Sam,
I was going down the list of stocks held in the American Century Vista Growth Fund when I noticed this one-since it's a Canadian stock, so harder to find information on it. I think I'll do nothing here until I find some more data on it. (i.e., I have no position, but I'll post some more data when I get it).
Short-term, I'm looking at VST,FLEXF, and APM as possible buys. VST and APM are oversold, although VST slipped slightly below its resistance level today which is a little bit bearish (But honestly I do not read much into a one-day slip). Also I really like TEC. When it spun off its water filter division last year (CUNO) it became just a building/ machinery stock-i.e., unsexy. I also think that analysts had a hard time figuring the value out of the remaining company divisions. But check out its earnings potential and its last quarter's earnings report of about a week ago. I've been buying a few shares of this regularly on dips.
Longer term, I really like SEMX. It has quietly made a number of purchases recently and IMO, essentially raised its revenue potential about 50-85% annually. Check out its latest SEC 10Q filing: I thinkyou'll find it very interesting....It "flies below the radar" with just minimal analyst coverage.... (SEMX is my biggest holding now followed by CREAF).
But, I believe currently that SEMX is a little overbought. If the economic numbers due out tomorrow rock the market, wade into the battle and snag a few of these shares- I'll be buying too if they pull back a bit.
Also watch QNTM- if it pulls back another point, then consider it. Finally wait for HTCH to be "roughed up" a little bit more. Then check back in 2-3 weeks. I do not own either HTCH or QNTM, but I am watching them (and already own a bunch of APM- my instinct on APM is that they are "tight" with the management at WDC- but I could be wrong...).
I own, but would advise waiting for a pullback on INAC, NANO,and SMTL. For a possible short candidate check out FAST- unbelievable-that thing has "levitated" for ages with minimal earnings....
Sincerely,
Doug F. |
