2006 Year in Review

Posted on December 24, 2006
Filed Under Investment Reflections | Leave a Comment

Due to requests from several subscribers, we have prepared an updated
spreadsheet, which details the returns from the picks we have mentioned
on EnvoyGlobalResearch.com and CasinoCapitalism.com over the past year.

To access this spreadsheet, please click here.

We’ll note briefly that since starting this site a little over a year
ago, we have profiled 30 companies. Out of our 30 […]

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Redback Acquisition Very Positive for Extreme (EXTR)

Posted on December 20, 2006
Filed Under EXTR | Leave a Comment

Last evening Ericsson announced an agreement to acquire Redback Networks (RBAK) for $2.1 billion in cash or about $25 per share. This allows us to lock in a 150%+ gain on our original Redback investment, the first pick we made on this site back in October 2005.
More importantly, though, are the repercussions that the Redback […]

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Extreme Networks (EXTR): An Attractive Turnaround in the Networking Sector

Posted on December 18, 2006
Filed Under EXTR | 5 Comments

If you’ve been following our picks for some time, you know that the first stock we mentioned on this site was Redback Networks (RBAK). Despite a huge amount of volatility, RBAK has been a very profitable investment for us, having more than doubled since we first wrote about it fourteen months ago. The success of the RBAK investment has had as scouring for more network-related “bubble stocks” that have fallen on hard times and yet appear to offer good odds of turning around. Extreme Networks (EXTR) definitely fits the bill and we believe the shares could appreciate significantly in the next 12 to 18 months.

>>Read More — keep looking »