FiberNet Telecom (FTGX) Delivers

Posted on October 31, 2006
Filed Under FTGX | Leave a Comment

This morning FiberNet Telecom (FTGX) reported outstanding results for the third quarter of 2006. Notably, Fibernet reported free cash-flow (defined as EBITDA minus interest minus cap-ex) of nearly $1 million on $10.4 million in sales. Sales jumped 20% year-over-year and EBITDA rose 160% as compared to 2005, showing once again that the company’s business model […]

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SupportSoft (SPRT) is Still Our Top Software Pick

Posted on October 26, 2006
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Tonight SupportSoft (SPRT) released Q3 2006 results which were basically in line with expectations. The company reported a cash-flow positive quarter on nearly $12 million in revenue, with license fees growing from the second quarter of 2006, maintenance revenue remaining stable, and the cash pile growing slightly to $122.5 million. Overall, it definately appears that […]

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New Stock Pick: Fibernet Telecom (FTGX)

Posted on October 26, 2006
Filed Under FTGX | 1 Comment

FiberNet Telecom (Nasdaq: FTGX). FTGX, is a highly-leveraged, micro-cap company, based out of New York City, that provides broadband transport and co-location services to over 240 clients. The company’s stock currently trades at about $4.30, down from a five-year high of over $100, and a two-year high of nearly $10. We believe the company is in the midst of a successful and sustainable turnaround in operations, and given the low valuation of its shares relative to recent M&A multiples in the sector, we think investors should be aggressively buying stock at current price levels or lower.

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ActivIdentity (ACTI) Wins Big

Posted on October 24, 2006
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Congrats to subscribers who have held on to ActivIdentity (ACTI). We recommended the stock on CasinoCapitalism.com, back in March 2006, at $4.37, and after alot of volatility were finally rewarded today with the announcement of a huge HSPD-12 government contract. Specifically, the company announced
a major contract win with the U.S. Department of Defense (DoD), U.S. […]

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New Stock Pick: PMA Capital (PMACA)

Posted on October 23, 2006
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PMA Capital (PMACA) is an insurance company that has been undergoing a turnaround since 2004. We think that over the next twelve months, investors will finally feel comfortable that the worst is behind for the company and the focus will shift towards renewed growth opportunities for PMACA’s core workers’ compensation business, which has been operating since 1915. As investor sentiment changes towards the company, its shares could rise by 50%+ over the next two years with limited downside risk for investors.

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New Stock Pick: Isolagen (ILE)

Posted on October 16, 2006
Filed Under ILE, Members | 2 Comments

We think that Isolagen (ILE), an early-stage biotechnology company focused on the skincare market, offers investors an extraordinary opportunity to invest alongside a proven management team with significant experience in Isolagen’s core market.

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Stock to Watch: Seitel (SELA.ob)

Posted on October 13, 2006
Filed Under SELA, Energy Stocks | 1 Comment

Investors should keep a close watch on Seitel (SELA.ob), a leading seismic data company, as a risk-arbritage opportunity is developing.

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New Stock Pick: Autobytel (ABTL)

Posted on October 12, 2006
Filed Under ABTL, Members | Leave a Comment

From our perspective, it’s not difficult to see where Autobytel has gone wrong and how a smart management team could easily fix this broken company and in the process greatly enhance shareholder value. Therefore, at current prices levels or lower we would be purchasers of Autobytel’s stock.

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