A new platform is born from INT

Very interesting release this morning from Intertainment Media announcing a new platform where you will be able to chat in respect of your preferred topic AND without any language barrier.

For the past many months we have seen Ortsbo concentrating on business development and many investors were under the impression that the personal user segment was gone for good.

Well I must admit that I was taken by surprise this morning when INT  announce the birth of ''YAPPN'' .

That new platform seem to have all of INT trial test done over the last many months combined into 1 single place.

Those used to do some DD on Ortsbo must remember Fantalk where you were able to have a look at tweets or Facebook messages from other fans around the world and automatically translated into your own language. It was fun BUT it was missing something: you were unable to chat with those people. Based upon the release of today, it would seem that they found a way around that problem and that with the new platform you will be able to chat with all of those fans in your own preferred language.

Interestingly also is the fact that it is kind of a join venture where Ortsbo (INT) will get 60% revenue sharing.

This news release is really good and it is indicating that INT is still developing and testing new products.

How about the release also yesterday of the agreement with one of the major call centers to use Ortsbo Platform for their customer care business. Naturally no value was indicated and I must say that for competition reasons I would tend to agree with INT in that regard and we will see after Q1 release if it did increase revenues and by how much. My guess is that this simple contract will increase revenues by 100% over the year.

So with only 2 news release, INT / Ortsbo have now indicated that they have the intention to dominate the automatic translation world in the general public AND commercial area.

Will it help the share price. Yes it will and I would not be surprised to see a nice POP within a couple of trading days.

As usual do not invest more than you can afford to loose and it is always prudent to take some profit off the table whenever it happen.

UPDATE DRL (Doral Financial)

This is getting interesting. For the past couple of weeks, DRL was almost seem to be in a very narrow trading range with relatively slow average trading volume.

Not sure about this one but it seems that yesterday the volume picked up mid afternoon and ended up over the infamous 0,70 that we have seen very often.

This morning we see some pre-opening volume that does not make the usual day for DRL and again with a higher pre-opening price.

May not mean a lot BUT remember that BPOP did a great profit during the last quarter and its shares went up dramatically yesterday well above what I could have expected as being a great day.

Now, what is that volume and pop up in price for DRL ??? Is this a leak (they will release quarter numbers on the 28th) or short covering in case of a great quarter???

What was interesting from BPOP results is the lowering of provisions for bad debts and this could affect positively DRL also.

One thing is sure, with the nice profit realized by BPOP, if DRL does not show the same kind of improvement, well they maybe in big trouble BUT  if they were to disclose a meaningful profit then it could be the start of a great stretch upward.

I will paly a bit the momentum that seems to be happening now and will most probably get some out before the numbers are release just in case and still make a good profit (in my opinion).

As usual, do not invest more than you can afford to lose and always take some profit when possible.

You can follow me on twitter: @investman2

UPDATE INT.TO

Well, the least we can say is that it is exceptionally quiet at this time with Intertainment Media and especially in the wait for updates on contracts that everybody are waiting for.

It has been a long time since INT has promise news about contracts to be signed that will generate good revenues.

It is very curious not having hear from them in a long time and I suspect that things are still moving in the right direction and until the actual placement is close we will not get finally what we all expect: profit generating contracts.

The shares have been hammered down since last year with some rapid up's that traders could have used to make a quick profit and at the same time reducing the core base cost.

INT is a venture play meaning that it is a start-up company with all the risks that do comes with a tech company.

I do still think that this could be a great profit generator this year for the shareholders that have been patient for a long time and that ANY new contract will change the share price instantly moving it higher in a blink.

Naturally the last time it hits 3$ INT did not had that many shares so 1,50$ would be a great achievement and this number is easily achievable: they need 1 or more profitable contracts and that would do the trick.

Will INT succeed: yes they can and now the ball is in the management team.

As usual do not invest more than you can afford to lose and it is always safe to cash in some profit when the occasion arise.

You can also follow me on twitter at:  @investman2

ALERT UUU.TO

I have been supporting that company for a long time and knew that uranium spot price will get back to a more acceptable price in the next 12-18 months.

This morning UUU advised us that they will go private for a meager 2,86$ per share.

That offer is far below the real value of UUU.TO and anything under 4$ should not even be considered.

I will definitely say NO to this one even if chances of blocking the deal are minimal.

When you get your special shareholder meeting material, be sure to follow the instructions and vote.

François 

Merry Christmas

I would like to take this opportunity to wishes you all a great Holidays season. May you get great time with your loved ones. I wish everybody health, joy and happiness.

François

Where do we stand now???

Well since last post markets have been going nowhere and it was very difficult to establish some good entry points.

As of today, there are many interesting stocks at huge discount price to what they should be trading.

GPL  (GSR.TO) : Anything under 2$ is a real good medium term value. It is now trading near it's 52weeks low and even if overall silver production has been a little less than last year and that overall cost per ounce has increased, they have good and solid plan to reverse it all. At today's price, it definitely means a good time for accumulation.

HOV: This stock is trading in a good range and toward it's 52 weeks high. Higher highs and higher lows seems to indicate a good move to the upside. Construction sector has been very good lately and based upon today's results release from  their competitor, it seems that this trend is there to continue for a good period of time.

 UUU: This stock does not reflect the real value and is now trading under book value. Sure uranium market is in a slump for another quarter or 2 BUT this also signals a good period to accumulate. I would not get all -in on this one but this is  a great long term play.

AC.B (TSX): Simply incredible that this airline is still trading at this level. Air Canada still has one thing to resolve and it is in regard of pension plans deficit. IF they were to fix it, expect a sudden and very interesting price increase and honestly, do you think the Canadian government  will let them go down???

As usual  DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

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The Play Of the Day GPR.TO / GPL GSR.TO

Well, those 2 plays are totally different one but they both offer something really interesting.

Ok, let's start with a pure silver play that i like a lot. GPR.TO (GPL on the us side) is a great play on silver and the kind of company that you buy for a long run.

At the current level this is one that you can count on to rebound whenever silver will. They are very profitable, very stable and far from being out of resources.

So at this price you have 2 options: you can buy on the short term to get a good return on investment whenever silver price reverse actual course (that could be very soon) OR you can buy for a long shot and continue accumulating. Actual silver price will not last and many are expecting silver to hit 50$. So, Great Panther being a pure silver play it is easy to figure out the real value of this play.

Now for the speculator in you, GSR.TO  (Goldstrike) located in Yukon just release some preliminary results and needless to say they are simply incredible. Not sure how you can get it out of there but surely Yukon seems to become rapidly THE best gold reserve discovered recently if those essays were to be confirmed by a complete drill program that should start next season (i would guess April or May 2013).

The potential is high and so will be the volatility but it may worth a couple of $ just to be in that play early.

As usual  DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

Get THE PLAY OF THE DAY on Twitter : @investman2


 

The Play of the Day WPX.TO (Western Potash)

Well, after the shocker of a 15M$ PP at 0,48 the stock has been really oversold.

First and fore most it is very good that WPX was able to raise 15M$ in a private placement and at a good price.

Yes it is dilutive to actual shareholder BUT this is a speculative play and the actual share price is not the main important factor to consider.

The real question is: Will they find a partner ?

My answer is that the probability are really high otherwise  who would invest 15M$ in a company where there is simply no chance of success???

One thing is almost sure is that WPX will rebound at least over 0,50 for a close to 15% gain on the short term unless a very bad new comes out of WPX.

So at actual level i am in to add a small position to play the rebound without selling to much of my core investment and at the same time trying to lower my overall share cost.

As usual  DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

Get THE PLAY OF THE DAY on Twitter : @investman2

 

Play Of the DAY: 1st day of new quarter. Where do we go from here?

Well, it has been a great September and this is the first day of trading in the last quarter of the year.

What should we expect?

I think we will now have to face the reality: corporate profit in manufacturing will have increased slower than originally thought. My actual feeling is that transport sector should be leading the way as of now but it is still not. So caution is need in those 2 sectors

With elections coming, the infamous fiscall cliff still not fixed and Europe creating a roller coaster of stock market emotions, this quarter could be very rocky and bumpy to say the least.

At least one sector is still showing great signs of improvement: the construction sector. More and more houses are build and now they are looking for new land and sign of these times, their price has increased. But if job creation was to stall, this could be the first sector to retreat and lose some of it's steam.

BUT: there is still a fantastic sector that will do very well and it is minings where great operating companies will continue to do well and with metal prices increasing, they will do even better.

And in the same dierection, the JUNIOR exploration companies will perform excessively good as their resources will be valued higher and higher. There were some articles this week-end projecting silver to raise over 50$. Imagine the reaction on the actual producers as their expenses will not increase that much but their gross revenues would skyrocket.

So as of today, my plan is simple. I am overweight in housing until some bad job reports comes in. But as long as job creation will be as is it (about 100K per month) i expect construction sector to perform very well. The last week drop was mainly a profit taking opportunity and it is ready to rebound now.

I will also be overweight in the metal producers and some junior exploration companies for the mentionned reasons above.

Here are my companies for the beginning of this 4th quarter:

Metal producer:     GPR/GPL   Great panther has a great return on investment and would benefit a lot from a silver base price increase. That company is one of the great one on the market and at a very cheap price.

Metal exploration:   GSR   ORT   GCU as they are doing a lot of exploration and first essays results are simply incredible more expecially GSR actually.

Mining speculative:   WPX  and EPO. Potash is a needed one and if one of these 2 was to sign a JV agreement, watch out for share price to sky rocket.

Housing: My usual suspects are BZH   HOV   KBH. With those 3 you are covering US west, central and East.

Enjoy your quarter.

As usual  DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

Get THE PLAY OF THE DAY on Twitter : @investman2

Play of the Day: EPO.TO WPX.TO

2 very interesting speculative play in the world of Potash.

This element is in great demand and no matter what, it will continue to be in the future.

Now for those 2 companies the question is: will they get the partnership they both need?

If the answer was to be YES before year end, BOTH share price could run sky high and even a minimal type of agreement would definitely send those share price rocketing.

Why?  They both have great opportunities and in regard of the largest possible one WPX is the winner and lately they were still in talk with at least one great possible partner and the company is still trying to have something agreed upon before end of december.

The other question is : Will they need another private placement diluting share price again?

Based upon market price these days, it would seem that market has decided that WPX will need another round of financing and if that was to be the case it would be around 50 cents a share and would start another dip to around 40 cents.

So these 2 stocks are still highly speculative and they are not the place to be all in BUT expect a great price run up to over 1$ if a partner was to be signed and for EPO expect a 0,50 if a partner was to even only show interest.

As usual  DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

Get THE PLAY OF THE DAY on Twitter : @investman2
  

The Play Of the Day: GSR.TO (This is speculative picks week)

Yukon: what a nice place.

Interestingly this area is filled with gold and without a doubt GSR.TO is making discoveries one after the other.

In the last week only, they reported two very interesting discoveries: the first one last week in their grab samples where they found 8,18 ounces of gold per ton and today they announced that their samples taken from their Lucky Strike property revealed (after a fire essay) a good 3,2 grams gold per tonne.

This is still in the first preliminary sampling and they are not at full scale drilling yet BUT these numbers seem more than enough to go ahead and explore a lot more even if those samples are very selective by nature.

We must understand that it is Yukon and getting the ore drilled into production is another story that will be known after a feasibility study is completed.

But at this time results are really encouraging and at the 0, 65 cents per share it is a good speculative buy as i expect that more and more discoveries will be announced in the coming months.

If those results were to be as positive i would not be surprised to see that company share price goes well over 2$ for a very nice return on the investment.

But remember that this is speculative in the sense that even if resources are there, nothing has been produced so far and no profit has ever been generated. To get into production it will most probably have to get into some kind of financing deal that will dilute the actual share count.

But, as a speculative stock, if it is played properly, there is good chunk of money to be made there and you could accumulate tons of share at cost near 0.

So at this price, it is worth a try.

As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

Get THE PLAY OF THE DAY on Twitter : @investman2

The Play of the Day: DIP DIP DIP

NO...........do not look up for a company with a ticker symbol DIP....

I am looking for a dip in the construction sector for the following companies:  BZH   HOV   KBH

All of those 3 companies are now in overbought territory and could correct  a 3-6% opening the door to another very good trend up.

Those 3 companies are to continue they strech for another 10-15% due to the very agressive move from Bernanke and if it is combined with some very good results and great outlook on the coming earning releases, i can't see what would stop them from another leg up for 15-20% , if not more, before year end depending of market overall condition.

At this stage, i would even think that construction stocks are now a defensive play and that they will continue to perform relatively nicely even if market was to correct severely trying to re-test the 1400 level on the S&P.

So i will take another bit of profit today if those companies stay above friday level where they closed at about 3% lower than their actual high of Friday. I will now supposed that the level they could reach, before correcting, is their last friday high.

For BZH  it would be 3,92$

For HOV it would be 4,02$

For KBH it would be  13,63 as they closed at their highest level of the day being an exception.

So anything above these levels is a signal to take in some more profit awaiting the dip. Remember that if you have for example 2000 shares of BZH and you sell them at 3,95$ to buy them back at 3,85$ you just made 200$ in profit and could be re-invested in more shares of BZH awaiting the next up cycle to increase your profit.

To protect your investment, do not play with all your shares...keep a core (so this way if your thinking was wrong and shares continue to climb you will still make more profit) and then sell some to buy back later trying to time a bit the market and lower your overall investment cost. Whenever you do that, make sure that the company fundamentals have not changed as otherwise you could end up trying to catch a falling knife and most of the time you lose.

As usual  DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

Get THE PLAY OF THE DAY on Twitter : @investman2

 

The Play of the Day :Take some profit

Oh boy was i wrong yesterday when i mentionned that the reaction to Bernanke report would mean a sell off...

The QE3 is something really agressive in MBS at a rate 40B$ a month UNTIL such time needed.

WOW. That was a game changer and still is today.

So from here we will now be navigating into uncharted territory where we have a chance to see construction sector climb higher very rapidly, were gold and silver should follow due to inflation worries but if plan works, it mean job created rapidly and so on.

So ALL sectors will be touched.

BUT being prudent also means that sometimes we have to take some profit (not all but some) and put it asides in case of a correction and for sure we will have one. Will it be Monday, next week, next month? Well based on my yesterday comment, i will not predict when but it will come a day where the profit you took off the table will be needed to buy back some of those high flyer companies.

 ''When everybody is buying, this is the right time to sell'' and the opposite is true.

As usual  DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

Get THE PLAY OF THE DAY on Twitter : @investman2

 

The Play of the Day: The Fed decision

It will be very interesting to see the market reaction today after the decision at 12:15.

My guess is market will be down no matter what. We have been on a strong rally recently and this will most probably be a sell on the news and definitely a nice time to go shop for a nice discount.

Any one of those at a 5-10% dip would be more interesting:

GPL:  under 1,90$ is a heck of a deal especially with the recent news

UUU.TO : Anything under 2,40 is a very good deal.

QTM:  if it was to dip under 1,50$  Great buy

AC.B.TO: under 1,05$ this is a great one

FBP: get ready under 3,90$. Please remember that the US government is still owning tons of shares that they could sell at any time.

DRL: around 1,07$ is still a good deal but be careful here

MPEL: under 12,25 is a very good deal

So as you can see, i will be watching a lot of them today hoping for a break as i still think that those one are totally undervalued and could give you a fast and nice return on investment and still a good price to accumulate some more especially the one in bold. WAIT FOR THE FED DECISION.

As usual  DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

Get THE PLAY OF THE DAY on Twitter : @investman2

The Play Of the Day RSH UUU.TO INT EPO.TO

Another day where market direction is uncertain and i am still looking for some dips in the above companies:


RSH       : any dip under 2,60$ and exit price 2,86$

UUU.TO: to dip near 2,44$ and exit price 2,57$

INT.TO  :  A small dip or a major increase in bids. Would not be surprise to hit 0.18 and exit price 0,205

EPO.TO : Highly speculative and unpredictable. Any dip at 0,22 and exit price 0,24 

I still expect market to correct a bit themselves after the last week rally. May not be the right time to be ALL IN. Good time to have some liquidity on the side to profit from a sudden dip.
 
As usual  DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

Get THE PLAY OF THE DAY on Twitter : @investman2


 

The Play of the Day: BZH HOV GPL PXLW FBP QTM INT.TO

These are the stock that i am watching today for the next interesting dip allowing to accumulate some more. Expect a market lacking direction until thursday after the last week great run. This is fantastic for short term traders.

BZH:  nice run recently. Watching for it to break 2,95 then hope for 2,80$

HOV: What a great run. Watching for it to break 3,00$ but it could be too agressive.

GPL: That's a good return on investment in a very small length of time...Now HOPING for a small dip around 2,00$ but seems far from being achieved. That one is not done yet adn i am ready to accumulate way more.

PXLW: Welcome back to this new kid. Will they finally get profitable? The market thinks that it is highly possible. Be careful as not to liquid as volume is low but as in the case of FBP, expect rapid price changes. I will get back in on the next dip.

FBP: Very large moves last week. When it hit's 3,69 it then went back up well over 4$. Now watching for it to dip again in the 3,69$ area.

QTM: I would like it to break under 1,55. It is a nice longer term move but should be very profitable.

INT: Watch for a break under 0,19. If it does, be careful but i am still under the impression, as last week, that it should be climbing back around 0,23- 0,25 for a 25% return from last week. Do not forget to take some profit and then wait for the next dip. DO NOT SELL PART OF YOUR CORE HOLDING. I expect at this time to see INT moving from it's lower trading range (0,19) to it's upper range of (0,24-0,25). If it breaks 0,25 WAIT FOR THE 0,29 BEFORE TAKING TOO MUCH PROFIT. Actually INT is tricky to trade but could be profitable for any short term trader or to lower original cost by buying at the lower band and selling at upper band.

As usual  DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

Get THE PLAY OF THE DAY on Twitter : @investman2


 

The Play of the Day: PROFIT DAY

Well, it has been a pretty good short week and very profitable on most of the plays this week and it is time now to NOT be too greedy.

It is always a good idea to get some profit off the table when you see weeks like that. That does not mean to sell them all but hey, get some back and get ready for opportunities next week. Nobody has ever been in trouble by making a profit.

There is nothing worst than seeing a great deal goes by and being unable to profit due to a lack of $$$

When there is fear get greedy but when everybody get's greedy, start to fear !! (this is not from me )

Have a great week-end

As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

Get THE PLAY OF THE DAY on Twitter : @investman2

The Play of the Day TO:WPX (Western Potash

After hitting a many months low of 0,60 recently, it looks like it could have bottomed out and ready to start a good rally.

When they issue yesterday the NR in regard with talks still under way with Indian Rashtriya Chemicals, it seem that they may have revived the bids for this company.

What they want is a solid partner to build a 2,8M tonnes a year potash mining site by 2016 and they will need 2,5B$ in investments.

I would not be surprise that talks lead to a major investment in it and not a take over as Canadian regulation could make it difficult for any foreign country to do so.

So i am still accumulating with a stop losse at 0,58 and i expect WPX to get back over 0,80 before end of october as their feasibility study is due in late november and that speculations will be high.

As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.

 Get THE PLAY OF THE DAY on Twitter : @investman2

The Play of the Day TO.MB (Mega Brands Inc)

It is very surprising how that company has turned itself around in the last year. When many counted it for dead, they found the right way to get back on track and can now work on increasing sales and footage at many retailers.

MB share price saw a nice run recently (a bit over 1$ gain) and i think that it is now the time to get back in on any possible dip. Even at actual price, it seems a good price.

My expectations for the rest of the year is to see MB break the 10$ barrier and before year end. Remember that Q3 is the best quarter of the year due to inventory build up for Xmas time.

So it is now time to accumulate again at a slow but steady pace.

As usual DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with caution.

Get THE PLAY OF THE DAY on Twitter : @investman2

The Play Of the Day FB (Facebook)

Ok ok ok. I am a contrarian and i think FB is ready to go higher.

Why???

Everybody is trying to put a bottom price on FB and looking at indicators we may well have reach it.

Indicators are pointing now to an oversold condition and last trading day was not really nice when it gap down from 18,70 to close at 18,06 and to me it did look like some capitulation.

Volume was high especially at last minute where almost 2M shares were traded to bring down price.

So what is to be expected?

Some kind of short term rally where price should move over the 19$ and this, rapidly.

The problem is that Facebook is not providing enough details on how they will start monetizing mobile customers and until such a time, they will have problems getting back to their IPO price.

Will they ? Yes they will but the road will be bumpy unless they can show investors interesting results and a good plan for future earnings growth.

I feel that at this price the loss potential if far less than the upside potential and even if i would not get all in on this play, it may well be a good time to start accumulating and taking some profit off the table whenever the occasion arise.

This is a social media play and should be played in consequence. A bit at the time and most buying done on the dip and especially NOT CHASING the share price. If it goes up rapidly: great you made some profit then sell some. Again DO NOT CHASE this one as it could be the ideal way to lose money.

As usual (and more actually) DO NOT INVEST MORE THAN YOU CAN AFFORD TO LOSE and always do your own due diligence before investing in any stock. CHEAP SHARE PRICE does not necessary mean a real bargain. Play with extreme caution.

Get THE PLAY OF THE DAY on Twitter : @investman2