Internap (INAP): Looking Ahead

Posted on November 7, 2006
Filed Under INAP | 1 Comment

It’s hard to believe that it’s been almost a year since we first recommended Internap (INAP) at a split-adjusted price of $4. Back then pessimism concerning Internap’s future was clearly in fashion, as the company struggled to prove the economic viability of its business model. Fast forward one year, though, and Internap has suddenly become […]

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Internap’s Earnings Are Bullish for FiberNet Telecom (FTGX)

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

Last evening, Internap, the biggest winner in our portfolio this year, reported outstanding quarterly results and once again raised estimates for 2006. The company now expects EBITDA of about $25 million and revenues of approximately $180 million in 2006. Internap’s stock rose to a 52-week high following the announcement. Internap now sports an enterprise value […]

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Stock to Watch: LifeCore Biomedical (LCBM)

Posted on November 3, 2006
Filed Under LCBM, Members | Leave a Comment

LifeCore Biomedial (LCBM) is an interesting stock to put on your watch list. Even though the company is no longer in true turnaround mode, we think the company is ripe for a major corporate makeover given recent private equity interest in the dental implant industry. As such, it could make for a nice trade and/or investment should the stock decline because of overall market conditions and/or non-fundamental factors.

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Stock to Watch: Web.com (WWWW)

Posted on November 1, 2006
Filed Under WWWW, Members | 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 over 40% drop from its yearly high and the recent M&A activity in the company’s sector.

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