Nasdaq 2000: Party Like It’s 1998

Posted on July 30, 2009
Filed Under Uncategorized | Leave a Comment

The Nasdaq Comp first hit 2000 in 1998, Eleven years ago!

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Buying Vonage (VG)

Posted on July 27, 2009
Filed Under Uncategorized, Vonage(VG) | 1 Comment

If Vonage (VG) is able to continue to report solid profitability improvements the value of the company’s equity could increase dramatically over the next year.

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Incredimail (MAIL) Ups Guidance

Posted on July 21, 2009
Filed Under Uncategorized, Incredimail (MAIL) | Leave a Comment

MAIL announced that it expects to exceed $9 million in EBITDA in 2009, up from previous expectations of $7 million. The stock still appears to be very cheap.

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Ditech Networks (DITC): Lamassu Holdings Missives are Misleading and Should Be Ignored

Posted on July 17, 2009
Filed Under Uncategorized, Ditech Networks (DITC) | 2 Comments

Investors should ignore Lamassu’s recent diatribes against DITC and focus on DITC’s future financials which we believe will improve in the coming quarters.

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j2 Global Communications (JCOM): A Good Short?

Posted on July 10, 2009
Filed Under j2 Global Communications (JCOM) | Leave a Comment

I couldn’t resist jumping into JCOM after reading a short thesis of the stock in a recent Barron’s article. What’s not to like, about a business like JCOM, with a recurring revenue model, pristine balance sheet, solid free cash-flow, and a very low EV/FCF multiple?

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Government Stimulus: Does Corruption Ever Enter Into the Economic Formula?

Posted on July 10, 2009
Filed Under Uncategorized | 5 Comments

Government stimulus, in theory, has the potential to ease economic pain. However, the trouble is that economists, ever so adamant about designing rational policies around numbers, fail to incorporate fraud and corruption into their neat formulas.

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Unemployment a Lagging Indicator?

Posted on July 2, 2009
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Unemployment may not be a lagging indicator this time around.

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Concurrent Computer Corp (CCUR): Risk/Reward Remains Favorable

Posted on July 1, 2009
Filed Under Concurrent Computer (CCUR) | 3 Comments

If CCUR continues to deliver strong financial results, and announces additional high profile partnerships, we believe more investors will discover the stock, especially considering the company’s active role in the VOD market.

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