Today, Dows holds green because of GM. As mentioned before, consumer discretionary sector starts to play, giving us the chance to see that DOWS green while many NASDAQ turns red. This is not surprise because DOWS is more tied to those consumer staple and consumer discretionary sector than NASDAQ where most high tech corporation are traded.
This market actually requires us to be patient in finding the deal, good deal. And today's show reminds me one stock, TZOO, yeah, a international travel agency corporation.
Why TZOO?
1)It has stable cash flow
2) 5 year sale growth rate 63%
3) TTM EPS growth rate 72%
Why we consider it now?
1) Its earning last quarter was $0.25, missed by 7 cents , and only 4% increase compared to its previous quarter.
2) It remains the guidance of the whole year, which means the full year earing will still around $1.1.
3) Company announced $1M buyback of their shares.
4) with Earning expectation, the forward P/E will be 25, current TTM P/E is 27.8
5) TA point, it is close to a year low around $26.5.
This is really nice bargain compared to its earning pershare.
The risk associated:
1) 4% growth rate, compared to same quarter last year due to the overexpense of advertisement, would it be the same in the next quarter?
2) whether the recent "give away top 20 list" will reduce its sale next quarter?
As for all, eyes on any change on their advertisment strategy, this will very likely give us a good deal.
And for those stocks that are in your watchlist, clear out the mindset of their support level, their fudanmental so that you have a decisive point where is the best price for you to get into.
24 comments:
看到一个10块左右的大gap -_-||
add to watchlist, thx qianhu
I am a little worry about the nasdaq index, since it lost momentum to go up. Today it just break 50EMA support, and the last 1 hour chart really looks ugly.
The index may seek support around 100EMA, that would be around 2500. :(
And still keep an eye on NYX and NMX's future, today NMX drop to it's IPO price. NYX also break 80 support. This may gaves us a lot of opportunity to load NMX.
How ever, after last week's huge drop(the three index all drop more than 1%). The up trend may be terminated, and the market will turn from bull to neutral. We may see neither bull nor bear in the next few month.
The gas price in Dallas rise 20 cents this week, and I may load some energy sector stock. HNR is a good candidate. Will post my comment to robin's blog.
boy, what a day! happy I am out of town. so that I don't need to suffer the volatile market.
close my grp call today. holding 100% cash. no even nmx at this point. should be at least another day for nmx to confirm the bottom.
mr is a pain to me. predicted its break out but was shaken out before good thing happen. if sell before the er, you made a correct decision. do play pre/post er play, but don't gamble on er.
again, don't hold overnight position in this period.
take care
is sterm's id protocol in mitbbs? or alladin?
I am fanzhi, hahahaha
I have never seen a fanzhi id on mit.
puppylsy
or
HQSB
hahahaha, puppylsy, HQSB.OB, etc... did you see?
so you got the nick name fanzhi because of the stock contest. that's funny.
then who is carol? and bobby?
HEHE,the Market is quite volatile today. Actually this morning my market sentiment dipped further in "sell " domain. It will be quite surprise to me this reading won't work. hehe
Don't worry about the market, any pull back is a chance that we have been waiting for quite a long time. As long as we are not caught up at the top, everything is fine. According to my investigation, any stocks that downgraded by GS will take approximately 2 months ~ 4 months to recover unless really big news happen. The reason they downgrade NYX is that after accquistion of Euronext, the growth tends to slow down which is quite true from the ER of NYX last quarter. and also if you wanna load energy stock, I don't like HNR because it doesn' make any money at all. Pls check its cash flow statement and income statement. It worths $10 totally because all of its properties can be sold and distributed to investors for $10. But if you really wanna play momentum, that is another story. Buy and hold HNR won't fit into my strategy as an investor.
Gas stocks that are strong include FTK, VLO, BTJ, WHQ, USU, MDR.
check their charts, see whether they are better choice.
hehe, fanzhi got this nick because I think he wanna be in low profile as carol ?:)
I think bobby and carol are also quite active on mit stock board, heihei:)
hi Carol,
yes, the $10 gap is the reason that I rec to watch it now:) Otherwise the risk will be too high. After the drop, everything has been conservative for TZOO, which means the downside surprise will be limited.
Qianhu: I like the NVEC very much. Plan to buy around %30.00. Do you think it is realistic?
今天定了las Vegas得几个show: O, Jubilee, Fantasy, Mystere :)
Thanks Qianhu for sharing your opinion. I am nobody on mitbbs and I committed not to post anymore. Hibernating time for me on bbs.
Ai, always no response no matter whether I post in MIT or here.
The NYX really got me going blue.
Du shu qu!!!
hi, happydayone
I haven't got time to read your post. Sorry. I may think it is a little bit difficult to load NVEC around $30 at this monment after its ER.
but whenever you see the chance, load it quick.
fanzhi,
take some pics when watching show.
haha
NYX has no big problem, but it just need time to recover.
sterm,
Definitely watch O - it's the best show there.
Jubilee...tnnd boring (别在vegas看上空秀). Mystere is o..k but you'll probably be somewhat disappointed after watching O.
hehe, seems all of you have watched the show there. I need to travel there sometime during this summer.
Thanks for sharing.
recent drop of TZOO does provided loading opportunities, I am watching it from here.
However I am more interested in another loser AMGN for the same reason. still need some more study about recent development
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