APKT

APKT did the pre earnings move we were hoping for last week in DIVX. We will exit before release, maybe it gets one last push into the close.  June Q was .09c on 19mln. CC 5pm.

* Past DJIM, SNCR also reports, June Q.05 on 17+mln.

http://djmarkets.squarespace.com/journal/2006/9/18/sncripo-at-10.html

AAON, AAON inc.....TRMS, Trimeris Inc.

More on AAON from chat this am, the numbers were 64mln vs. 48 +33%. EPS .43c vs.22, this topped estimates of .35c.  Opened starter position early and will add if it breaks that congestion at $25. AMIE type stock..crawler

TRMS reported yesterday after close, the numbers very good off HIV med sales. More of a trade prospect as this works the EPS and story.

**MARKET CHAT

Damn...TRMS ruined a perfectly good chart set up;
Management working the ' story '...the EPS was there, sold most AH on the news.

04:00 ET Trimeris says to focus on Fuzeon profitability (TRMS) 10.04 +0.25:Co announces that it will shift its strategic emphasis and reorganize to focus tightly on Fuzeon profitability and its strength in research and early stage development. These changes are designed to significantly increase and sustain earnings from Fuzeon by sharply reducing expenses. Co and Roche will continue their collaboration to develop Fuzeon enhancements and Next Generation Fusion Inhibitors. "The changes in our co are designed to allow us to generate 2007 earnings well in excess of $1.00 per share and to have sustainable earnings and cash flow for the long-term. At annual earnings of $1.00 per share, we would generate approximately $20 million of additional cash flow and reach a year end 2007 cash position of about $65 mln... We will reduce programs and our workforce as a result of these changes. We expect to have the new business structure and supporting plans in place by year-end and look forward to creating significant shareholder value with these actions.
November 14, 2006 |

Was SNCR 40% better?

Not really...but it gives a good lesson.. a reminder of what we do with eps reports.

As it turned out, a heads up on APKT and SNCR together before earnings last night proved to be quite the example . Simply..we believe that the best money management is not holding into these calls.....Isn't just easier to recognize a good report, most importantly one that the market is happy with and go from there.  We also don't believe in chasing until the volume/trend tells us enough. Take yesterdays premarket notes on FTEK, BVX.   If you chase too early, you might end up on the wrong horse.    Back to holding into earnings..... Waking to a 20% drop in APKT or buying SNCR early, say low $11's and watching it go up another 10+%?....which will it be?.   Just like TWLL, SNCR was introduced early on the DJJournal...congrats to those that have held through after doing enough DD to realize these are more than short term trading tools. DJIM goal is to find this combination, a quality tradeable company with earnings. Something that attracts and fits, both the trader and longer term investor. 

If the trend continues, APKT will go through the same exercise DIVX and to a lesser extent RVBD has gone through.   We expect to see APKT back on the DJIM trading block very soon, maybe even tomorrow..lol

Fun filled day...

for the Democrats?   Or is it in this case for the DJIM followers? lol    So the last piece of news that caught our eyes isn't CSCO's superb earning or guidance, it's GROW's split announcement.    It's definitely not a good way to PR pump your $30 stock.   But hey, we are just mere mortals and if the announcement gives action, and action creates opportunity, we'll trade it.    Now to some real movers....

EDU, we don't know the reason why it jumped this much but we are glad that we held our shrs last few days and added promptly on the break of $26.   It pretty much gathered strength throughout the day as traders tried to play catch-up.    Can it break its old high?    It's definitely setup to do so and it'd be very interesting to see what happens after it does.

RVBD, is this a sympathy to CSCO's earning perhaps?  We think it probably will be come tomorrow.  Oh, it also broke out nicely today on good volume.

BTJ, OIH is definitely trying here.  This kind of sector move benefits some of the little ones the most.   There's also of course MEK and ALY and all three are running for various IBD100 spots coming this weekend.

TRT, a few readers emailed us on this former mover today and we think it has potential.   As we said many many times before, if the insiders stay out of selling, we can get some sustained movement up.   Believe it or not, those insiders always tend to pick the "best" time to kill its momentum.   Maybe they should run a short fund or something since their timing is just so impeccable.

RIMM, well, you can put this one in the book now.  Another 25% gainer for us (see DJ Archives) and it may not even stop here.  For a large cap where you can literally buy millions of dollars worth, this is not a bad return for a month of work.

SRVY, this one came out with earning this morning and what caught our eyes is the trading action.   The number may not seem spectacular but it's apparent that there are some who really like its story. Lehman for one who raised estimates immediately.

AAON, finished up at the high of the day. More below.

Other stocks that we are trading/watching today include recent DJIM stocks SNCR DIVX APLX AMIE FTEK plus GDP BIDU OMRI TRMS and CMT off earnings.

GROW, U.S Global Investors Inc.

To add to the split, it's earnings bright and early tomorrow. Hard to believe it is already our second earnings go around with GROW at DJIM. This one is already a 25% member of DJIM.

http://djmarkets.squarespace.com/journal/2006/9/8/back-on-the-saddlegroweps-fnet-7s.html

http://djmarkets.squarespace.com/journal/2006/8/31/iaac-245-grow-2485-entry.htm

Update on Wednesday, November 8, 2006 at 09:01PM by Demi/ YourPersonalTrader

CETV, Central European Media Enterprises, another member of DJIM 25%+ sits pennies off highs as it reports before the bell on Thursday.

http://djmarkets.squarespace.com/journal/2006/8/29/is-it-2pm-yet-fomc-minutes-cetv-at-60.html

Update on Thursday, November 9, 2006 at 08:52AM by Demi/ YourPersonalTrader

Not sure what the analyst missed here..lol. CEO says the Q was 'impressive', CC at 11am will tell the tale. The action will tell if worth trade before CC.

CETV prelim $0.15 vs ($0.25) Reuters consensus; revs $112.5 mln vs $105.12 mln Reuters consensus

No trade here after earnings. Watch for a possible ICLR reaction..it will take some time.

TRT, Trio Tech International EPS .23 vs (0.08)..$12.70's

Beat sequentially as well

        -Just a follow up!    This goes to show that TRT is not a one quarter wonder.    It used to do 6 mil rev/q and now it's doing 10 mil rev/q.    If the trend continues and this thing should get an instant lift in valuation.      Also, IBD eps is at 75 and it may see an increase in that too, which gives another potential play down the road.

Float is awesome in this one and even if the Zeff dude start selling again, we don't think it'll matter that much.

we added aggressively today and will add more on weakness/strength

http://djmarkets.squarespace.com/journal/2006/9/22/trt-at-850-open.html

http://djmarkets.squarespace.com/journal/2006/9/23/the-follow-up-on-trt.html

GMKT and others....

We also like the action in GMKT.   This co. reported earlier and we really like its action, much like SRVY action yesterday.

MR, pre earning run starting today in our opinion.

BTJ, this one wants to overtake GROW in IBD rating. lol   We are not arguing with its intention and we are trading along with it.

GROW, as much as you hate how the co. pumps their own stock this way, you have to agree that this action is nothing short of spectacular.

nice follow through across the board...  SRVY RVBD GDP DIVX

CSCO...DISCO

Boy...this old song and dance is a bore. Have we not seen this before?.   Well, it wasn't too long ago, August 9th..the day after CSCO's shiny earnings that the Nasdaq did a 37 point dive off the top to the close.  Let's go through the two step today...early morning in MC we said.."P.S..a good time this morning to take some profits in your gaps".  Sometimes you are given a gift, unwrap it and leave.  We can't stress it enough here, take..lock in your points, profits. The Nasdaq proceeded to give up 30 points from highs to lows of the day.  It was just last night and many times before these names were profiled and /or talked about as trade bait on DJIM...from yesterdays close to their highs today, MR up 9.4%, RVBD 6%, DIVX 5.5%, BTJ 5%, SNCR 9.5%, SRVY 8.3%, EDU up 3%, RIMM 3%...10% since note in MC on the perfect conditions for a kick from 118's. Throw GDP 5% and even TRT from $12.70' alert time was a 10% ride to the close and yesterdays list glows.  If you're not taking profits of these type of gains, DJIM is not your bar!  

As per MC, we were ready to rotate more new found cash into more BTJ, GDP etc. This turned out to be no more than a intraday sector trade...they perked up quickly and just as fast gave it up. We did the same as the tide turned for the day, but the day was far from over as TRT, GMKT, GLDN (MC) were added along the way. The G's are earnings releases within the past 48hrs with charts that were looking for new highs while the market was selling off.

A few notes...

GROW- as per market chat comments,  we waited out the CC after a morning trade. This was too funny!. Is this a Asset management company or a PR firm?. We're sorry but taking 7+mln OS and turning it into 15mln shares via split is not going to lessen the "trading volatility" in GROW.  This is not the usual reasoning for a split and we can't believe GROW's team believes cheaper shares won't bring on those that like cheaper shares to trade. This stock has a reputation we've seen grow since the beginning, its not going away with a split. They are traders themselves, you know.  The fact they stated they have been on IBD #1 for 8 of 9 weeks is over the top. These guys should be promoters not Asset managers. The ironic kicker is they might need the extra shares to pull off the closing stunt today another day.  GROW was about to finish below the breakout point under $35, but then the painters came in and with a stroke of the brush made it a mid $35 close. The ugly candlestick was spared, but the smell of it all you can't hide with a paper bag.  We believe nothing will change with GROW the stock, it will remain a volatile trading stock and nothing more. Care should be taken with any position going forward, just like its always been recently.

TRT...what TRT gives out mid-quarter reports?;). Didn't we just introduce this at $8.50. Well...management gave a pleasant surprise with the unexpected early earnings release. We applaud this management, no doubt this was to stick a fork into the inside sellers side. You see there is a difference between the companies people selling and a Hedge fund aka Zeff doing the deed with a large stake in the co'.  We feel they were a little ticked off and today's early surprise was the pay back. This stock was almost ruined, now this DJIM stock has life again. We look forward to IBD refreshing the rating.

Update on Thursday, November 9, 2006 at 09:55PM by Demi/ YourPersonalTrader

AAON-APH-ATNI-BTJ-GROW-MEK-MR-SNCR-TWLL-RIMM-RVBD-UCTT(wkly)....this should be enough as BT is starting to see cowboys and stallions in his work;)
NDX WITH TARGET....updated at BT charts (navigation column)

15 31 26 24

TRT EDU AAON ATNI ..okay AAON was only 25.99 ...just 3 more clean numbers for Super 7 Lotto tonight. ;)

EDU today at 29   

DJIM hold/hit list #13

Back in October, we stated that November is seasonally a strong quarter for small caps.     Near the end of October, we stated that we just could not wait till the small cap earning season to start.    Well, we aren't disappointed, so far.       Maybe  it seems that all we had to do is to come back from a 8 month vacation and trade from November till February.    Now that would just be too easy plus we could have missed all the DJIM action from late August..just go to the Journal Archive.  The truth is, without the hard grind of the summer, without going through the emotional roller coaster with the market from the first trading day of the year, none of us would stay as focused, or sharp when the time mattered the most.     Well, here we are now.   We have had literally a stream of awesome small cap action last few days and we are trying our best to make the most out of it.    It means all out for us.    Folks, if you hadn't committed much time, energy, capital or effort into the market last few days, we'd say you are gonna be sorry a few months down the road.     Here are some plays we really like that showed up last little while...

ATNI, this is definitely not a flashy stock like some of the other heavy hitters.    It has very good earnings and it moves in stealth mode.   Before you know it, this thing can move 20% without making any kind of headline.    It broke out on Friday and we are keeping a close eye on this one. We added back. Friday looked like the day it would break all those candle wicks on the daily. http://djmarkets.squarespace.com/journal/2006/11/1/atni-atlantic-tele-network.html

GMKT, this stock had a very powerful move on its earning day and it smelled lots of institutions stepping in to bid it up.    A very sexy business and a dominant player in its area and with the holiday coming up, we think this one is gonna be in play for a while.

DLB, wow what a report this one had.   Ok, this isn't exactly a small cap but man you gotta give those guys a thumb up on their execution.   It took out multi year high, literally in one day of trading.    Now it may not give you another 33% gain day anymore but we bet it caught lots of people's attention on Friday.

Reports Q4 (Sep) earnings of $0.22 per share, $0.11 better than the Reuters Estimates consensus of $0.11; revenues rose 29.4% year/year to $102.1 mln vs the $83.8 mln consensus. Co issues upside guidance for FY07, sees EPS of $0.83-0.92 vs. $0.75 consensus; sees FY07 revs of $420-450 mln vs. $405.67 mln consensus.

MEK, it made it to IBD #5.   How will trade from now on?   We think it could trade with the group but with a better beta action.   Other plays we also consider in the same genre include BTJ ALY FTK. 

TRT, ah ha!    This one is not an unfamiliar name, far from it.     The latest quarter simply confirms the status of the stock, it's not going to be a micro cap anymore.   Bring it on Zeff boy!.  Nothing new to say, just scroll down our pages or go to the archives to get your TRT fill.

EDU, didn't we say this one could make some easy money?  Lol  Ok, nothing is easy in this business.   What this stock did the last few days, is simply giving back to all the believers and followers of DJIM site. Same as TRT, you can find your fill of EDU write ups as it seemingly has been with us since day one.....3 rides now!..Recycle, recycle we say. If EDU doesn't cut it one day....MR has picked up the slack and vice versa.  Late this week MR hit a new high 20.57. DJIM's Super Ninja's are sure to provide more excitement.

FSYS, this play is new and we think it can get some legs out of its report. We put an eye out on it early Friday morning in MC, its action perked up and we entered.Reported Q3 EPS of $0.22 vs -$0.63 in 3Q05; (est.$0.13c), revs rose 13% YoY to $55.4 mln vs.44.1 mln est. Co' raised 2006 rev guidance to at least $210 mln, up from previous guidance of $200 mln.  This alternate fuel segment needs some new trading blood, maybe Fuel Systems Solutions will be it.

AAON, we introduced this earning gem Wednesday morning. Not only did it take out the $25 we spoke of, it took on $26 Friday. Definitely, a A-Team member!

GLDN, we also introduced back some Russian blood with this Telecom/Internet provider. Volume has really picked over October and into early November with its earning release. 35% revenue growth, 40% net income YOY, 16% revenue, 7% net sequential growth.

RIMM, yep...we raised the RIMM flag as it became the 11th 25+% move in 12 weeks of DJIM. The action Thursday left it with a little toppy action. Every other day they seem to have a need to strike a blow into RIMM, Friday it was MOT's deal with Good Tech. This has been going on endlessly and RIMM just keeps making new highs. Nothing is wrong with RIMM for those wanting to play it out further, but we feel there are better chances of a finding another 25% move elsewhere...faster. We'll still keep a close eye on it as it's in the Constitution of Canada to do so;)

EFUT, is one we are trading as the Yahoo's are all over it. Definitely not for those that plan to have many bathroom breaks during the day.

It was just on Halloween that we took a cautious stance as many of the DJIM stocks felt toppy, by the close of Friday November 3rd we started to use up the cash with 6 or 7 buys. The names are changing, growing fast and furious during the past week. Buy the strength and don't sit on the UCTT's that are clearly lagging the uptrend.  Honestly, what are you waiting for?  You also have plenty of oil/energy names to rotate in and out of depending on the oil picture. If you have your DJIM list close by and have created a watchlist/buy list of these stocks, last week was a very fruitful one.  For more DJIM names read the commentary of the past week plus glance over the charts for ideas to trade.

Jon/ Demi

Houston, we've got a problem... CAAS, China Automotive Systems Inc, EFUT, eFuture Information Technology Inc,

We couldn't go to the bathroom today.  Literally!  . plus, should we be writing our note in Chinese?.   Oh just in case anyone hasn't noticed, there was not one, but TWO, 40%+ gainer for DJIM today.    EFUT/ CAAS ...Lock these up as 2 more DJIM benchmark 25% + moves.  As we have stated and stressed during the weekend, this is the kind of time where you make your double digit gains in your portfolio and clean it up around turkey time.     For a couple days back in October, we were joking that this November may not be compared to the Novembers of the past.   Boy oh boy, we definitely got more than we bargained for last few days.    And, we are not even half way through November.     Ok on to some obvious and not so obvious plays...

EFUT, we were fortunate enough to start trading this one at the beginning of Friday, about 13 points ago! . You've made a pretty penny even if you bought the close with us Friday when we were adding.  Simply put, we haven't seen a mover like this for quite some time now.    This in some way rivals the TZOO of the past.     Breathtaking, stunning and spectacular finish.   Can this gap up tomorrow and pull another good move?   It's possible and we think it's more than probable that it will.    The only drawback about this one is that you have to be there on every tick, literally.

CAAS, this one was noted in pre-mkt off earnings and frankly it's not a bad thing just to get your feet in this one in the early going.    What it did during the last half an hour is another display of EFUTistic move.    By the way, both CAAS and EFUT had one very ingredient in common, tiny float.   Once again, gap candidate as we pointed out before the close.  The action AH is the gap at work, this is what we were expecting. The same reasoning behind introducing EFUT 10 minutes before close on Friday. There is nothing wrong with adding to strength, we almost always do it near the close.  Sometimes the strength turns into a nice move the next day, sometimes into a crazy run like seen in EFUT today.

DLB +3% / CMT, good follow-up from both stocks.

RIMM/BIDU , so RIMM had its move and now we think BIDU may get its turn.   

other stocks exhibiting strength from the DJIM bin include AAON 5%, ATNI  RVBD 4% SINA 3% DIVX  GROW  FTEK SRVY.

MEK made a nice recovery, still be careful with this segment now.  Go with stronger sec...china stocks

DJIM index outperformed

most of the day big time....You know you're in a groove when AH a DJIM neglected shoots up 20% as you're about to call it a day. Only this afternoon TRMS was setting up after a great EPS. Everything else has been so hot, this one has been placed to the side as it consolidated.  We thought TRMS had the earnings and a story to go with it, today management decided to reveal a new direction...the story behind the new found EPS strength....You also know things are going for you when you're not scouring for the next EPS gem, pre market or AH. Why?...Because we already have them for ourselves and DJIM readers since their first trade after earnings!. Has anyone noticed AAON (nice day), ATNI are probably up 20% since getting space on DJ Journal.  Not bad in a week to two.  A lot of you love the juice of the runners, the EFUT, the CAAS's but for a complete healthy diet, we strongly recommend only one thing around here ( besides not holding into earning).  That is spread yourself out a bit, one day you'll get flushed by a runner and you won't have anything to buy these crawlers with. To us they are crawlers, to the funds that accumulate ...these are sound investments.  The daily speed might not be there for you, but the gains of 25+% in a month, a quarter is nothing to sneeze at. We doubt many places can offer you the experience of finding, trading the momentum stocks as well as the ones your financial advisor might find suitable for your family book. The best thing is we hate "RED" and avoid all to see such in one of our buys. The worst thing we could ever do is procrastinate, its not extensive DD'ing, its the action, the volume that gets us in most stocks. The time lapse between finding something we like and the time we pull the trigger, is quite short... but this doesn't mean chasing a stock without getting the 'feel for it.  This is how we avoid the "RED".  It is also the confidence in seeing and doing it all over again. This is the same confidence that rubs off on many readers of DJIM that have been with us for what is probably 3 years now.  BT is one of them we're happy to say. Charts paint a history, the stocks characteristics are embedded. This is why we recycle,(TRT most recently) our hitlists/ watch lists rarely take up more than one screen to get the job done.     So what happened today........Confidence, experience told us we'd have probable gaps for EFUT and CAAS...we've seen it and crazily feel it sorry to say..lol..we have no life...Its never too late to buy in the last 10-15 minutes, it is actually the best time for us in adding a position.  CAAS was $10.30 or so when we said a gap was probable, a gap is not the thing you see only in the morning open.  It is a stock running to 11.70 AH as well.   EFUT, we were confident in putting it up back to back on closes at DJIM.  We said this was something else, tonight we're glad to say its someone else's.  This is not the bread and butter of DJIM, we wrestled the idea of even mentioning it Friday..but felt comfortable with the gap idea end of day.  A $2 track or lotto ticket is all we would place on it short term as of this afternoon(MC).  Incredibly the insanity of watching, dealing with EFUT didn't take away from watching, trading other DJIM stocks. The super ninjas muscled out their cheaper cousins, the C-team of Chinese stocks. EDU, MR outclassed the bunch and finished the day with NCH's..each up about 10% at the highs. There was GROW getting the 'volatility' management just loves;)...DLB a quiet 3%, TRT unfortunately gave up the highs..guess its best to see the charts for the rest of the story of the happenings around here...oh AXR recently mentioned as part of DJIM A-team with AMIE, APH (back to $69), we were a little too full today to enjoy this ride, hope some of you caught it!

DJIM- Just one reminder....

Take some profits!    That's what we have been doing with some of our holdings today, bet you were too. Those gains in GROW, EDU off the breaks are hard to ignore and not pocket.  Why now and why not tomorrow or yesterday?    Well, in fact, we have always been taking profit-points here and there and taking profit has been a big part of our trading strategy.   Simply put it this way, when you have millions of dollars of merchandise, the most logical action is to take profit into strength.    At least that way, you'd appreciate the kind of work you've done during the last little while.     Ok moving on with some action...

EFUT/CAAS,  Ok, in case you haven't noticed, these aren't the typical DJIM holdings and they belong to the "euphoric trading arena".   Those that remembered the mkt in the hay days, this kind of play isn't uncommon.   The key is, know what you are dealing with.    CAAS gave a second jolt yesterday into the $11's, everyone had time to exit off Tuesdays premkt watch from as low as 8's.  EFUT, like we said last night...somebody else's now. It was here since the riot started, not our problem now.

GMKT, it took a few days of consolidation to get a move like today.   If you think the move is unconvincing, don't sweat it.   The stock is definitely on a right path and use the dipping opportunity to trade this one higher.

EDU, very very powerful move the whole week and again, we are letting some go here as per note in DJIM alerts.   This is not to say that we think it's done moving up but we just want to protect what's already ours.  MR has earnings in the morning, so we have let this go the past 2 days in reaction to this event.  We're sure these will be back in full on our books, shortly.

GROW, whatever the management did in their recent cc, it's working.   Maybe the stock will get to a level for a split to make sense.     Again, this one has a tendency for pullback so we are trading with the action accordingly. A little extended off the break at 38's(earning day high), so we reduced quiet a bit.

FSYS/SRVY, these two perked up a little and are setting up nicely and we are watching closely.

TWLL, though no complain about the chart move here, the only question we have is why it didn't move the last few days when the mkt was basically making new highs every hour. Like TWLL's today, we're just not that excited with the most recent breaks in the likes of UCTT, SNCR  and think its a good time to reduce exposure in some of DJIM tech names.

USAP, this one had a very nice report a while back but we didn't bother playing it.   It broke out today and we are following with some action too.    THS, the same. 

Order of the day for us was definitely profit taking, we have taken some profit more aggressively today than the last couple of days.   Since we've had just so many winners in our accounts recently, and with new ones popping up every day, it'll eventually get to a point where we can not look after each play constantly and at all times.   So in order to avoid a situation where a general mkt pullback occurs and you are still heavy with your positions, we decided that selling some huge winners here, aggressively,  is a good idea.  There are new set ups forming and we are looking for those lagging a bit to make another move.  We're not negative on the market, we just think we all should take an early Xmas bonus when it's handed to you.

DJIM Trader alerts- new feature

DJ Trader Market hours Alerts

Up to the minute alerts of the stocks 'ONLY' DJIM traders are closely watching for a trade. This section is mostly for the full -time trader during market hours and will be used instead of the "Daily Discussion", Market Chat. We will still comment, respond to the activity on Market Chat from our readers. In an effort to get information to you quickly, these alerts may only contain a few words, maybe only a symbol of the stock.

If already a subscriber to emails, press subscribe on top of DJTrader Alerts page when signed in.                              

If you are not a subscriber yet, email as your request for subscription passwords to set up your email account. Use EMAIL DJIM on the DJ TraderJournal page.

**If you are a subscriber to DJ Journal via RSS feeds only, this feature might be of interest to you as it will only contain DJIM trader comments during market hours.

EXLS, Exlservice Holdings Inc.

We've had great success in the IPO market market, following the likes of EDU, TWLL, MR, SNCR and trading the likes of RVBD,DIVX in the tech field from scratch.

We are throwing a new name out in Exlservice Holdings (EXLS) based on its report.  It is easy for a IPO to show growth in year over year comparisons, why else would they have gone to market unless they are showing very good growth rates the big boys will like.  EXLS has done this with 35 Mln vs. 18mln revenue growth, .19 vs .5 c EPS, but the thing the got our attention is the guidance for another excellent Q.  EXLS is projecting to do about 118 mln in revenue for 2006, this equates to something like 36mln next Q which is in line with this Q's after management said this one had benefits that would not continue.  There is an acquisition tossed in most likely this year, so what...thats a good thing.  Next Q the revenues ramps to this Q's, the benefits most likely excluded.....It's good enough to give this co' a second look, today or down the line.  Net income is projected to be 4-5mln next Q, this after a Q with the benefits in tow is quite respectable, putting the EPS in the mid teen to high teens again.  IPO's are difficult to cut and sometimes difficult to trade initially right after earnings, the reaction of the market is hard to gage as we saw with EDU. They spiked it down after what looked like a stellar Q, well we all saw the comeback and more to the $34's yesterday with it. There is just too many unknowns with the functions that come with the IPO, including potential profit taking after the run into earning which seems to be more common lately with IPO's than the usual suspects....so let the market tell you today..or down the line if this a good deal.  Some stocks you waste no time getting in as in a AAON, ATNI, which are just plainly under radar initially, others well knowns that get bid up with a gap aka DAKT are better to let settle on earning day before getting in.  

What does this co' do?..this DD is irrelevant and a waste of time at this point for us. It's got holdings in its name. Assuming they hold things is sufficient...okay, we actually looked..EXLS is a BPO.. whatever!. hey a Park Avenue address..that's more interesting;), they can pay their rent most likely.  Yeah, we do funky DD work around here..oh yeah, the chart is quite the funkster too...

We also looking at ZOLL, Zoll Medical Corp. as a possibility. RIMM gifted another price tgt lift, this time 160 from UBS...Markets a little happy premkt, day 5 here we come it seems..

Hey..the 'Big Hurt' is a Jay!?   ...WSeries here we come...NOT!

Alert follow up. One does not work without the other, so keep updated to DJ Journal activity.