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

Retail Holdings Waits For Its Catalyst To Go Higher

(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.)

Executive summary:

  • Retail Holdings is in the process of liquidating and returning proceeds to shareholders.
  • This opportunity remains market-neutral, and catalyst driven in 2014.
  • Underlying operating results in Retail Holdings subsidiaries indicate a healthy business.
  • Maintaining buy recommendation.


I profiled shares of Retail Holdings NV (OTCPK:RHDGF) in September and suggested shares presented a compelling risk/reward profile based on what appeared to be a pending liquidation of the business. Since that time, shares have traded sideways and provided investors a 6% total return (including a...

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