Archive for April, 2013

Raiders of the Last Spark

Tuesday, April 30th, 2013
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A fund that tracks corporate raiders. Gotta love it when you can clean up on the bad guys.

Roku

Saturday, April 27th, 2013
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I 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)

Saturday, April 27th, 2013
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After 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 Boat

Saturday, April 27th, 2013
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True 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)

Saturday, April 20th, 2013
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I 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…

Friday, April 19th, 2013
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Looking 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)

Friday, April 19th, 2013
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This 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 House

Saturday, April 13th, 2013
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I 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.

Waiting for the Phone to Stop Ringing in South Korea

Saturday, April 13th, 2013
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While doing the regular updates for limit sells I ran across a good article on Vinik’s holdings and like the ides of SK Telecom on the next dip. Economic growth in an area is always profitable to the local phone mob.