Web.com (WWWW) Strengthens Management Team

Posted on March 29, 2006
Filed Under WWWW | Leave a Comment

Today Web.com (WWWW) added another strong member to its already talented management team. The company announced the appointment of Joseph A. Newcomb as Executive Vice President, Secretary and General Counsel.

Note: You may read our initial recommendation to purchase Web.com (WWWW), formerly Interland (INLD), at $3.25, by clicking here.
Aside from Newcomb’s recent employment as General Counsel […]

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New Stock Pìck: ActivIdentity (ACTI)

Posted on March 27, 2006
Filed Under ACTI | 2 Comments

Investment Summary:We believe that ActivIdentity (Nasdaq: ACTI), at its current price of about $4.37, represents a low-risk investment, with substantial upside price potential in the next two to three years, as the company capitalizes on new growth opportunities in the digital identity assurance market, under the guidance of the new CEO, Jason Hart.

Background:
The current […]

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Investing is a Boring Business

Posted on March 22, 2006
Filed Under Investment Reflections | 1 Comment

We have not posted in a view days, but in the interim we have received several emails asking us for some new picks. Well, we´re sure looking, but we have not find any stocks yet that meet our criteria of low downside risk and high upside appreciation potential. For now we´re just sticking with our  […]

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T-3 Energy Services (TTES) Earnings Update

Posted on March 8, 2006
Filed Under TTES, Energy Stocks | Leave a Comment

T-3 Energy Services (TTES) just reported excellent fourth quarter earnings. It´s hard to know how to value this company, given its exposure to the cyclical Oil and Gas industry, but the numbers sure make us optimistic about the coming year. Given the extremely low float in this stock, a modest valuation upgrade for the shares […]

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Stanford´s View on Internap (IIP)

Posted on March 1, 2006
Filed Under INAP | Leave a Comment

For those investors without access to Wall Street research reports, this post provides some notes from Stanford Financial Group´s March 1st, 2006 research report on IIP. The analyst´s target price is a bit higher than mine, primarily because I am applying a larger discount to the EV/EBITDA multiple for IIP.
Note: If you plan to link […]

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Internap (IIP) Earnings Review

Posted on March 1, 2006
Filed Under INAP | 3 Comments

Internap reported decent earnings results last evening. There were several positives, and a few negatives. Overall, there is clearly enough improvement in Internap´s financials to warrant holding onto to the stock, and the stock still appears undervalued primarily because the business is solid, EBITDA growth in 2006 will be excellent, and  management at IIP is […]

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