Minaean International Corp. (MIB.V) is a leader in innovative light-gauge steel construction technologies. The Vancouver-based company currently operates two wholly-owned subsidiaries, Minaean Building Structures in North America and Minaean Habitat India (PVT) Ltd. in India.

Minaean provides complete in-house design, engineering, prefabrication, supply and installation services for modular buildings which feature light-gauge steel, load-bearing wall panels and integrated flooring systems. These structures are capable of being assembled, delivered, and installed within 7 to 10 days, and have both commercial and residential uses. These strong, affordable, ecologically sustainable modular structures present a promising solution to the massive housing shortages in developing countries. Minaean’s current focus is to penetrate the massive housing market in India, where Minaean has been active since 2001. The company currently has two active production plants in India, with a third, largest plant scheduled to begin production in the first quarter of 2009.

India does present a remarkable

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I really like Chinese gaming company Perfect World (PWRD) from a fundamental perspective; after selling off from its guidance after a very good earnings report [May 19: Perfect World - Good Earnings, Light Guidance - Buying the Dip] the stock spent a few days in purgatory before making a nice rebound. However, at this point technically we have some technical resistance ahead, both the 50 and 200 day moving averages lie ahead; the 50 day in the $26s and the 200 day around $27. Honestly this is as perfect of a setup as you could ask for from a technical perspective. Sell now right below resistance areas, and rebuy either (a) on a move over $27 or (b) on a pullback. So I'm executing the first part of that strategy (sell) here around $26.20... then for the second part (buy back), if the stock ...

More earnings report set for this short trading week, enjoy the day off today Masters and get ready to place your bets this week. Wednesday, May 28 Timing is everything they say. Movado Group, Inc. (NYSE: MOV) will probably agree with that. Watch earnings as they are expected to tick lower by 50% as compared to last year. First Call is showing estimates at 4 cents per share on $97.30 million of revenue. Earnings growth is slowing and has been estimated to continue to be negative through 2010... not encouraging. Thursday, May 29 One of the Masters favorites - Dell Inc. (NASDAQ: DELL) has been up against hard times. In April the company announced a $1 billion share buyback plan. ...

I continue to knock on every piece of wood, artificial or otherwise, as we continue to stake through this earnings period without a major blowup. With so many positions this is a bit uncanny - and my assumption will be this only means next earnings period we'll be taking some body blows as what the market gives, she takes away soon enough. But for now we enjoy. Deep sea oil driller Atwood Oceanics (ATW) reports a serious beat on the bottom line and a solid beat on the top line tonight. This continues the pattern in the sector and it only gets better from here as old contracts disappear and new contracts get signed at much higher rates. Analysts have estimated $6.71 for 2008 profits and $10.49 for 2009... I continue to believe this entire group is sadly undervalued as it's been treated as a CYCLICAL ...

I am doing about 2 weeks worth of transactions in 1 day... exhausting. Just to avoid being a pig I am taking down my Cummins Engine (CMI) by 1/3rd. I restarted this position April 18 as a weak dollar, undervalued US multinational [Apr 18: Restarting Cummins Engine as the Rest of the World Moves on Without USA] in the $53s. I am now looking back at old holdings that are industrial in nature and am going back to Cummins Engine (CMI) - which has great exposure to India and China. This was a previous fund position, that I closed in November [Nov 13: Closing Cummins Engine] correctly anticipating a selloff and weak period for these type of names. Since then, on April 30th it reported excellent earnings [Apr 30: Cummins Engine Excellent Report on Strong International Sales] at which point I sold 200 of my 500 shares in ...

Lots of Israeli companies reporting earnings. Here are some highlights: Perrigo (PRGO): Tightened up 2008 guidance higher and beat revenues projections. Earnings release here. Early look at the stock is that investors aren’t impressed. See our recent commentary on PRGO’s generic nicotine gum. Teva Pharmaceuticals (TEVA): Earnings report here. Quarter over quarter growth looks to be 24% and profit down from CoGenesys charge. RRSat (RRST): Smacked yesterday after an earnings release. The 20% drop came after putting up pretty good top lines numbers. Margins came down quite a bit. Alvarion (ALVR): Stock popped after the wireless backhaul firm put up pretty good revenue numbers and a narrower loss. The stock jumped 15%. Earnings report here. See our analysis of the recent turbulence in the wireless market. Ness Technologies (NSTC): Revenues up 27% year-over-year and ...