Phoenix Technology (PTEC): A Compelling Software Turnaround

Posted on November 29, 2006
Filed Under PTEC, Members | Leave a Comment

Even though investors may have to suffer thru several more quarters of losses, we think that Phoenix Technologies (PTEC), the leading supplier of BIOS software for PC’s, is an attractive turnaround investment opportunity at current prices.

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Stratos International (STLW): Expect Some Fireworks Soon

Posted on November 22, 2006
Filed Under STLW | 1 Comment

Last evening we noticed that Riley Investment Management LLC) filed a 13G on Stratos International (STLW), reporting an over 8% stake in the company. As you may already now, Stratos remains our top turnaround pick in the fiber optic sector. Our investment case was spelled out some time ago in this post and updated here. […]

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FiberNet (FTGX) and Investing in Volatile Stocks

Posted on November 21, 2006
Filed Under FTGX, Members | Leave a Comment

I highly respect the job you did of analyzing Interap as showing how undervalued it was. FTGX also appears way undervalued and yet it has dropped over 10% since what I think is a pretty strong report showing the company is on the verge of turning things around financially.

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