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Inefficient Market

 
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  • Inefficient Market
    $PYDS acquires Akimbo Financial. Expects the acquisition to be accretive to 2015 earnings. Good opportunity to get into mobile payments.
    Dec 16, 6:10 PM
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      • Inefficient Market
        $PYDS. New 52wk high today. Even at $0.18, stock is trading for just 10x 2014 earnings, by my estimates, with triple digit growth.
        Nov 19, 2:56 PM
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          • Inefficient Market
            My new model has $PYDS 2014 eps at 0.018. Stock is trading for 8x earnings with 250% qoq growth. Industry average is 23x with 10% growth.
            Nov 17, 9:50 AM
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              • Inefficient Market
                Another huge quarter from $PYDS. Organic revenue growth of 273%, profit up 739%. Why release these numbers on a Friday after the close?
                Nov 14, 4:12 PM
                Reply (1)
                • andyimsc: That's what I was thinking. I guess to let folks dissect the numbers over the weekend. What a diamond in the rough this company is.
                  Nov 15, 12:58 AM
                  • Inefficient Market
                    Started a new position in $VSR yesterday. Backlog up 96%. Forecasting improved margins and a return to profitability in fy2015.
                    Nov 6, 11:26 AM
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                      • Inefficient Market
                        Added to my $ASTC position today. Still trading below cash.
                        Oct 31, 1:41 PM
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                          • Inefficient Market
                            $ARTX. Back into this @ $2.75. Like the risk/reward at these levels. Only 9x forward and below 1x sales with 25% growth.
                            Oct 21, 1:35 PM
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                            • LewesLandingFisherman: I agree! Its a great time to buy ARTX!
                              Oct 21, 2:37 PM
                              • Inefficient Market
                                Why I'm Buying Payment Data Systems Hand Over Fist $PYDS http://seekingalpha.com/a/1ippb
                                Oct 11, 6:45 AM
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                                  • Inefficient Market
                                    Started a new position in $LFVN today. Trading for just 7x forward and 0.6x sales with decent revenue growth.
                                    Sep 16, 3:00 PM
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                                      • Inefficient Market
                                        $SGRP finally catching a bid. Remains significantly undervalued, but I typically won't recommend buying on a price spike.
                                        Sep 16, 12:27 PM
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                                          • Inefficient Market
                                            Also like $USAT as a NFC play.
                                            Sep 12, 11:25 AM
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                                              • Inefficient Market
                                                $AVNW. Strong accumulation over the past week. Steel Partners bought another 1 million shares, raising stake to 7%.
                                                Sep 12, 1:04 AM
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                                                  • Inefficient Market
                                                    Important contract for $ASTC today. Market is still missing the mark here. Stock is still trading only about $10m above cash.
                                                    Sep 11, 10:48 AM
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                                                    • Falcon98: What do you think about the $ASTC future? Will they get any significant revenue in 2 years? I'm long since 2012, but my patience is limited.
                                                      Sep 21, 8:39 PM
                                                    • Inefficient Market: They have signed two pretty significant contracts with Rigaku and Battelle. Difficult to say when revenue will start rolling in.
                                                      Sep 22, 12:23 AM
                                                      • Inefficient Market
                                                        $OTIV. Wish I bought more last week. Could be a big winner on the iPhone6 NFC (near field communication)
                                                        Sep 8, 2:36 PM
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                                                        • Souden: Do you see this upward trend continuing? I'm long OTIV and the sp has slumped since Jan. Great to see some positive movement.
                                                          Sep 8, 5:46 PM
                                                        • Inefficient Market: I think there are some strong tail winds with Apple finally adopting the technology. If they are able to win the T-mobile lawsuit, look out
                                                          Sep 8, 7:40 PM
                                                          • Inefficient Market
                                                            $AVNW upgraded to buy this morning at Needham. Conference call was very bullish. Worth a listen.
                                                            Sep 3, 9:20 AM
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                                                              • Inefficient Market
                                                                Bought more $SGRP this week. Maybe I'm a glutton for punishment, but I can't see this getting a whole lot cheaper.
                                                                Aug 28, 10:06 AM
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                                                                  • Inefficient Market
                                                                    Despite recent move, $MSN is still trading below cash. Profitable company, but the value here is in the licensing agreements.
                                                                    Aug 25, 10:18 PM
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                                                                      • Inefficient Market
                                                                        $MSN declares a $0.70 dividend. Management not totally incompetent after all.
                                                                        Aug 22, 10:19 AM
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                                                                          • Inefficient Market
                                                                            Nice action in $AVNW today. Still about 30% below net asset value. Restructuring is now complete and cyclical softness looks to be turning.
                                                                            Aug 21, 8:16 PM
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                                                                              • Inefficient Market
                                                                                $AVNW. Looks like Q4 wasn't a disaster and was actually cash flow positive (although specific numbers haven't been released yet).
                                                                                Aug 21, 12:33 PM
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