The RFMD research report is finally here and what better timing! RFMD closed up over 5% today and looks like it could test $2.60 tomorrow.

The RFMD report is 18 pages written by a professional. Similar reports could cost over $50. Check out the reports that Yahoo has to compare prices: http://finance.yahoo.com/q/rr?s=RFMD.

This report is on sale for just $19.95!

Click here to order.

Excerpt from the report:

Introduction to RF Micro Devices
Our friends at RFMD, design and manufacture radio frequency and high performance
semiconductor components, which fortunately for them has proved not only to be an enduring
market in the past, but one that proves to occupy a defined existence into the future as
technological advancements continue in telecommunications mobility, wireless infrastructure
and broadband, only to supply a world that devours new technology like a well deserved
breakfast.
Certainly there are numerous participants in the semiconductor market, not the least of which
is Broadcom, a large and stable direct competitor of RFMD, and also Skyworks who appear
to be of the same ilk as RFMD. It is from these two worthy competitors that we receive draw
moderation into an analysis of RFMD.
Arguably, a corporation that has survived the mayhem of the past 20 months has done so by
justifying its existence through the generation of cash, and retention thereof; RFMD and her
fellows have indeed done just that.

Plenty of Cash
Almost an obscenity these days, liquidity is indeed the bain of our existence; the thorn in our
side, yet it is one of the hallmarks of a sound business, and it is to this we now turn.
Long term assets of course can take an eon to liquidate, so the astute investor will look to the
ability of a company to satisfy short term debts with the most easily liquidated short term
assets, that being cash, marketable securities, receivables and inventory. When undertaking
this exercise it is useful to progressively exclude inventory from the equation, and then to
also exclude receivables, as these two contingencies may prove to be other than an immediate
source of funds.
RFMD performs well at first blush (Fig 1) and can cover 4-5 times her short term liabilities
by liquidating her broad short term assets. However as the subsequent exclusion of inventory
will demonstrate, RFMD carries a significantly larger proportion of inventory than either of
her competitors, which is here revealed (Fig. 2) by the greatest change in ability to satisfy
short term liabilities.

To read the rest of the 18 page report, click here!

I am pleased to announce that the RFMD research report has been completed. The report is 18 pages (13 extra pages of research!). I will be making it available Tuesday after the closing bell!

The people have spoken. RFMD won the poll with 36 votes with EESO closely behind with 32 votes.

I will be paying for a professionally done five page stock report on RFMD which I have been told should be done around May 12th.

Here is a link to the RFMD profile I did a few days ago: RFMD

If you are interested in receiving this report and future reports, sign up with your email address at the top of the page.

I will be paying for a professional report for one of the following companies. Whichever company gets the most votes will be the one researched.

Please vote on the poll to the right.

The choices are:

Altair Nanotechnologies (ALTI) $1.26

Amkor Technology (AMKR) $3.94

Entrust (ENTU) $1.89

Enzyme Environmental Solutions (EESO) $0.0159

JDS Uniphase (JDSU) $4.80

Nektar Therapeutics (NKTR) $5.75

RF Micro Devices (RFMD) $2.80

The polls will close before the end of Friday get your votes in.

Profile

CAEI designs and installs curtain wall systems of glass, steel, and stone for commercial applications. Curtain walls consist of a series of glass panels set into a solid wall; the wall is anchored in place and acts as a curtain. It can be fixed or moveable. China Architectural Engineering’s nearly 100 installations include China’s National Grand Theater and the Exhibition Conservatory of Beijing Botanical Garden. (Some 70% of its annual revenues are from Chinese government contracts). In addition to curtain walls, the company also designs and installs roofs and roofing systems.

China Architectural Engineering has some installations outside China, in other parts of Southeast Asia, and in Qatar. It has used funds from its 2006 IPO for further international expansion, particularly in Hong Kong and Macao.

To that end, China Architectural Engineering acquired Hong Kong company Techwell Engineering in November 2007 for $11.7 million. Techwell manufactures external building facades, including roofing systems, curtain wall systems, and accessories.

Chairman and CEO Luo Ken Yi and other officers control 64% of China Architectural Engineering via KGE Group.

Stock Price and Valuation

(Data as of 04/20/2009)

Comments

I believe CAEI will be heading down in the near future (tomorrow probably). It has reached its previous peak and pulled back for a close below it. If $1.60 holds tomorrow or the next day, I would reconsider a long position in CAEI.

The reason I am hoping it holds above $1.60 is if you look back at the end of January and the beginning of February, the pps had a lot of resistance there. I’d like to see a solid test of the support and then have it go higher from there.

RFMD could be a promising long-term hold. Make sure to read on about it.

RF Micro Devices designs and manufactures high-performance radio frequency components and systems for mobile communications. RFMD’s power amplifiers, transmit modules, cellular transceivers and transceiver modules and system-on-chip systems enable worldwide mobility, provide enhanced connectivity and support advanced functionality in current and next generation mobile devices, cellular base stations, wireless local area networks and global positioning systems.

RFMD offers a line of products that range from single-function components to more highly-integrated ICs and multi-chip modules, (MCMs). RFMD ’s ICs include gain blocks, LNAs, power amplifiers, receivers, transceivers, modulators, demodulators and voltage-controlled oscillators, and employ an array of semiconductor process technologies, including SiGe, GaAs, and silicon complementary metal oxide semiconductor, or CMOS. RFMD’s MCM product line includes power amplifier modules, active antenna products, voltage controlled oscillators, or VCOs, phase-locked loops, or PLLs, coaxial resonator oscillators, or CROs, active mixers, hybrid amplifiers, power doublers and optical receivers. RFMD’s passive components include splitters, couplers, mixers, transformers, isolators and circulators, which are used primarily in wireless infrastructure and CATV set-top box applications.

In my opinion, it would be wise to wait a week or two for a pull back before obtaining a long position. I believe this has huge potential in the coming months.

Financial Summary (In USD as of 03/29/2008)

Profitability Ratios

Liquidity Indicators

Stock Price and Valuation

(Data as of 04/17/2009)

The chart for SPNG looks like it may finally be ready for some green days in the near future. I did see that SPNG raised the A/S which I would like to see an explanation for. I haven’t had the chance to read the message boards so I have no clue how everyone is reacting to it. That aside, I still believe that the chart is showing signs that it may be going up soon.

Monday is a big day for SPNG in my opinion. I would like to see a close above 2 cents on good volume.

ESSO - I bought a position in ESSO on Thursday at .0195. I am hoping we will here news about the buyout soon. I will be watching this one very closely for the next few days.

FEEC jumped on my radar today because it looks like a nice rebound play. It recently went from about $0.22 to $0.45 and in the last few days has pulled back to $0.29. The pps bounced off of the 200MA and looks like it could start heading up as soon as tomorrow.

FEEC Profile
FAR East Energy Corporation is headquartered in Houston, Texas. FEEC is the third largest coalbed methane acreage holder in China with over 1.3 million acres in the Shanxi and Yunnan Provinces through agreements with ConocoPhilllips and China United Coalbed Methane Company. FEEC is strategically positioned with two of its blocks situated adjacent to two major pipelines serving key industrial and business centers in Beijing and Shanghai.

Some of FEEC’s competitive advantages include the high demand for clean energy in China, projects positioned near major pipelines, extensive acreage position, and an experienced management team.

According to yahoo finance, FEEC has about 161 million shares outstanding and 127 million in the float. Insiders hold 38.88% and institutions hold 7.40%.