Ciao, I've been sitting on the sidelines for the most part. Watching NT, JDU, WIN, PFN, YMU, NSU, TCE, ONC, VUL, TOM, CSY, FCT. I think all have the potential to double in the next 6-12 months. I own a few, but not all. The telecoms still look iffy, despite NT's recent rise. NT's pending stock consolidation is a black cloud for me. The mining issues are, as usual, 50-50 spec plays. YMU perked up today, and if my sources are good, they should have some 1/2 decent news out shortly. PFN is dogging it, but with Pt prices up strongly on the year, and a 1MM oz. deposit defined, it should be much higher. TCE is undervalued, but not for long. They'll round up a few more $$$ in the next few days to weather the storm (IMO). ONC - biotech spec... still too expensive, lots of cheap stock out there after Synsorb release of ONC shares. VUL - sleeper, but if cheap, buy it. CSY - very interesting company, great potential. Only concern is their burn rate. TOM - Needs some news. Looks like they're at the bottom. Next quarter report and (hopefully) something new, may revive interest in stock. FCT - coin toss. Just sold $700K of their solid oxide fuel cell technology. Again, burn rate is the only concern.
Have a look and let me know what you think.
Ciao for now,
JT |
