Matthew Dow
Small-cap, value, long only, growth at reasonable price

Internet Patent Corporation: No Downside Risk, Let The Upside Take Care Of Itself

With stocks marching their way forever upward in the past year, there is a lot of talk nowadays about whether the US markets are overvalued.

On this question alone I'll just say that I certainly do not have a crystal ball, and I'll leave the guessing (oops.. I mean accurate forecasting!) of where the market is headed in 2014 to other market pundits out there.

Lately though when looking for good value opportunities, I am mindful of the potential market overvaluation, and I have been leaning heavily on solid balance sheets with real tangible value, as this ensures a strong cushion on the downside risk, even in the event that the market decides to head south. I'm frequently reminded...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details