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John Leonard, CFA

 
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  • The Good Times Should Get Even Better For Good Times Restaurants [View article]
    Price target exceeded following 25% gain on 9/11 on ~10x the ADV - even though the bullish SSS numbers came out on 9/5.
    Sep 14 10:47 AM | Likes Like |Link to Comment
  • Data I/O Is An Unconventional Way To Play The 'Internet Of Things' Trend [View article]
    Price target met as investment thesis continues to play out (see 2Q14 results).
    Sep 14 10:39 AM | Likes Like |Link to Comment
  • Time For Investors To See The Light: Energy Focus Is Undervalued Relative To Its Peer Group, Patent Portfolio And Growth Prospects [View article]
    EFOI more than doubled less than a month after initiation following the receipt of the single largest order in company history.
    Sep 14 10:32 AM | Likes Like |Link to Comment
  • Transition To Mobile Provides Opportunity In XRS Corp. [View article]
    Omnitracs acquires XRSC for $5.60.
    Sep 6 08:41 AM | Likes Like |Link to Comment
  • Command Security Is Attractive With The Multiple Still In 'Shock' Despite 2 Major Threats Being Neutralized [View article]
    Price target met after the stock broke out from the narrow range on heavy volume.
    Sep 6 08:34 AM | Likes Like |Link to Comment
  • The Turnaround At Heidrick & Struggles International Might Catch The Attention Of Private Equity Buyers - Again [View article]
    Price target met after sharp 25% gain over the past month.
    Sep 6 08:30 AM | Likes Like |Link to Comment
  • Harry & David Is An Overlooked And Undervalued Post-Bankruptcy Play [View article]
    FLWS clearly sees the value - they just bought the entire company.
    Sep 2 05:53 PM | Likes Like |Link to Comment
  • TOR Minerals: Recovery Of Titanium Dioxide Business And Shift Towards Higher-Margin Products Are Two Overlooked Catalysts [View article]
    I think DD is getting out because of the boom/bust nature of the TiO2 market, which drags down overall performance and thus the multiple.
    Aug 30 06:57 AM | Likes Like |Link to Comment
  • ZBB Energy: Attractive Relative Valuation, Strong Demand Tailwind And Multiple Near-Term Catalysts [View article]
    Yes - see the continued new product development and strategic partnerships.
    Aug 25 04:27 PM | 1 Like Like |Link to Comment
  • Norsat International Is Overlooked And Undervalued With An "Outsider" Management And History Of Successful Capital Allocation [View article]
    Great point. They entered the machine-to-machine space last year (this is discussed in the 20-F which I linked to), which could be a significant growth driver over the longer term because there are so many potential applications beyond upstream oil and gas.
    Aug 25 03:13 PM | Likes Like |Link to Comment
  • ZBB Energy: Attractive Relative Valuation, Strong Demand Tailwind And Multiple Near-Term Catalysts [View article]
    Obviously I was surprised by the timing (and the size) of the secondary considering they just completed one in March. Other than the rather generic reason listed in the 8-K for the offering (general corporate and working capital purposes), the company may have wanted a larger cash balance to fund the multiple and simultaneous growth initiatives (which may require higher than expected engineering and development spending).
    Aug 25 08:56 AM | 1 Like Like |Link to Comment
  • ZBB Energy: Attractive Relative Valuation, Strong Demand Tailwind And Multiple Near-Term Catalysts [View article]
    I did not know the company was planning an offering. I did not speak with anyone at the company prior to publication (or since then).
    Aug 23 08:52 AM | Likes Like |Link to Comment
  • InfoSonics Is Attractive After The Extreme Negative Swing In Sentiment [View article]
    The 2Q14 results further reinforce the investment thesis as the 25% increase in revenue (with notable strength in MXN) and 18% decrease in OpEx drove a $700,000 positive swing in operating income. I am less concerned with the slight GM compression as this should stabilize over the next several quarters.
    Aug 19 05:49 PM | Likes Like |Link to Comment
  • Talon International: Valuation Lags Increasingly Bullish Outlook [View instapost]
    I have discussed the issue of stop losses many times in my other research (and comments) so I’ll just provide two key reminders/suggestions. I will assume we both agree on the need for stops in general.

    I never said place a standing stop (especially a market order) on your trading platform. The suggestion was for a mental stop to minimize slippage that would occur if you were automatically sold out.

    Related to the above, if the stock hits the stop, that does not mean you then dump the entire position at once. Just as in entry, you will need to exercise patience and diligence as well as use advanced market order types (e.g. iceberg orders).

    And never use a market order.
    Aug 17 08:17 AM | Likes Like |Link to Comment
  • The Good Times Should Get Even Better For Good Times Restaurants [View article]
    Although the stock approached the price target last week following strong 3Q results, the case for a higher target can be made as more investors become aware of the positive (and improving) investment story.
    Aug 16 07:42 AM | Likes Like |Link to Comment
COMMENTS STATS
750 Comments
135 Likes