November 25, 2008

Silver Wheaton: Undervalued Silver Play

The Fool has an excellent article on Silver Wheaton as they give their reasons for why they believe that the company is undervalued.

On a related note, Coeur d'Alene Mines appears to be a value play as well, but they have received a delisted notice since their shares have fallen under $1.

November 24, 2008

3 Reasons to Buy VmWare

The Fool has an article out today entitled "3 Reasons to Buy VmWare Now." They do make a compelling argument, especially given the growth market for server virtualization.

Deep Value in AutoDesk

Two articles are out today on the prospects of the value of AutoDesk. The first one is at Seeking Alpha, where the author discusses the company's performance in the third quarter.

The second one, at the Fool gives more insight into why the stock has took a beating lately. The author believes that the company is one of a couple "tech stocks that trade at panic-stricken lows despite excellent business prospects and secure financial health."

Indeed, the stock looks cheap, but in the current economic environment, how long will it be before the stock recovers?

November 21, 2008

Global Joy

I came across two articles on Joy Global today. The first one was at the Fool where they write:

"over 40% ROE, actually grew in 3Q, improving and lowering operating costs/efficiencis, recently approved another 1 billion share buy back bringing share count under 100m, best margins in the industry and the largest player in machinery for the coal business, which is the cheapest most abundant resource for energy in every country in the world."

The second one was at Seeking Alpha where the author writes that the current valuation is "ridiculous." He notes that the company has been buying up shares, which should help their EPS.

November 19, 2008

Quick Play: Sturm, Ruger & Company

The Stock Masters has an article on Sturm, Ruger & Company, noting that since the presidential election, many weapons dealers "are reporting sharply higher sales." The Stock Masters plans to cash in on the panic by investing in a few weapons makers.

However they note that the panic will subside at some point and share prices of these stocks may begin to go down as a result. Shares of Sturm, Ruger & Company may be a good play to hold onto for the next two quarters.

November 12, 2008

More on GeoEye

Chris Fernandez is out with his comments on GeoEye's recent results.

One item of note... According to Chris, GeoEye's market cap is less than the value of GeoEye-1, the satellite that was just launched into orbit in August.

Even though they haven't written about the company since September, GeoEye is still a Motley Fool Rule Breaker's selection as well.

November 6, 2008

$28 Price Target on Osiris

Zacks is out with a $28 price target on Osiris Therapeutics after the company announced a partnership with Genzyme in developing two late-stage adult stem-cell treatments.

November 5, 2008

Harris and Harris is Insanely Cheap?

The Fool makes an argument why shares of Harris and Harris (TINY) are "insanely cheap." Yes insiders were buying around $7.00 a share in August. Yes the stock is approximately 50% off of its 52 week high.

The Fool has written a lot about this company over the years, and it is still a Rule Breakers selection, but this may not be the best investing environment for investing in a venture capital firm.

The company reports earnings tomorrow. It will be interesting to see if they adjust guidance.

November 3, 2008

Keep an Eye on Electronic Arts

The Stock Masters tells us why we should keep an eye on Electronic Arts.

While I agree mostly with the article, I must wonder why this company fails to execute on the earnings front. They sell a respectable amount of games and have quite a few exclusive licenses for intellectual property. Are they blowing their earnings on too much free soda for their developers of what?

Two articles have mentioned the buyout word recently (here and here). And why not? With the stock in the 20's, buyout rumors begin to surface when a company's stock price gets so low that it begins to entice other companies.

This could be a great opportunity for investors and/or another video game developer. With The Old Republic MMO now officially announced, EA stock could be poised for a great rebound in the years to come.

For more on ERTS, see the article that I wrote for Seeking Alpha and why I was bullish on the companies prospects.

Sonic Innovations a Buy

Zacks is out with a Buy call on Sonic Innovations, a tiny company that manufactures hearing aids. This company is trading around $1.50 a share, but has traded as high as $9.90 a share this year.

An older Zacks article from mid October rated the stock a Buy and gave it a $3.00 price target, before the company reported a third quarter earnings report that beat expectations.

According to statements made in the third quarter earnings report, the company is undergoing a consolidation effort in order to improve earnings, and has also introduced two new products at the "lower end of the price spectrum" in order to drive sales in a soft economy.

This sounds like a small company that has a lot of potential, especially once the consolidation effort is completed. However, this is a small cap play which can be very sensitive to the swings of the market. If you want to pull the trigger, do so with caution.