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Last Activity: Added CSCX to bullish list on 02/02/10  Current Stock List: Symbol SP Sentiment Rating Return Since CSCX N/A n/a 02/02/10 TIXC N/A n/a 07/21/09 GLUU +273.28% 07/07/09 SFLY +93.40% 07/07/09 LNUX n/a 07/07/09 MGAM N/A +189.41% 06/25/09 All-time Sectors of Interest ... View All > Opinion & Analysis Value Heart monitoring and Defib Company   about CSCX   02/02/10 Company trades at .3 EV/Revenue and should be profitable again in 2011. Comparable companies trade at 1x revs (company on $160m run rate currently). I give them little credit for the $35 of cash on ... Inexpensive Cable Technology Play   about TUNE   10/05/09 Valuation after recent chinese acquisition is 0.08x EV/Revs (LTM) or 1.0x tangible book. FCF positive each of the last 5 qtrs. Acquisition lets them enter chinese DTV market. Discount Tickets + 101 Dalmations   about TIXC   07/21/09 80% of profits come from 20% growth ticketing business. Event business accounts for the remainder and depending on the success of the new 101 Dalmations travelling show, could outperform expectations ... M2M Wireless Growth Story   about WRLS   07/21/09 Revenues growing with improving gross margins due product mix -- higher margin services revenue growing faster. Fixed expense base. Growing Supply Chain Company   about MLNK   07/21/09 Growing revenue, EBITDA, and FCF. Twice the margins than Flextronics and similar companies with half the multiple.

Discussions

Re: Short Rentrak Corporation (RENT) 09/30/09
I'd be careful about shorting this company. While the valuation is ahead of the fundamentals, it's strategically in a very attractive space. Just look at the new hires. It has a low institutional ownership which could change easily. For investors with a longer time horizon, I would look to go long on dips closer to $15.




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