The CHRISMUKKAH Data Dump

[mrmarket]

Just in time for Santa...I mean the menorah...Take a look at these babies:

ACLI ADS AEOS AEPI AFG AIB AKAM AKH ALB AMIE AMOT AMX ANST AOB AP ARCAF ARGN ATI AUGR.PK AXR AZZ BAMM BDHHY.PK BIOV BLKB BLUD BMC BWLD BWP BWS BXP CAL CBG CCH CELG CHAP CHINA CLB CMI CNRD.PK CNS COG COGO COL CRH CRVL CSH CTRP CTSH DIGE DIS DKS DRIV DUNE.PK EBIX EDP ELE ELLG.PK EMCI EVRC.PK EZPW FBMS FMD FMST.PK FRD FRPT.OB FSER.PK FTEK GEF GES GLYT GOOG GROW GS GSTL GTAP.OB HDB HINKY.PK HOC HRT HRZ HXM HYNI.PK IAAC IAL ICE IGLD IHS IMKTA INFY INFY ININ ISE JLHC.PK JRVR JST KLMR.PK KNOT KPN KTII KTMC.PK LABL LFC LHCG LOGI LQDT LR LRCX LVS LXU MBT MR MSTR MTW MX NEU NSTC NTRI NUE NYX OKE OKS OPTI.OB ORCL OS PCAR PCCC PCLN PCU PD PHLY PNCL PQ PRFT PROS PTNR PTR PVH PWEI PZA RIMM RIO RYAAY SAF SBS SDX SEIC SHS SIEB SIM SNKI.PK SNP SPH STEC STLD STLS.OB STP SVNT SVVS SWS SZE TAM TBWC TCK TELN TNCC TNRK.OB TOVC.OB TPX TS TSO TSTC TV TWGP UARM UCTT UGP USNA UUU VCLK VCP VE VIP VOL VSEA VSNT VTKHY.PK VTS VXTK.PK WCG WDC WFR WIT WNR WRLD WST WTS X XSONF.PK XTO



Which ones do you like...Top 5 will be published soon!

[DSteckler]

What about Festivus for the rest of us?

[Rob]

I like PD best because I ran all 200 stocks through my quick & dirty ranking system, and it rated the highest.

Check it out: P/E is 13.7 with a fwd. P/E of a measly 7.7. Its ROE is a very robust 30.6%. Quarterly Y-O-Y rev. growth is 58.7%, and quarterly Y-O-Y earnings growth is a huge 142.6%!

At last report only 3.6% of the float was shorted because everyone knows that when a stock this good is this cheap the chances of her depreciating are slim.

Therefore, Rob chooses:

PD

[mrmarket]

I like PD best because I ran all 200 stocks through my quick & dirty ranking system, and it rated the highest.

Check it out: P/E is 13.7 with a fwd. P/E of a measly 7.7. Its ROE is a very robust 30.6%. Quarterly Y-O-Y rev. growth is 58.7%, and quarterly Y-O-Y earnings growth is a huge 142.6%!

At last report only 3.6% of the float was shorted because everyone knows that when a stock this good is this cheap the chances of her depreciating are slim.

Therefore, Rob chooses:

PD



Wow..that sounds a lot like a $$$MR. MARKET$$$ write up.

[ParkTwain]

Since mid-November 2006 PD is in play as an acquisition target. The deal goes away, you probably instantly lose about 16% in share price ($120 -> $100).

[Rob]

Since mid-November 2006 PD is in play as an acquisition target. The deal goes away, you probably instantly lose about 16% in share price ($120 -> $100).... in which case the P/E would drop to about 11. Nevertheless, you make a valid point, Park. That's one of the drawbacks of using a "quick & dirty" ranking system that only crunches numbers: it omits news stories as well as events looming on the horizon.

So if one doesn't care to accept the risk of the PD acquisition falling through, the 2nd-highest ranked stock out of the 200 in the dump is Teck Cominco (TCK). You get all this for a multiple of <10:

http://img241.imageshack.us/img241/6979/alx0.jpg (http://imageshack.us)
http://img182.imageshack.us/img182/6127/bcw8.jpg (http://imageshack.us)



http://bestsmileys.com/excited/3.gif

[riverbabe]

I like PD best because I ran all 200 stocks through my quick & dirty ranking system, and it rated the highest.

Check it out: P/E is 13.7 with a fwd. P/E of a measly 7.7. Its ROE is a very robust 30.6%. Quarterly Y-O-Y rev. growth is 58.7%, and quarterly Y-O-Y earnings growth is a huge 142.6%!

At last report only 3.6% of the float was shorted because everyone knows that when a stock this good is this cheap the chances of her depreciating are slim.

Therefore, Rob chooses:

PD

I bought PD a year ago (11/15/05) @ 63.78 and sold a couple of weeks ago (11/20/06) when the acquisition was announced @121.28. Now I call that a PD (pretty double)!! A great company!

[skiracer]

River,
That was a beautiful play and the timing was great because the housing and copper markets were in much better shape and demand was up. Right now I wouldn't buy it if someone gave me the money. Taking a look at the daily there is a great big gap up that is just begging to be filled and with such a large capacity for profit taking underneath it right here it looks to be a great shorting opportunity right now. On top of that if the economy and housing goes south for any reason the demand for copper will plunge and so will PD. Looks to be on the way down today. Nice entry and exit on your part.

[mimo_100]

I bought PD a year ago (11/15/05) @ 63.78 and sold a couple of weeks ago (11/20/06) when the acquisition was announced @121.28. Now I call that a PD (pretty double)!! A great company!


River,

How did you find PD back in '05?

Tim

[riverbabe]

River,

How did you find PD back in '05?

Tim

Tim, am very busy today with real work. Will try to answer soon, promise. River

[blessed]

From the dump I narrowed down to 11 ....then 3 which were AOB,FTEK,GROW.....hard choice but gut says AOB chart looks great ,volume good and China is a big place

[peanuts]

Mr. Market,

Just listen to me. Buy WNR. Sell all of your other holdings, and put it all into WNR. Buy WNR, and buy it now. There is none better on the whole list. WNR is the one you want.... WNR!!!!! :D

[riverbabe]

River,

How did you find PD back in '05?

Tim
Tim, back in November/December 2005 commodities & metals, especially gold and copper, were hot. You can find lots of archived articles about this. I checked IBD archives because I still am on the free weeks and there it is. If you look at a monthly chart of PD, you will see that it was on a spectacular uptrend (that didn't quit). It was a no-brainer to buy in at that time.

[riverbabe]

http://stockcharts.com/h-sc/ui?s=PD&p=M&b=5&g=0&id=p25141045067

[mimo_100]

Tim, back in November/December 2005 commodities & metals, especially gold and copper, were hot. You can find lots of archived articles about this. I checked IBD archives because I still am on the free weeks and there it is. If you look at a monthly chart of PD, you will see that it was on a spectacular uptrend (that didn't quit). It was a no-brainer to buy in at that time.

I had PD in my Motley Fool CAPS Portfolio. I "sold" it when the announcement was made, then bought the company who was acquiring them, FCX. Do you have an opinion on FCX?

[riverbabe]

I had PD in my Motley Fool CAPS Portfolio. I "sold" it when the announcement was made, then bought the company who was acquiring them, FXS. Do you have an opinion on FXS?

Tim, I know very little about FCX, sorry. But the acquisition just might not go through. Check out this link:

http://www.marketwatch.com/News/Story/Story.aspx?guid=%7B4AAF2BD2%2DC3B0%2D427C%2D9FFA%2 D9D30C8B772C0%7D&source=blq%2Fyhoo&dist=yhoo&siteid=yhoo

River

[mimo_100]

Tim, I know very little about FCX, sorry. But the acquisition just might not go through. Check out this link:

http://www.marketwatch.com/News/Story/Story.aspx?guid=%7B4AAF2BD2%2DC3B0%2D427C%2D9FFA%2 D9D30C8B772C0%7D&source=blq%2Fyhoo&dist=yhoo&siteid=yhoo

River


It appears from the article that the dissenting funds only hold aboout 15% of the outstanding stock. Big deal. If the rest of the stockholders accept the offer, the best the funds can hope for is a seat or two on the board.
What advantage is there for the funds to fight the takeover?

[riverbabe]

It appears from the article that the dissenting funds only hold aboout 15% of the outstanding stock. Big deal. If the rest of the stockholders accept the offer, the best the funds can hope for is a seat or two on the board.
What advantage is there for the funds to fight the takeover?

Well, they're looking for a higher bid. Depends on their powers of persuasion and their inside contacts and influence with other potential bidders? Should be interesting.

[mimo_100]

Well, they're looking for a higher bid. Depends on their powers of persuasion and their inside contacts and influence with other potential bidders? Should be interesting.

The stock closed yesterday (12/13) at $122.65. According to the article, the buyout computes to $126.46 per share. In the old days, if the good 'ole boy insiders had knowledge that a new, higher bid was in the works, the closing price would be very close to the buyout price (i.e., PD should be trading somewhere around $125+ in order for the arbitragers to be interested). The market is telling me that there is no new offer in the works right now.

[riverbabe]

The stock closed yesterday (12/13) at $122.65. According to the article, the buyout computes to $126.46 per share. In the old days, if the good 'ole boy insiders had knowledge that a new, higher bid was in the works, the closing price would be very close to the buyout price (i.e., PD should be trading somewhere around $125+ in order for the arbitragers to be interested). The market is telling me that there is no new offer in the works right now.

Tim, not to belabor this, but here is another link, a little older.

http://yahoo.businessweek.com/investor/content/nov2006/pi20061120_054468.htm

Remember, the deal involves $88 in cash + 0.67 FCX share. This means that that the PD price is now tracking with the 0.67 FCX share value, which has declined quite a bit. This might be a reason that PD is not at the original value placed on the deal in that snapshot of time. Did you see what happened to the EZM share price after its buyout offer that, if I recall, was an all stock deal? It initially went down, tracking with LMC, but then skyrocketed just before the deal was consumated (sp?). Unfortunately, I sold EZM too soon! River

[mimo_100]

Tim, not to belabor this, but here is another link, a little older.

http://yahoo.businessweek.com/investor/content/nov2006/pi20061120_054468.htm

Remember, the deal involves $88 in cash + 0.67 FCX share. This means that that the PD price is now tracking with the 0.67 FCX share value, which has declined quite a bit. This might be a reason that PD is not at the original value placed on the deal in that snapshot of time. Did you see what happened to the EZM share price after its buyout offer that, if I recall, was an all stock deal? It initially went down, tracking with LMC, but then skyrocketed just before the deal was consumated (sp?). Unfortunately, I sold EZM too soon! River

You are correct. With FCX at 59.19 the deal is worth over $127 per share.
The April $125 Calls are around $7 with the current price of $122.98. Interesting.

[riverbabe]

Tim, did you see this? Possible takeover of FCX!

http://www.theglobeandmail.com/servlet/story/RTGAM.20061215.wbarrick1215/BNStory/Business/?page=rss&id=RTGAM.20061215.wbarrick1215

riverbabe