Will Embedded Flash Provide Zilog a New Future?

Posted on February 27, 2007
Filed Under ZILG | 2 Comments

In this post, we’ll look at a post-bankrupt semiconductor company that we think offers a compelling risk/reward profile for those who want some exposure to the rapidly growing Flash memory market.

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Grupo Financiero Galicia (GGAL) Reports Improving Results

Posted on February 19, 2007
Filed Under GGAL, Members | Leave a Comment

Last week, Grupo Galicia (GGAL), a leading Argentinian bank, reported fourth quarter financial results which demonstrated significant financial improvement. As we noted when we first wrote up GGAL, the company´s financial statements are quite complex, and as such we´ll just focus on two big picture points in this post and reiterate why we remain bullish on the shares for the remainder of the year.

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Crown Crafts (CRWS.ob): Buying Opportunity on this Dip

Posted on February 14, 2007
Filed Under CRWS | Leave a Comment

After a stock has steadily risen from $0.60 to $6 in less than a year, it´s not surprising to see a correction even after solid financial results are reported. As such, we were not entirely taken aback by the drop in Crown Crafts (CRWS.ob) today, after the company reported what we believe were excellent 3rd quarter results.

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