Phoenix Technologies (PTEC): Is Another Rebirth Ahead?

Posted on November 26, 2009
Filed Under Uncategorized, Phoenix Technologies (PTEC) | 1 Comment

The good news for followers of the PTEC saga, is that with the stock now hovering at fifteen-year lows, PTEC may be ready for another rebirth.

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Incredimail (MAIL) Still Incredibly Mispriced

Posted on November 12, 2009
Filed Under Uncategorized, Incredimail (MAIL) | Leave a Comment

However, I still believe MAIL at current prices, is incredibly mispriced, and is one of the best values I can find in any Internet advertising business, both public or private.

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The Key to a Successful Business: Courage or Crime?

Posted on November 10, 2009
Filed Under Uncategorized | 1 Comment

Drucker claims that courage is the secret to success in business, while Balzac finds the source of great wealth in crime. Which is it?

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More Thoughts on the Vonage Mystery

Posted on November 10, 2009
Filed Under Uncategorized, VG | Leave a Comment

After one has traded for some time, it becomes apparent that the biggest investment profits happen unexpectedly and are in retrospect not in the least bit correlated with underlying business conditions. The game of investment then becomes about positioning one’s capital in low-risk situations hoping for that unexpected success.

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High Unemployment is a Blessing for Banks

Posted on November 10, 2009
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Ever since the government has announced record high unemployment numbers, the Market has been on a tear. Coincidence? Not really. Even though unemployment may hurt the production economy and damage our social fabric, nothing is better for the big banks than continued increases in unemployment.

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Vonage (VG) Delivers Strong Earnings Again

Posted on November 5, 2009
Filed Under Uncategorized, VG | Comments Off

Vonage’s financial results and business metrics continue to show improvement, despite the obfuscation of accounting results and the timing of new product launches. Since the company’s stock price has yet to reflect these seemingly obvious positive developments, as well as other potential value-enhancing events, it would appear to me that the stock still presents an excellent investment opportunity.

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