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Stone Fox Capital Advisors is a registered investment advisor founded in 2010. The firm offers portfolio management with a focus on opportunistic stocks providing secular growth trends at an affordable value. An emphasis is placed on fundamental analysis though charts are used for timing entry... More
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Stone Fox Capital
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Out Fox The Street
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  • EBAY deal doesn't make sense or cents

    Not really sure why the owners of EBAy would sell 34% of the stock for $24. All the news of late is how previous owners of companies such as Skype and others have been buying back their companies from them at much lower prices. Doesn't sound a good company to be a controller not to mention that GMKT was doing just fine on its own. To have EBAY involved in my business I would want a much higher price. Guess we will see if the deal gets done at $24 on Thursday as expected. At that price, the stock will probably be dead but for now its still 20% below that level.

    Tags: GMKT
    Apr 15 4:12 PM | Link | 1 Comment
  • DNDN surges 170%

    After seeing such a move in DNDN based on Phase 3 results, it makes me more encouraged to get aggresive with a stock like SVNT. DNDN has just gone from 4 to 20 in just a week. Its amazing that alot of small cap biotechs have lagged the recent market rally. They biotechs didn't outperform in the market crash and now they aren't participating in the rally even with big cap Pharma companies loaded with cash and looking for deals. Maybe Mr. Market knows that they aren't looking in the small cap area. Both RIGL and SVNT haven't recently pulled up on partnerships or even buyouts in theory b/c the prices weren't good enough. Seems to be a huge diconnect in the market leaving me to thing a DNDN type surge could take place on SVNT and even RIGL.

    Tags: SVNTQ
    Apr 14 12:23 PM | Link | Comment!
  • Airspan Demise

    The continue demise of Airspan (now AIRN.PK) will be nothing but beneficial to ALVR. AIRN has consistently been undercutting prices of ALVR. Now in alot of cases that just meant that they ended up with the less then robust customers that ALVR didn't even want. In many cases though, its surely cost ALVR sales and margin. Aispan has always been the Circuit City to the Best Buy that ALVR has become. With the stock still hanging around $3, its out that technical point where the EMAs are converging so whichever way it moves will likely tell the story. Only seems logical that at this valuation we'd see a move upward, but I'd be sure to watch for any breaks below $3.

    Tags: ALVR
    Apr 13 2:38 PM | Link | Comment!
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