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
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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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Chatting with Jon A. DeLuca, CEO of Fibernet Telecom

Posted on November 16, 2006
Filed Under FTGX | Leave a Comment

We continue to believe that companies with high-replacement cost fiber
in metro areas are best positioned to benefit from the consolidation
wave sweeping the IP Transport and Colocation services market. As such
we were pleased to have recently had the opportunity to chat with Jon
A. DeLuca, President and Chief Executive Officer of FiberNet Telecom
Group (FTGX), a company that […]

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Web.com Making Progress

Posted on November 14, 2006
Filed Under WWWW | Leave a Comment

Even though we’ve been critical of Web.com’s (WWWW) management in the
past, we think the stock is an interesting value at current prices,
following the stock’s significant drop from its yearly high. Recent
M&A activity in the company’s sector and improved financial results at the company, appear to suggest that the stock has decent upside and low downside […]

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Crown Crafts (CRWS.OB): Betting on Babies

Posted on November 9, 2006
Filed Under CRWS | Leave a Comment

At first glance, Crown Crafts, Inc. (CRWS.ob), an infant products company that just recently finished a major recapitalization, seems like a ludicrous stock to feature on our value-oriented site. The company’s shares are up more than 500% already this year, with most of the rise starting just a mere four months ago. However, when you dig a bit deeper, we think you may reach the conclusion, much as we have, that despite the already extraordinary rise, the stock still has significant upside left, with minimal downside.

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Network Engines Reaches An Inflection Point

Posted on November 9, 2006
Filed Under NENG | 1 Comment

This morning Network Engines reported its first cash-flow positive quarter in quite some time, generating $1.5 million in cash on increased sales and improved gross margins. Notably, the company is reporting these results ahead of any potential sales increase from several partnerships which will kick into high gear in 2007. At current prices, we still […]

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Motive, Inc. (MOTV.PK): A Play On SupportSoft’s Resurgence

Posted on November 7, 2006
Filed Under MOTV, Members | Leave a Comment

Despite an ongoing accounting investigation and a lack of current financial statements, we think that Motive (MOTV.PK) is an interesting enterprise software stock to keep an eye on. As the company files updated financials in the coming months, investors may begin to feel more comfortable assigning the company a higher valuation, especially considering the recent increased value in MOTV’s chief competitor, SupportSoft (SPRT), and our belief that enterprise software shares will outperform the market in 2007.

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