Session of 02/08/2007

[David Randolph]

Hey David. I would like for you to take a look at OISI.OB. Opthalmologic Imaging Systems. They have increased net earnings and sales for the last eight quarters. Small float with free cash flow. Thanks in advance.

Hello tireslinger

You really need to be patient to be watching a stock like OISI.OB, there are days where it doesn't trade 1 single share. Today's volume is 7,000 shares, and that's above average

Let's make some fundamental tests:

- Market cap is $46 M. Engaged in the business of designing, developing, manufacturing and marketing digital imaging systems, image enhancement and analysis software and informatics solutions for use by practitioners in the ocular health field.
- Balance sheet looks ok, with about $5.9 M in cash.
- Revenues grew steadily since 2000. I estimate about $16 M revenues for fiscal 2006.
- EPS of 3 cents for each quarter going back 7 quarters. I call this consistency

With annual EPS of $0.12 and the stock "trading" at $2.83, the earnings multiple is 23.5, so the stock looks to be valued somewhat above average.

OISI.OB is a stable stock, both in technical and fundamental terms. Too stable.

Thanks for the suggestion

[Quasi]

Hi David, &  pompano

Re PNWIF,  it should be noted they did a reverse split 1:10 back on Nov 3, 2006, just thought you should know in case that factor wasn't already built into some of your fundamental numbers..

I used to own the stock on the Canadian exchange, but got tripped out on a dip just after the reverse split, then was away on holidays for a month so haven't got back in yet, been waiting for a pullback / consolidation ??

I don't usually like reverse splits, but it sure didn't hurt these guys.

[David Randolph]

Good Morning David,

Hope you had a good time yesterday.  Glad that you are back.

BLUE could you take a look.  Big Gain yesterday.  I was able to buy and sell some on yesterday's strength and rebought back again today.

Not on fire today since it's currently down 8% but would like a closer analysis

Thanks

Actually not so much fun, too many people for my taste ... also I drunk wine and champagne, so I'm with a terrible hangover today

BLUE ... nice ticker symbol ... let's see about the rest.

The chart is medium and long term bearish, but short term bullish, due to yesterday's 34% rally.

Fundamentally:

- Market cap is $61 M. Company designs, develops, markets and distributes high end fashion jeans, apparel and accessories under the brand names Antik Denim, Yanuk, U and Taverniti So Jeans.
- Balance sheet is weak, cash is $0.
- There's no revenue trend. Revenues for the past four quarters were $51 M.
- Lost some money in Q3, but it was profitable on the previous five quarters.

The rally yesterday was made without any news out. I guess it happened because the stock was too oversold. My problem with BLUE is that I fear dilution due to the weak balance sheet.

I think BLUE is an interesting stock and its rebound will probably go further (I guess the stock will make a new high above $2.5 or so), but I see the company taking advantage of the liquidity and printing and selling some shares in the open market. They just need money fast. That will increase the market cap and will make the stock tank to former lows around $1.5.

I don't think the long term low is in, but I can be wrong. This isn't my kind of chart, but good luck

[David Randolph]

Hi David, &  pompano

Re PNWIF,  it should be noted they did a reverse split 1:10 back on Nov 3, 2006, just thought you should know in case that factor wasn't already built into some of your fundamental numbers..

It was considered, the share count is now 26,048,359 post reverse split, but thanks for the info.

You don't like reverse splits? It depends on the situation, sometimes they're made to attract institutional investors to an already attractive fundamental story, other times they're made to further dilute shareholder's value on the way down.

But they're fundamentally and technically neutral.

[runner2847]

David,

I said earlier I had 777,777 shares of pmed...but i added one 7 to that so its 77,777 which is a small position as opposed to the number I posted which would be reasonbly large.

Any thoughts on the roughly 20% retracement today?

[nica33]

Nice rebound for CECE today.  Devid I now that you already covered this one.  Could you give an update.?  Nice rebound today.  End HOD

[Lukas]

Tecnical Analysis: STOCHASTIC and MACD "BUY POINT"
According to Stockconsulant.com : 100% Bullish
read>>>

http://www.stockconsultant.com/consultnow/basicplus.cgi?ID=sample&symbol=CLWT&35253#ttop

Euro Tech Holdings Company Limited, through its subsidiary, Euro Tech (Far East) Limited, distributes various equipment, instruments, and supplies used in the treatment, analysis, and testing of water and wastewater in Hong Kong and the People?s Republic of China

[David Randolph]

I know there were several requests for analysis that I couldn't attend today (I pick them randomly), so please, if you're still interested in the analysis, ask for it again tomorrow.

The 3 Stocks on Fire Portfolio was up 3.93% today to $26,475. The Portfolio is up 76.5% since inception in January 19, 2007.

I'm quite pleased with the portfolio's three current holdings and I'm not planning to sell them soon, as I let the profits run.

Thanks for your participation, see you tomorrow