Southwest Michigan Trader

Micro-cap, small-cap, special situations, value
Southwest Michigan Trader
Micro-cap, small-cap, special situations, value
Contributor since: 2012
7/21/15
Southwest Michigan Trader
$MIXT article - yes I agree MIXT has over 100% upside, my #1 pick for 2015 http://seekingalpha.com/a/1zlpx
jdawg - I disagree, but respect your opinion, @ $5.5, MIXT would trade at 3.5x EV/EBITDA which makes absolutely no sense
7/28/15
I just hope to see this sold at $11+ asap.
9/24/15
ok, thanks- it's at support here on daily chart, will add. luckily sold most at 8 or so
trades under 4x EV/EBITDA and less than 1x EV/Sales - insanity imo
6/19/15
Southwest Michigan Trader
$MIXT - new article, not mine, spotlighting my #1 stock pick for 2015 http://seekingalpha.com/a/1y3on
6/24/15
will a US company feel threatened by their aggressive move to increase north American marketshare...we will see
6/8/15
Southwest Michigan Trader
For all those who have just recently followed me, here is a good summary of why I love $MIXT - http://seekingalpha.com/a/1uksc
6/8/15
Southwest Michigan Trader
$MIXT - my #1 stock pick for 2015 looks ready to break out, presenting at a conference tomorrow, possibly selling co., lots of way to win
6/9/15
LOl yes i remember about EGRX alert :) AMBA I read an article on it in 2012 when it was around 10$
6/13/15
Nice! Like your ideas! what about #2? LOL
6/1/15
Southwest Michigan Trader
$MIXT -Canaccord Genuity maintained Buy rating, set a price target of $14 (90% higher than current price). http://bit.ly/1d9gDUo
6/4/15
That price target is about the fair price on a buyout.
I agree I think $12-18 in the range for a buyout altho $12 would be a steal for a buyer imo
5/29/15
Southwest Michigan Trader
$MIXT CEO interview from yesterday - this one is going way higher imo - http://tinyurl.com/prfhswe#
5/29/15
Southwest Michigan Trader
$MIXT - my #1 stock pick for 2015 starting to move on volume - 50-100% upside from here imo
5/29/15
Bought $MIXT after reading your article last week. +6% today. This shure is a winner. Thanks for your great info!
5/29/15
Southwest Michigan Trader
$MIXT -great earnings/guidance yesterday, looking into selling co., bargain valuation, nice chart, ready 2 go higher
5/28/15
Southwest Michigan Trader
$MIXT - high of the day close, more to come here I believe...
5/28/15
Southwest Michigan Trader
$MIXT-my #1 stock pick of 2015 w/a great quarter, trades at 5x EV/EBITDA (crazy low),also pursuing a possible sale, lots of ways 2 win here
5/29/15
That would be a double or triple for me lets do it...up over 30% and waiting for the daily double here...interested to see today's action
looking great here - looks ready to bust out in a big way, volume starting to come in
5/18/15
Southwest Michigan Trader
$MIXT looks ready to go higher... super cheap on every basis, pursuing strategic alternatives, volume coming in here ...50%+ upside imo
the cautionary updates are every 45 days. The last one was issued on April 20 which would make the next one on June 4th.
5/18/15
Probably be something with their earnings before that I would have to imagine.
5/15/15
Southwest Michigan Trader
$MIXT - still pursuing strategic alternatives (likely a sale),no one paying attention to this vastly undervalued SAAS co., what will happen?
4/29/15
Southwest Michigan Trader
$MIXT starting to perk up. 50-100% upside imo - http://seekingalpha.com/a/1uksc
4/28/15
Southwest Michigan Trader
$MIXT - great article on my top small cap pick for 2015 http://seekingalpha.com/a/1uksc
4/28/15
Southwest Michigan Trader
Looks like a $MIXT SA article is embargoed for now, but I have talked to author and it is very positive http://bit.ly/1AbgIfG
4/20/15
Southwest Michigan Trader
$MIXT - 50% gainer hiding in plain sight imo as company likely negotiating sale of company http://bit.ly/1Gc8HhW
4/24/15
very flat week for MIXT ... distribution could be done and accumulation starting ... waiting for the big boys :D
question on what caused the slides? it hasn't done too poorly in earnings since ipo
3/19/15
Southwest Michigan Trader
$MIXT -if interested in why I think $MIXT is a double & why customers are so sticky read this casestudy http://bit.ly/1BBBnbQ
4/18/15
Very good content on $MIXT Southwest Michigan Trader ... Looking to start a position on Monday ... thx
no problem, i amazed at how cheap this stock is and how unknown it is
3/12/15
Southwest Michigan Trader
$MIXT - just added here at 6.86. Best risk reward in the market imo.
3/12/15
No worries 18! My "stop" is in my wetware, not a hard one. Just reacting to my 40/60 spec play record. Would like to up my win %
Wltrader, I really think this stock is 10+ within a year regardless of if they sell the co now, with upside of $15- $20 if things go well
3/12/15
Southwest Michigan Trader
$CSV continues to make new highs, death care stock with the most upside imo over the next 5 years. buy and hold.
3/11/15
Southwest Michigan Trader
$MIXT - pursuing strategic alternatives and trading at 1.2x EV/Sales versus comps at 3-6x, could be a big premium for this company if sold
3/9/15
Southwest Michigan Trader
$MIXT -look at pg 25 of the presentation http://bit.ly/1vxaWl4 to see how undervalued co. is, under ave multiples worth b/t $16-18
Looks like the download link is no longer available. Could you please reupload the presentation somewhere else. Thank you.
3/6/15
Southwest Michigan Trader
$MIXT -day b4 announcing co. was pursuing strategic alts, CEO basically said at conference that $FLTX and $MIXT are complementary businesses
3/6/15
4times normal volume
3/6/15
$AERO same deal, for what it's worth- buyout spec.
3/6/15
Southwest Michigan Trader
$MIXT - co. pursuing strategic alternatives, huge accumulation here around $7 by smart money who know this will sell for $12+
3/6/15
Just waiting on this now...fully loaded...easy call if you compare downside to upside...great find...thanks
3/5/15
Southwest Michigan Trader
$MIXT -trading at $7, pursuing strategic alternatives,telematics industry sales have been at 3-3.5x sales on average-that's $13-$15/share
3/5/15
Yes, excellent call on MIXT! I recently entered into a sizable position. Let's hope for great 'strategic alternatives'
Bought yesterday on your advice after noticing all your picks have been winners (Except LMNS which is long). Pretty happy with that purchase
3/5/15
Southwest Michigan Trader
Telling you $FLTX won't let anyone buy $MIXT for < $12, this is consolidating industry and bidding war may ensue, $15 not out of question
I am in at around $6 with a lot of size, still think $10 is too low to sellout for, $12 should be the minimum, and I think could be higher
3/5/15
I looked at your record impressive...glad to have a strong position here after looking through it thanks
3/5/15
Southwest Michigan Trader
$MIXT pursuing strategic alternatives- if they sellout at 3x Sales (which seems reasonable based on comps) + their cash = about $13.50/share
I guess maybe also the could announce a stock buyback, still think a sale most likely
3/5/15
Southwest Michigan Trader
$MIXT - up for sale, better not sell for less than $12! told ya'll this was way too cheap in December
3/5/15
thanks for the tip- glad I listened!
3/5/15
Southwest Michigan Trader
$MIXT - http://bit.ly/1wJsuBR ... MiX Telematics disclosed that is in the process of investigating strategic alternatives
3/4/15
Southwest Michigan Trader
My previous picks as can be documented on SeekingAlpha - $AMBA under $6, $EGRX around $12, my next multibagger pick is $MIXT
thanks. I sold the last of my shares today. Exit strategy is the weakest part of my game.
thanks. I sold the last of my shares today. Exit strategy is the weakest part of my game.
3/4/15
Southwest Michigan Trader
$MIXT - still my #1 pick for 2015 here under $6. It is a steal imo.
Southwest, I did very well on another of your "broken IPO" picks, $EGRX, am dipping toes into this one. Thank you!
you're welcome, hoping in 1-2 years we have a 3-4 bagger like $EGRX here with $MIXT
3/3/15
Southwest Michigan Trader
$CSV - one I have been on for a long time just keeps going higher. no plans to sell this one maybe ever.
2/17/15
Southwest Michigan Trader
$MIXT - $14 price target reiterated @ Canaccord Genuity Thinks MiX Telematics' Stock is Going to Recover:http://bit.ly/1Mh3juJ
I like this and will use weakness to buy more, $FLTX a peer, trades at 6x EV/Sales & 25x EV/EBITDA, MIXT trades .9x EV/Sales & 5x EV/EBITDA!
3/2/15
Took a nibble in a relatives IRA couldnt trade it online at scottrade had to call it in...looking at it closely...interesting pick