Mike Arnold
Long only, small-cap, tech, growth at reasonable price

TheStreet.com Still Looks Undervalued, But Is It Time To Sell?

(Editors' Note: This article covers a stock trading at less than $1 per share and/or with less than a $100 million market cap. Please be aware of the risks associated with these stocks.)

All in all, I am satisfied with my buy recommendation on shares of TheStreet.com (NASDAQ:TST), with shares up 27% relative to the S&P 500 (NYSEARCA:SPY) 3% return over that same time frame. The thesis at that time (which remains true today) is that TST has a strong balance sheet with net cash and a scalable digital publishing operating model from which to sell premium content.

In addition, in my opinion, the TST common shares have been, and continue to be, artificially depressed as...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
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