One of those round-about findings. The stats look very strange, with silly low PEG, poor profit margin and insider selling.
Watching EIXMay 15th, 2013Being a Bottom Feeding Gold Digger is a ComplimentMay 4th, 2013I’m waiting for gold to bottom out, then pick up something good. A good Fool article today move AUY to my watch list for a new 52 week low as an entry point. Raiders of the Last SparkApril 30th, 2013A fund that tracks corporate raiders. Gotta love it when you can clean up on the bad guys. RokuApril 27th, 2013I rarely post pre-IPO watches here, but want to remind myself about this Fool article when they do go IPO to include it in my thinking at that future time. F5 Networks, Inc. (FFIV)April 27th, 2013After 12 years of consulting for high-volume web applications I still see F5 in the majority of the enterprises where I work, and I have learned that it takes a lot to get a large enterprise to switch core infrastructure vendors. The trick for me is to figure out where the bottom will be before the rebound. I’m keeping an eye at $72 now, and will re-evaluate if and when that happens. When They Get Away, Look Under the BoatApril 27th, 2013True story: Fishing in Big Bear Lake, one person in the boat hooked a good sized rainbow trout and then lost it two inches away from the net. 30 minutes later, I reeled one in that had another hook in it’s mouth besides my own, the one from the other fisherman. I keep watching Merck, and then it gets expensive because I should have bought it earlier, then remove it from my watch list in disgust. Well, it’s back, and I want that hook back, too. At under $42. Neutral Tandem Inc. (IQNT)April 20th, 2013I blew it buying this one too early, but might be able to make up for it buying it a little lower than it is today. Currently trading a few percent below book value, the downside is the current losses they are having. A Seeking Alpha article points out that there is now room for a turn around, though it could also be too little too late. I will re-evaluate when it drops to $2.50 I’m Driving My Wife Away…April 19th, 2013Looking for a better pay, for her. (bad) parody of Driving My Life Away to celebrate re-entering a Ford position in the account I manage for my car-crazy other. Watching Fifth Street Finance Corp. (FSC)April 19th, 2013This one was recommended to me by a real stock mensa. Looking for the usual summer pullback before I jump in. Yahoo! Finance doesn’t show the monthly 11% dividend for some reason. Mighty Mouse in the HouseApril 13th, 2013I wonder why Disney hasn’t bought Mighty Mouse? Well, I’m happy to have bought at the right time in 2011 and brought it to perfect stock status this month (recovered initial investment with holdings left over). Hoping to repeat the cycle again in 5 years or so. |