8 replies to this topic

[OEXCHAOS]

I came into today Bearish, but some of the sentiment is pretty Beared up. So, then we get a strong rally off the gap and I get a Sell from my "set-up system", but I take one look at the volume and think, maybe I should be looking long on the next pullback, not short on this rally. It's very odd. I'm not taking any position today without volume support. Mark

[ogm]

I think the market is very beared up and washed out. Not many sellers around to really push the prices down, so they are trending up on short covering, as bears try to short every dip, like the end of the world is near and then get slowly squeezed.

[SandStorm]

I think it's odd because you have an army of bears who don't know how to short, and maybe the bullz, too. Many are still trading with size that is too big for this kind of volatility, causing them to always need to do something. OGM, your cmed is exploding. I already had many Chinese stocks but this one I missed but added recently since you mentioned. Good pick.

[NAV]

Many are still trading with size that is too big for this kind of volatility, causing them to always need to do something.

How do you know that ?

P.S - BTW, the volatility is at normal levels now.

[ogm]

I think it's odd because you have an army of bears who don't know how to short, and maybe the bullz, too. Many are still trading with size that is too big for this kind of volatility, causing them to always need to do something.

OGM, your cmed is exploding. I already had many Chinese stocks but this one I missed but added recently since you mentioned. Good pick.

Thanks. I posted a new interesting stock in my blog here today. API. Sexi name too.. Advanced Photonics

Their products have huge potential in multiple markets. Telecom and Medical devices market sales are starting to take off at 60+% annual growth rate. If you listen to the last CC you can get an idea on the scope of their potential.

They had 5.5 mil convertibles outstanding, but looks like they rolled over most of them into more shares outstanding. Which will cut their interest charges. Insiders buying good chunks too.

I think its a 3-4 year multibagger play.

Then again, may turn out to be a complete turd

Edited by ogm, 14 September 2007 - 11:49 AM.

[SandStorm]

Normal? I look at VIX. Highest in 5 years. We are back at levels seen during dot.com days. When volatility was low, hedge funds enhanced return with leverage. I don't think they are all adjusting downward this fast.

[mike123]

Thanks. I posted a new interesting stock in my blog here today. API. Sexi name too.. Advanced Photonics

Their products have huge potential in multiple markets. Telecom and Medical devices market sales are starting to take off at 60+% annual growth rate. If you listen to the last CC you can get an idea on the scope of their potential.

Net sales for the quarter were $6.1 million, an increase of $477,000, or 8%, compared to revenues of $5.7 million for the quarter ended June 30, 2006.

[ogm]

Thanks. I posted a new interesting stock in my blog here today. API. Sexi name too.. Advanced Photonics

Their products have huge potential in multiple markets. Telecom and Medical devices market sales are starting to take off at 60+% annual growth rate. If you listen to the last CC you can get an idea on the scope of their potential.

Net sales for the quarter were $6.1 million, an increase of $477,000, or 8%, compared to revenues of $5.7 million for the quarter ended June 30, 2006.

You didn't read the report...... Pay attention to segments. Military orders were down only because of the timing of the contracts. That means next quarter they will add to sales. ( listen to the CC).

But forget military orders, listen to the CC, Telecom/medical sales are exploding. They are targeting 100 mil sales in 3-5 years. From current 25 mil sales, thats more then 50% annual growth in sales for several years.

They have potential to sell their products into just about every industry. Industrial production, military, homeland security, telecoms medical.. you name it....

Here is a piece from the report that you didn't read.

The Company had substantial growth in the telecommunications market in the first quarter ended June 29, 2007, compared to the first quarter of fiscal 2007. Telecommunications market revenues increased $515,000 (69%) to $1,258,000 compared to fiscal 2007 revenues of $743,000, primarily driven by the growth in the high performance 10G and 40G markets. Medical market revenues were $1.1 million, an increase of $466,000 (74%) over first quarter fiscal 2007 revenues of $634,000. The Company expects the medical market to remain strong for the balance of the year resulting in significant year over year growth. Industrial Sensing/NDT market revenues increased to $2.9 million, an increase of $504,000 (21%) from first quarter fiscal 2007 revenues of $2.4 million due primarily to an increase in Industrial Sensing shipments. Military/aerospace market revenues were $871,000, a decrease of $998,000 (53%) from first quarter fiscal 2007 revenues of $1.9 million. The decrease in revenues primarily resulted from delays in receiving military orders. Overall, the Company expects military sales to be flat to slightly down year over year. Homeland Security market revenues were down by $11,000 for the first quarter of 2008 compared to the first quarter fiscal 2007. The Company expects revenue in Homeland Security to remain uneven quarter to quarter, but increase for fiscal 2008.

Edited by ogm, 14 September 2007 - 12:31 PM.

[OEXCHAOS]

Boy that one is going to be hard to put much money into...or get much money out of. I'd bet that the first pullback could be both a doozy and a great buy, though, for a speculation. Mark