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Faisal Mohamed  

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  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    In regards to the accounting company: you are absolutely right. I just get cautious about smaller cap companies and their accounting practices as its not uncommon to see refilling and fraud in small caps

    Regarding their "Technology", are they using proprietary technology to handle their distribution or logistics? Doubtful. So again, why is this a food tech company and not a well-run specialized food distribution company?

    How are they funding all these bolt on acquisitions? How has the share count grown over the years?

    Why should someone invest in a stock that provides no liquidity?
    Jan 15, 2015. 12:11 PM | Likes Like |Link to Comment
  • The Bull Case For Mavenir Systems [View article]
    I like this company as well. In the earning call he mentioned a lot of companies have jumped over 3G and went over to 4G/LTE..what about "5G"? Will some customers wait till 5G and if that's the case will MVNR have the software technology to handle these customers?
    Jan 15, 2015. 10:34 AM | Likes Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    Not really sure what's so food tech about this company... its simply a distribution company of high end specialty products and portion controlled food.
    Jan 15, 2015. 10:30 AM | Likes Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    liggett vogt & webb p.a.

    these smaller companies, need the prestige of doing audits for public companies so there could be a conflict of interest in reporting discrepencies..

    i could be wrong but with no trading volume, ill stay on the sidelines of Fiber Application Systems Technology who is now known as Innovative Food Holdings.
    Jan 15, 2015. 12:06 AM | 1 Like Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    again, i havent bothered loooking at the 10k, 10q but i suspect if they have a small market cap, they arent using the accounting bohemeths to do their financial statements....who knows how trustworthy some of these small accounting firms are
    Jan 14, 2015. 11:53 PM | Likes Like |Link to Comment
  • Innovative Food Holdings: The Cheapest Company In FoodTech [View article]
    There is no trading volume in the stock

    I didn't dive into the financials but I wonder who Audits their financial statements

    Fresh Diet Repeat rates look great but I wonder how long an average customer buys the Fresh Diet program as its pricey and dieting is a fad

    Although they will benefit from lower gas prices for their deliveries for Fresh Diet, how do they compete with the marketing power of Nutrisystem?
    Jan 14, 2015. 03:11 PM | Likes Like |Link to Comment
  • Muses And Other Sub-Cultures: Skullcandy, A 2015 Disruptor [View article]
    Why not buy, "ZAGG" instead. They do headphones, keyboards, and phone protection. With new apple phone refresh, they should see an uptick in sales.
    Oct 4, 2014. 09:23 PM | Likes Like |Link to Comment
  • Muses And Other Sub-Cultures: Skullcandy, A 2015 Disruptor [View article]
    Skullcandy doesnt compare to GoPro or Beats. GoPro and Beats earn a high valuation because of their technology. GoPro's ability to compress movies and Beats audio service. Skullycandy is a hardware company unless I am missing something?
    Oct 4, 2014. 08:12 PM | Likes Like |Link to Comment
  • Oaktree: Solid Play for Risk-Takers [View article]
    Can you describe what exactly is incentive compensation?
    Jul 17, 2014. 11:12 AM | Likes Like |Link to Comment
  • Circumstances At YuMe Signal An Imminent Takeover And 200% Potential Upside [View article]
    Another question, Do companies like Brightroll and YuMe share the same access to inventory or do they have exclusive rights to said inventory? Meaning can you only go through Brightroll to feature your videos on JohnSmalls.com?

    Thanks again. I am very interested in starting a position in YuMe. I found your articles through my interest in Millennial, which I had taken a beating in the past on but still believe could be a viable player
    Jul 9, 2014. 03:14 PM | Likes Like |Link to Comment
  • Circumstances At YuMe Signal An Imminent Takeover And 200% Potential Upside [View article]
    Great article. What if Brightroll goes IPO? Would you still like YuMe?
    Jul 9, 2014. 10:30 AM | Likes Like |Link to Comment
  • Innotrac - Capitalizing On Strong Growth In E-Fulfillment Outsourcing [View article]
    certainly interesting...i wonder if some of these stores will reclaim their e-commerce logistics once online sales are a bigger portion of their revenue..looks like an e-logistics company would be well-suited for only smaller companies in the future or companies who are testing the idea of online sales..
    Nov 4, 2013. 01:57 PM | Likes Like |Link to Comment
  • Revisiting Small Cap Investing With InvenSense [View article]
    You are correct. Companies are "ok" with using STM because motion tracking is still in its infancy as I pointed out in the article. Consumers will demand more from there phone and will shift all business to the superior product which is Invensense!
    May 31, 2013. 11:46 AM | Likes Like |Link to Comment
  • Revisiting Small Cap Investing With InvenSense [View article]
    You hit on a great point. Information. It can be difficult to get information that we are accustomed to getting when dealing with larger cap stocks. Smaller cap stocks don't have the resources like the big players.
    May 23, 2013. 12:07 PM | Likes Like |Link to Comment
  • Revisiting Small Cap Investing With InvenSense [View article]
    Apologies. Thanks for the pick up!
    Any comments on the article aside from that? Whats your take on INVN?
    May 22, 2013. 08:20 PM | Likes Like |Link to Comment
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