Seeking Alpha

John Leonard, CFA

 
Title Symbol Long/
Short
Date of
publication
3m from
publication
6m from
publication
1y from
publication
VirtualScopics: Undervalued, Unconventional And Misunderstood Oncology Play With Significant Medium-Term Growth Potential VSCP Long
6/16/2014
-1.8%
-
-
Sutron Is Attractive Due To A Fundamental Misunderstanding Of Its New Business Model STRN Long
5/27/2014
-2.5%
-
-
Blount International Is Attractive As Pullback Overdiscounts Fading Negative Catalysts BLT Long
5/9/2014
29.2%
-
-
Scorpio Gold Is An Undervalued 'Variant Perception' Play SRCRF Long
4/29/2014
-
-
-
Intrusion, Inc. - Rapid Growth With A Value Kicker INTZ Long
4/25/2014
-23.2%
-
-
Lumos Networks Is Attractive Due To Low Valuation And Even Lower Expectations LMOS Long
4/22/2014
15.1%
-
-
The Rapid Growth Story At Iteris Is Only Just Beginning ITI Long
4/1/2014
-15.0%
-
-
The Market Has Quickly Forgotten The Recent Positive News For Pulse Electronics PULS Long
3/30/2014
-35.1%
-
-
Speed Commerce: Transition From Distribution To E-Commerce Is An Overlooked Catalyst SPDC Long
3/28/2014
2.0%
-
-
Escalon Medical Is An Overlooked Ophthalmology Pure Play On The Verge Of Profitability ESMC Long
3/25/2014
5.1%
-
-
Tobacco Supplier Alliance One International Is About To Turn Over A New Leaf AOI Long
3/24/2014
-20.1%
-
-
Rand Capital Trades At A Significant Discount To Its Growing Book Value RAND Long
3/21/2014
-8.0%
-12.6%
-
The Turnaround At Heidrick & Struggles International Might Catch The Attention Of Private Equity Buyers - Again HSII Long
3/19/2014
-5.8%
11.0%
-
Innovative Solutions & Support Is Overlooked With A Significant Near-Term Catalyst ISSC Long
3/14/2014
-8.5%
-28.3%
-
Quanex Building Products Is More Attractive After Selling Its Weaker Half NX Long
3/12/2014
-10.3%
-9.2%
-
The Attractive Opportunity Amidst Increased Uncertainty At EveryWare Global EVRY Long
3/10/2014
-71.0%
-39.2%
-
The Growth Prospects For Chase Corp. Are Better Than Implied By The Low Multiple CCF Long
3/8/2014
3.8%
13.7%
-
SmartPros Is A Textbook Deep Value Opportunity SPRO Long
3/5/2014
21.1%
-11.0%
-
PMFG Inc. Is An Overlooked Play On The Rising Demand For Natural Gas PMFG Long
3/3/2014
-28.8%
-21.8%
-
The Market Is Ignoring The Incredible Transformation At Cover-All Technologies COVR Long
3/3/2014
-12.8%
-16.9%
-
IntriCon Is Poised For Growth After Recent Focus On Core Business IIN Long
2/27/2014
42.7%
39.2%
-
TigerLogic Is An Overlooked Play On The Growth Of Mobile And Social Media TIGR Long
2/25/2014
-34.2%
-49.5%
-
Temporary Headwinds Mask Significant Earnings Power At Learning Tree International LTRE Long
2/24/2014
0.3%
-21.5%
-
The Ongoing Turnaround At Sino-Global Shipping America Creates An Attractive Special Situation SINO Long
2/21/2014
-8.9%
-37.2%
-
Wells-Gardner Electronics Is An Attractive Activist Target WGA Long
2/19/2014
-4.5%
-27.0%
-
Orbit International Is Attractive And At A Key Inflection Point ORBT Long
2/18/2014
-23.7%
-20.9%
-
The Asymmetric And Contrarian Opportunity In Kewaunee Scientific KEQU Long
2/17/2014
2.0%
12.3%
-
Gamco Investors Generates Alpha Performance While The Stock Receives A Beta Multiple GBL Long
2/14/2014
-0.4%
1.8%
-
The Good Times Should Get Even Better For Good Times Restaurants GTIM Long
2/12/2014
28.5%
41.4%
-
Smaller IPO Creates Bigger Opportunity In GeoPark GPRK Long
2/10/2014
39.0%
52.5%
-
Underpriced Optionality At Tel-Instrument Electronics TIK Long
2/8/2014
-22.0%
-14.0%
-
Intelligent Systems Can Show Off Its High IQ By Focusing On The Core Business INS Long
2/5/2014
-24.9%
-19.2%
-
Activists Need Not Apply: CompX International Is Breaking Up To Maximize Value CIX Long
2/4/2014
-20.5%
-12.6%
-
Increasing Focus On Domestic Energy Market Should Drive Gains For American Electric Technologies AETI Long
2/3/2014
-32.0%
-28.0%
-
Bullish Outlook For VSE Corp Still Intact Despite Recent Challenges VSEC Long
1/31/2014
49.3%
42.8%
-
Buy FieldPoint Petroleum Before Somebody Else Does FPP Long
1/28/2014
26.2%
18.0%
-
American Shared Hospital Services A Growth Stock With A Value Multiple AMS Long
1/23/2014
-3.7%
-4.3%
-
Forward Industries Is A Stealth Diabetes Play FORD Long
1/21/2014
-12.6%
-28.9%
-
Data I/O Is An Unconventional Way To Play The 'Internet Of Things' Trend DAIO Long
1/20/2014
-17.0%
1.7%
-
Production Slowdown At Taylor Devices Is A Blessing In Disguise TAYD Long
1/17/2014
11.7%
10.0%
-
Coast Distribution System Is An Emerging Value Play With An Overlooked Catalyst CRV Long
1/16/2014
-7.8%
-12.6%
-
The Trend Of Increasing Wine Consumption Is Well-Known - Willamette Valley Vineyards Is Not WVVI Long
1/14/2014
1.0%
-1.8%
-
The Impressive Growth At Wireless Telecom Group Could Get Even Better WTT Long
1/13/2014
26.8%
35.1%
-
Asset Sales At Video Display Should Narrow The Disconnect Between Book And Market Value VIDE Long
1/13/2014
-4.0%
-14.6%
-
Appliance Recycling Centers Of America Is Undervalued With Multiple Near Term Catalysts ARCI Long
1/10/2014
-0.7%
32.6%
-
Ocean Bio-Chem Is Undervalued, Overlooked And On The Verge Of Disrupting Multiple Markets OBCI Long
1/6/2014
7.7%
13.1%
-
Short-Term Lumpy Results Provide Long-Term Opportunity In MYR Group MYRG Long
1/3/2014
3.2%
9.8%
-
Investors Are Ignoring The Long-Term Bullish Outlook For Recent Spin Off Ashford Hospitality Prime AHP Long
1/2/2014
-13.2%
-2.2%
-
Skyline Is A Turnaround Story With Multiple Value Levers SKY Long
12/26/2013
18.8%
-20.2%
-
Bsquare Is Attractive With A New CEO, Secular Demand Growth And Cash Rich Balance Sheet BSQR Long
12/26/2013
-4.7%
-4.4%
-
AeroCentury Is An Undervalued Asset Play On The Recovering Airline Industry ACY Long
12/19/2013
2.5%
-3.1%
-
Mannatech Is Overlooked, Undervalued And Turning Around MTEX Long
12/18/2013
4.1%
-22.4%
-
National American University Is An Attractive Way To Play The For-Profit Education Trend NAUH Long
12/16/2013
6.8%
-10.3%
-
Insignia Systems Is Cash Rich And Trades At A Distressed Valuation ISIG Long
12/13/2013
18.0%
14.7%
-
Johnson Outdoors Suffers From An Unwarranted Minority Discount JOUT Long
12/11/2013
-11.2%
1.7%
-
Hyperdynamics Is A Textbook Asymmetric Investment With A Near-Term Catalyst HDY Long
12/9/2013
70.8%
-20.3%
-
Engility Is An Undervalued And Overlooked Spin Off EGL Long
12/6/2013
41.6%
28.1%
-
Distressed Valuation At Tower Semiconductor Provides An Opportunity To Buy At A Cyclical Low TSEM Long
12/3/2013
100.3%
136.4%
-
Columbia Laboratories Needs A Carl Icahn CBRX Long
11/27/2013
8.2%
4.3%
-
Globalscape Is An Overlooked And Undervalued Play On Mobile Growth GSB Long
11/23/2013
15.7%
3.7%
-
Nutraceutical International: The Other Undervalued (And Ignored) Nutritional Supplements Manufacturer NUTR Long
11/21/2013
2.6%
-9.7%
-
Applied Minerals Is An Undiscovered Miner With Significant Growth Potential AMNL Long
11/19/2013
-11.3%
-42.5%
-
Enterprise Bancorp Is An Undervalued Bank With No Analyst Coverage EBTC Long
11/15/2013
-0.1%
-0.4%
-
U.S. Concrete Is Still Attractive Even After More Than Doubling This Year USCR Long
11/13/2013
1.4%
9.2%
-
Jones Energy Is An Attractive And Overlooked Recent IPO JONE Long
11/11/2013
13.0%
20.9%
-
Negative Sentiment Towards Life Time Fitness Creates Asymmetric Investment Opportunity LTM Long
11/6/2013
-8.4%
1.2%
-
Gilat Satellite Networks Is Another Attractive Opportunity Caused By Sequestration GILT Long
10/31/2013
-9.2%
-7.4%
-
PDI Is A Cash Rich Company With A Low Valuation And Multiple Growth Opportunities PDII Long
10/25/2013
20.4%
-0.2%
-
NCI Is An Undervalued Defense Contractor With Multiple Catalysts NCIT Long
10/21/2013
33.0%
90.9%
-
Multimedia Games Is An Attractive Provider Of 'Picks And Shovels' To The Growing Casino Industry MGAM Long
10/20/2013
5.5%
-15.7%
-
Sanderson Farms Could Be The Next Smithfield Foods SAFM Long
10/17/2013
11.6%
26.0%
-
Noranda Aluminum Is An Attractive Way To Play The Eventual Rebound In Aluminum NOR Long
10/11/2013
22.3%
80.8%
-
ICF International: An Opportunity Created By Concerns Over Lower Government Spending ICFI Long
10/9/2013
4.3%
19.0%
-
JTH Holding: An Opportunity Created By Concerns Over Increasing Regulation And Online Tax Prep Competition TAX Long
10/7/2013
27.4%
45.1%
-
QuinStreet Is An Attractive Way To Play The Growing Demand For Pay-for-performance Marketing QNST Long
10/6/2013
-3.1%
-32.5%
-
Hemisphere Media Group Is An Attractive And Pure-play Spanish-language TV And Cable Content Provider HMTV Long
10/2/2013
0.4%
10.9%
-
Hawaiian Telcom Is An Undervalued Post-Bankruptcy Telecom HCOM Long
9/29/2013
10.7%
5.6%
-
Evolving Systems Is Attractive Due To Rising Free Cash Flow And Shareholder Friendly Management EVOL Long
9/26/2013
4.2%
-4.6%
-
The Turnaround At Forrester Research Provides An Attractive Entry Point FORR Long
9/24/2013
10.3%
3.1%
-
Reis Has An Attractive Business Model, Strong Growth Prospects And Low Relative Valuation REIS Long
9/21/2013
10.8%
17.2%
46.0%
Comverse Is An Undervalued Spin-off CNSI Long
9/20/2013
21.5%
7.1%
-27.8%
Medical Facilities Is An Attractive Niche Healthcare Provider MFCSF Long
9/18/2013
9.8%
15.2%
4.8%
Stoneridge Is An Undervalued Turnaround Story SRI Long
9/16/2013
6.7%
-3.1%
10.1%
Signature Group Holdings: Attractive Post-Bankruptcy Play With No Analyst Coverage SGGH Long
9/13/2013
-16.2%
-15.8%
-31.5%
Computer Services Is An Attractive LBO Candidate With No Analyst Coverage CSVI Long
9/11/2013
8.0%
12.5%
23.8%
Pike Electric Is An Undervalued Infrastructure Play PIKE Long
9/9/2013
-2.3%
1.5%
11.2%
Shiloh Industries Is An Undervalued Auto Parts Supplier SHLO Long
9/8/2013
80.0%
41.2%
48.8%
Vishay Precision Group Is An Attractive And Overlooked Play On A Strengthening Economy VPG Long
9/4/2013
2.7%
14.2%
-3.0%
Viskase Companies Is An Undervalued Stealth Emerging Markets Play VKSC Long
9/2/2013
2.5%
35.0%
20.8%
Canada Lithium Should Benefit From Strong Secular Demand Growth For Lithium CLQMF Long
8/27/2013
-5.1%
-
-
Patriot Transportation Is Undervalued With A Significant Near Term Catalyst PATR Long
8/24/2013
21.3%
5.6%
9.6%
Omega Flex Is A Fast-growing, Stealth Green Play OFLX Long
8/22/2013
5.5%
5.7%
-9.9%
Patrick Industries Is Still Undervalued Even After A Significant Rise PATK Long
8/20/2013
18.5%
76.8%
68.1%
KVH Industries Trades At A Discount To Its Strong Growth Prospects KVHI Long
8/18/2013
3.4%
8.3%
-2.8%
Seneca Foods Is Undervalued And A Prime Takeover Target SENEB Long
8/16/2013
-4.7%
-1.8%
-1.3%
Lucara Diamond Is A Diamond In The Rough LUCRF Long
8/15/2013
58.9%
50.5%
165.3%
Enercare Is An Attractive LBO Candidate CSUWF Long
8/12/2013
1.3%
-0.7%
42.7%
Harry & David Is An Overlooked And Undervalued Post-Bankruptcy Play HARR Long
8/11/2013
6.7%
3.5%
12.3%
PrimeEnergy Is A Low Risk Way To Play Increasing Domestic Oil Production PNRG Long
8/9/2013
7.5%
11.2%
39.6%
P.A.M. Transportation Services A Rare Value And Growth Stock PTSI Long
8/8/2013
49.7%
55.0%
199.8%
Steel Excel Is In The 'Alpha Sweet Spot' Due To A Lack Of Coverage SXCL Long
8/7/2013
0.3%
3.4%
-99.8%
Newport Is A Classic Case Of Growth At A Reasonable Price NEWP Long
8/5/2013
7.3%
8.9%
15.4%
Hallador Energy Is Undervalued Due To Extreme Negative Industry Sentiment HNRG Long
8/4/2013
-6.4%
2.1%
82.4%
Kadant Is Undervalued With Multiple Value Catalysts KAI Long
8/2/2013
9.9%
10.8%
18.3%
SurModics Undervalued And Growing Fast SRDX Long
7/31/2013
16.5%
20.5%
-6.2%
Cutera Should Win Investor And Customer Beauty Contest CUTR Long
7/30/2013
10.3%
2.4%
6.9%
Journal Communications Is Still Undervalued Even After Significant Rise JRN Long
7/26/2013
-4.5%
-9.9%
-6.6%
Aviat Networks Is An Undervalued Emerging Markets Growth Play AVNW Long
7/24/2013
-16.0%
-25.2%
-53.1%
ModusLink Global Solutions Is Undervalued And Turning Around MLNK Long
7/23/2013
18.2%
77.3%
19.5%
The Bullish Case For Fortegra Financial FRF Long
7/21/2013
19.6%
16.0%
4.9%
DFC Global Undervalued After An Overreaction To Increasing Regulation DLLR Long
7/18/2013
-19.0%
-32.5%
-
Overreaction To Regulatory Fears Creates An Attractive Entry Point At Kindred Healthcare KND Long
7/15/2013
3.8%
51.5%
78.3%
Time To Bet On Global Cash Access GCA Long
7/12/2013
19.8%
43.2%
29.8%
The Bullish Case For SunCoke Energy SXC Long
7/10/2013
18.2%
45.7%
46.6%
INTL FCStone Poised To Benefit From Industry Shakeup INTL Long
7/9/2013
17.1%
5.8%
13.0%
United States Lime & Minerals Should Benefit From Growing Infrastructure Spending USLM Long
7/7/2013
7.8%
10.4%
24.4%
Resolution Of Environmental Liability Is Catalyst For SL Industries SLI Long
7/5/2013
7.4%
4.8%
23.4%
The Bullish Case For NN, Inc. NNBR Long
7/3/2013
36.2%
71.7%
129.9%
Lydall Is Undervalued With Improving Fundamentals LDL Long
7/2/2013
15.4%
14.6%
90.8%
The Conglomerate And Minority Discount For Kimball International Is Unwarranted KBALB Long
6/30/2013
10.6%
48.4%
68.2%
The Long Case For United Fire Group UFCS Long
6/27/2013
22.0%
15.6%
20.0%
Cbeyond Is Positioned To Benefit From The Transition To The Cloud CBEY Long
6/26/2013
-13.9%
-8.4%
31.8%
Waze Sale To Google Proves Telenav Bullish Case TNAV Long
6/24/2013
17.2%
20.9%
16.8%
Tree.com: A Classic Case Of Growth At A Reasonable Price TREE Long
6/21/2013
41.7%
73.7%
53.8%
SWS Group Trades At 0.57x Tangible Book Value And Could Attract Another Takeover Offer SWS Long
6/18/2013
-1.9%
6.4%
25.8%
Cape Bancorp Is An Undervalued Dominant Community Bank With Strong Fundamentals CBNJ Long
6/17/2013
-2.2%
8.3%
13.8%
Exmar Is Undervalued With Multiple Value Catalysts EXMRF Long
6/13/2013
10.3%
61.8%
77.4%
Breeze-Eastern Is Undervalued Given Dominant Market Share, No Debt, And High Free Cash Flow BZC Long
6/10/2013
6.2%
8.0%
43.9%
Stratus Properties Is Undervalued With A Significant Near-Term Catalyst STRS Long
6/7/2013
4.1%
26.9%
32.1%
The Long Case For Otter Tail OTTR Long
6/4/2013
-4.8%
4.6%
6.5%
The Long Case For NGL Energy Partners NGL Long
5/31/2013
12.9%
20.7%
53.1%
The Bullish Case For Alon USA Energy ALJ Long
5/25/2013
-25.9%
-25.7%
-16.8%
Autobytel: An Auto Recovery Play With Low Valuation, High Free Cash Flow And Growth ABTL Long
5/21/2013
33.8%
132.7%
164.0%
The Bullish Case For Junior Gold Miner Claude Resources CGR Long
5/16/2013
3.6%
-
-
Providence And Worcester Is The Next Canadian Pacific PWX Long
5/10/2013
16.5%
27.9%
12.1%
How To Maximize Shareholder Value In Natural Alternatives International NAII Long
5/8/2013
15.7%
37.3%
21.1%