As the end of the year approaches it's time to pick where our rewards will be in 2007. My hot picks are already starting to perform but have much further to go IMO. SOLA, EPY and CCH.

gvc still doing nicely. 3 short term.

Anyone else into Endace? "significantly ahead of expectations" plus strong orders for new products.

http://www.telegraph.co.uk/money/main.jhtml?xml=/money/2007/04/21/cxquest21b.xml


GVC currently on p/e of 4 (The times)

Divi soon - it's rather large.

6% rise today.

* Recommended final dividend of 13p per share (gross) to be paid on 29 May 2007 (2005: 21p per share).
The total dividend for the year of 26p per share (2005: 42p per share) represents a yield of 17.7%
on last night's closing price
* Turnover of 40.6 million (2005: 40.4 million)
* Gross margin 72% (2005: 76%)

As you say, zscrooge, a good divi, but it's interesting to see that neither turnover or gross margin has improved over the last year. Presumably with the foray in to the Italian market, these should improve?

Indeed Harry. Also, Germans will have to play ball soon imho.

NDH looks promising but the vertical cliff might look a little scary.

Missed the boat or still some mileage in that one (NDH)? No history to go on.

Chart looks like it needs a breather?

No stock around.
Forward pe of about 5.5
Should capture 10-20% of the HIPS market.

IC tip recently (I know -kiss of death LOL)
http://networkdataholdings.co.uk/pdf/investors-chronicle-article-ripped.pdf

Researcher Edison forecasts profits of 2.4m in 2007 and 6.4m in 2008

Shares mag:-
""Chief Executive Richard Griffiths is confident HIPS will turn out to be a massive money-spinner for the firm. He says that over 1.8 million HIPS will need to be produced each year and coming in at a retail price of around 500 per pack, the overall market should add up to around 900 million a year"

Here's one for the future - Red24 (redt) was ARC... not everyone's cup of tea but might, just might, be about to finally come good.. (IMHO,DYOR)

Zscrooge, interesting comments about NDH. Thanks for posting. I thought it looked a bit too risky yesterday and am glad I didn't buy, as I was sorely tempted at one point.

However, it's good to see those earnings projections and I would certainly consider this as one for the longer term.

I was a bit worried about their cash position, too, as they didn't seem to have very much of it, and the net value of the firm wasn't much, either - about 1.2 mil or something, which doesn't look good when the mkt cap is over 20 mil.

Watch and wait, I guess.

My tip for 2007 must be KYS. the ~istan republics of the former USSR are known to have large deposits of minerals and the countries that are stable enough and allow foreign investment should now be able to reap the rewards. I also feel that the uranium band wagon may well be this years theme[ after oil + gas explorers last year]. WTFDIK DYOR etc. and good luck

Alex

CDN rising nicely-I bought today after a recommend from a friend who has them as his future mortgage pay off! Also EBP is undiscovered yet and is paying a very good div.-ex d May 11th. and finally I'm late in but I have high hopes for TMC the potential looks massive.

This is potentially a long term hold, but also a solid one with the acquisition of Agil, plus the added spice of the massive 'Aquatice' market, not only in China, but worldwide.

KIO

pth

TMC, TMC, TMC, TMC, TMC, TMC, TMC, One of my picks in Jan.

THR,THR,THR,THR,THR,THR,THR, Another of my picks in Jan.

COIL,COIL,COIL,COIL,COIL,COIL, The last of my picks in Jan.

TMC up from 130p to 277.5p
THR up from 8p to 18.5p
COIL 10 shares to 9 XTR up 30% on merger.

congrats oily--keep it up!!

AMBR - up 35% in a couple of months. There could be more to come as profits were up 35% last year but PE is still only 9. PDYOR. etc.

Oily -which are your losers?

Hi zscrooge, My post was entry 68 on this thread on page 4 if you would like to read it yourself. GGG Central China Goldfeilds was my only other recommendation and this has made a comeback today, almost at year begining level. I did also mention a list of e&p companies that I hold, but as I didn't elaborate on them they were not recomendations but where I'm was in, at that time. Thanks for the tip of GVC it helped me to second place this month in the Hemscott stock challenge behind my mate Malcolm. Good luck and keep the tips coming.

Nice one oily. It was your associations with SEO that made me wonder ;-)

TMC was certainly on my radar just before xmas -maybe peaking?

My time seems to be spent watching shares rise thinking "i've missed the boat there" (TAN, RCG, CCT, COH all at around 3-4 times less than they are now.)

Really like the look of GNG now.

See JT Cod blog on the darkside for quality postings.

Good luck.

zscrooge, sorry to to say I've had this before. Mistaken identity, oilywag is associated with SEO. I'm oilyrag and have not posted on that thread or owned SEO shares.

GVC got an "Avoid" rating in Shares Mag this week. Heavy losses (due to a goodwill writeoff) plus the threat of a german ban on internet gambling plus flat revenues have made this a watch & wait share. New CEO is to upgrade their software & advertising strategy, but GVC only in early stages of recovery.
Of course, that is only their opinion amongst many.