Tuesday, June 01, 2010

6 Short Term Volatility Trades for Q2 2010 -- Seeking Alpha

My own preferred short-term buys are detailed in the following
table. Investors will invariably wish to use their additional and
company specific knowledge when identifying the stocks that should work
best for their trades.

Stock Symbol

APWR

CPBY

CSR

PUDA

RINO

TSL








Share Price

$8.05

$5.30

$4.68

$9.04

$12.91

$17.50

Cash/(Debt) per Share

$4.18

$(0.21)

($0.87)

$2.14

$4.65

$(2.25)

Analyst target

$16.50

$9.67

$9.30

$18.00

$32.50

$29.33

Potential upside

105%

82%

99%

91%

152%

68%








Recent share price high

$13.73

$7.00

$8.68

$11.30

$25.65

$27.29

Premium over current SP

71%

32%

85%

25%

99%

56%








Market Cap

$279

$274

$323

$185

$369

$1,361

Daily Share Volume ‘000

1,397

1,327

1,844

494

1,044

4,350








2010 p/e

7.3

7.3

4.0

8.0

6.7

8.3

2011 p/e

5.0

6.4

3.6

4.1

5.8

8.1








Beta

3.0

2.2

2.6

2.9

3.5

3.5

Chart RSI index

41.3

44.9

38.7

49.6

38.0

38.5



6 Short Term Volatility Trades for Q2 2010 -- Seeking Alpha
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Wednesday, March 17, 2010

Sunday, January 31, 2010

Great China Co

ChinaCast Education

ChinaCast Education Corp. /quotes/comstock/15*!cast/quotes/nls/cast (CAST 6.64, -0.21, -3.07%) is a leader in China's e-learning business. The company provides long-distance interactive learning to over 131,000 students at 15 colleges and 6,500 secondary schools. The company's e-learning business accounts for 75% of its total revenues, and this segment is growing rapidly as more Chinese enroll in college classes. The company is growing at the rate of over 20% a year, but despite this strong growth the stock still trades at very attractive valuations -- especially after the recent pullback.

China Green Agriculture

China Green Agriculture Inc. /quotes/comstock/13*!cga/quotes/nls/cga (CGA 14.33, -0.51, -3.44%) has one of the most recognizable brand names in Chinese fertilizers today. The company also has a big competitive advantage over its rivals due in part to its strong research and development facilities. China Green Agriculture recently announced a new sales strategy for fiscal years 2010 through 2012 that is expected to increase sales volume by around 40% per year. This plan includes opening numerous retail stores across the country, and while the plan is indeed ambitious, I think it will be fully achievable given the company's tremendous growth record.

China Life Insurance

If I asked people to name the most explosive sectors in Asia, I doubt many would put insurance on the list. Yet in China, the insurance industry is growing at a breakneck pace as the Chinese middle class expands and people take charge of their own destinies. In the coming years, I expect China to become the largest insurance market in the world. Taking advantage of this trend is China Life Insurance Ltd. /quotes/comstock/13*!lfc/quotes/nls/lfc (LFC 66.04, +0.91, +1.40%) As the life insurance industry leader with about a 50% market share, China Life is the dominant player in an extremely underdeveloped insurance market. This position means China Life is perfectly positioned to build on its massive market share.

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Tuesday, January 05, 2010

China Growth List

CHU, CMFO, CSKI, CTEL, FEED, GRO, JOBS, JST, LDK, SOLF, LFT, LONG, RINO, VISN, WATG, YONG, CGA SEED, FEED, GR,  LDK, CSKI

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Friday, January 01, 2010

Eight stocks with positive dividend momentum

The companies which raised distributions include:

McCormick & Company (MKC), which engages in the manufacture, marketing, and distribution of flavor products and other specialty food products to the food industry worldwide, increased its quarterly dividend by 8.30% to 26 cents per share. McCormick & Company is a dividend achiever, which has increased its quarterly dividend in each of the past twenty three years. The stock currently yields 2.60%.

The York Water Company (YORW), which engages in impounding, purifying, and distributing drinking water in Pennsylvania, increased its quarterly dividend by 1.60% to 12.80 cents per share. This marked the thirteenth consecutive year that this dividend achiever has raised its distributions. The stock currently yields 3.40%.

Hormel Foods Corp. (HRL), which engages in the production and marketing of various meat and food products in the United States and internationally, increased its quarterly dividend by 15% to 21 cents per share. Hormel Foods Corp. is a dividend champion, which has increased its quarterly dividend in each of the past forty-four years. The stock currently yields 2.00%.

Becton, Dickinson and Company (BDX), a medical technology company, which develops, manufactures, and sells medical supplies, devices, laboratory equipment, and diagnostic products worldwide, increased its quarterly dividend by 12.10% to 37 cents per share. Becton, Dickinson and Company is a dividend aristocrat, which has increased its quarterly dividend in each of the past thirty-seven years. The stock currently yields 1.70%.

United Bankshares, Inc. (UBSI), which provides commercial and retail banking services and products, increased its quarterly dividend by 3.4% to 30 cents per share. This marked the 36th consecutive year of dividend increases to United shareholders. The stock currently yields 6.70%.

Roper Industries, Inc. (ROP), which engages in designing, manufacturing, and distributing energy systems and controls, scientific and industrial imaging products and software, industrial technology products, and radio frequency products and services, raised its quarterly dividend by 15% to 9.5 cents per share. This is the seventeenth consecutive year of dividend increases for this dividend achiever. The stock currently yields 0.60%.

Oritani Financial Corp. (ORIT), which provides banking services to individual and business customers in New Jersey, increased its quarterly dividend by 50% to 7.5 cents per share. The stock currently yields 2.30%

.RGC Resources, Inc. (RGCO), which operates as an energy services company, increased its quarterly dividend by 3% to 33 cents per share. RGC Resources, Inc. has increased its quarterly dividend in each of the past five years. The stock currently yields 4.70%.This list is only a starting point in the process of weeding out companies in the pursuit of identifying promising candidates however. As the market has gone ahead of itself in recent months, a wise move might be to wait for weakness in the broad averages before initiating a position in any of the above names, after researching them thoroughly.

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Wednesday, September 30, 2009

Proshares UltraShort 20+ Year Treasury ETF (TBT:NYSE)


The Proshares UltraShort 20+ Year Treasury ETF (TBT:NYSE) has proven immensely popular, with average daily volume above 5 million shares. TBT is designed to rise when long bond prices fall. Thus, to go long TBT is to cast a predictive vote for rising interest rates, rising inflation expectations, and deteriorating credit conditions fueling a loss of faith in Uncle Sam.

The thing is, the logic behind this trade may have become too obvious. When that happens, the odds of a nasty correction increase significantly.

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Thursday, September 24, 2009

Green Stocks

Check out ZBB....large scale enrgy storage company. They make Zinc Bromide batteries and are currently attempting to move from an R&D company to commercialization. Had a pilot trial with PG&E and it went well. Risky, but its in an area (smart grid) in the spotlight.

Also, look at NGLPF, a bb geothermal stock, with their 1st plant coming on-line in October. Should continue run-up till the plant comes online.

APWR is another one. This is my favorite "green" stock of the ones I own. They are Chinese and do distributed generation (DG) power plants (including liquified natural gas, biomass and wind farms so far), manufacture wind turbines and contruct wind farms, and they just bought a thin-film solar manifacturer. Big picture...it looks like their goal is to build DG plants using their own turbines (just got their 1st contract to do exactly that) and their own solar panels, among the other carbon-based forms.

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