Thursday, October 2, 2008

Stock Ideas

Here are some of the stock ideas recently discussed on the site:

The New Home Company
NAHL Group
ERA Group
Dundee Preferred
Glacier Media
Vertu Motors
Steel Partners
Senvest Capital
Alloy Steel


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Saj Karsan said...

Hi Adreno,

I've always found it a bit too risky for this page. That said, it has tremendous upside if things work out. If you want more of my thoughts on this company, I've written about it here

Anonymous said...

Hi Saj,

Thanks for all the work you do on the site. I've got a write-up you might be interested in, is there a place I can send it?


Saj Karsan said...

Hi Phil,

My contact info is on the "Contact Us" page

Anonymous said...

Lorex. Purchased today by FLIR at $1.30. a 2 year 10-bagger.

Anonymous said...

Hi Saj,

Any comments on GT Advanced Technologies Inc., given their bankruptcy filing yet budding relationship with Apple. I'm not sure how to think about companies in their financial predicament.

Any thoughts on how to think about this one would be appreciated.


Anonymous said...

Hi Saj,

I was curious as to whether you had any thoughts on IBM?

Looking forward to your insights.

As always,

Saj Karsan said...

Hi BF,

Sorry looks like I missed that comment about GTAT. I hesitate to get into investments where one customer is so important to the outcome, because the downside risk is high under those conditions.

Regarding IBM, I think it probably is good value, but myself I'd like it cheaper because I'm not as confident about its future as maybe Buffett is with his better knowledge. I also have a larger universe of investment possibilities, so IBM doesn't really make the cut at this point.

Anonymous said...

Thanks Saj.

Anonymous said...

Would be great to get your thoughts on Identiv Group (INVE).

Market Cap: c.USD100m
Adj. EBITDA: Breakeven/positive
Sector: Cyber Security / Digital Identity solutions / Internet of Things
Major customers: Cisco, Verizon, Disney, US Government

D. Norton

Saj Karsan said...

Hi D,

Unless there's a valuable asset relative to market cap, I generally only invest in profitable companies, so I don't have much to say about INVE.

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