Seeking Alpha

Inefficient Market

 
View as an RSS Feed
View Inefficient Market's Articles BY TICKER:
  • Why I'm Buying Payment Data Systems Hand Over Fist
       • Sat, Oct. 11 PYDS 18 Comments

    Summary

    • Payment Data Systems is currently on pace to increase revenues over 150% from 2013 levels.
    • The company trades for just 9x 2014 earnings estimates despite an industry average of 23x.
    • In September, Management successfully renewed expiring sales agreements at higher profit margins.
    • Company is currently on pace to qualify for an up-listing to the NYSE.
    • Based on premiums paid for similar acquisitions in the industry, the company would be valued 250% higher.
  • Payment Data Systems: Triple Digit Growth With Multi-Bagger Potential
       • Fri, Jun. 13 PYDS 22 Comments

    Summary

    • Payment Data Systems saw 158% revenue growth last quarter and is expecting sales to more than double in 2014 over 2013.
    • In a takeover scenario, the company may be worth 300% more based on multiples paid for similar deals.
    • The company expects to meet criteria for an up-listing to the NYSE by the end of 2014.
  • Developments At DGSE Companies May Signal A Buyout On The Horizon
       • Thu, May. 1 DGSE 8 Comments

    Summary

    • Recent statements by management may foreshadow a potential acquisition.
    • Former CEO takes a job with company's largest shareholder.
    • Company has closed a non-performing division that accounted for 70% of losses.
  • Why I'm Buying Aviat Networks Hand Over Fist
       • Fri, Apr. 18 AVNW 137 Comments

    Summary

    • Net cash represents nearly 70% of market capitalization.
    • Currently trades for just 7% of revenue (EV/Revenue basis).
    • Trades 30% below tangible book value.
    • Management forecasting a return to profitability during second half of calendar 2014.
    • Bullish long-term outlook in a growing industry.
  • Forward Industries: A Turnaround Story
       • Wed, Mar. 26 FORD 11 Comments

    Summary

    • Despite 21% top-line growth and $0.04 EPS last quarter, Forward Industries trades for just 1/5th of revenue.
    • Strong balance sheet with cash representing over 50% of market cap.
    • Strong growth potential in the healthcare accessories market.
  • A Compelling Risk/Reward Situation In Luna Innovations
       • Thu, Feb. 13 LUNA 17 Comments
  • Why Lantronix Could See Multiples Of Its Current Price
       • Wed, Jan. 29 LTRX 19 Comments
  • Astrotech Is Still Significantly Undervalued Despite Recent Move
       • Oct. 17, 2013 ASTC 27 Comments
  • Why I'm Betting Big On Implant Sciences
       • Jun. 15, 2013 IMSC 70 Comments
  • Why I'm Buying Multiband Hand Over Fist
       • May. 22, 2013 MBND 29 Comments
  • Why Exide Could Be A Compelling Speculative Buy
    May. 13, 2013 XIDEQ 88 Comments
  • Significant Upside Potential For Multiband In 2013
    Jan. 8, 2013 MBND 18 Comments
  • Astrotech CEO Purchases 1.8 Million Shares Showing Confidence In Company
    Nov. 15, 2012 ASTC 7 Comments
  • Speculating On The Next Payment Industry Takeover Target
    Aug. 22, 2012 DRIV 13 Comments
  • It's All Systems Go For Astrotech
    Aug. 7, 2012 ASTC 7 Comments
  • LML Payment Systems: A Growth Company Trading Near Net Asset Value
    Jun. 25, 2012 DRIV 10 Comments
  • 3 Cheap Stocks That Could Move Higher
    Jun. 21, 2012 ASTC, MEA, SCHN 1 Comment
  • Value Traps: Watch Your Step
    May. 7, 2012 DSX, KWK, NRG 8 Comments
  • Navigating The Mobile Commerce Landscape
    May. 2, 2012 EBAY, GOOG, INTU 5 Comments
  • Do These 19 Companies Have Too Much Cash?
    Apr. 26, 2012 ASTX, ASYS, AWRE 6 Comments
  • LML Should Initiate A Share Repurchase Program
    Apr. 17, 2012 DRIV 5 Comments