Thursday, October 2, 2008

Stock Ideas

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

Smith & Wesson
Stealth Gas
Hallmark Financial
Genesis Land
ADF Group
Summit Midstream
Imperial Ginseng
Magellan Aerospace
NAHL Group
ERA Group
Vertu Motors


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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,

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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