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  • Goldfield Corp: Unsustainable Margins And Declining Backlog [View article]
    R59, you summed it up. This article is flawed in so many ways I do not know where to begin. I may write a quick rebuttal this evening.

    I have to give it to you Matt. Your article was well constructed if was intended to ilicit a response from investors by insinuation, but poorly written as it fails to explain the dynamics of what is going on at GV and other firms benefiting from a favorable industry trend.
    Mar 26 07:29 PM | 5 Likes Like |Link to Comment
  • ExactTarget Needs A Decade Of Exceptional Growth To Hit Its Targets [View article]
    I was being sarcastic since I did not think a valuation analysis of a SaaS company is complete without discussing additional topics such as EV/S and a thorough look at the acquisition activity in the space. I think ET is tier one player in its space that possibly deserves a premium EV/sales multiple closer to ELOQ's take out multiples.

    That being said, other SaaS stocks exist that offer considerable upside if their business plans stick. SLTC being one of them.

    Good Luck
    Mar 26 01:01 PM | Likes Like |Link to Comment
  • ExactTarget Needs A Decade Of Exceptional Growth To Hit Its Targets [View article]
    How have you valued ET? Shares are selling well below the take out multiple that ORCL paid for ELOQ.
    Mar 26 09:36 AM | Likes Like |Link to Comment
  • Why Ceco's Dividend Increase Translates Into A Higher Price Target [View article]
    Porch411. It not preposterous if the company is also in growth mode. The proof is in the pudding. You can also reference our SA article on TIS. Dividend yields also include a risk premium assumption. Why should a growing company that is perceived less risky today maintain a higher dividend yield tomorrow?
    Mar 25 09:05 PM | Likes Like |Link to Comment
  • Goldfield: A 'Four-Bagger' In The Making [View article]
    "On 5/11/2012, we coded GV as a GeoBargain @ $1.51."

    the stock must reach about $6/shr to attain "4-bagger" status from our first mention. Right around the corner....
    Mar 25 02:22 PM | Likes Like |Link to Comment
  • Goldfield: A 'Four-Bagger' In The Making [View article]
    $0.50 to go!
    Mar 25 09:53 AM | Likes Like |Link to Comment
  • SMTC Corporation Revitalization Initiatives To Drive Sales And Profits [View article]
    On 2/11/2013 we alerted members that while we think SMTX’s long term future is bright, we are moving SMTX to the GeoBargain on the radar list. We believe this is a prudent move due to the cautious commentary from Key Tronic (NASDAQ:KTCC) and Iec Electronics (NYSE AMEX:IEC), two companies operating in similar industries as SMTX.
    Mar 15 09:37 AM | Likes Like |Link to Comment
  • Goldfield: A 'Four-Bagger' In The Making [View article]
    Wyo, I think the market is placing its bets that GV may have a chance of winning a bid on an additional CREZ project.

    Here is a note to GeoInvesting premium members on March 1, 2013

    "We believe that Goldfield’s subsidiary Southeast Power Corporation is one of 5 companies who have bid on the Bakersfield to Odessa leg of the CREZ project.

    The other four seem to be Barnard Construction, Irby, Mastec, Inc. (NYSE: and Michels. Mastec held its year end conference call this morning. In this call, we noticed the company did mention an electrical project win, but did not talk about the project GV is bidding on. In its prior third quarter 2012 conference call MTZ specifically mentioned the project win they were awarded - the 118-mile 345 kV transmission line in West Texas as part of the CREZ project.

    Thus, we are assuming that MTZ did not win the Bakersfield to Odessa project. We also noticed that Barnard’s web-site provides a list of projects it is working on. This list does not mention the Bakersfield project. Thus, we also believe Barnard was not awarded the Bakersfield project. We are still performing due diligence on the other two companies, but the odds that GV has won this project have increased if our assumptions are correct."
    Mar 13 12:51 PM | Likes Like |Link to Comment
  • Goldfield: A 'Four-Bagger' In The Making [View article]
    User 712, We are constantly working on new ideas. While we publish some them on Seeking Alpha, we provide much more intel to members. We have several new potential multi-baggers in the pipeline. You can also continue to follow us on SA.
    Mar 13 12:01 PM | Likes Like |Link to Comment
  • Green Innovations Derailed [View article]
    133tdrago. it was great that you were able to identify this pump and dump. keep up the good work. it seems that your intuition and research was spot on. We did not see your work, and always cite/link our references. Hopefully in the future you can get more exposure for your efforts. Regards.
    Feb 22 03:56 PM | 1 Like Like |Link to Comment
  • Is A Perfect Storm Coming To The U.S. Grain Market? [View article]
    Great job Renn. You should post occasional OBOSS columns when conditions get extreme.
    Feb 21 10:56 AM | Likes Like |Link to Comment
  • Why Green Innovations Stock Is Likely To Fall By 70% Or More [View article]
    Aqua, Keep up the good work. Don' t simply base your article timing on price. They can't all be perfectly timed scenarios. This type of work will build your reputation for the next one. Our members were shorting ECAU and GNIN in the $3 area, but by the time we were able to get full blown articles out to SA the stocks had fallen. Still, there was opportunity to make money. Remember these stocks are going close to zero.

    The good news is that you were able to short this stock over $2.00. Heck, anything over $1 is looking good too.

    Let me know if you ever want to share any P&D ideas. We also line them up on our blog with quick briefings. We found several more candidates we will be talking about in the morning.

    FYI. $0.20 is still too pricey for GNIN.
    Feb 21 12:33 AM | Likes Like |Link to Comment
  • Green Innovations Is A Train Wreck Waiting To Happen [View article]
    Exactly @blackswans. We pared this installment down by 80% just to get it out in the timeliest manner possible. So yes, that means part 2 is on its way.

    And @briandwright, just because the stock dumped does not mean you can't glean very useful information from this or any other article we put out on pump and dumps. Understanding the dynamics of these plays is important so you can identify the next opportunity.
    Feb 19 02:25 PM | 2 Likes Like |Link to Comment
  • Green Innovations Is A Train Wreck Waiting To Happen [View article]
    that's ok, we sent this article to our premium members ( when the stock was trading above $3.00. We can not speak to the speed at which they are published here once they are submitted to SA editors. thanks for the observation though ;)
    Feb 19 01:33 PM | 1 Like Like |Link to Comment
  • Echo Automotive: The $155 Million Company Driven By Promotional Steam [View article]
    Follow up:
    Feb 13 02:38 PM | Likes Like |Link to Comment