Selling Autobytel (ABTL)

Posted on March 16, 2007
Filed Under ABTL, Members | Leave a Comment

After analyzing ABTL’s latest 10-K and listening to the latest conference call, we decided to sell our shares in the company for a small loss.

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Selling Web.com (WWWW)

Posted on March 13, 2007
Filed Under WWWW, Members | Leave a Comment

Even though we hate selling stock during major market corrections, we still decided to exit from our remaining position in WWWW following the company’s earnings announcement this morning.

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Dealing with Significant Stock Price Declines

Posted on March 11, 2007
Filed Under Investment Reflections | Leave a Comment

We recently came across a great post by Tom Brown, a leading hedge fund manager specializing in banking and other financially-related equities. By offering a window into the thought processes of a successful investor going thru a major stock correction, we think the article may be useful for other investors facing stock declines.

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Potential Upside For Our Fibernet Telecom (FTGX) Estimates

Posted on March 6, 2007
Filed Under FTGX | 1 Comment

This morning Fibernet Telecom (FTGX) announced a colo expansion at 60 Hudson Street in New York City. Since the company was quickly reaching full capacity in its existing colo space, we view this news as very significant, in that it has the potential to provide significant revenue and EBITDA growth, over and above our existing 2007 projections for the company.

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Internap (INAP): Expect Upward Revisions, But Sector Dynamics Will Still Dominate

Posted on March 4, 2007
Filed Under INAP | Leave a Comment

There is no doubt that Internap’s earnings report last week was simply exceptional. But, of course, “The Market” is always looking to the future, which is why INAP’s projected results are far more important to investors than past reports.

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