China to take stakes in US automakers

It maybe hard to believe but American cars are not doing too bad in China. Chinese automakers are working very hard to “learn” from American car manufactures. While American copy-cat cars may sell in domestic Chinese market but they’ll never be able to export them. Even if they somehow find a loophole and export them, I [...]

IMAX Corporation (IMAX)

IMAX last traded at $3.50. Speculative play, but I feel confidence at this price level. I’m going to backup my truck on this one. If enough IMAX theathers opens next year to reach the tipping point, and IMAX’s digital projection gets trackion, IMAX could be an explosive stock.

Pickup some JAVA

I just brought a small JAVA position for less than $5 a share. Sun Microsystems (JAVA) has a history of making great product and poor profit. Not what I’d like to see as an investor. Sure enough, Sun’s profit dropped and so did its stock price. For $5 dollars a pop, I’m willing to [...]

Double-Take Software (DBTK)

Double-Take Software (DBTK) is a buyout play. DBTK trading at $7 and change. Forward PE 9.84, and EPS $0.63 is respectable. Virtually no debt and $3.357/share cash on its balance sheet means Double-Take can held its own until the broader market turnaround. That reduces the down-side risk for DBTK. DBTK is small enough and profitable [...]

INTC is a buy at $15.50

Intel close $15.50, P/E 12.35 today. Analysts have been lowering their earnings estimates to $0.38/share current qtr and $1.25/share for the year. For next year, average analyst estimates is $1.32/share. I’m not skeptical about the current 08 estimates, but I think they may have underestimated 2009’s numbers. In order to trade this idea, I will [...]