Date updated:03-03-2007
This is a list of stocks that I don't currently own, but I'm looking at as potential targets. Some of these I have profiled on The OTC Speculator, and some I am simply researching to see if they are worthy of mention. You can find the OTC Speculator at http://www.otcspeculator.com
Also check out my actual holdings in the OTC Speculator's Portfolio here on Stockpickr.

-
EGRAF.PK
Energy Res Of Aus - $16.20
- 0.00%
- $N/A
Produces 17% of the world's uranium. A former holding. May look to re-enter the position on weakness.

-
BSIC.OB
Basic Earth Scien - $0.77
- 0.00%
- $N/A
Company is involved in a joint venture with DBLE to develop the Christmas Meadows project, which has been passed around the oil biz for years due to government red tape. Prospects for success appear good, but if they somehow do not find oil, the company is going to be really hurting as its production from other fields is falling off. Basically, all hinges on Christmas Meadows. A PE of 10 looks cheap here, but I think there are better opportunities given the uncertainties of the project. When I know the status of Christmas Meadows for sure, I will give it another look.

-
KSW
Ksw Inc - $3.80
- -2.06%
- $3.85
Huge backlog gives excellent earnings visibility. Large cash position, no debt, and solid growth. I owned this from 3.85 to 7.40 and sold it at 7.40 after watching it hit a lot of bids. Valuation had come up in line with the market as well. It has since come back a bit on already approved insider selling. I am thinking of getting back in, but the CEO intends to sell about 50k more shares at some point.

-
BOBS.OB
Brazil Fast Foods - $4.80
- +1.27%
- $4.75
Small, growing Brazilian fast food chain. Profitable, cheap valuation, and very solid revenue growth. A former holding.

-
URRE.OB
N/a - $9.80
- 0.00
- $9.80
One of the few junior uranium explorers that is already profitable, and trades at a relatively cheap multiple, but some production problems have me worried that they will fail to execute and will therefore be a laggard in the sector.

-
ASPN.OB
Aspen Exploration - $0.31
- 0.00%
- $N/A
One of the ways to judge the health of a business is to evaluate it at its bad spots. Well, natural gas is just a horrible place to be right now, so it will interesting to watch the next few quarters with ASPN. They've hedged 40% of production at prices above $8/btu for the winter, a move that now seems very prescient indeed. I want to see the next quarter or two before putting my money to work here. The valuation looks very attractive, but it may be signalling that the P/E might soon show up as N/A.

-
DYSL.OB
Dynasil Corp Of A - $2.49
- 0.00%
- $N/A
Growing 20% per year, making smart acquisitions. If you back out the costs of the most recent acquisition, this stock is trading at a very low multiple. As they integrate their recent acquisition and it becomes profitable in the second half of the year, this stock is going to look very cheap.

-
AUTO.OB
Autoinfo Inc - $0.40
- 0.00%
- $N/A
Trading at less than 7x earnings, although with a tax loss carried forward so really trading at about 10x earnings if Q4 comes in similar to the last 2 quarters. The stock has been consolidating for 4 month following a spike earlier this year. This is a company with a solid history of profitability and 20% growth over the past 2 years. They provide brokerage services (ie middleman) which link independent truckers to clients. Still trying to find a way to get an 'edge' on how this is likely to pan out, and how much competition they face from the big guys.
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A. One of the best of breed oil service
sector stocks would have been a better
bet during this most recent market
correction.
MMR does have strong strength in
ownership; however, the stock price run
up has already been 158% in the last 12
months yet has had a stock price
decrease of 24% in the past 3 months.
Serious consideration to buy MMR must
include being honest with a current PE
that is negative and more than one
analyst has significantly decreased
quarterly earnings estimates . . . which
leads to uncertainty, lack of
consistancy, predictability or stability
of what you are really buying.
The risk does outweigh the reward. . .
meaning it would be as you are phrasing
your question, a speculative play. . .
so how much are you willing to lose vs
how much are you hoping/anticipating to
gain?
Further, should you go with MMR, might
want to look at the charts for entry
point for partial position, followed by
adding partial position(s) with the
consideration of placing and using
mental stops to protect
investment entry points . . . Then
consider how much are you anticipating
to gain on the upside in anticipation to
taking a partial or total profit. . .
Thought being, keep a keen eye on MMR if
you put it into play and have your
finger on the trigger to sell in case
the price goes south (below support) or
hits the exit number (for profit).
In short, I have no personal position as
to why there would be any reason to dive
into MMR whole hog with the belief it
will be easy money. . . and that is
likely the real hard information or
supporting documentation you are hoping
to secure to feel confident in making a
more than certain profit with the
probability of low risk.
A. The only one I own : SLX,
too hard pick a winner out all of them
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02/27/2007 16:14 PM CST Asked by 52weekHi
Nice speculatvie portfolio