Archive for February, 2007

CHINA – CDC Corp

By: ispeculatornew | Date posted: 02.26.2007 (12:00 am)

CHINA – CDC Corp (Nasdaq) (Closing Price – $10.31)

There are quite a few analysts that are currently touting CDC Corp. (CHINA) and the stock has been on quite a run recently. However, after doing some research I have found there is not much to like about China.com (especially its valuation).

CDC Corp. provides software, mobile applications, and online games. The company has growth potential and has shown some improvement over the past year, but in my opinion the company is way overvalued. (more…)

MCZ – Q3 2007 Earnings

By: ispeculatornew | Date posted: 02.21.2007 (12:00 am)

MCZ – Mad Catz Interactive (American Stock Exchange) (Closing Price – $0.83)

Madcatz reported very good quarterly results on Feb. 14 and I would recommend accumulating more shares.

For their 2007 fiscal third quarter Madcatz reported sales of $36.5 million. This was a decrease of 19% from the comparable quarter last year. However the decrease in sales was the result of a strategic move to eliminate less profitable products. Consequently, gross profit margin almost doubled and Madcatz reported a profit of 0.07 (which was an improvement of 0.07 compared to the previous quarter last year). (more…)

STRM – Buy and Accumulate

By: ispeculatornew | Date posted: 02.12.2007 (12:00 am)

STRM – Streamline Health Solutions (Nasdaq) (Closing Price – $5.40)

Streamline Health has been trending down on very low volume and I still think it is a good buy. I am reaffirming my buy recommendation and I am going to average today’s price with the price of my other buy recommendations to figure my cost basis.

Disclosure: I currently own shares of STRM.

JADE – Initation of Short Recommendation

By: ispeculatornew | Date posted: 02.11.2007 (12:00 am)

JADE – LJ International (Nasdaq) (Closing Price on Friday 2/9/07 – $8.12)

LJ International has been on quite a run since the beginning of the year. JADE’s stock price has almost doubled in just a couple of months and I think now is a great time to short the stock.

A growth in earnings or lack thereof is what ultimately determines whether a stock’s price will increase or decrease. LJ International’s stock price is up significantly even though the company is forecasting almost no growth in earnings per share this year. (more…)

MAMA – Update

By: ispeculatornew | Date posted: 02.10.2007 (12:00 am)

MAMA – Mamma.com Inc. (Nasdaq) (Closing Price on Friday 2/9/07 – $5.13)

There have been some interesting developments since my last post on MAMA.

First, the CEO abruptly announced his resignation on January 23. This is never a good sign for a company. However, the share price barely reacted to this news.

Last Tuesday there was a surge in volume and MAMA’s stock price jumped up considerably on no news at all. In my opinion this should raise some eyebrows about someone trying to manipulate the share price (or maybe someone trading on inside knowledge). A couple of days later MAMA issued a press release stating they had extended an existing agreement with Yahoo Canada. This press release shouldn’t have affected the share price considering the agreement has been in place. However, the share price opened up considerably higher than the previous close. It has promptly been going down since. (more…)

DTLK – Q4 2006 Earnings

By: ispeculatornew | Date posted: 02.07.2007 (12:00 am)

DTLK – Datalink (Nasdaq) (Closing Price – $8.20)

Datalink reported very solid results today and I think the foolish dumping by some short term investors presents a good buying opportunity for those with a longer time horizon.

Datalink reported earnings of $0.19 (excluding a tax benefit) which is an eight cent improvement sequentially and a nine cent improvement year over year. It is also better than the profit of $0.18 they made a couple of quarters ago that sent the share price to a 52 week high of $12.50. (more…)