point at $11, holding my target $14 at this moment. I believe the good 2Q number should boost it up for a while
     
    #186     Nov 10, 2005
  7. Cashmaker,

    not to be rude, but what is your hangup with LAZ?
     
    #187     Nov 10, 2005
  8. Very strong and positive forecast on the AIRT business growing from CEO's statement yesterday.

    Consolidated revenues increased $1,770,000 (10.8%) to $18,136,000 for the quarter ended September 30, 2005 compared to the same quarter in the prior fiscal year. The increase in revenues was primarily related to increased flight and maintenance services, in part due to placement of newer ATR aircraft into revenue service, and acquisition of aircraft parts which was primarily associated with the transition to the newer ATR aircraft. The majority of the quarter's revenues increase was comprised of direct operating costs, passed through to the Company's air cargo customer without markup.

    Walter Clark, Chairman and Chief Executive Officer of Air T, stated, "We are proud of our team at Global, who have worked hard to see the deicing booms returned to service at the Philadelphia airport. We recognize that our decision to take the lead in this effort has had an adverse short-term effect on our financial results, but believe that as a long-term matter we need to stand behind the products that we sell. We will continue to pursue our legal action against the subcontractor that designed, manufactured and warranted these products to recover these and other costs."

    Oil price keep going down and should relieve air line industry pain by a certain level. AIRT definately benifit on this. Take a look at WLDAE now, similar indutry with high growth and solid business. AIRT does not compete directly with WLDA, but the number can reflect some good signal.

    I am in AIRT here, technical showing bottom form at $10 level and has uptrend graph. should see short term momentum with good financial in 2Q.
     
    #188     Nov 10, 2005
  9. AIRT has low downside risk with high potential upside space. Sell side is very thin on this stock now, any buys will boost this baby up. Don't forget this stock only have 2.6M shares. And recent has thin volume. I believe the good number of it financial will bring investors' eyes.
     
    #189     Nov 10, 2005
  10. Money keep flowing into AIR Line industry, especially those small air line firms. Take a look at MESA, WLDAE, LUV, LFL, AIRT, etc. Oil price down, AirLine stocks up. Pay close attention to AIRT, with only 2.6M shares, when hot money flow into AIR industry, AIRT will be the hottest stock again.
     
    #190     Nov 10, 2005