11/17/2013

Insider Buying Prior 3 Months along with a Share Count Reduction during the Prior 12 Months

This will be a quick but hopefully some use. I’m trying to ride out a severe bout of flu.The post keeps getting put off. I will complete this incomplete post within a day or so. 

Its an uncommon combination of share count reduction along with insider purchases. 

Click for quotes on all 4 ideas



Blyth, Inc. (BTH):founded in 1976 is a direct to consumer marketing company. The company operates in three segments: Health & Wellness, Candles & Home Décor, and Catalog & Internet.


I first mentioned September 3, 2013 at $9.23. The stock last traded at $12.00 11/15/13.


52 change -27%, Market Cap = 192.19M, Enterprise Value =159.15M


A few weeks ago CVSL (OTCBB: CVSL) made a tender off for BTH at 16.75 per share. CVSL offer was unanimously rejected.
Currently 62.00% of the float is held short!This could become a catalyst to move the stock higher.

Price/Sales: 0.20 , Price/Book: 5.35
Enterprise Value/Revenue:0.17, Enterprise Value/EBITDA: 2.99
Total Cash Per Share:5.56 ,Book Value Per Share:2.24

52-Week Change: -24.50%, % Held by Insiders:50.80%


Shares Outstanding 09/30/13 =  16.02M reduced from Shares Outstanding 09/30/12 = 16.96M


Silicon Image, Inc. (SIMG): "provides digital connectivity and interface solutions and standards that enable the distribution and presentation of high-definition (HD) content for mobile, consumer electronics (CE), and personal computer (PC) markets."

Current price = $5.41, 52 week change 20.22%


Shares Outstanding 09/30/13 =  77.66M reduced from Shares Outstanding 09/30/12 = 82.59M


Market Cap: 405.38M,Enterprise Value: 284.45M
Price/Sales :1.52 ,Price/Book:2.22
Enterprise Value/Revenue :1.04 ,Enterprise Value/EBITDA : 11.24
Qtrly Revenue Growth (yoy):7.30%
Cash Per Share:1.73 , Current Ratio :3.83
Book Value Per Share :2.44
52-Week Change: 20.22%
52-Week High: 6.28 ,52-Week Low:    4.25
% Held by Insiders:0.87% ,% Held by Institutions:72.00%

Short % of Float : 2.00%


Micrel Inc. (MCRL): "designs, develops, manufactures, and markets analog integrated circuits, mixed-signal ICs, and digital ICs." 

Current price = $9.42, 52 week change .75%


Shares Outstanding 09/30/13 =  57.43M reduced from Shares Outstanding 09/30/12 = 58.63M



Market Cap: 529.74M , Enterprise Value: 438.93M
Price/Sales:2.24 , Price/Book: 2.40
Enterprise Value/Revenue:1.83 , Enterprise Value/EBITDA: 12.96
Qtrly Revenue Growth :-7.60%
Gross Profit (ttm):  132.93M , EBITDA (ttm):  33.86M
Cash Per Share:1.72 ,Book Value Per Share:3.92 ,
Current Ratio :    3.39
52-Week Change:   0.75%
52-Week High:10.92 ,52-Week Low :8.60
% Held by Insiders: 20.29% ,% Held by Institutions: 80.90%

Short % of Float : 4.50%


Cryo-Cell International, Inc. (CCEL): "Founded in 1989, Cryo-Cell is the world's oldest family cord blood bank and was the first cord blood bank to separate and store stem cells in 1992. Today, the company has over 500,000 clients worldwide.  Since inception, 100% of its clients’ specimens have been successfully viable upon thaw, a statement that no other cord blood bank has made. Cryo-Cell's services include umbilical cord blood and cord tissue banking." source corporate website


Current price = $1.90, 52 week change -24.00%


Shares Outstanding 09/30/13 =  10.78M reduced from Shares Outstanding 09/30/12 = 11.15M