TZOO: TravelZoo - Divestiture Sets Up Investment Opportunity

Posted on January 28, 2010
Filed Under Uncategorized, Travelzoo (TZOO) | Leave a Comment

With the company’s divestiture of its money-losing Asian operations late last year, and the strong growth in subscribers in the remaining US and Europe operations, TZOO’s bottom-line could see a surge in 2010

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OSTE: Osteotech Shares Could Benefit from Improving Results and Shareholder Activism

Posted on January 25, 2010
Filed Under Uncategorized, Osteotech (OSTE) | Leave a Comment

If new product revenues continue to accelerate and management comes under pressure from activist investors, OSTE shares could rise nicely this year as speculation concerning an M&A transaction gains traction.

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The Economics of Nihilism

Posted on January 8, 2010
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I’m not sure what to make of certain price movements in worthless securities, other than to call attention to a new principle, I call, the economics of nihilism.

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The US Financial Shell Game, Where Will It End

Posted on January 6, 2010
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Today, I received a letter in the mail that told me that my home mortgage loan was sold to Fannie Mae. Just last month, I received a letter that my loan was sold to Bank of America.

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Surprise, Surprise: PTEC Decides to Focus on the BIOS Business

Posted on January 6, 2010
Filed Under Uncategorized, Phoenix Technologies (PTEC) | Leave a Comment

Yesterday, PTEC announced strategic alternatives for the foolish investments made during the last two years, and intends to focus its business strategy on the core systems software (BIOS) markets in which Phoenix has a long-established leadership position.

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More on the Health Insurance Misnomer Topic

Posted on January 2, 2010
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I was thrilled to find healthcare insurance post from esteemed economist L. Randall Wray, that agrees with my prior thesis that healthcare insurance is really a misnomer.

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