Posts Tagged ‘Value Investing’

Investing can be boring in bear market cycles

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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Some Thoughts on the Macro Economy

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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A General Update: QPSA GAXC BULM GLTC

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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ZAGG: Merriman Curhan Ford Reiterates BUY, $5-6 Price Target

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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Timberline Resources (TLR) Presentation Webcast

[Click Here for Presentation]

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Bullion Monarch Mining (BULM): The Biggest Small Mining Company You Never Heard of

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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GAXC Big Brother NCR upgraded after 4Q results

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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