Fresh IPO Ideas

As promised yesterday, I have decided to highlight five young stocks that debuted with an IPO within the last year or so. None of the stocks below are direct recommendations to buy or sell but they are presented with an idea that opportunities may currently exist or become apparent. I have included some basic earnings information along with institutional analysis. Please do your own due diligence prior to committing to any of these securities. The stocks are not listed in order of importance or by potential opportunity; it’s a random list.

All earnings information is Copyright 2007 Zacks Investment Research.
All Institutional Information is Copyright 2007 Vickers Stock Research Corporation (Vickers Security Report)

JASO – JA Solar Holdings, Co. Ltd. – $24.55
Earnings Analysis:
$0.41 – Last Year Primary EPS
$1.00 – Current Year Mean Primary Estimate
$1.41 – Mean Primary Estimate — Next Year
30.00% 5-YEAR GROWTH MEAN EPS

Institutional Analysis:
Total Held by Institutions: 87
Money Market: 68
Mutual Fund: 18
Other: 1
Shares Held: 15.16 mil
Shares Held Previous Period: 1.85 mil
Shares Bought: 13.51 mil
Shares Sold: 0.19 mil
Value of Shares Bought: $314.6 mil
Value of Shares Sold: $4.58 mil

061307_jaso_daily.png

SMOD – SMART Modular Technologies Inc. – $14.31
Earnings Analysis:
$0.68 – Last Year Primary EPS
$0.50 – Previous Year EPS
$0.91 – Current Year Mean Primary Estimate
$1.06 – Mean Primary Estimate — Next Year
17.50% 5-YEAR GROWTH MEAN EPS

Institutional Analysis:
Total Held by Institutions: 149
Money Market: 82
Mutual Fund: 62
Other: 5
Shares Held: 42.33 mil
Shares Held Previous Period: 25.68 mil
Shares Bought: 18.82 mil
Shares Sold: 2.17 mil
Value of Shares Bought: $269.36 mil
Value of Shares Sold: $31.08 mil

061307_smod_wkly.png

SNCR – Synchronoss Technologies, Inc. – $27.88
Earnings Analysis:
$0.35 – Last Year Primary EPS
$0.56 – Current Year Mean Primary Estimate
$0.72 – Mean Primary Estimate — Next Year
28.75% 5-YEAR GROWTH MEAN EPS

Institutional Analysis:
Total Held by Institutions: 156
Money Market: 70
Mutual Fund: 82
Other: 4
Shares Held: 16.86 mil
Shares Held Previous Period: 13.48 mil
Shares Bought: 8.94 mil
Shares Sold: 5.56 mil
Value of Shares Bought: $220.27 mil
Value of Shares Sold: $136.99 mil

061307_sncr_wkly.png

GTLS – Chart Industries Inc. – $23.05
Earnings Analysis:
$1.04 – Last Year Primary EPS
$1.60 – Current Year Mean Primary Estimate
$2.09 – Mean Primary Estimate — Next Year

Institutional Analysis:
Total Held by Institutions: 121
Money Market: 59
Mutual Fund: 59
Other: 3
Shares Held: 15.73 mil
Shares Held Previous Period: 15.54 mil
Shares Bought: 2.72 mil
Shares Sold: 2.53 mil
Value of Shares Bought: $59.52 mil
Value of Shares Sold: $55.31 mil

061307_gtls_wkly.png

DVR – Cal Dive Intl., Inc. – $15.52
Earnings Analysis:
$1.91 – Last Year Primary EPS
$0.61 – Previous Year EPS
$1.53 – Current Year Mean Primary Estimate
$1.70 – Mean Primary Estimate — Next Year
20.00% 5-YEAR GROWTH MEAN EPS

Institutional Analysis:
Total Held by Institutions: 110
Money Market: 59
Mutual Fund: 46
Other: 5
Shares Held: 25.59 mil
Shares Held Previous Period: 16.88 mil
Shares Bought: 12.89 mil
Shares Sold: 4.17 mil
Value of Shares Bought: $195.31 mil
Value of Shares Sold: $63.25 mil

061307_dvr_wkly.png

Comments

  1. Steven Mac says

    Hi Chris,

    When you mention the fundamental numbers or ownership, could you explain more about these in another write up? For example, how many institutions do you want to see own a stock? (ranges). Is there a % difference between shares held,bought,sold that you want to see?

    For exmaple:
    In your post with Houston Wire & Cable-
    http://www.chrisperruna.com/2007/03/27/houston-wire-and-cable-company-hwcc/

    You include other Key Fundamental Numbers – can you share more information as to what kind of thresholds/values/relationships between the numbers you present help you determine whether the fundamentals are solid or not?

    Thanks.

Trackbacks

  1. […] posted a thread titled, Fresh IPO Ideas, last Wednesday (one week ago today) and have already witnessed some excellent […]

  2. […] JASO (up over 50%) was also among the young stocks covered in early June in this post: Fresh IPO Ideas […]

  3. […] – 39.09, first covered on the blog in a post titled, Fresh IPO ideas, on June 13, 2007 at $24.55. Since then, the stock has made a 59% gain while in the midst of an […]

  4. […] – 34.63, the stock, listed in Fresh IPO Ideas at $27.88 on 6/13/07, is forming an eight week sideways base while playing see-saw on the 50-d m.a. […]

  5. […] Industries (GTLS) was first featured on June 13, 2007 at $23.05 as a Fresh IPO Idea. The stock had 121 institutional supporters at the time, a number that has increased 54% to 187 […]

  6. […] The gains above are real for the small group of IPOs I have been covering heavily since June 13, 2006, starting with Fresh IPO Ideas. […]

  7. […] (JASO) JA Solar Holdings, Co., Ltd. Fresh IPO Ideas […]

  8. […] – 30.04, down for the fifth consecutive weeks as the IPO leader from 2007 approaches the 200-d moving average for the first time. Support in this area is a buying […]

  9. […] JASO: 21 times, 211% peak gain (debut on 6/13/07 at $24.55; current price $75.02) […]

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