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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Extreme Networks (EXTR) Boosted By Upgrade

Posted on February 14, 2007
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It´s always nice to get the Wall Street hype machine rallying behind our stock picks. So we were quite pleased this morning when Ryan Hutchinson, over at WR Hambrecht, upgraded Extreme Networks (EXTR) and published a 12 month price target of $6.50 per share for the stock.

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Globix (GEX): A Closer Look At This IP Transport Play

Posted on February 12, 2007
Filed Under Members, GEX | Leave a Comment

In this post we are going to take a look at Globix Corp. (AMEX:GEX), a post-bankruptcy Internet services stock, that provides IP Transport solutions over a wholly-owned and operated high-bandwidth fiber optic network. Though we are not terribly excited by Globix´s risk/reward ratio at current share prices and do not own shares in the company, we thought a review of the company would be interesting to those looking for additional plays in the hot IP services sector. Furthermore, we think that the valuation of GEX provides some interesting insights into the potential upside in FiberNet Telecom (FTGX), another IP transport stock we´ve been writing about for some time.

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ActivIdentity (ACTI): Significant Improvements and Exciting Prospects

Posted on February 9, 2007
Filed Under ACTI | 1 Comment

Last evening, ActivIdentity (ACTI) reported financial results that demonstrated significant progress in the company´s turnaround.

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Network Engines (NENG): Slowly Making Progress

Posted on February 7, 2007
Filed Under NENG | 1 Comment

About a year ago, we picked Network Engines (NENG) as a potentially solid turnaround candidate in the technology sector. Back then, the stock was trading at $1.88 per share and the company was losing money.

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