Neo Material Technologies Inc. (NEM.TO) Buy,…

Neo Material Technologies Inc. (NEM.TO)

0.00

-0.00 (0.00%)

12 watching

TOP PICK

Rare earth. Got everything you are looking for. Quarter was so good that people are asking if it is for real. 4x 2012 earnings. Great management, diversified revenue base. His number 1 stock out of 200 he tracks.

DON'T BUY

A solid company, but are at risk of China's export quotas changing. This would be his concern at the current time. They only make their margins on exported material.

COMMENT

In rare earth sector, this is his choice. A lot of volatility in this sector. Not making a huge bet on this. Be prepared for a rollercoaster ride.

PAST TOP PICK

(Top Pick Mar 18/10, Up 73.56%) 19% of rare earth magnets are sold into Japan, so there is concern about an impact on sales. Costs are going up for raw materials faster than they can crank up their prices. Margins are going to get squeezed. Recently reduced position but will buy back in a month or two.

TOP PICK

(A top Pick Nov 17/09. Up 62.16%.) Rare earth. One product is neodymium to make computer hard drives and magnets for cars. A lot of free cash flow. Huge opportunity in the Patinga mines in Brazil.

HOLD

Rare earths. Stock price fully reflects outlook, which is very positive.

BUY

Rare earth miner and producer with most of their assets in China. Likes the business model and are able to capture a lot of margins.

PAST TOP PICK

(A Top Pick Sept 15/09. Up 10.3%.) Makes rare earth, especially neodymium for high intensity magnets for tiny hard drives. China has largest location for this but looking at limiting exports. Gigantic cash flow generation with good profit margins.

PAST TOP PICK

(A Top Pick Nov 13/09. Down 14%.) Rare earth materials company. Now range bound and it's back to its lows. The range is in is still well above the point where it blasted off from. When it breaks out again, they can make another large gain. Watch.

TOP PICK

Uses neodymium, a rare earth material to produce high-powered magnets, which are used in computer/cell phone applications as well as automobiles. Earnings $.18 in 09 growing by almost 80% to $.33 in 2010.

TOP PICK

Makes neodymium for high-strength magnets. Keen on Netbook sales because Intel decided to limit memory and screen size with flash drive but users wanted to store a lot. Expect 40 million net books to be sold in the coming year. 12.8X PE for 2010.

TOP PICK

Manufactures precision magnetic products out of rare earth materials. A smaller company so will be more volatile so look for a correction before buying and try to get at a round $4.

TOP PICK

Makes dinium (?), rare earth mineral that is used in small high intensity magnets for things such as hard drives in notebooks and automotive uses (power windows, power seats). In the top 2% of his database. 12.5 PE. Cheap.

HOLD

(Market call minute.) Disappointed in how the stock has done. Revenues may be slower growing than he thought.

BUY

Chinese company trading in Canada. Industrial powders used in technology consumer products like hard drives, etc. Not expensive at 12X earnings. Good growth. Fear is that if there is a slowdown in the US it might hurt sales. Good technology.

Showing 16 to 30 of 42 entries

Most Recent Experts

Stockchase Insights

5i Research

Brian Acker, CA

Acker Finley Inc.

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

David Burrows

Barometer Capital Management

Jim Cramer - Mad Money

CNBC

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

Neo Material Technologies Inc. (NEM.TO)