Here are some of the stock ideas recently discussed on the site:
Beazer
Smith & Wesson
Stealth Gas
Hallmark Financial
Perdoceo
Viacom
MBIA
Genesis Land
ADF Group
Summit Midstream
Imperial Ginseng
Magellan Aerospace
Perdoceo
NAHL Group
ERA Group
Vertu Motors
Logicamms
209 comments:
«Oldest ‹Older 201 – 209 of 209Hi 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
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?
Thanks,
Phil
Hi Phil,
My contact info is on the "Contact Us" page
Lorex. Purchased today by FLIR at $1.30. a 2 year 10-bagger.
Hi Saj,
I was curious as to whether you had any thoughts on IBM?
Looking forward to your insights.
As always,
BF
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.
Thanks Saj.
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
Thanks,
D. Norton
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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