Dec

29

Cautiously willing to buy here

December 29, 2006 | Leave a Comment

Having taken a good hard look at this week’s data and the market’s reaction, I am ending my buying moratorium here and will be cautiously willing to buy when the market opens again next year. I’m still not enamored with the Nasdaq’s potential double top, but believe that may just be a sign that the Dow is going to lead the market from here.

As for this week’s action, UVIH appears to be consolidating in the 2.70s after a shakeout back […]

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Dec

28

Profiling BOBS.OB

December 28, 2006 | Leave a Comment

On today’s pullback, I will profile BOBS.OB, which I have owned since early October.

Brazil Fast Foods is Brazil’s second largest fast food company, trailing only McDonalds. They have been profitable since 2004, and have shown year over year quarterly EPS growth since Q3 2005. Revenues grew 17% in 2005 and are poised for 15% growth in 2006, mainly as a result of expansion of franchised stores. This is a company with a strong brand, having successfully beaten back invasions from […]

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Dec

28

Waiting for PRVB’s filings

December 28, 2006 | Leave a Comment

I just want to draw investors attention to a press release from PRVB yesterday which detailed over a million dollars in oil and gas sales for the 4th quarter. I am a bit perplexed as to why they didn’t give more information as far as total revenues or income, so I will wait for the filing to come out before jumping to any conclusions. I expect the filing to come out shortly, and plan to review it here. The lack […]

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Dec

26

MDTA and UVIH trading

December 26, 2006 | Leave a Comment

Having posted several times on the trading history of MDTA, I want to draw investors’ attention today to the action in Megadata. In the past few weeks volume has been very very light, and today volume jumped to a 2 month high. I watched the tape as one purchase of 5000 shares cleared all the bids up to 3.50, thus eliminating some overhead resistance. The stock settled back down at 3.25, for an 8% gain on the day, but perhaps […]

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Dec

21

Cameco Cigar Lake update

December 21, 2006 | Leave a Comment

From the newswires: “Cameco provides update on remediation of Cigar Lake project (CCJ) 39.24 -1.07 : Co announces it is proceeding with a phased plan to restore the underground workings at Cigar Lake after a water inflow on October 23, 2006 flooded the project. “Drilling through the Athabasca sandstone has been more challenging than anticipated… However, the experience we gain in the first few holes is expected to accelerate progress in the future… We will be in a […]

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Dec

21

Natural gas update

December 21, 2006 | Leave a Comment

The natural gas storage numbers this week didn’t do much to help prop up the market, but prices saw a bounce after touching a 2 year low earlier this week. I don’t really see the supply situation balancing out for quite some time, and wouldn’t advise still wouldn’t advise putting money to work in this sector just yet.

As far as ASPN goes, it continues to trickle down toward the $3 mark on capitulation selling as the despair about gas prices […]

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Dec

20

A few good reads regarding UVIH

December 20, 2006 | Leave a Comment

It appears that new policies and premiums should do just fine considering the news that most insurers are still tyting to flee from Florida.  Check out the articles below…

Herald Tribune

Bradenton Herald

Dec

20

A bit more work on UVIH.OB

December 20, 2006 | Leave a Comment

I’ve done a bit more work on Universal Insurance, and all it has done is confirm my earlier impressions. Based on the 2004 and 2005 annual reports, the company roughly doubled the number of policies it wrote from about 50k to 100k. Premiums also soared on the back of the very busy hurricane seasons in those years, and so despite some losses from catastrophes, they were still able to increase profitability.

Looking ahead, the big question I am looking to answer […]

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Dec

20

Profiling DYSL.OB

December 20, 2006 | Leave a Comment

I’d like to take a brief moment to profile Dynasil. I do not currently own this company but it has been on my watch list for several months and recently spiked almost 100% on 2006 earnings news. I have not yet gone through their SEC filings so as always, due your own due diligence. At present, I think the stock is a bit expensive, but beginning to look attractive as it comes down to $1.50 from its recent pop. Here’s […]

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Dec

19

Uranium price jumps to $72

December 19, 2006 | Leave a Comment

Uranium spot prices moved strongly higher last week, up $6.50 to $72/lb according to UxC. This is the largest single week gain ever, according to the historical data that I’ve found. We’ve gotten to $70 faster than even I could have predicted, and I think it is only a matter of time before the spot price takes out $100.

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