Seeking Alpha
  • Valuable Insights
    $INVE in similar space to $OTIV and $SPCB - cost cutting, new CEO, turnaround with leverage. Very interesting story.
    Jan 23, 3:48 PM
    Reply (17)
    • Valuable Insights: Yes, we're long.
      Jan 23, 3:54 PM
    • User666: haha, was gonna ask
      Jan 23, 3:54 PM
    • PChan444: Are you writing this up for us? Chan would love to read..
      Jan 23, 3:57 PM
    • Valuable Insights: Need more time. Read the SEC filings. Look at cost take-outs. Compare new CEO vs fired CEO. Build a model. Do the work - it's a good story.
      Jan 23, 4:06 PM
    • User666: VI thanks, did you see todays $65 2018 target on SPCB?
      Jan 23, 5:03 PM
    • Valuable Insights: Yes. Not how I would create projections. Calculating share count for future equity offerings for hypothetical acquisitions, really?
      Jan 23, 5:17 PM
    • Argyll: If you could choose one...INVE, PDEX, or SPCB? I already own OTIV.
      Jan 24, 9:51 AM
    • Valuable Insights: Can't we love all our children? PDEX progs ramp (highly likely), stock is home run, SPCB with big win (probable), stock is home run.
      Jan 24, 10:06 AM
    • Valuable Insights: INVE needs to reduce costs, improve margins. Holding size for us is SPCB, PDEX, INVE. We believe we are a top-5 PDEX holder.
      Jan 24, 10:09 AM
    • JayKidd1: Id say INVE--beyond cloud ID they r easily the leader in NFC gaming and IMHO in bed with Disney NXPI +Xbox-46mm transponders shipped y13
      Jan 24, 10:13 AM
    • Argyll: Ok, darn it, which do you like best out of CRDS, INVE, PDEX, and SPCB?
      Jan 24, 12:42 PM
    • JayKidd1: Inve strong in bad market OTIV looks technically broken short term--may fill gap at 3.10 one good news piece will put it back on track
      Jan 27, 12:21 PM
    • Valuable Insights: Top name among group is CRDS. I like them all, but I think you buy CRDS in a big way in the low $3s. Major, major, major upside this year.
      Jan 28, 3:12 PM
    • JayKidd1: INVE is smoking looking for 5+ this year
      Jan 29, 10:09 AM
    • fvelezdevilla: PERI????
      Jan 29, 10:52 AM
    • ilanfl: Hey VI, can you tell us if you're still planning a write up?
      Feb 19, 10:48 AM
    • User666: on fire today with big volume
      Feb 19, 10:56 AM