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Author Archives

Frontier (FTR): Undervalued or Not?

I prefer to invest in seriously undervalued stocks or buy puts against overvalued stocks that have near-term catalysts (eg LRN). I’m trying to decide what to do about a longer term play on FTR, however–a company I invested in back in its heyday but haven’t paid attention to recently until now. Here are a couple […]

XRTX: Good Time to Buy, or Wait and See?

Disclosure: As of yesterday I am long call options on XRTX. I’m debating whether to purchase more. Here are the stories that piqued my interest: http://seekingalpha.com/article/1702292-xyratex-baker-street-bets-half-the-fund-imminent-catalyst-for-70-upside http://seekingalpha.com/article/1694742-xyratex-high-r-d-expense-masking-true-value I have reviewed all the referenced documents, including Baker Street Capital’s letter to the board (which in its own way is a passive stock teaser once people start […]

Recent Author Comments

On VIC -- Whitney Tilson's Big Short
Travis, thanks for profiling LRN for us. I dug in deep a few weeks ago and decided to buy Oct 19 puts, giving the company just enough time to report earnings. I made 1350% when I closed my position yesterday. Which made me think... why didn't I snatch [...]
On VIC -- Whitney Tilson's Big Short
I don't see this market rising indiscriminately any longer. This is the perfect time to pick shorts.[...]
On Chris Mayer's "Focus on Owner Operators"
The post date on Travis's comments is May 6 2013, and AFH was trading around 7.30 then. It would have been a great buy (along with most of the other stocks in the market) at that time.[...]
On Microblog: ALKALINE WATER COMPANY
Most advertisements on the internet are false, especially ones sent to people who weren't raised on the internet. Be careful not to use all caps... it may attract sharks.[...]
On "Unmistakable Signal is Flashing 'Buy'" (David Gardner's Motley Fool pick)
At this point all of you who invested a year ago are up by about 100%. What are your thoughts now? Anyone worried about a near-term pullback? I love the technology, just wonder how long the market will support these valuations. Maybe 3 years from now it wi[...]
On "Unmistakable Signal is Flashing 'Buy'" (David Gardner's Motley Fool pick)
NFLX is at $300 today :) As you point out, all a matter of timing. The Gardners are buy-and-hold investors. Any buy recommendation they made on NFLX--at whatever price--has been vindicated.[...]
On "Unmistakable Signal is Flashing 'Buy'" (David Gardner's Motley Fool pick)
I see a time when architects design a building, foundations are dug by laser beam, and the a big 3D printer is wheeled out to spew the thing into existence overnight.[...]
On Microblog: 3d printing
I get the opportunity. Clearly this is a technology that can change the world. My question is whether to invest now, with the best companies trading at P/E of 100+ and the market ripe (in my opinion) for a general correction. Do you all believe these stock[...]
On "The best Motley Fool investing idea since AOL and Amazon.com in the 1990s"
True. If you think stocks are expensive based on the price of a share alone, without reference to other factors (such as earnings), you simply don't know enough to invest in stocks. You are the kind of investor who makes stock-trading profitable for everyo[...]

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