Pacific Internet (PCNTF): New Stock Recommendation

Posted on February 28, 2006
Filed Under PCNTF | 2 Comments

Investment Summary:I believe that Pacific Internet (Nasdaq: PCNTF), at its current price of about $7.60, represents a low-risk Internet investment, with substantial upside price potential in the next year, as the company capitalizes on new growth opportunities, under the guidance of a new CEO. In addition, with the recent unsolicited buyout offer of PCNTF, the […]

>>Read More

Internap (IIP) Valuation Considerations

Posted on February 9, 2006
Filed Under INAP | 4 Comments

Two of Internap’s closest comps have just reported earnings, and it is interesting to compare their valuations to Internap to see the potential value of Internap, in the event of a takeover (I wish management would just put IIP up for sale already). Note that these calculations are very back of the envelope and somewhat […]

>>Read More

Interland (INLD) Update

Posted on February 8, 2006
Filed Under WWWW | Leave a Comment

Interesting SEC filing today from Interland (INLD), which describes the resignation of one of the main officers of Web.com, Mr. Pemble. The bullish news is that several Interland insiders, including the CEO, bought Pemble’s INLD stock (153,000 shares worth) at $4.40 per share. The CEO bought up 24,000 shares and a director bought up 45,000 […]

>>Read More

Network Engines (NENG): New Stock Pick

Posted on February 5, 2006
Filed Under NENG | Leave a Comment

Investment Summary:I believe that Network Engines (Nasdaq: NENG), at its current price of $1.88, represents a low-risk investment, with substantial upside price potential in the next several years, should NENG’s newly appointed, and highly experienced Chief Executive Officer, execute on some key business initiatives and position the company successfully in the high-growth network server appliance […]

>>Read More

Investment Advice from James Tisch

Posted on February 5, 2006
Filed Under Investment Reflections | Leave a Comment

This past Friday I had the opportunity to attend Columbia University’s School of Business Annual Value Investors Conference. The speaker that most impressed me, at least at it relates to his off-the-record comments, was James Tisch of Loews Corporation.

James Tisch is the current CEO of Loews Corporation and is the son of Laurence Tisch, […]

>>Read More

Interland (INLD) Update

Posted on February 1, 2006
Filed Under WWWW | 2 Comments

I was going thru Interland’s (INLD) SEC filings and it appears that Kinderhook Partners, LP has taken a 6%  position in INLD. For some reason, INLD has two filing names on the SEC website and this only shows up in one area, but it seems to be an accurate finding.
I believe Kinderhook’s investment is […]

>>Read More