My Stock Winners

========= Undervalued Stock #1 ==========

——- CB Richard Ellis Group Inc. (NYSE: CBG) ——-

Insider Name: Robert E. Sulentic
Insider Position: Director
Insider Action: 7,500 shrs on 5/25/2007 - 5/30/2007
Insider Total Holding: 7,500 shrs

——————————————————-
Undervaluation Merits…

P/E Ratio = 29.81 (Industry Average 38.93)
P/S Ratio = 1.89 (Industry Average 6.92)

Industry: Real Estate Operations

——————————————————-
Other Merits…

Exceeded Analysts’ Estimates for Past 5 Quarters

——- CB Richard Ellis Group Inc. (NYSE: CBG) ——-

The Targets For male fortune hunters, on this year’s list of 946 billionaires, only 38 women (average age: 63) appear on the U.S. list. Don’t worry! There are widows and armies of ex-wives with colossal divorce settlements. Don’t forget their spoiled children. While marrying less affluent offspring may look like you’re just making do, it’s not a bad deal (they think about the loads they’ll inherit too).

1.) Identify the Billionaires in your area (or their relatives) and learn their marital status. Then you’ll have to study their businesses, hangouts, pets, favorite philanthropies, artists, music and vacation spots. (Google is a gold digger’s best friend. One cautionary note: stalking is a crime in all 50 states.) None in your area? Move. No matter what your budget, you can find a something homey within 16 blocks of the big money. By hanging out in a ritzy neighborhood, you’ll get comfortable with wealthy people and attuned to what they like.

2.) Land the Right Job; one that allows you to circulate among the wealthy. Just over half of the billionaires in our study met their spouses at work. The reason is obvious. Ambitious Type A+ billionaires rarely leave their offices long enough to prowl the musty nightclubs. Examples: Melinda Gates was a Microsoft manager when she met Bill at a company press event. Both Anna Torv (wife No. 2) and Wendy Deng (No. 3) worked for companies owned by Rupert Murdoch ($7.7 billion), the first as a reporter, the second as a TV executive.

3.) Get an M.B.A. ASAP. Since people think that it qualifies you to do just about anything, an M.B.A. can get hired just about anywhere. Focus on industries with the most billionaires: finance (52), investments (51), service (42), media and entertainment (38), real estate (33) and oil and gas (30). Among the careers that will put you in contact with them at this vulnerable moment: real estate (specialty in mansions); luxury car industry, private jet; yacht sales; work at museums, galleries or high-end antique shops; interior design or architecture; and race-horse training.

4.) Man Hunt at a Gallery or Charity. Billionaires’ are constantly on the prowl for paintings and sculptures to fill their expansive mansions. For starters, cultivate a taste for museums and become a member, not a visitor. If you’re willing to go without dinner for a few months, invest in a $1,000+ membership into elite club, which provides much greater mingling opportunities, including evening receptions, charity balls, private viewings for major exhibition, golf events and priority invitations to special events such as the biennial art auction.

5.) Hire a Professional. Not everybody wants to deal with the hassle and expense of faking their ultrahigh net worth. For such people there are experts who, for a fee, will help you. There are entrepreneurs, who have been in the digging business years, who hold seminars as well as costly private sessions. By attending, you’ll supposedly ramp yourself up to be apart of that pool of eligibles. At the end of the day, you could end up paying $10,000-$150,000 to reel in a big one. Not only will it cost 5 to 6 digits, but time must be sacrificed in order to become immensely interested into what he’s into. You’ll need to spend some time for due diligence on thoroughbred horses, terminology of yachts and your billionaire’s profession.

EntreMetrix Inc. (ERMX)
$0.18

Heavy trading today as ERMX announced its launch of digital support
tools for its portfolio companies. Brokers are getting ahead of this
steady climb as they grab up large blocks of shares for there clients.
Look at the numbers and get on ERMX Friday morning!

Joseph Kaplan, Professor of Physics at UCLA, was appointed Chairman of
the USNC.

And to be a leader, the company needs to have or build a competitive
edge, such as size or technology, which allows it to be influential.
Click image for larger view.

Prescribed fires clear away dead and dying vegetation to help
rejuvenate
forests and reduce the risk of larger, uncontrolled wildfires. It was
with his business people. In the end, the IGY was a resounding
success.
“The animals are fine. Does anyone take this seriously! Various
oxidizers are used in both the black powder and the stars.
The National Archives, Washington, D.

HomeSite IndexSearchFree NewslettersSubscriptions ShoppingContact
UsAdvertise With UsPrivacy PolicyPress Room Is this the best thing for
all involved. Check out our related links for Fires.
During the IGY, there were many accomplishments. Little did he know
that he would save not one but two lives during his visit. DC
PagesAbout
MothaB. What if anything will this do to Jacob in the future.

And to be a leader, the company needs to have or build a competitive
edge, such as size or technology, which allows it to be influential.

The Council presents findings to the Board on a quarterly basis. It
should be up in a day or two, so check back!

Some residents were angry about that.

‘,’Logarithmorum Canonis descriptio,. His overland trip to the South
Pole, backing the British Trans-Antarctic Expedition, was a daring
and
innovative journey that has been cemented into our collective memory.
New York, New York: McGraw-Hill Book Company.

He is also one of the men who was named as an un-indicted
co-conspirator
with Michael in his recent case against accusations of child abuse, of
which he was of course vindicated.

gov website and entering www. Something triggered me to file, but it’s
all settled. These Data Centers not only preserve historical data, but
also promote research and ongoing data collection. In the end, the IGY
was a resounding success. He was not noticed at first, according to a
local newspaper say newKerala.

You will be notified by email if and when your recap will be used.
Miami
Beach Life Deign

“He’s the very best, amazing, so kind,” Michael said.

and Underweysung der Messung’,'De Symmetria.

The Institute for Supply Management report showed manufacturing activity strengthened to its best level in 14 months and provided further evidence that the U.S. economy has tempered the recent setback caused by excessive inventories of unsold goods. The June index rose to 56% from 55% in May, and came in 0.09% above expectations.

As a result, U.S. equities stormed higher out of the gate and are up strongly across the board. Combined with Friday’s core inflation report that came in at 1.9% and within the Federal Reserve’s target of 1-2%, market participants bid stocks higher today as the fear of further interest rate tightening continues to show signs of fading.

Look for factory orders to fall 1.3% in May after a decline of 2.8% in the durable goods component according to Lehman Brothers, while the International Council of Shopping Centers-UBS report on weekly chain store sales comes out. The prior report showed a decline. Wednesday brings the Fourth of July National Holiday and U.S. financial markets are closed.

Thursday watch out for the monthly job cuts report from Challenger, Gray & Christmas. Initial unemployment claims for the week ended June 30 are expected to be little changed from the previously reported 313,000. The trade shortened week comes to a close Friday when the Labor Department issues its payrolls report. Economists expect employers to have added about 120,000 jobs in June after May exhibited a number (157,000) higher than the recent trend. Look for unemployment to hold steady at 4.5%. Anything lower than that will likely cause more pain in the bond market.

Courtesy of OTC Digest

========= Undervalued Stock #1 ==========

——— Chesapeake Energy Corp. (NYSE: CHK) ———

Insider Name: Aubrey K. McClendon
Insider Position: Chairman & CEO
Insider Action: 101,500 shrs on 6/26/2007
Insider Total Holding: 27,615,798 shrs

——————————————————-
Undervaluation Merits…

P/E Ratio = 10.2 (Industry Average 19.2)
P/S Ratio = 2.29 (Industry Average 7.35)
P/B Ratio = 1.75 (Industry Average 3.07)
P/CF Ratio = 5.20 (Industry Average 11.0)

Industry: Independent Oil & Gas

——————————————————-
Other Merits…

Dividend Yield = 0.80%
Exceeded Analysts’ Earnings Estimates for Past
5 Quarters

——— Chesapeake Energy Corp. (NYSE: CHK) ———

When it comes to raising money for small public companies, financiers will usually do what is called a PIPE (Definition: Private Investment in Public Equity). A PIPE transaction entails accredited investors (hedge funds, high net worth individuals, etc) purchasing stock in a public company, usually below the market price. The stock is registered with the SEC so that it may later be resold to the public. PIPEs usually push the price of a stock down since the accredited investors are getting a discount to market. In this particular financing for Unicorp:

The convertible debentures bear interest at 9%, mature 30 months from the date of issuance, and are convertible into our common stock, at the selling stockholder’s option, at a rate of $0.50 per share, subject to adjustment. Based on this conversion price, the $7,000,000 in secured convertible debentures, excluding interest, are convertible into 14,000,000 shares of our common stock. The investor has contractually agreed to restrict its ability to convert its debentures or exercise its warrants and receive shares of our common stock such that the number of shares of common stock held by it and its affiliates after such conversion or exercise does not exceed 4.99% of the then issued and outstanding shares of common stock.
$3,500,000 was disbursed on May 17, 2007;
$2,000,000 will be disbursed upon the filing a registration statement; and
$1,500,000 will be disbursed within three days after the effectiveness of said registration statement.
What all this mumbo jumbo means is Unicorp got a sweet deal and here’s why. Shares of Unicorp closed yesterday at $0.34, so the stock needs to gain 50% before the financiers can convert their stock into shares. The 9% interest rate the company is paying represents an incredible deal and if you don’t think so try to borrow at these rates from your local bank. The financiers funding Unicorp are looking for 20-30% gains every year so we believe the $7 million endorsement means they think the stock will appreciate.

Gottaplay Interactive, Inc. (GTAP.OB) was first profiled on August 1, 2006 at $1.95 per share. Shares pulled back to $1.25 shortly after the first report, and in retrospect, GTAP represented a great opportunity at that time. By January, GTAP hit an all-time high of $3.05, a 144% move off the low in just five months, and a 54% move from the price at the time of the initial report.

GTAP attempted a break out in March that was unsuccessful and that started a three month correction that saw GTAP hit a low two days ago of $1.25. In today’s trading action, only a small amount of volume pushed shares up $0.14 to a close of $1.40. Meanwhile, news from the company continues to be excellent.

Two weeks ago, GTAP announced a strategic marketing partnership with Ziff Davis Game Group, a division of publishing giant Ziff Davis Media, Inc. Their Game Group division has over 20,000,000 active gamers, and is the largest integrated gaming media publisher in the United States.

When market opportunities present themselves, trade at your desire.

The fundamental progress of the company has been absolutely stellar. What was once a startup oil and gas company is now starting to come into its own. Unicorp reported revenue from oil and gas operations of $924,498 for 2006, an increase of 282% versus 2005 revenue of $242k. On March 19, management declared that based upon the current projects to which Unicorp is participating, the company is projecting revenue for fiscal 2007 in excess of $4 million and gross profit from oil and gas operations excluding depletion in excess of $3 million.

That would mean in a matter of two years management will have increased sales over sixteen fold. To top it off we are just amazed at the company’s recent $7,000,000 funding announced on May 21st (press release). This new cash infusion coupled with the previous $7.8 million invested into Unicorp over the past year and a half means that approximately $14.8 million dollars will have been invested in the company. Raising the money in the first place was a monumental task but after looking at SEC Filings and seeing the specific terms of the financing we were even more amazed.

It’s been almost two months since we’ve mentioned Manas Petroleum (MNAP) We first featured the company a while back. There hasn’t been any news released during that time, so to be quite frank, our attention has been diverted to just watching shares of Manas make new highs everyday. The stock closed Monday at $5.50 per share after reaching an all time high of $5.67 earlier in trading day. That puts up over 50% from when we profiled the company at $3.65 per share.

If readers will recall, we highlighted the explosion of Russian wealth obtained by acquiring state oil and gas assets very cheaply (or even for free) during the privatization process during Boris Yeltsin government. This blue print to making vast fortunes in the energy sector was not lost on people of influence in other states of the former Soviet Union.

Manas Petroleum has quickly established itself in Kyrgyzstan by obtaining six exploration licenses covering 3,152 square kilometers. Santos Oil a $5.5 billion dollar Australian company will be spending $60 million dollars on an exploration and development program on these properties. When a company the size of Manas beats out the major oil companies for a property, there doesn’t need much explanation if you read our before mentioned edition.

Buy small cap, sell Amazon is the way to go!

A rather dull performance was turned in by U.S. equities in the latter half of last week, as all four popular averages pulled back after the mid-week rally last week. The Nasdaq Composite held up best, dropping 37.75 points (-1.43%) on the week to close at 1588.96. Trailing only slightly was the Russell 2000, which went through a reshuffling this week, to close down 13.44 (-1.58%) to finish at 834.75.

Big stocks led the way lower, as the S+P 500 gave up 30.35 (-1.95%) to end the week at 1502.56, a couple points above key support. The Dow Jones Industrial Average was the week’s worst performer, retracing 279.22 points (-2%) to close at 13.360.26. The Dow and S+P both failed to make new highs and rolled over this week. All four popular averages appear to be in upward trading channels that may suggest lower prices in this week’s trading action.

Amazon is a very good company no doubt, but a company who’s stock price has gotten way ahead of itself based on suspect numbers. Amazon surprised analysts with 1st quarter numbers released on 4-24-07. Dig deep into the Q1 numbers and you will find that the numbers are actually quite worse than they first appear. Most of the earnings surprise was due to lowered R & D expenses, favorable foreign currency gains of $84 million, and a favorable effective tax rate change to 23%, down from an effective tax rate of 47% in Q1 2006. If you took out the favorable tax rate and favorable foreign currency gains, the profits could easily be flat to lower. These are clearly not operational improvements that warrant such a large appreciation in share price. While the 23% effective tax rate will probably remain for the balance of 2007, there is no visibility in regards to Amazons 2008 effective tax rate. This rate is likely to be higher in 2008. Take out the favorable foreign currency gains and the numbers are materially different. Equally troubling is operating cash flow. For all practical purposes, flat year over year, even with improved top and bottom lines. Analysts are lowering guidance for the retail space, competitors are showing tough comps already, not a positive macro outlook in retail. Additionally, Amazon’s profit margins are extremely low and now it’s rumored that the years biggest blockbuster “Harry Potter” will be sold at cost. The biggest release of the year and Amazon apparently is using it as a lost leader! Given a PEG ratio of 3, a PE at 117X earnings, and the financial findings I’ve mentioned above, the risk of a severe multiple contraction is extremely probable.

Monday the U.S. Treasury issues $14B in both 3 and 6 month T bills with yields on the short end expected to dip below the prior auction. Tuesday, the Commerce Department reports on May housing starts which rose quite unexpectedly in April by 2.5% despite higher inventories and tighter lending requirements.

Wednesday, the Mortgage Bankers Association reports its weekly refinancing index. New York Fed Pres Tim Geitner speaks in San Francisco about the massive accumulation of foreign-exchange reserves in Asia as a limiting facto in the free-trading of those countries’ currencies.

Thursday, the Conference Board reports on May’s leading economic indicators, which has declined or been unchanged in three of the last six months reporting sessions. The Labor Department releases weekly jobless claims data, which many analysts have expressed concerns over accuracy. The Fed Reserve bank in Philadelphia releases their business activity index measuring manufacturing in the region.

There are too many reasons to be on a short position on AMZN
1)This stock is not driven by reality, it’s driven by fantasy. AMZN has a P/E near 100 and PEG of 3 and it is propped up by institutional money. The shorts should just hold on and leave for the summer. After next Christmas AMZN will 50% off from today’s price.

2)NYtime also says that “Online Sales Lose Steam” in a story published over this past weekend.

3)Forrester Research, a market research company, projects that online book sales will rise 11 percent this year, compared with nearly 40 percent last year. Apparel sales, which increased 61 percent last year, are expected to slow to 21 percent. And sales of pet supplies are on pace to rise 30 percent this year after climbing 81 percent last year.

4)I will share the technical analysis on AMZN in tomorrow’s edition.

Don’s stop trading!

Citigroup $67
Morgan Stanley $56
Merrill Lynch $53
JP Morgan c.$45
Morningstar $40

What does this tell you?

AMZN is so overly bought, and it is heading down.

Using Amazon’s upper end EBIT guidance for FY07 ($563M) gives us a forward valuation of 48x/EBIT. In addition to being an absurd multiple on its own right, this is well above EBAY (20-25x) and GOOG (25x-30x), both of whom I would argue have more sustainable competitive advantages, more attractive margins, and as good if not better growth prospects than AMZN. Even if we assume AMZN is worth the high end of GOOG’s EBIT multiple, the stock would be worth about 40% less than it is now. If use consensus forward P/Es rather than EBIT, the numbers look even worse: 70x 2007 for AMZN, 33x for GOOG, and 23x for EBAY. Using GOOG again as the upper end of a market valuation would result in a drop of 0ver 50% from current levels. Using EBAY (arguably a more fitting comp) would result in 67% drop.

========= Undervalued Stock #1 ==========

———– EOG Resources, Inc. (NYSE: EOG) ———–

Insider Name: Leighton H. Steward
Insider Position: Director
Insider Action: 20,000 shrs on 6/6/2007 - 6/7/2007
Insider Total Holding: 61,603 shrs

——————————————————-
Undervaluation Merits…

P/E Ratio = 17.1 (Industry Average 19.0)
P/S Ratio = 4.96 (Industry Average 6.67)
P/CF Ratio = 9.30 (Industry Average 10.70)

Industry: Independent Oil & Gas

——————————————————-
Other Merits…

Exceeded Analysts’ Estimates for Past 5 Quarters

———– EOG Resources, Inc. (NYSE: EOG) ———–