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  • Tetragon Financial Group: The Story Still Not Discovered [View article]
    Top 10 INVESTORS (as of latest filing)

    Investor Name Investor Type % O/S % O/S Chg % Port Position (m) Position Change(m) Value ($m) Filing Source Filing Date
    TFG Holdings I, Ltd.
    TFG Holdings I, Ltd. Strategic Entities 12.21% 0.00% 100.00% 16.60m 0 171.51m Other Substantial/Declarable 11-Mar-2014
    Polygon Global Partners LLP
    Polygon Global Partners LLP Investment Managers 9.46% -0.61% 48.52% 12.87m -0.83m 133.00m Other Substantial/Declarable 14-Mar-2014
    Amundi Asset Management
    Amundi Asset Management Investment Managers 3.84% +3.84% 0.09% 5.22m +5.22m 55.61m Other Substantial/Declarable 01-Jul-2013
    CPP Investment Board
    CPP Investment Board Investment Managers 2.29% -0.51% 0.05% 3.12m -0.69m 32.22m Other Substantial/Declarable 11-Mar-2014
    DB Platinum Advisors
    DB Platinum Advisors Investment Managers 0.17% -0.06% 0.01% 0.23m -0.07m 2.67m Aggregate MFs 31-Aug-2014
    Robeco Institutional Asset Management B.V.
    Robeco Institutional Asset Management B.V. Investment Managers 0.15% 0.00% 0.01% 0.20m 0 2.11m Aggregate MFs 31-Oct-2014
    Centaur Capital Partners, L.P.
    Centaur Capital Partners, L.P. Investment Managers 0.11% -0.01% 2.05% 0.15m -0.02m 1.49m Aggregate MFs 31-Dec-2014
    Schroder Investment Management Ltd. (SIM)
    Schroder Investment Management Ltd. (SIM) Investment Managers 0.07% 0.00% 0.00% 0.09m 0 0.85m Aggregate MFs 31-Jan-2015
    Deutsche Investment Management Americas, Inc.
    Deutsche Investment Management Americas, Inc. Investment Managers 0.05% +0.05% 0.00% 0.07m +0.07m 0.67m Aggregate MFs 31-Dec-2014
    National Pensions Reserve Fund
    National Pensions Reserve Fund Investment Managers 0.03% +0.01% 0.00% 0.04m +0.01m 0.38m Shareholder Report 31-Dec-2013
    Mar 10, 2015. 03:12 PM | Likes Like |Link to Comment
  • Medovex, A Game Changer In Facet Joint Syndrome [View article]
    http://yhoo.it/1Mp7eTy
    Mar 10, 2015. 02:01 PM | 1 Like Like |Link to Comment
  • TowerJazz: Fair Value Of $5 Per Share [View article]
    Investing is looking forward.
    Management will learn from their mistakes down the road.

    Cash flow is what drives value and ultimately the stock price.
    Mar 6, 2015. 03:35 PM | Likes Like |Link to Comment
  • Aegon: A Life Insurer That Looks Attractive [View article]
    Personally, I think this could happen already this year.

    2012

    Interim Dividend
    €0.10
    $0.122760

    Final Dividend
    €0.11
    $0.141790

    2013

    Interim Dividend
    €0.11
    $0.145673

    Final Dividend
    €0.11
    $0.150348

    2014

    Interim Dividend
    €0.11
    $0.146124

    Final 2014 Dividend
    €0.12 (USD value available May 21, 2015)

    Improving results and increasing free cash flow could lead to an interim dividend of €0.13-€0.15, and a final dividend of the same size. Basically, those increasing dividends are not priced in the stock price yet.
    Feb 25, 2015. 10:54 AM | Likes Like |Link to Comment
  • MusclePharm: All Show, No Strength [View article]
    MusclePharm's story needs time to come to fruition.

    As sports nutrition continues its push to increase its appeal beyond the bodybuilders and elite athletes that long dominated sales, companies are increasingly eyeing the most mainstream of the sports foods categories: sports and energy drinks. That's why I am positive that CocoProtein will be the breakthrough for the company. 

    The sports and energy market represents a market opportunity of over $50 billion in retail value sales last year (2014). If MusclePharm could only take a bite of it, it would be enough to gain traction and become a global sports food and beverage company.

    From a corporate governance point of view I would like to see that Mr. Pyatt would resign and only is one of the major shareholders. The company needs professionals that can run an emerging global company.
    Feb 18, 2015. 04:22 PM | 2 Likes Like |Link to Comment
  • Why It's Finally Time To Buy The King Digital Bull Story [View article]
    I agree with your thesis. KING is wrongly understood by investors. KING is a cash machine.

    Unfortunately, the majority of US investors didn't process the drama that occurred with Zynga emotionally yet. They think KING is a similar company, that will diminish over time.
    Feb 17, 2015. 02:10 PM | 1 Like Like |Link to Comment
  • Update: SkyPeople Fruit Juice Hires A New Auditor And Initiates Management Changes [View article]
    For investors, considering to buy US-listed China small caps for the first time, I think the time frame is more important right now than a few years back. Why? Because most of the fraud cases are gone, so the possibility that a company goes dark, or will be attacked by short sellers is diminishing.
    Feb 13, 2015. 03:50 AM | 1 Like Like |Link to Comment
  • Update: SkyPeople Fruit Juice Hires A New Auditor And Initiates Management Changes [View article]
    The problem of all US-listed China small caps is the lack of investor's trust. To regain investor's trust is a process that can take a very long time. Management teams of the companies in question have several ways to improve this.

    From initiating dividends to buy stock in the open market.
    Feb 11, 2015. 03:22 PM | Likes Like |Link to Comment
  • Update: SkyPeople Fruit Juice Hires A New Auditor And Initiates Management Changes [View article]
    That's the problem, there are almost no examples. One example, Yongye Inter. (YONG) was taken private.

    The valuation gap can be decreased by taking the company private with a hefty premium.
    Feb 11, 2015. 05:14 AM | Likes Like |Link to Comment
  • Update: SkyPeople Fruit Juice Hires A New Auditor And Initiates Management Changes [View article]
    Patience is the key with these kind of stocks. It can take multiple years before something positive happens with the stock price. If your time frame or investment horizon is only a few years, don't invest in US-listed China small caps.
    Feb 10, 2015. 08:19 AM | Likes Like |Link to Comment
  • The Bull Case For Mavenir Systems [View article]
    I don't agree with you on iRobot, but I have to confess a very good call on this one.
    Bought around $12.60 and already a 10% profit.

    Again, thank you for this idea.
    Feb 10, 2015. 06:57 AM | 2 Likes Like |Link to Comment
  • Medovex, A Game Changer In Facet Joint Syndrome [View article]
    No, of course not! The company's ticker changed.


    http://yhoo.it/1CvbOiM


    Ticker symbol MDVX


    ISIN US58504H1014
    CUSIP 58504H101
    Exchange NASDAQ Capital Market Consolidated
    Feb 4, 2015. 09:28 AM | Likes Like |Link to Comment
  • Update: Coffee Holding Earnings [View article]
    Switzerland is a place of choice for many food and beverage companies like Mondelez International, Israeli-based Strauss Coffee, and Swiss-based multinational Nestle, which are running their procurement operations there.

    The most important factor which make Switzerland so attractive for large commodity merchants is the region’s supportive tax policies.

    For Coffee Holding it will not have any implications.
    Jan 29, 2015. 04:53 AM | 1 Like Like |Link to Comment
  • Update: Retractable Technologies Wins In Syringe Antitrust Suit [View article]
    I don't think there is a straight answer to your question, but there is a possibility that it will be taxed as ordinary income.
    Jan 20, 2015. 02:34 AM | Likes Like |Link to Comment
  • TomTom News Puts Auto Navigation Systems, Competitor Garmin Under Microscope [View article]
    I think that TomTom has to embrace Telematics (fleet management solutions) and develop a new revenue stream such as Location-Based Advertising. Automotive is too cyclical.
    Jan 15, 2015. 11:09 AM | Likes Like |Link to Comment
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1,219 Comments
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