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  • Responsys: Last SaaS Standing [View article]
    An fyi...a recap sent to our premium members this morning...

    ...the company has been acquired for $27.00 per share, which is a 38% premium from yesterday’s closing price and a 200% premium from when we first coded the stock as a GeoBargain on 4/10/2013 at $8.97.

    Please recall on 2/22/2013 we wrote our first article on MKTG, "Responsys Inc. (MKTG): Filling the Valuation Gap" when the stock was trading at $7.76. On 5/6/13 we issued our follow up report "Responsys (MKTG): Last SaaS Standing" when the stock was trading at $10.80.

    In our 11/6/2013 email we stated that, “We are more confident now than we were before that MKTG is a prime acquisition target in a space that M&A activity has been strong and accelerating.”

    Take care, GT
    Dec 20, 2013. 10:22 AM | Likes Like |Link to Comment
  • Responsys: Last SaaS Standing [View article]
    Congrats to all who were patient with this one. Oracle's $ORCL acquisition of $MKTG at a huge premium not that surprising. (as predicted)
    Dec 20, 2013. 09:54 AM | Likes Like |Link to Comment
  • Cash And Catalysts Could Drive CBEH Well Above $3.00 [View article]
    Did you even read the previous short seller reports? Did you take notice of the staged investor visits? Who cares about "cash" which if they have any likely soley came from money raised from investors fooled by fraudulent claims. What on the ground dd have you done?
    Nov 30, 2013. 10:50 PM | 2 Likes Like |Link to Comment
  • Allied Motion Technologies: An Accretive Acquisition Opportunity [View article]
    Do you have data pertaining to globe growth trend over last five years? Btw.. you should also consider that amot will start to benefit from Europe's recovery which had been a big problem for them over last couple years. Lot's of catalysts with this one. We are long AMOT
    Nov 30, 2013. 10:13 AM | Likes Like |Link to Comment
  • A Very Detailed Look At Organovo [View article]
    Revisiting $ONVO valuation. http://seekingalpha.co...
    Nov 20, 2013. 09:41 AM | 1 Like Like |Link to Comment
  • Pacific Healthcare Is A Growing Company You've Never Heard Of [View article]
    Hey Ed.. sorry.. CSTI trades on the OTC, also known as the Pink Sheets.
    Nov 15, 2013. 11:01 AM | Likes Like |Link to Comment
  • Pacific Healthcare Is A Growing Company You've Never Heard Of [View article]
    hey . we are still long PFHO. Great quarter. Added to our CSTI pink holding today. Monster earnings. See what you think.
    Nov 15, 2013. 10:21 AM | 1 Like Like |Link to Comment
  • Is RF Industries' Increased Dividend Payout A Clue To Consistent Growth? [View article]
    We first disclosed our long position in RFIL on 3/18/2013 at a price of $6.37 when we alerted premium members of our bullish article “Is Rf Industries’ (RFIL) Increased Dividend Payout a Clue to Consistent Growth?” We then added the stock to our GeoBargain list on 4/10/2013 at $6.46, however we are now removing RFIL from the list at the price of $9.50, or 47% higher than when it was added. The stock reached a 52-week high of $10.86, or 68% higher from our initial coding.

    While RFIL has surpassed our near-term price target mentioned in our article of $8.75, it has not yet reached our higher end price target of $13.00. We do believe the industry that RFIL serves is a hot industry one. However, our reasons for removing RFIL at this time are due to:

    See our message board post for full details...http://bit.ly/1adTbft
    Oct 30, 2013. 11:51 AM | Likes Like |Link to Comment
  • Wi-Lan: An Undervalued IP Licensing Company With 50% Upside And A 4% Dividend [View article]
    Woops.. just saw the release..
    Oct 23, 2013. 04:02 PM | 1 Like Like |Link to Comment
  • Wi-Lan: An Undervalued IP Licensing Company With 50% Upside And A 4% Dividend [View article]
    Dennis, just read your article.. Why is the stock halted? Thanks,,
    Oct 23, 2013. 03:58 PM | Likes Like |Link to Comment
  • Mastech Holdings: A Unique Value Plus Growth Proposition [View article]
    Shares are up 115% since the time of this article. MHH reported record third quarter 2013 earnings. We still see upside from current prices as MHH still has value when one looks at multiple valuation metrics. Please see our full research note for details.
    http://bit.ly/16veuZT
    Oct 23, 2013. 10:46 AM | 1 Like Like |Link to Comment
  • L&L Energy: New Disclosures, More Misrepresentations [View article]
    Benzinga Exclusive: GeoInvesting's Dan David Answers L&L Energy Questions (LLEN). http://bit.ly/160TSZa
    Oct 9, 2013. 04:12 PM | Likes Like |Link to Comment
  • L&L Energy: Huge Undisclosed Dilution And More Negative Chinese Media [View article]
    We ARE reporting to the authorities. Read the reports, as you have obviously not done so.

    First Article:

    GeoInvesting is preparing to file a whistle-blower report to the NASDAQ and SEC...

    This article:

    We provided all of our video evidence to NASDAQ and SEC.

    So, full disclosure. Thanks.
    Oct 2, 2013. 10:33 AM | 1 Like Like |Link to Comment
  • Global Telecom: Near-Term Catalysts Should Close Relative Valuation Gap [View article]
    Yes, $ISDR is illiquid, but I was able to patiently purchase a nice size position. Yes, we are following CLCN. How do you propose we value the company? Thanks
    Sep 30, 2013. 12:30 AM | Likes Like |Link to Comment
  • Global Telecom: Near-Term Catalysts Should Close Relative Valuation Gap [View article]
    Micro, We are expecting GTT to manage the Tinet business better than IQNT. However, if you notice, we provided two EBITDA assumptions, one (ours)assuming that the combined EBITDA comes in near $30M and another more aggressive EBITDA estimate based on past the EBITDA performance of Tinet and analyst estimates. So we have a realistic number along with an upside number. The good news is that GTT is undervalued using the more conservative assumption. Obviously, the question that remains to be answered is did Tinet growth under IQNT suffer due to operational issues or IQNT's inability to manage the business.
    Sep 30, 2013. 12:27 AM | Likes Like |Link to Comment
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389 Comments
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