The Stock Playbook : The Playbook 100

Issue: 6/18/2008

Dave Dispennette — Wed, 18 Jun 2008 19:36:00 GMT

The Playbook 100

NNBR @ $13.79 (N N Inc.) manufactures bearing components for transportation, electrical, agricultural construction and machinery industries. Revenues have increased between 13% and 32% during the last four quarters. Earnings have increased 33% and 45% during the last two quarters and are expected to grow 35% this year and another 23% in 2009 to $1.24 a share. Average daily volume has steadily increased as mutual funds start to discover this company. We are establishing half a position here and will enter the remaining half on a pull back to $12.25. Our stop loss will be set at $11.50.

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Issue: 5/27/2008

Dave Dispennette — Wed, 28 May 2008 02:08:00 GMT

The Playbook 100

PMC @ $20.52 (Pharmerica) provides pharmacy services through 120 pharmacies in 40 states to about 4,300 facilities with 330,000 licensed beds. Revenues have climbed 10%, 123%, 191% and 183% during the last four quarters. Earnings have increased 450% and 850% over the last two quarters and are expected to grow 29% next year to $1.01 a share. We are establishing half a position here and will add the remaining half on a pull back to the $18.50 level. Our stop loss will be set at $17.

Issue: 5/11/2008

Dave Dispennette — Mon, 12 May 2008 03:05:00 GMT

The Playbook 100

AMAT @ $19.29 (Applied Materials) manufactures deposition, inspection, etching and cleaning equipment used in the fabrication of IC's and flat panel displays. However, it is their recent foray into the solar industry that has us intrigued. We are establishing a position here and will set our stop loss at $18.25.

Stocks Under $10

WATG @ $8.79 (Wonder Auto Technology) is a Chinese manufacturer of electrical components for the automotive industry. Revenues have increased between 25% and 55% during the last four quarters. Earnings increased between 33% and 55% during the same time frame and are expected to grow 30% this year and another 27% in 2009 to 0.99 cents a share. We've made money in this name in the past and are ready to revisit it here with a stop loss at $7.50. We'll add to position on any weakness that allows us to invest at $8.

Issue: 5/5/2008

Dave Dispennette — Tue, 06 May 2008 02:18:00 GMT

The Playbook 100

NGS @ $26.14 (Natural Gas Services) manufactures, fabricates, services and rents natural gas compressors to the natural gas industry in the U.S. Revenues have increased between 9% and 23% during the last four quarters. Earnings increased 29%, 120%, 40% and 58% during the same time frame and are expected to grow 16% this year and another 26% in 2009 to $1.48 a share We are establishing a position here as NGS finds and bounces off support at its 50 day moving average. We will set our stop loss at $23.45.

Growth Stocks

FSIN @ $17.72 (Fushi Copperweld) manufactures copper clad and other bi-metallic composite wire products for cable TV, telecom and electronic markets. Revenues have increased 45%, 42%, 147% and 123% during the last four quarters. Earnings are expected to grow 44% this year and another 39% in 2009 to $2.12 a share. We are establishing half a position here and will enter the remaining half on a pull back to $15.50. Our stop loss will be set at $14.95.

Issue: 5/4/2008

Dave Dispennette — Mon, 05 May 2008 03:58:00 GMT

The Playbook 100

NETL @ $33.59 (Netlogic Microsystems) designs knowledge-based processors used to accelerate delivery of wireline and wireless voice, data and video communication. Revenues have increased 53% and 46% during the last two quarters. earnings increased 43% and 58% during the same time frame and are expected to grow 26% this year and another 16% in 2009 to $1.75 a share. We will establish half a position here and enter the remaining half on a pull back to $31. Our stop loss will be set at $28.50.

Foreign Stocks

EZCH @ $16.92 (Lanoptics) is an Israeli developer of network processor chips for high-speed networking switches and routers. Revenues have increased 172%, 192%, 153% and 70% during the last four quarters. They announced their first profit in their history last year and should grow earnings at least 100% this year, although their are no analysts covering the stock. We will establish half a position here and add the remaining half on a pull back to $14.50. Our stop loss will be set at $13.75.

Issue: 5/1/2008

Dave Dispennette — Fri, 02 May 2008 02:55:00 GMT

The Playbook 100

PSEM @ $17.18 (Pericom Semiconductor) designs analog, digital and mixed-signal IC's and frequency clocks for telecom, computer and consumer electronics industries. Revenues have accelerated 25%, 32% and 36% during the last three quarters. Earnings have grown 150%, 100% and 60% during the same time frame an dare expected to increase 97% this year and another 27% in 2009 to 0.80 cents a share. We are establishing half a position here and will add the remaining half on a pull back to $15. Our stop loss will be set at $13.75.

Issue: 4/20/2008

Dave Dispennette — Sun, 20 Apr 2008 15:18:00 GMT

The Playbook 100

EGLE @ $28.44 (Eagle Bulk Shipping) provides international tanker transportation charter services for dry bulk goods through a fleet of 18 vessels. We mentioned it last week at $26.39 when we featured QMAR, which closed its deal of being acquired by Excel Maritime Carriers (EXM) the next day, so never traded. Those who bought DRYS, TBSI or EGLE that day are up anywhere from 10 to 30% in a week. We still like EGLE here for anyone who still isn't involved and would establish a position here with a stop loss at $25.50. We also would add to position on any weakness to $26.

Stocks Under $10

DGLY @ $9 (Digital Ally) produces video surveillance products for law enforcement, homeland security and commercial security applications .Revenues have increased between 254% and 999% during the last four quarters. Earnings have accelerated, rising 113%, 138%, 150% and 700% during the same time frame. Volume has been heavy on the buy side for the last two weeks. We will establish a quarter position here and add second quarter on a pull back to $8. The final half will be bought if we see $7.50. Our stop loss will be set at $7.

Issue: 4/17/2008

Dave Dispennette — Fri, 18 Apr 2008 04:39:00 GMT

The Playbook 100

HIL @ $14.65 (Hill Intl.) provides construction consulting services for the building, transportation, power, industrial and technology industries. Revenues have increased between 38% and 76% during the last four quarters. Earnings are expected to grow 36% this year and another 20% in 2009 to 0.73 cents a share. We are establishing half a position here and will add the remaining half on a pull back to $13. Our stop loss will be set at $11.50.

Foreign Stocks

GFA @ $36.42 (Gafisa) is a Brazilian builder of residential homes, communities and commercial structures in 35 markets and 16 states in Brazil. Revenues have increased 79%, 127%, 124% and 88% during the last four quarters. Earnings are expected to grow 168% this year and another 52% in 2009 to $4.90 a share. We've been involved with this company for over a year and have made money a few times. We are re-establishing a position here with a stop at $33 and feel a move above $42 could see this stock at $50 in a hurry.

Issue: 4/15/2008

Dave Dispennette — Wed, 16 Apr 2008 02:08:00 GMT

The Playbook 100

QMAR @ $24.29 (Quintana Maritime) provides international marine transportation services for coal, iron ore and grain with a fleet of 29 drybulk carriers. Revenues have increased between 75%, and 203% during the last four quarters. Earnings are expected to increase 80% this year to $2.39 a share. We feel the drybulk shippers are ready to start their trek higher. We also like DRYS, TBSI and EGLE but have chosen QMAR as our drybulk shipper play. We are establishing a position here and will add to position on any weakness around $22 with a tight stop loss set at $21.50.

Momentum Stocks

BJS @ $30.50 (B J Services) provides pressure pumping and oilfield services to the petroleum industry. The stock has broken above a downward sloping trendline last month and today broke out of a base that dates back to last year at this time. We picked up some of this today around $30 and feel a position established here with a stop loss set around $26 will allow us to make at least a 25% return over the next few months. We will add to position if we see weakness that pulls the stock back to the $27.50 area.

Issue: 4/9/08

Dave Dispennette — Thu, 10 Apr 2008 01:50:00 GMT

The Playbook 100

ERES @ $12.65 (Eresearch Technology) offers cardiac clinical trial management software for pharmaceutical companies and clinical research organizations. Earnings are expected to grow 42% this year and another 30% in 2009. Institutional sponsorship has steadily increased from 39 to 51 funds owning a position in the stock over the last year and we are looking to ride their coattails higher. We are establishing half a position here and will enter the remaining half on a pull back to $11.50 or a move above $13. Our stop loss will be set at $10.75.

TC @ $21.43 (Thompson Creek Metals) is a Canadian producer of Molybdenum and other precious metals from mines in Canada and the U.S. Earnings are expected to grow 102% this year and another 59% in 2009 to $4 a share. We are establishing a position here and will set our stop loss at $18.

Issue: 4/4/2008

Dave Dispennette — Fri, 04 Apr 2008 18:56:00 GMT

The Playbook 100

SUP @ $21.49 (Superior Industries) manufactures cast and forged aluminum wheels for U.S., European and Japanese automotive OEM's. Earnings are expected to increase 54% this year and another 45% in 2009. We are establishing half a position here and will enter the remaining half on a pull back to $19.75. Our stop loss will be set at $18.75.

Foreign Stocks

SDTH @ $8.70 (Shengdatech) is a Chinese manufacturer of coal-based chemicals and nano precipitated Calcium Carbonate primarily sold in North China. We originally recommended this stock on 11/18/07 at $7.18 and sold it for a profit between 57% and 100% within a couple of months. We are now ready to revisit it again at these levels. We feel the bottom is in, so we will establish a position here and set a close below $8 as our stop loss.

Issue: 3/31/2008

Dave Dispennette — Mon, 31 Mar 2008 19:44:00 GMT

The Playbook 100

SYNO @ $15.68 (Synovis Life Tech) develops implantable biomaterial products, surgical and micro-surgical tools and interventional devices. Revenues have increased between 29% and 39% during the last three quarters. Earnings are expected to grow 31% this year and another 38% in 2009 to 0.58 cents a share. Institutional sponsorship continues to pick up as the stock attempts to round out its low at the current level. We originally featured this company last March at $13.17 and are back to it for a second time after it has come down from it's high around $25. We will establish a position here and set our stop loss at $14.50.

Foreign Stocks

SID @ $35.99 (Companhia Siderurgic) is a Brazilian producer of galvanized, hot and cold rolled and tin mill steel products. Revenues have increased 34%, 74%, 34% and 40% over the last four quarters. Earnings have increased 100%, 167%, 150% and 640% during the same time frame and are expected to grow 20% this year and another 51% in 2009 to $3.47 a share. We are establishing a position here and will set our stop loss at $33.50.

Issue: 3/30/2008

Dave Dispennette — Sun, 30 Mar 2008 19:49:00 GMT

The Playbook 100

SFLY @ $15.32 (Shutterfly) provides an online marketplace to share, print and preserve personal and professional digital photos via Shutterfly.com. Revenues have increased between 49% and 58% during each of the last four quarters. Earnings are expected to grow 16% this year and another 39% in 2009 to 0.68 cents a share. We originally invested in this stock on 10/2/06 at $15.55 and again on 5/9/07 at $18.60. We sold it most recently on 11/7/07 at $30 for a 61% profit after it fell from a high of $37. Volume has been very light as the stock consolidates down here at its recent lows. Institutional sponsorship has increased from 26 to 68 mutual funds owning the stock over the last year. We are re-establishing a position in SFLY here and will use their annual low of $14.61 as our gauge for setting our stop loss at $14.50. This offers us a downside of 0.82 cents compared to a potential double on the upside with patience.

Stocks Under $10

RMTR @ $4.12 (Ramtron) is a leading developer and supplier of nonvolatile ferroelectric random access memory (F-RAM) and integrated semiconductor products, announced that it will exhibit at this year's Embedded Systems Conference. At the show, Ramtron will demonstrate the semiconductor industry's first Event Data Recorder (EDR) with embedded nonvolatile F-RAM memory -- an integrated event monitoring solution that stores state changes in 24KB of F-RAM and alerts the system to those changes. We've been involved with this company a few times over the years and have made money each time. We already own this company at $3.25 but feel the current level offers a great entry point. Aggressive traders can set a stop at either $3.90 or a move below its 200 day moving average, currently around $3.65. Investors could establish half a position here and enter the remaining half on a pull back to $3.50 over the next month with a stop set at $2.70.

Issue: 3/27/2008

Dave Dispennette — Thu, 27 Mar 2008 19:51:00 GMT

The Playbook 100

RSTI @ $40.82 (Rofin-sinar Tech) manufactures CO2, solid-state and diode lasers used to cut, weld, mark and perforate industrial materials. We've made money in this stock in the past and it has been consolidating over the past couple months and looks poised for a sharp move one way or the other. It has traded in a tight range between $38 and $43 since January. We will establish half a position here and will enter the remaining half on either a pull back to $38.50 or a move above $43. Our stop loss will be set at $37.50.

Growth Stocks

CMG @ $112.72 (Chipotle Mexican Grill) operates 640 fast casual fresh Mexican food restaurants in 26 states. Earnings are expected to grow 26% this year and another 27% in 2009 to $3.38 a share. We've been involved with this stock since 6/28/06 when we started our position at $59.95 and have held it for almost two years. Anyone looking to add to position could do so here. If you've missed the first double, now is a good place to get involved to catch the next one. Traders could enter here with a tight stop loss set at $109.

Issue: 3/20/2008

Dave Dispennette — Thu, 20 Mar 2008 20:00:00 GMT

The Playbook 100

CROX @ $17.69 (Crocs) manufactures men's, women's and children's footwear made with proprietary resin material called Croslite. Revenues and earnings continue to decelerate, yet still impressive. Revenues have increased 217%, 162%, 130% and 99% over the last four quarters. Earnings have increased 244%, 205%, 144% and 73% during the same time frame and are expected to grow 35% this year and another 20% in 2009 to $3.22 a share. This is the cheapest this stock has been from a valuation standpoint in a long time, most due to the shorts continually leaning on it. We've made big money in this company over the last two years and feel this is a great company to start building a position in at these levels, if you haven't already. From an investment standpoint, we are establishing half a position here and will add to position if we see $13.

SVR @ $17.01 (Syniverse Holdings) provides wireless network management, technology inter-operability and number portability services. Earnings have increased 29%, 44%, 16% and 65% over the last four quarters and are expected to grow 30% this year and another 16% in 2009 to $1.47 a share. We are establishing a position here and will set our stop loss at $15.