Seeking Alpha

Hawkinvest

 
View as an RSS Feed
View Hawkinvest's Articles BY TICKER:
  • Ceragon Networks: 8 Reasons To Buy This Undervalued $2 Tech Stock Which Has Potential Upside To $8
    Tue, Apr. 29 CRNT 14 Comments

    Summary

    • A recent pullback in tech stocks has created new buying opportunities.
    • Ceragon Networks has multiple upside catalysts including a new product line and a major expense reduction program.
    • A recent legal settlement will add another $17 million in cash to an already strong balance sheet.
    • At just $2.70 per share and with this company poised to benefit from the increased demand in mobile and data traffic, it is cheap and poised for secular growth.
    • The market appears to be undervaluing this stock as analyst price targets of $8 per share show there is significant upside potential.
  • Apollo Investment: A 10% Yield And Analyst Upgrades Make This Cheap Stock A Strong Buy
    Wed, Apr. 23 AINV 11 Comments

    Summary

    • A recent pullback is excessive, and has created a solid buying opportunity for this high-yielding stock.
    • Multiple insiders have taken advantage of this pullback.
    • These shares now offer a generous yield of about 10%.
    • Multiple analysts have recently upgraded this stock, which also suggests additional upside potential.
  • Firsthand Technology Value: A Strong Buy With Shareholder Activism And A 30% Discount To NAV
    Mon, Apr. 21 SVVC 18 Comments

    Summary

    • The pullback in the tech sector has created new bargains.
    • Many tech stocks have started to rebound and investors could see the same in this tech fund very soon.
    • With a recent update on net asset value being at $27.43, and the shares trading for just $20, this 30% discount makes this fund too cheap to ignore.
    • With the discount to net asset value at roughly 30%, shareholder activists could get "active" again and help push change and/or the share price higher.
  • Why Twitter Might Rise When The IPO Lockup Expires And 2 Ways To Play It
    Tue, Apr. 15 TWTR 14 Comments

    Summary

    • The pullback in Twitter shares represents a buying opportunity.
    • The shares are now oversold and concerns about an IPO lockup expiration on May 5 appear overblown.
    • Some insiders and major shareholders recently stated they do not plan to sell shares after the May 5 IPO lockup expiration.
    • Twitter shares could now be a contrarian play and shorts who have piled in could be disappointed or even burned as the stock might rise after May 5.
    • Aside from buying the stock, investors may want to consider two other interesting ways to play a potential Twitter rebound.
  • American Axle: Why This Cheap Auto Stock Is In The 'Buy Zone'
    Mon, Apr. 14 AXL 4 Comments

    Summary

    • A sharp market pullback in the past few days has created new buying opportunities.
    • American Axle & Manufacturing shares appear dirt-cheap at just about 7 times earnings, especially considering the earnings growth for this company.
    • Auto and truck sales continue to be strong and this company will benefit significantly from unit growth that could hit new highs in 2018.
    • At $17 per share, this stock is oversold and could have limited downside as it has held and quickly rebounded from this level twice in the past.
  • Firsthand Technology Value: Buy At $21 Now And Get About $28 Worth Of Fast-Growth Tech And IPO Stocks
    Thu, Apr. 10 SVVC 21 Comments

    Summary

    • A pullback in the tech sector has created new buying opportunities.
    • The Firsthand Technology Value Fund has been making great investments in many high-profile pre-IPO stocks like Facebook, Twitter and SolarCity.
    • This fund has invested in other promising companies that appear poised for an IPO, which is likely to boost net asset value even more.
    • The pullback to $21 per share is excessive considering cash levels and a recently reported net asset value of more than $28 per share.
    • Buy this fund now for either short-term or long-term gains as the tech sector is starting to rebound.
  • Vantage Drilling: Why The Shorts In This $1 Stock Bargain Are Likely To Get Burned
    Wed, Apr. 9 VTG 28 Comments

    Summary

    • Shares of Vantage Drilling are trading at bargain levels due to misplaced concerns.
    • Shorts are likely to get burned in a short-covering rally, as it won't take much good news for this stock to take out the 52-week high of just $2.06.
    • With revenues surging and the company solidly profitable, the potential upside has probably never been better.
    • Insiders hold large stakes in Vantage Drilling as does Fidelity Investments (around 42 million shares) which shows a lot of "smart money" is seeing upside.
    • Analyst price targets of between $3 to $4 per share also indicate major upside, and some analysts see Vantage Drilling as a takeover target due to its modern fleet.
  • Aviat Networks: This $1 Tech Stock Is Too Cheap To Ignore And Trading Near Cash Value
    Tue, Apr. 8 AVNW 9 Comments

    Summary

    • This beaten down tech stock is too cheap to ignore at just about $1.50 per share, especially as it has over $1 per share in cash on the balance sheet.
    • Aviat Networks has announced a significant cost savings program that is expected to save $18 to $20 million annually, which should contribute to profitability.
    • This company has also been awarded a number of significant contracts and it sees a "growing pipeline of sales" which should boost financial results and the share price.
  • These 2 High-Yield Picks Could Supercharge Your Portfolio With Dividends And Capital Appreciation
    Wed, Apr. 2 HRZN, PSEC 45 Comments

    Summary

    • Even if rates rise, it probably won't be by much, and that is why investors are likely to continue seeking high-yield investments.
    • A recent pullback in both Prospect Capital and Horizon Technology Finance are buying opportunities for investors seeking yields of 11%-12% and potential capital appreciation.
    • Insiders at both of these companies are buying the pullback, which is a potentially strong sign that these stocks are undervalued. Investors should follow their lead before these stocks rebound.
    • Both Prospect Capital and Horizon Technology Finance appear to have solid potential for capital appreciation, which when combined, could offer "supercharged" returns.
  • Neonode Is A Strong Buy: Invest In Groundbreaking Patented Technology For Just $5 A Share
    Wed, Apr. 2 NEON 32 Comments

    Summary

    • Neonode shares were trading over $7 just recently, and thanks to a tech stock pullback, trade at just below $6 now.
    • Neonode has groundbreaking patented technology. Licensing revenues are coming in now, and are expected to surge in the coming year.
    • A solid balance sheet with no debt and a growing patent portfolio that could impact tablets, mobile phones, e-readers and other devices adds to the investment potential.
    • Multiple analysts have price targets that imply Neonode shares could more than double, and comparisons to Cypress Semiconductor also indicate major upside potential.
  • Why Investing In IBM And 2 Potential Takeover Targets Makes Sense Now
    Mon, Mar. 31 IBM 11 Comments

    Summary

    • The recent pullback in the tech sector has created new buying opportunities.
    • IBM shares have been relatively strong in the pullback and are worth buying on any additional dips.
    • Investors should also consider buying some of the most oversold tech stocks, especially ones that appear to have significant takeover potential from the likes of IBM.
  • Brocade Communications: This $10 Tech Stock Has Significant Takeover Potential
    Thu, Mar. 27 BRCD 1 Comment

    Summary

    • A wave of M&A deals seems poised to continue and 2014 could be a "blockbuster" year for the tech sector.
    • A recent Morgan Stanley report names a number of tech stocks that are "high" potential targets, including Brocade Communications.
    • Investors who focus on "smaller" tech companies with strong balance sheets could be rewarded as larger tech companies continue with buyout deals.
  • Jive Software: 4 Reasons To Buy This Cheap Social Networking Stock For A Potential Double
    Wed, Mar. 26 JIVE 3 Comments

    Summary

    • A recent shift in investor sentiment seems to be causing a rotation out of momentum stocks and into out of favor plays in the tech sector.
    • "Left for dead" stocks could start to see much higher values in the coming weeks as "catch up" plays.
    • Jive Software has been pushed down to what appears to be bargain levels and it is showing signs of having bottomed-out in the $8 to $9 range.
    • This company is a potential takeover target and the stock could be poised to double from current levels due to the value of its technology platform and industry leadership position.
  • Pioneer Diversified High Income: This Bond CEF Is A Strong Buy With A 9.6% Yield
    Tue, Mar. 25 HNW 22 Comments

    Summary

    • Despite "tapering" talk and the chance for higher rates next year, interest rates are likely to remain low for years.
    • Even if interest rates rise next year, it probably won't be by much due to a weak recovery and low inflation.
    • This economic and low rate environment makes select high yield closed end funds very attractive with yields near 10%.
    • While this closed end fund typically trades for a significant premium to net asset value, it now trades near parity and pays a dividend every month.
  • Buy Petrobras: Why This $10 Oil Stock Bargain Could Once Again Be Trading For $50 In 6 Years
    Wed, Mar. 19 PBR 46 Comments

    Summary

    • Investor negativity and short-sightedness towards Brazil and emerging market stocks has turned Petrobras into a bargain. This stock is down by about 70% since November.
    • Investor concerns about debt and government ownership are overblown and the pullback has gone too far. The shares are oversold and could be poised for a big rebound.
    • Contrarian and value investors should buy this $10 stock now, as it could go back up to about $50, since the company plans to more than double production by 2020.
  • Go Contrarian And Buy China Now: It's Probably Like Buying Europe A Year Ago
    Tue, Mar. 18 JFC, FXI 7 Comments

    Summary

    • The media has turned up its focus on China with daily reports that repeat negative headwinds that are very similar to the "scare" stories we all remember about with Europe.
    • China has plenty of cash reserves and policy tools to keep the economy growing. The government is allowing the economy to slow down but not to "crater."
    • Bears are probably reading too much into the weak economic data in February as much of it could be due to the Lunar New Year holidays.
    • China is growing and the average stock is trading for about 7 times earnings which is a bargain when compared to Europe and the U.S. at around 16 times earnings.
    • Contrarian and value investors should use the negativity to accumulate Chinese stocks for the long term.
  • Apollo Investment: Insiders Are Buying The Pullback In This Stock With A 9.5% Yield
    Mon, Mar. 17 AINV 6 Comments

    Summary

    • A recent pullback is a solid buying opportunity, and multiple insiders are taking advantage of this dip.
    • The shares now offer a generous yield of about 9.5%.
    • An upcoming dividend payment of 20 cents per share is another reason to buy the stock by March 21, 2014.
  • Horizon Technology Finance: The Pullback In This 11% Yielding Stock Is A Buying Opportunity
    Thu, Mar. 13 HRZN 8 Comments

    Summary

    • A recent analyst downgrade and a one cent per share earnings miss has created a major buying opportunity.
    • The pullback of about 10% seems overdone. The stock is now very oversold and undervalued as it trades well below book value.
    • This stock offers an 11% yield and amonthly dividend which makes it ideal for income investors. The Dividend appears secure and there is insider buying.
  • North European Oil Royalty Trust: Buy For A 10.4% Yield And A Potential Play On Ukraine Tensions
    Tue, Mar. 11 NRT 10 Comments

    Summary

    • This little-known oil stock offers a generous yield of 10.4%.
    • A debt-free balance sheet and contracts with two of the world's largest oil companies reduces risks.
    • The tensions in Ukraine is causing natural gas prices to rise in Europe and that is an additional upside catalyst.
  • Swisher Hygiene: Very Significant Upside Potential As A Turnaround
    Fri, Mar. 7 SWSH 12 Comments

    Summary

    • This company has a cash-rich balance sheet and a new CEO who is taking action.
    • Real turnaround efforts are being made with non-core assets being sold and the company is implementing a 15 million dollar cost savings program.
    • Shares appear very undervalued and downside risks seem limited now, as former challenges fade—as such, the risk to reward ratio appears very favorable.
    • With over 200 million dollars in annual revenues and nearly 20 cents per share in cash, this stock is poised for significant upside as a turnaround continues.
  • Eagle Rock Energy: 4 Reasons Why This 12.4%-Yielding Stock Is A 'Strong Buy'
    Wed, Mar. 5 EROC 45 Comments
  • 4 Reasons Why Investors Should Sell Out Of Alcoa Shares Now
    Wed, Feb. 26 AA 59 Comments
  • Global Brass And Copper: Follow A Billionaire And Buy This Cheap Metals Stock
    Wed, Feb. 26 BRSS 5 Comments
  • Cal Dive Is A Sub-$2 Turnaround Play With Significant Upside Potential
    Tue, Feb. 25 DVR 12 Comments
  • Target: Buy This Beaten-Down Stock Now As It Could Be Worth $100 By 2017
    Tue, Feb. 25 TGT 11 Comments
  • Hercules Offshore: An Update On Why The Pullback In This $4 Stock Is A Major Buying Opportunity
    Mon, Feb. 24 HERO 15 Comments
  • Hercules Offshore: 6 Reasons To 'Back Up The Truck' Before This Undervalued Stock Rebounds
    Wed, Feb. 19 HERO 17 Comments
  • The Pros And Cons Of Investing In AT&T For Dividend Income
    Tue, Feb. 18 T 17 Comments
  • Metalico: This Cheap $2 Metals Stock Is In The "Buy Zone" And Poised For A Turnaround
       • Thu, Feb. 13 MEA 2 Comments
  • Altria Group: A 'Perfect Storm' Creates A Big Buying Opportunity In This High Yielder
    Thu, Feb. 6 MO 83 Comments
  • The Credit Suisse High Yield Bond Fund Could 'Supercharge' Your Portfolio
    Wed, Feb. 5 DHY 28 Comments
  • One Liberty Properties: This Undervalued REIT Is A "Hidden Gem" Yielding Over 7%
    Wed, Feb. 5 OLP 8 Comments