Best China Micro-caps on the Market

[kuwlness]

01-26-2010, 11:26 AM
Nice grab. I grabbed a sh!t load of the Feb $25 calls earlier on the cheap! RINO will probably hit $45-55 in Q3.

The APWR Feb $15 calls are dirt cheap now too. These were $2.50 a week ago, now trading .20 x .30. A little more speculative due to the financing deal, but still should get back over $15 by end of Feb.

In retrospect ...

RINO Feb $25 Calls +200% ROI

APWR Feb $15 Calls (-75%) ROI


RINO was definitely the better call, but I'm still holding on to my APWR calls just in case it can rally. Not to mention the 30% short interest in APWR. Could just as easily get to $15+ by the end of the month. Not writing this off as a lost just yet.


And I also have to correct myself, RINO will likely NOT hit $45 this year. I forgot that they will be receiving a higher tax rate in 2010 and forgot to take this into consideration. I only have a $35 price target on RINO for 2010, but it could go higher.

 

[kuwlness]

PUDA secondary

PUDA -- warned you guys over a month ago PUDA was gonna be doing a secondary offering. Finally it's been announced. Now as soon as we find out the price, it's time to buy-buy-buy the snot out of it .. offering price wont be announced until the night before the offering.

I'm looking for $1.20 (low-end) to $1.50 (high-end) EPS in 2010. This might even be a stock that trades higher on the secondary offering, although they're not loved by the institutions. $14-18 price target for PUDA until I get more details about the offering and I see Q1 financials.


Puda Coal, Inc. Announces Public Offering of Common Stock

Release Source: Puda Coal Inc. On Thursday February 11, 2010, 7:30 pm
TAIYUAN, Shanxi, China, Feb. 11 /PRNewswire-Asia-FirstCall/ -- Puda Coal, Inc. (NYSE Amex: PUDA), a supplier of high grade metallurgical coking coal used to produce coke for steel manufacturing in China and a coal mine consolidator of 8 coal mines in Pinglu County, Shanxi Province today announced that the Company intends to offer to sell, subject to market and other conditions, shares of its common stock in an underwritten public offering. Brean Murray, Carret will act as lead manager and sole bookrunner and Newbridge Securities Corporation will act as co-manager in connection with the offering. Puda Coal expects to use the net proceeds of the offering, together with available cash, to fund the purchase price of the previously-announced acquisition of two coal mines.

 

[kuwlness]

XODGE 10Q Out

http://www.sec.gov/Archives/edgar/data/1407704/000114036110005861/form10q.htm


No where near what I was expecting. Throwing this one in the sell bin until management gets its head out of its ass. Very disappointed in these numbers. While it may not be a sell here, I wont be speaking about it anymore.

Lame hno:

 

[ANOTHERDAY]

XODGE 10Q Out

http://www.sec.gov/Archives/edgar/data/1407704/000114036110005861/form10q.htm


No where near what I was expecting. Throwing this one in the sell bin until management gets its head out of its ass. Very disappointed in these numbers. While it may not be a sell here, I wont be speaking about it anymore.

Lame hno:

Might just wait a little to sell, would take to much of a loss if I sold today. Hopefully she does not go to 0

 

[kuwlness]

S&P finding support at 1060. Nice to see the selling subside.

The market is handling the China bank reserves pretty good so far, at least the China stocks are. Buyers will slowly start to overcome sellers.

I dont see us trading much lower anymore, fundamentals are starting to matter and the sovereign debt issue is getting digested slowly but surely.

 

[kuwlness]

S&P finding support at 1060. Nice to see the selling subside.

The market is handling the China bank reserves pretty good so far, at least the China stocks are. Buyers will slowly start to overcome sellers.

I dont see us trading much lower anymore, fundamentals are starting to matter and the sovereign debt issue is getting digested slowly but surely.

REVERSAL taking hold. Come on ... lets get a big Friday rally for President's Day weekend (markets are closed Monday.)

 

[kuwlness]

CCME

China's Ad Spending Hits $120 Bil.

China is projected to become the fourth-largest global ad market in 2010

http://www.adweek.com/aw/content_display/news/media/e3i4c8c39f58df428b9aac095bd1edbd60a
Advertising spending in China jumped 19 percent to approximately $120 billion in 2009 based on current exchange rates. China is now projected to become the fourth-largest global ad market in 2010.

So says a new forecast by Zenith Optimedia, which shows higher spending across all paid media sectors in China in '09 compared to the previous year.

TV took the lead with a 20 percent increase, supported by big-spending toiletries companies such as Procter & Gamble, Unilever and L'Oreal.

Online spending advanced 12 percent based largely on increases from the ISP and auto sectors. Out of home increased 9 percent owing mainly to outlays from the business-to-business and general services sectors. In addition, radio rose 6 percent, newspapers were up 4 percent and magazines -- an especially weak segment in the U.S. of late -- enjoyed a 3 percent ad increase in China.

Overall, the top-spending categories in China last year were toiletries, business and services, foodstuffs, pharmaceuticals and beverages, per ZO.

In 2010, China's ad investment growth is projected to reach 11 percent, making China the fourth-biggest advertising market after the U.S., Japan and Germany, the survey said.

Looking at the economy as a whole, China's GDP hit its target of 8.7 percent in '09, with a strong rebound in exports in December and increasing industrial output.

Retail sales rose 15 percent as China overtook the U.S. as the world's largest auto market with a 53 percent boost in passenger car sales.

The International Monetary Fund forecasts that China will continue to lead the global recovery and become the second-largest world economy in 2010.

 

[kuwlness]

China’s Growth May Top 11% Even as Officials Rein in Lending

Feb. 15 (Bloomberg) -- China’s economy, the world’s third biggest, may expand at a faster pace in 2010 even as officials cool lending to restrain inflation and avert asset bubbles.

Goldman Sachs Group Inc. maintained its forecast for 11.4 percent growth after the central bank raised reserve requirements for lenders on Feb. 12. That compares with an 8.7 percent expansion last year.

Declines in stocks and commodities because of the reserve-ratio announcement highlighted concern that monetary tightening in China may trigger a slowdown that undermines the global recovery. Rebounding exports, up for a second month in January, may boost a Chinese economy that last year depended on its own stimulus-fueled investment and consumption for growth.

“The Chinese economy is in good shape and exports will be the biggest swing factor this year,” said Lu Ting, a Hong Kong-based economist for Bank of America-Merrill Lynch. “Outside of China, people underestimate the government’s ability to manage the economy and the stimulus exit.”

Merrill forecasts 10.1 percent growth and Capital Economics Ltd. sees a 10 percent gain, estimates unchanged from before the reserve-ratio announcement that takes effect Feb. 25.

 

[kuwlness]

In retrospect ...

RINO Feb $25 Calls +200% ROI

APWR Feb $15 Calls (-75%) ROI

APWR up 9% on news. Come on $15!! Hang on to those Calls if you still got 'em.

 

[ANOTHERDAY]

I just hope _ _ _ _ _ starts moving forward very soon. I will not mention the name, but you know Kuwl.....

 

[kuwlness]

I just hope _ _ _ _ _ starts moving forward very soon. I will not mention the name, but you know Kuwl.....

It looks like it's finding a bottom. Wouldnt be surprised to see it gravitate back towards $1 over coming weeks.

Think back to CNOA and that huge one-day drop. They all move back eventually ... XODG might need to do some PR damage control after that Q though.

Lets see if they sign some more contracts or anything else in the near-term to help re-gain investor confidence.

 

[kuwlness]

LPIH

I sold all of my trading shares of LPIH today. I still have a 5k core position from when it was sub-$1 and I wont sell these for anything less than $5. But I just dumped 3k trading shares today as I expect the warrant liability/financing impact to be negative QoQ.

Next quarter is when the facility will be fully operational and they should report a great quarter then.

So, if you have a big LPIH position, I'd recommend scaling back a little into today's strength.

 

[kuwlness]

FWIW, if I had to put all of my money into one stock (which I would never do) ... it'd be put into CCME today.

I am very overweight CCME, but added more today at $11.81. This is now a 40% portfolio holding for me (my mental barrier is usually 33%, but I couldnt resist) -- thankfully it's marginable which makes it easier since I dont tie up all my capital in this one stock.

Tick-Tock ... get the popcorn ready ... looking for $13+ this week

@)

 

[kuwlness]

TSTC

Down-grading TSTC today. Too much, too fast. $13 => $20 in a little over a week ... anyone worried about TSTC anymore? Didnt think so.

No longer a table-pounder.

Flipped all my trading shares today and will wait to re-add around $16.50.

 

[UltF]

TSTC

Down-grading TSTC today. Too much, too fast. $13 => $20 in a little over a week ... anyone worried about TSTC anymore? Didnt think so.

No longer a table-pounder.

Flipped all my trading shares today and will wait to re-add around $16.50.

Thanks for the profits on this one! A cool 30% in two weeks for me. I also sold today for a pullback.

 

[DeathEatsaCracker]

TSTC

Down-grading TSTC today. Too much, too fast. $13 => $20 in a little over a week ... anyone worried about TSTC anymore? Didnt think so.

No longer a table-pounder.

Flipped all my trading shares today and will wait to re-add around $16.50.

Thanks for the heads up.

 

[kuwlness]

LPIH

I sold all of my trading shares of LPIH today. I still have a 5k core position from when it was sub-$1 and I wont sell these for anything less than $5. But I just dumped 3k trading shares today as I expect the warrant liability/financing impact to be negative QoQ.

10Q Out ... SOLID Q. I re-added all my trading shares at a higher price than I sold earlier, but it wasnt worth the risk holding these shares. I'm glad they posted both GAAP and non-GAAP earnings as it paints a better picture.

Keeping my $5-6 price target for 2010.

 

[kuwlness]

CHIO posts EPS of $0.03 for Dec Q2 and EPS of $0.11 for 6 months.

BEIJING -- (Marketwire) -- 02/17/10 -- China INSOnline Corp. (NASDAQ: CHIO)

-- Net Income Up 33% for the Period
-- Revenues Edge Higher Across Two of Three Segments
-- Six Month Net Income Is $0.11 per Share

China INSOnline Corp. (NASDAQ: CHIO), which operates www.soobao.cn, one of China's leading insurance services web portals, reported today that net income in the second quarter of the current fiscal year increased 33% to $1,166,738 or $0.03 per share, from $752,905, or $0.02 per share, in same period last year. Net revenues increased approximately 3.0% to $3,656,145 from $3,580,301 in the second quarter of the current fiscal year.

Comparing six month results, the company reported that net income for the six months ending December 31, 2009 increased 33% from $3,272,794 to $4,287,355. The increase in net profit for the first six months over the comparable period came despite a $402,280 amortization expense for the company's software system recorded in the second quarter. Revenue for the six month period decreased approximately 3.0% from $9,033,655 to $8,783,556 with the company citing unfavorable market conditions for the lack of growth in the insurance agency segment. A copy of the complete second quarter results can be found on the company's website at www.china-insonline.com

In announcing the results of the company, CEO Ms. Betty Xu stated, "Our results for this quarterly period reflect our ability to continue to provide an array of high margin services to the insurance industry in China that consistently deliver profits to our shareholders. We will continue to focus on high margin opportunities with our online platform and continue focus on creating greater shareholder value going forward."


I'd sell some into strong strength. This stock seems to be in a continuous downtrend ... the St might not take them seriously for another Q.

 

[ANOTHERDAY]

It looks like it's finding a bottom. Wouldnt be surprised to see it gravitate back towards $1 over coming weeks.

Think back to CNOA and that huge one-day drop. They all move back eventually ... XODG might need to do some PR damage control after that Q though.

Lets see if they sign some more contracts or anything else in the near-term to help re-gain investor confidence.

Just noticed XODGE switched back to XODG:think2:

 

[Budman]

Just noticed XODGE switched back to XODG:think2:

What's up with the price action, high low