tag:blogger.com,1999:blog-1574061626436807984.post7432881283788616102..comments2017-05-03T13:29:44.586-07:00Comments on ShadowStock ... Deep Value, Contrarian Investing: Deep Value Stocks to considerShadowStockhttp://www.blogger.com/profile/07479687972479864521noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-1574061626436807984.post-77057555870532892732011-04-06T18:37:32.075-07:002011-04-06T18:37:32.075-07:00John, Thanks, we appreciate your insights and har...John, Thanks, we appreciate your insights and hard work. After a bit of research, I bought a couple of your "value based ideas" and did really well. Especially with JVA (70% gain in less than a week!) I hope you are doing well with your investments. TeresaTeresahttps://www.blogger.com/profile/16375582047091481390noreply@blogger.comtag:blogger.com,1999:blog-1574061626436807984.post-5480099764956257302011-04-06T17:42:21.880-07:002011-04-06T17:42:21.880-07:00Hi Teresa
Made a few comments tonight (see above)...Hi Teresa<br /><br />Made a few comments tonight (see above) to support my value thesis; All companies have a good capital structure and some have the added benefits with a lower enterprise value showing up in ratios like Sales to EV by reducing or maintaining share count , increasing cash balance and reducing liabilities.<br /><br />Most show a price return far less than the increase in revenues over the past year. Value institution like , Royce, Kennedy Capital, Whitbox, Gamco, and others have positions. Some have strong positive insider buying, most have hi insider ownership<br />As a group many of these micro cap values have become close fully valued. I have not seen real insider buying of these small value ideas. <br /><br />Having said that we both know money will be made but very recently I’ve seen my largest moves on the short side. I don’t discuss but there are stocks trading at 10 to 20 times sales that have more than doubled, so I’ve been shorting some of the most ridiculously valued stocks in HOPES of hedging my diversified long portfolio. <br /><br />Good luck<br />JohnShadowStockhttps://www.blogger.com/profile/07479687972479864521noreply@blogger.comtag:blogger.com,1999:blog-1574061626436807984.post-87497062341891346512011-04-06T11:54:48.216-07:002011-04-06T11:54:48.216-07:00Can't wait to read more of your take on these ...Can't wait to read more of your take on these companies. Thanks for the research. TeresaAnonymousnoreply@blogger.com