Posted in July 6, 2010 ¬ 9:02 pmh.iancassel
I was reminded the last couple months of how boring it gets investing during bear market cycles. I normally place bets on companies and am willing to wait for a year or two to reap some rewards. The waiting game can be quite boring especially when the overall markets are going lower day after day. [...]
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Posted in May 9, 2010 ¬ 12:04 pmh.iancassel
First off I’m not a doom and gloomer. I’m not a gold bug that hopes the world ends so Gold goes to $10,000 an ounce so I can say, “You see! I’m right, now I’ll trade you this chicken for that bushel of apples”. I’ve always been an optimist when it comes to the United [...]
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Posted in April 2, 2010 ¬ 11:39 amh.iancassel
I deployed more capital this week into Quepasa Corp (QPSA). I spoke to the CEO and CFO this past week and the story is highly unique. I bought an initial position around $2.90, paid as high as $4.00, and now have a pretty decent sized position ($3.35 avg). QPSA is the only way to play [...]
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Bullion Monarch Mining, GelTech Solutions, Global Axcess Corp., Gold Resource Corporation, Quepasa CorpBullion Monarch Mining, DVD Kiosk, facebook, FDNY, FireIce, GelTech Solutions Inc, Global Axcess Corp, Gold Resource Corporation, Newmont Mining, Quepasa.com, Redbox, Social Networking, Value Investing
Posted in March 16, 2010 ¬ 9:29 amh.iancassel
We reiterate our Buy rating on ZAGG and our $5-6 target price range. At the current levels, we believe the stock offers a favorable risk/reward profile. Website sales should receive a boost from the ZAGGSkins ramp, while indirect sales should continue to grow driven by the expansion of SKUs with existing retail distribution customers, particularly [...]
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Posted in March 15, 2010 ¬ 3:46 pmh.iancassel
[Click Here for Presentation]
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Posted in March 10, 2010 ¬ 5:00 pmh.iancassel
Bullion Monarch (BULM) is a natural resource development and royalty company with interests in gold, silver and oil shale. Gold royalty companies have been making a buzz lately as they are a very low risk high reward way to play the resource bull market. Royalty companies are considered low risk/high reward because they don’t have [...]
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Posted in February 8, 2010 ¬ 5:42 pmh.iancassel
2010 Guidance Provided; Revenue Growth of 2% to 5%; GAAP Earnings Per Share of $0.41 – $0.51
Baird analyst Reik W. Read upgraded NCR to “Outperform” from “Neutral” and raised his target price to $17 from $12.
My Comment: NCR at $12/share is trading at 20-30x FY 2010 EPS estimate. GAXC is trading at 7x [...]
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