8/18/2013

Ideas Prompted by Recent Insider Activity



































































CAPS: Capstone Therapeutics Corp., “a biotechnology company, focuses on developing therapeutic peptides for helping patients with under-served medical conditions. “ source Yahoo finance

Continued insider purchases from MILLER LLOYD I III
Over many years I found myself buying many of the same micro cap stocks as Miller Lloyd. His track record is good and CAPS warrants a closer look. A few months back I listed CAPS because of the insider purchases by Miller Llloyd. The stock price then was .20. CAPS last traded at .26.

Market Cap: 10.63M , Enterprise Value: 2.51M
Total Cash:   8.12M , Total Cash Per Share:    0.20
Current Ratio:  82.38 , Book Value Per Share:     0.22

52-Week Change:   62.50% , % Held by Insiders:  37.99%






















































































































HSON: Hudson Global Inc. is engaged in the business of recruitment, recruitment process outsourcing and talent management.
The stock is trading at historical low valuations based on P/S and P/ B.
Market Cap : 87.22M , Enterprise Value:       60.14M
Price/Sales:      0.12 , Price/Book:       0.97
Enterprise Value/Revenue:        0.09
Qtrly Revenue Growth:     -16.30%
Total Cash:       28.31M , Total Cash Per Share:     0.88
Book Value Per Share:     2.73
52-Week Change:        -40.40%

% Held by Insiders:    20.82% , % Held by Institutions:        69.70%     


















































































AGYS: Agilysys, Inc., “operates as a developer and marketer of proprietary enterprise software, services, and solutions for the hospitality industry in North America, Europe, and Asia. It develops, markets, and sells property and lodging management, point-of-sale (POS), and inventory and procurement applications to operate hotels, casinos, destination resorts, cruise lines, and foodservice management establishments.” The company was founded in 1963”. Source Yahoo

Market Cap: 250.02M , Enterprise Value:       179.51M
Price/Sales:      1.05 , Price/Book:       2.17
Enterprise Value/Revenue:        0.75 , Enterprise Value/EBITDA: 23.42
Qtrly Revenue Growth:     9.40%
Total Cash Per Share:     3.19
Book Value Per Share:     5.21
52-Week Change:        31.36%
52-Week High (Jun 12, 2013):   14.24
52-Week Low (Nov 5, 2012):     7.23