Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: keyners1 who wrote (10705)	7/13/2005 4:14:53 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

Keyners, not in OMNI at the moment. It's business model related. Seismic is "project upfront". It can stay at $2-4 on seismic alone. But for a multibagger opportunity they need something else. Last quarter was carried by seismic. The EBITDA of their environmental division was meager IMHO. It can go to $4 as I said but hey, all my stocks in my current portfolio can double or better. OMNI can double in the present structure but not more IMHO.. If you like oil service plays, Joe Dancy of the LSGIFUND recommended CE Franklin, CFK a while ago. It's a great performer but a bunch of value. It was profitablle when oilfield goods (which they distribute and provide) were not much in demand but now gross margins improved from 15 to 25%.. Price / Sales is ultra-low but I think it can triple, has room to the $20 range according to my calcs.. Other "related" firms are.. OLGR - which is a turnaround and deleveraging play also, makes hydraulic equipment and the like.. MFRI - makes piping used for oilfield stuff.. DXPE - repair services and the like the HOM group is irrelevant to me IMHO. Can only advice to block them out. Bad enough for them to clutter up the thread. Now I don't want to see the idiocy in writing every time. Result ? Ignore does its job.. hope this helps CROSSY