Thread: Interesting finds

You'd think that gas prices would hurt that industry, but that goes to show you how strong the economy is.

The price of gas is just one factor-

Here is why SPAR is the winner here-

1. Has major part of the new mil vehicle contracts- it's getting purchases from both General Dynamics and FRPT. FRPT gained 14% today on word that Army will consider buying more. SPAR is going to get a huge contract regardless of whether or not the FRPT or General Dynamics gets a piece.
(SPAR gained $2.64 (over 9%) today alone!)

2. IN the motorhome market (big dollars), there has been a consolidation of manufacturers in the last couple years, and now babyboomers are about to hit (and are hitting) the retirement age- and THEY are going to be buying motorhomes. SPAR went from 32 chassis to 40 different chassis in the last year- so now SPAR has a bigger share of the market, and the market is consolidating into the number of producers. So SPAR's part will continue to accellerate.

3. In the fire engine business, national fire code requires communities to upgrade their equipment every so many years- that is why you don't see a 1950's or 1960's fire engine today- because they are required to update every so often. We are about to enter another big cycle on the purchase of fire engines- so over the next couple years, that segment is going to grow huge as well.

In all three areas- the future is so bright, I gotta wear shades.

Check out SPAR.

Another "interesting find" I am watching is Orasure, symbol "OSUR".

Orasure is a maker of HIV oral test kits, along with other products for oral medical testing. They have developed a test kit used by a lot of community testing centers, and is working on a "home test kit" now as well.

Currently is trading at just around $7.25 a share.

When FDA approves the over-the-counter test kit, I would think that this one will go up significantly in value.

It meets my criteria for investing- 1. a product poised for huge growth; 2. a product that saves lives; 3. a leader in their field; 4. positive trends towards profitability; 5. enough regulation in the field that there will not be a quick or easy competitor that will surpass them without warning; 6. not a product that can easily or quickly be moved off-shore to a third world country for production; 7. relatively small, so there is room for explosive growth; and 8. a product that benefits mankind

This one is a longer-term investment for me. My outlook for this one is well into 2008 and beyond.

Originally Posted by James48843

Another "interesting find" I am watching is Orasure, symbol "OSUR".

.

OSUR Was up more than 4 percent today. take a look- monday could be a runup day for it.

If you're still in SPAR, you'll be OK. I'd just make sure I had a stop on it. It's had a quick run up.

FRPT though, I can't figure out what drives this stock. It had a few cup/handle breakouts but other than that does it really have any solid fundamentals? One day up 4.5%, next day down 5%. It's taken a good beating the past few days and I will be watching for any kind of base to form but I'm not too enthusiastic as the pros are all over this one like sharks.

How about Constellation Brands (STZ)? How can you go wrong with the alcohol sector. They specialize in spirits and wines. I'm watching for it to break out above $25.50 because recently it's been facing resistance at $24.50. All those people who bought on the downside want to get out and break even and it just so happens to be around 24.50. If it breaks 25.50, it has the capability to run to around 28 where it faces resistance again.

Originally Posted by Bullitt

If you're still in SPAR, you'll be OK. I'd just make sure I had a stop on it. It's had a quick run up.

FRPT though, I can't figure out what drives this stock. It had a few cup/handle breakouts but other than that does it really have any solid fundamentals? One day up 4.5%, next day down 5%. It's taken a good beating the past few days and I will be watching for any kind of base to form but I'm not too enthusiastic as the pros are all over this one like sharks.

I sold a little of my SPAR at the open this morning, and will look to buy back more in the next day or two at a lower cost. SPAR is an excellent company and I plan to be long term with it.

FRPT has taken a wild ride for a couple reasons-
1. There were several orders to others for work that some people thought would go to FRPT. FRPT WILL get some of that, but I think some we expecting FRPT to get more.
2. One of the officers sold a large chunk of FRPT last week when it hit 30. People think perhaps he may know something. the timiing was a day or two before one of FRPT's competitors got a nice contract. So now FRPT is down around 23 on that hit.

I think that will shake out over the next week or so. My money is still on SPAR for a nice ralley back up shortly. I only sold my leveraged shares of SPAR. My base shares I still have.

By the way- SPAR made Motley Fool today- along with some other interesting stocks.

Nice write up at:

http://www.fool.com/investing/high-g...th-stocks.aspx

Originally Posted by Bullitt

How about Constellation Brands (STZ)? How can you go wrong with the alcohol sector. They specialize in spirits and wines. I'm watching for it to break out above $25.50 because recently it's been facing resistance at $24.50. All those people who bought on the downside want to get out and break even and it just so happens to be around 24.50. If it breaks 25.50, it has the capability to run to around 28 where it faces resistance again.

What is it about the company that you like? Is it just the techincal aspects of the chart on it, or do you see some things in the actual company that have your attention?

I took a look at it's financials, and, while it is interesting, I don't see anything right off the bat that is telling me that the company is headed higher. What do you see?

That's just it, based off finanancials it doesn't have what it takes to get it moving. First heard of this company when I visited a winery a few years ago in Canada and I started to notice that it gained some popularity since. (Not all because of good news as you know.) Still definitely not fundamentally sound, you are right. It got hammered after two bad earnings calls.

I know some people like to invest in what they know, and I figured we all know litte something about the alcohol sector since it's everywhere. Stock has had a strange run but I wouldn't be a buyer until it made a strong move up.

"If you're still in SPAR, you'll be OK. I'd just make sure I had a stop on it. It's had a quick run up."

I wasn't surprised with how fast SPAR and FRPT crumbled. Next stock to go BUST will be CROX. It's a matter of time before that house of cards falls.