by Travis Johnson, Stock Gumshoe | November 19, 2010 4:44 pm
This is premium content. To view this article (and to have full access to the rest of our articles), sign up. Already a member? Log in.
Source URL: https://www.stockgumshoe.com/2010/11/november-idea-of-the-month-bringing-the-cloud-down-to-ground/
Copyright ©2024 Stock Gumshoe unless otherwise noted.
Thank you for another great a article. Cabot is teasing a small cap $13 tech stock. Over 1 Billion cell phones have their technology. I think you wrote about femtocells before but I wasn’t sure if that was the tease and I couldn’t find the article. If you have time please advise. Thank you. JW
Another great analysis, I’m going to take a look at this one. On another note gumshoe, did you buy your Lonrhp PLC shares in London? I have an order for LNAFF with both Vanguard and Fidelity and it’s been nearly 4 weeks and the order remains unfulfilled. Thanks
Very good analysis. I bought into the cloud on 10/29 when I picked up a decent amount of MGIC which so far has given me a 100% gain and may probably buy into COR as well. Thanks,
as always,
/* Phil */
Thanks for your analysis. I will be looking into COR, thank you.
You said:
“COR trades at what the market thinks is about the same forward valuation as DLR, roughly 13X next year’s earnings”
I’m puzzled by this. When I calculate trailing earnings for DLR, I get .58 or a P/E of 89. Forward earnings are 1.01 which would give a forward P/E of close to it’s price of 52. Am I missing something?
HA
With G-d’s help,
NIA just advertised seven picks for 2011
Company #1: A rapidly growing, highly profitable agriculture company that is trading for only slightly above cash on its balance sheet (it has no debt). If you annualize their net income last quarter and give the stock a P/E ratio of 20, it would be worth over 450% higher than its current price.
Company #2: An oil and natural gas company with a market cap below $20 million that has been profitable every single year for over a decade. They have a large cash position and no debt. A multi-billion dollar company just acquired the property they have an interest in. If you annualize their net income last quarter and give the stock a P/E ratio of 20, it would be worth over 200% higher than its current price.
Company #3: A mining company that is positioned to become the first primary producer in the U.S. of a commodity that is used in many of our latest electronic devices. Americans currently consume over 50% of the world’s total annual consumption of this commodity, yet almost none of it is produced here. Production is expected to begin Q4 2011 / Q1 2012. Once in full production, annual revenues from the mine could exceed $90 million (based on current metals prices). The current market cap of the stock is approximately $60 million. Besides owning 100% of their mine, they also own a production facility that would cost over $70 million to reproduce in today’s dollars.
Company #4: An alternative energy company that is the leader in its field and trading for below book value.
Company #5: A silver company that just started production. We consider the stock to be undiscovered, with average daily dollar volume of only about $300,000. A price/sales ratio of 5 based on its potential 2011 revenues would value the stock 251% higher than its current price.
Company #6: A gold and silver exploration play with perhaps the best portfolio of properties in the world. Their properties are spread apart across the world in six different countries and the company has joint venture partnerships with five different multi-billion dollar mining companies (their JV partners as a whole are covering the majority of their exploration costs). Its market cap is less than $100 million and they have close to $20 million in cash. Its average daily dollar volume is only about $150,000, meaning the stock is very undiscovered.
Company #7: A producing silver company with a market cap of less than $70 million. This is perhaps the most undervalued silver company in the world today with the greatest upside potential for 2011.
Any ideas
NIA 7 picks for 2011….you can find out for a $1000. donation. To me that is too much but maybe 10 of us could spread out the cost, lol. Oh, and it has to be sent in by 5pm today. Okay, Travis, you must have some ideas here. I like to read NIA articles and watch their videos but curious about their stock picks. If anyone has interest here or too much time on their hands please chime in.
Thanks for the Coresite recommendation! Interesting higher volume over the last few days which has been specific to COR, compared to DFT and DLR.