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
208 comments:
«Oldest ‹Older 201 – 208 of 208Hi 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.
Post a Comment