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17/04/18
18:41
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Originally posted by roberter1
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Watchlists confirming the importance of business models with increasing Q on Q metrics leading into cash flow + status or recently arrived. (at least mine is)
Holding a few stocks in the above category pending qtrlys, some have already started to move (AJQ,CLV) and a few others just lying there waiting for a prod but am confident.
There is one that is really starting to intrigue, I hold quite a few but am considering even more (VIV).
This has threatened to re-rate in recent past but drifted back, the pending qtrly could well be a very strong inflection point.
Should consider, management are trusted and if you read between the lines of the last qtrly and recent anns concerning current order books management have already told us the contents of pending 4c.
Few others that appeal but not as convincingly as VIV would be FZO,FLC,ISX,PHK maybe.
Ps. The guy that tipped me into CYP months ago told me to buy IMM today, its the old PRR so responsibility is all yours.
Why do I keep looking at DXB?
DYOR above depends on DOW not carking obviously.
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DXB, FTT, 1AD, all good looking besb H2 bio plays and also PTX into AML results, which is their main game in my view.
No huge rush on any but definitely for the watchlist, watch for volume coming in etc.
SUD and IMM the two others of interest.
I hold none of the above just yet.