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Quick Thoughts on Value Ideas Worth Watching
Monday, October 15, 2012 3:50
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I’ve have been
unable to post recently, sorry. Many ideas like PBY, BODY, RAIL and others never
made it and have moved a bit too much from 3 weeks ago. But I still see some
ideas worth watching.
But all 3 ideas
PBY, BODY, and RAIL although much higher from 3 weeks ago are still
interesting. Confession I’ve been also having fun shorting stocks like SPLK and others. SPLK has been so
much fun as I watched strong buy upgrade after the next allowing me the
opportunity to back up the proverbial truck
with my short position. Then at last week’s value investor conference
Zack Buckley from Buckley Capital criticized the company’s business model , insider
stock sales and marked the company as a great short idea. The stock has dropped
from recent high of 39 to current price of 31. This was just over the past 2/3
weeks. But the real test will come starting October 15 when the IPO lockup expires.
But great short ideas is not the blog’s focus at least not for now.
PBY, BODY, and RAIL although much higher from 3 weeks ago are still
interesting. Confession I’ve been also having fun shorting stocks like SPLK and others. SPLK has been so
much fun as I watched strong buy upgrade after the next allowing me the
opportunity to back up the proverbial truck
with my short position. Then at last week’s value investor conference
Zack Buckley from Buckley Capital criticized the company’s business model , insider
stock sales and marked the company as a great short idea. The stock has dropped
from recent high of 39 to current price of 31. This was just over the past 2/3
weeks. But the real test will come starting October 15 when the IPO lockup expires.
But great short ideas is not the blog’s focus at least not for now.
Some potential new
value based ideas. I promise to fill in the thesis on these ideas tomorrow.
value based ideas. I promise to fill in the thesis on these ideas tomorrow.
DLHC: DLH Holdings
Corp
Corp
Current price $1.09
MC = 10.16M
GLPW: Global Power
Equipment Group Inc
Equipment Group Inc
Current Price $17.32,
MC = 207M dividend yield = 2.10%
AFFX: Affymetrix Inc
Current Price $3.42: MC = 241M
SUMR: Summer Infant, Inc
Current price = $1.55: MC =
27.99M
2012-10-15 03:40:13
Source: http://shadowstock.blogspot.com/2012/10/quick-thoughts-on-value-ideas-worth.html
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