Outlook for Oil Service Shares

Posted on January 9, 2007
Filed Under Energy Stocks | 1 Comment

As oil prices continue to be weak, and shares in oil service providers remain in the doldrums (i.e. check out the OIH performance over the last six months and year), we thought we’d share some interesting historical figures for those still bullish on the sector.

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Phoenix Technologies (PTEC): Activist Shareholders Still Pressing for Change

Posted on January 8, 2007
Filed Under PTEC | 2 Comments

Last week, the major activist shareholders in Phoenix Technologies (PTEC), filed an amended 13-D with the SEC. We noticed several interesting tidbits in the filing, which support our continued optimism for this software turnaround play.

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Systematic Investing: The Basic Thought Process

Posted on January 4, 2007
Filed Under Investment Reflections | Leave a Comment

In the book "Innovation and
Entrepreneurship", famed management guru, Peter Drucker, provides
a two-line description of the entrepreneurial process that we think can
be modified somewhat to provide an excellent summary of the investment process we, and many others, advocate.

Drucker states: "Systematic innovation therefore consists in the purposeful and organized search for changes, and in the systematic analysis […]

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Websense’s Acquisition of PortAuthority: Our Take

Posted on January 3, 2007
Filed Under WBSN, Members | Leave a Comment

Greg, a subscriber, asks: What are your thoughts about the recent purchase of PortAuthority for $90 million by WBSN? How do you think this affects the current price and long term value of WBSN?

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A Powerful Emerging Market and Real Estate Combo

Posted on January 2, 2007
Filed Under GGAL, Members | Leave a Comment

Emerging market stocks did well in 2006 and expectations are for another solid year of performance in 2007. Since we’re not fans of chasing stocks, we were happy to find one emerging market that has yet to truly heat up and which we think could outperform significantly in the coming year.

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