Sandvine Corp. Share Discussion Threads

[sandbank] 16/12/2006 20:01

FROM NOMAD7
I've been able to witness myriad trading styles from all manner of different private investors.

I am currently monitoring about 50 stocks, most of which have to pass my 'selection test' which is:

1. Directors/Chairman have to have bought large amounts of shares in the stock recently.
2. Market Capitalisation is less than £100m.
3. PEG ratio is less than 0.7 (although this is wavered slightly if, for example a stock is on the verge of breaking out -- or you just have a "feeling").
4. The PEG Ratio has been under 1 for 3 of the last 4 financial years.
5. EPS has risen by 15% or more in 3 of the last 4 financial years.
6. The company is making a profit.
7. The company has no/few/competitors/is the market leader.

[sandbank] 08/12/2006 15:51

mangal - 8 Dec'06 - 12:11 - 1956 of 1957


FASW- Of interest to those who didn't exercise:

"Capita IRG PLC has been appointed as trustee for the benefit of those warrantholders who had not exercised their warrants..."

also, let's hope, for the sake of the holders, that the share price holds:

"the Company's broker, continues to assess the level of demand for the shares which would arise on the exercise of the remaining warrants. If the Trustee does not exercise the subscription rights, the outstanding warrants will lapse on 14 December 2006."

[sandbank] 08/12/2006 15:48

ben gunn - 8 Dec'06 - 15:41 - 22348 of 22348


Cr4
Should I take it as a NO-your reply to my request to put me down for PMK?

S
Your share was UMN. As it has no sales it doesnt really get on my "quality test radar". Also only 4 marketmakers so a complete no-no for me owing to lack of liquidity.

Sam
I found an amazing piece of technical research yesterday. Its free but hard to find.:
*A company called TechRules.com does this quant stuff for Yahoo .finance covering about the top 350 UK shares (doesnt cover Unite for instance)
*Go to and follow link to "all sectors"
*Then on lhs seek out the Market Data listed under Investing.
*link through to "quotes" and input BSY.L for instance (you need the L for London)
*Then look at lhs and select "detailed data" under Technical analysis.
(MTG could do this soooooo much more elegantly).
This should give you a neat one pager on each epic code covering useful quant stuff such as Bull or bear trend and what sector of that trend (early or late- e.g.VSL is shown as late since they regard 25% share price growth in a year as off the scale) share price growth ytd, growth in last month, premium to 200 day moving average.

I'm not saying that it is perfect but it answers over half of my momentum questions (one day late sadly but its free you know). Give it a try!

[sandbank] 24/11/2006 09:46

The ADVFN epic for the Golden X thread is quite simple really - GC

The epic for the "Cup-with-Handle" thread is - CWH

[sandbank] 22/11/2006 11:21

"Markets can remain irrational longer than you can remain solvent"
-- John Maynard Keynes

[sandbank] 09/11/2006 11:49

M.T.Glass - 9 Nov'06 - 11:35 - 20153 of 20154


Liarspoker - you asked "I base most of my selections on low P/E's (amongst other factors) otherwise how do you know how cheap a company is and how sustainable earnings might be?

Putting it bluntly - I don't. Having spotted something that (from its 18 month chart) looks to be on a nice path, I just check out the story behind it and make a judgement based on that. For my chosen timeframe, precise numbers don't really come into it, as long as it looks like it might keep making double-digit percentage growth in eps, for example, or (if eps is not calculable) just a general feel from what I read, that it's a company able to take good advantage of a good market. I don't necessarily require it to seem currently undervalued. I just need to feel reasonably happy that it will clear its spread and pull into useful gains within a couple of weeks. Thereafter I will vary the stake depending how it goes.

I brush aside a lot. Given that we have say 3000 companies to choose from, and most people don't need a portfolio of over 20 stocks, they can reject 99% of stocks. So there's no need to agonise over whether to buy a particular stock; if it's that unclear, ditch it and shout "Next!". For anyone wanting no more than about ten stocks, the rejection rate is 299 in every 300.

Likewise with sectors. I recall glancing at the back page of the FT many years ago and noting there were about 40 sector headings, and thinking that if I hold no more than 20 stocks I am always going to be absent from at least half those sectors (Unless buying into broad funds), so there's plenty of scope to just dismiss a dozen sectors at a time if they don't grab me. I no longer bother with mining/oil/exploration stocks, nor biotechs. I don't have a favourite sector. But if I found I had more than say 25% in one sector I would reduce that. Because most UK firms pay their dividends twice yearly, and I am often in and out of positions in much less than 6 months, I don't focus on collecting dividends - though I look at doing so if the timings coincide. On sbets I do always check xd dates because they affect quarterly quotes. I accept that the longterm investor will sensibly factor in the dividends as an important part of overall returns.



Liarspoker - you asked "I think that once a person finds a system that works then they should stick to it. How do you operate ?"

Generally as post 20061. Mostly via quarterly spreadbets using a fluctuating stake (ie will maintain a small core stake, but will pile in with a bigger stake for a few days if some brief upsurge occurs, and then bank some profits by reverting to core stake before the weekend. That's how I generate my weekly/monthly income flow). I also hold some stocks in my ISA account, generally witha 3-9 month timeframe in mind. Again this is momentum based - if I were holding for longer I would have to research different aspects. I accept that I might get it wrong and have to switch stocks more often than would a serious longterm investor who did more preparatory homework. But that's the price I pay for chasing mid-paced midterm stocks in preference to steadier stock (the longer term approach with lower p.a. percentage gains will not generate income quickly enough without a much bigger capital base). With bets and holdings, I will go to 100% cash at times if the market feels wobbly - but I don't analyse markets beyond 'feels wobbly'. If we get a proper ongoing market slide I open downbets on whichever stocks present themselves as suitable victims.

mtg

[sandbank] 06/11/2006 15:54

FROM REA THREAD

doubleorquits - 1 Nov'06 - 07:49 - 10 of 12


metraco,

Diogenes and I have bumped into each other on a few threads recently where shares are destined to become part of the Small Caps Index in December's Review. This usually leads to a rise on the back of tracker funds having to purchase (Fledgling stocks do not qualify for tracking). As a result it seems that Diogenes and I are seeking opportunities to get in before these changes happen (hopefully). REA. has moved up nicely already but the recent fall back has, perhaps, provided an opportunity to buy.

CNT and ACE are moving from AIM to the SMX so qualify. Others that look certain to be promoted include ABU,CHW,VLK,OPD,LVD and a few others that can be tracked on the following site:



As for price targets it is more difficult but I usually look for 15% minimum but it can be as much as 40%+ as happened with QXL last year. So with RE. I'm looking for a rise in the next two months to take it over 450p and hopefully to 500p as it iseems fairly illiquid too

[sandbank] 24/5/2006 08:10

.

fingers xxd - 23 May'06 - 01:25 - 3704 of 3728

( Copy of a post on the FTSE thread )

The movement of the FTSE obviously has a far reaching effect upon all stocks, so I have been closely following this thread with great interest, in order to read the views of others, on where the FTSE is possibly headed.

There have been some very good posts and accurate analysis, using a number of different indicators, and I thought I would contribute my 'tuppence worth', using the guidelines that I use.

Those that follow my analysis will be aware that I use very 'simplistic guidelines', based on 25.00p 'intervals', and their 12.50p 'mid points' .. which can be adjusted to suit any price chart .. so when applied to the FTSE chart, they appear as 250.00p and 125.00p 'interval levels'.

I have been applying these guidelines for a few years now, to all the charts that I analyse, and overall I have found them to be quite accurate and reliable.

To briefly summarise:

.. I have found that each interval level will have a major effect upon the price movement .. acting as strong resistance for a rising price .. and solid support for a falling price.

.. A confirmed breakout of any of these interval levels, is usually carried out with a strong move .. and in the case of stocks, accompanied by increased volume.

.. Once an interval level is broken, the price inevitably goes on to subsequently reach the next level .. and this obviously applies in both directions .. so 'support failure' is an indication of further retracement to the line below, whilst a 'resistance breakout' is an indication of further rises to the line above.

If you are still following this explanation, I have provided a chart of the FTSE below, and added the 'interval guidelines' to show the effect that they have been having upon the price movement.

The chart that I have used, is an HOURLY movement chart, covering the last 9 x days, and I have projected the chart forward a couple of days.



B,E,G .. show that the sharpest movements on the chart, are all associated with 'support failure' of an 'interval line'.

C,F .. show the immediate support provided by the ' interval line' below.

D,H .. show the resistance of the 'interval line' above, preventing the price from rising further.

The 6000 & 5500 levels, I see as 'psychological levels' ..

A .. shows that the 6000 'psychological level' was broken with a succession of 6 x solid candlesticks

I .. is showing that the day ended with 3 x succesive solid candlesticks, and falling indicators.

A reversal is going to be needed very early on Tuesday, cos another 3 x solid candlesticks, will see the 5500 'psychological level' following in the footsteps of the 6000 level .. and if 5500 should fail, then I see its next support below, as being at 5375.

An 'overhead downtrend' started 8 x days ago, and that will try and force the price down through the 5500 level before midday Wednesday .. to prevent this occurring, the price has to break through this 'downtrend' before then, its next target, is then to move up through 5625, and then hold, in order to reverse the 'downtrend'.

As stated previously, I see 5500 as a critical 'psychological' level, and a strong support level ... I would therefore not like to see this level fail. Should this support fail, there is a danger of it reversing to a strong resistance level, which could have a detrimental effect upon the chances of a quick recovery .. Tuesdays 'close' should provide an indication of whether there is more 'heartache' to follow, so not long to have to wait and see.

As usual, just my thoughts on a few levels which I believe will have an influence upon the price movement.

[frances2] 03/5/2006 08:41

more like it, up 4.5p, nice chart

[frances2] 03/5/2006 08:06

last mm at 131

[frances2] 03/5/2006 07:54

up again, cool!

[frances2] 02/5/2006 08:47

This has the feel of goig to 300p to me

[onlyonestorm] 27/3/2006 15:12

OOPS - Mis judged this slightly!!

Stormy

[Abuse team] 24/3/2006 22:35

Post removed by ADVFN

[maestro.] 24/3/2006 22:34

Friday, 24 March 2006
No Longer The Minority: 82%-Plus Support Charlie Sheen Over four-fifths back his public stance on 9/11
Despite the best efforts of the now whimpering attack poodles of the mainstream media, an online CNN poll shows that over four-fifths, or 82 per cent, agree with actor Charlie Sheen that the U.S. government covered up the real events of the 9/11 attacks.

Every establishment media mouthpiece aside from CNN tried to hang Sheen on his own words but it simply didn't work because those same questions are firing the synapses in the heads of millions upon millions of other taxpaying American citizens.

We are now in the majority and the cynics are beginning to feel the breeze of fear as they desperately cling to ignorant dogmas spoon fed to them by an empire in descent, while in the back of their mind and in their soul knowing that they have sided with the wrong team and the wrong side of history.

As of Friday morning you can still vote in the poll and I encourage you to do so by clicking here. A.J. Hammer and CNN Showbiz Tonight need to be given their due as the only mainstream television news show to give balanced coverage of serious 9/11 questions.

This is a watershed moment in the struggle to create a powerful, educated and active contingent of individuals with no hierarchical structure but with a unified cause.

Source:



Friday, 24 March 2006
Yeeeeeeesssssssssssssssssss. At last, a fair mainstream interview about 9/11
'Tonight marks the first instance where those that question 9/11 were given a fair shake at voicing their opinions. While little can be said in just 10 minutes of coverage, it was at the very least a reasonable discussion and an important milestone for the 9/11 truth community. 911truth.org's media coordinator Mike Berger did a great job with the short time he was allotted while the host A.J. Hammer allowed for a good live discussion and avoided the all-to-familiar Bill O'Reilly style of "news".'

[omalaha] 22/3/2006 09:39

i totally agree, it's not for the small punter just yet and no use to a trader but i shall be keeping an eye on it over the coming months.