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: Joe Dancy who wrote (29302)	6/7/2007 12:00:40 PM
From: FIFOkid	Read Replies (1) \| Respond to of 37387

Joe- I have owned CALM since early December of '06 when egg prices rose appreciably. It is one of very few pure American stocks I still own. Honestly, I have been very frustrated with the poor action on it but believe the stock is trading between 4-5 times forward earnings and I haven't seen any appreciable weakness in egg prices and this is normally the seasonally weak period of the year. I am still keeping it based on these factors of low valuation and relative strength of product prices in normally a time of year there is overproduction. My guess to the relative poor performance of the stock is perhaps related to the adversity of it by the investment community since its heady days of the Adkins diet and its mighty fall from grace burning many and the skepticism of egg prices staying strong for a prolonged period of time coupled with uncertainty for the company's ability to manage feed costs.

To: Joe Dancy who wrote (29302)	6/7/2007 1:17:26 PM
From: polarisnh	Respond to of 37387

Joe, Here is a brief snippet from IBD on CALM: IBD Stock Checkup Analysis: Cal-Maine Foods Inc receives an overall rating of B+, which is in the 87th percentile of all stocks in the Investor's Business Daily database. The overall rating is calculated using five proprietary ratings that measure each stock's Technical and Fundamental qualities and the Technical and Fundamental qualities of the industry group that it resides in, as well as a rating on the stock's current price attractiveness. Cal-Maine Foods Inc receives a Technical Rating of 95, which places it 2nd out of 12 stocks in the Food-Meat Products group. Cal-Maine Foods Inc receives a Fundamental Rating of 59, which places it 4th out of 12 stocks in the Food-Meat Products group. Cal-Maine Foods Inc receives an Attractiveness Rating of 97, placing it 1st out of 12 stocks in its group. The Food-Meat Products group's technical rating of C+ ranks it in the 72nd percentile of the 197 different Investor's Business Daily Industry Groups. The Food-Meat Products group's fundamental rating is E, ranking it in the 7th percentile of all groups.

To: Joe Dancy who wrote (29302)	6/7/2007 3:26:49 PM
From: pino_noir	Read Replies (1) \| Respond to of 37387

Joe-- Ever taken a look at KTII? It manufactures material handling equipment for electrical/chemical/food/detergent/pharmaceutical/plastic/paper industries. Trades very thin, market cap only $250M. Last four quarters has reported eps growth of 69%, 33%, 65%, and 105%; sales growth has been 22%, 13%, 51%, 46%. It's trading at a PE only 17, seems very cheap. TWIN is another one. It designs, manufactures, and sells power transmission equipment to various industries. Has a PE of 18. Last 4 quarters has grown eps 280%, 48%, 129%, and 98%. Sales have grown 17%, 33%, 30%, and 35%. Sure seems like cheap growth. SYNL another. it manufactures welded pipe/piping systems from corrosion resistant metals for chemical, mining and other markets. Has a PE of 24. Last 4 quarters has grown eps 41%, 267%, 167%, and 409%. Has grown revenue by 13%, 27%, 12%, and 23%. Just wondering what criteria you use on screens to make your picks. Probably proprietary information, but inquiring minds like to know <g>. Pino