sw, without any hesitation, my POW picks for next week are YDSLF, SMRA, ACMM, and NTVT.
Anyway, I'm still evaluating the business model of YDSLF. It is a very profitable one IMO. They are using the red hot DSL market to leverage their businesses into other internet-related areas to increase their revenue streams. I have to look at the earnings report to be released this week. If it looks great (I'm sure about it), I think it will continue to look great. I've talked to the Prez this week and here's the conversation:
EH: Since your company doesn't have to spend too much money in R&D, does that mean you will spend some of your company's cash to invest in some "big % return" stocks ?
Prez: Yes
EH: I've noticed one of the PRs saying YDSLF is kind of like
CMGI in its early days. Does that mean YDSLF is using the current hot DSL market to leverage the values of the stock, and later on buy into some internet companies ?
Prez: Yes
Well, I don't think we're having an internet craze. Instead, we are having an internet wave here. Just don't let the train to pass you by and miss the wave completely. This year could be the year for YDSLF, if they can pull out some great earnings. Perhaps, YDSLF is a baby CMGI, but it is hard to say for now. Stay long and strong. Let weak shares out and strong shares in. In all, YDSLF looks really good.
E.H. Advisory |
