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Yo Bob

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  • Marin Software' CEO Discusses Q1 2013 Results - Earnings Call Transcript [View article]
    Class Action is coming against the company. This will cost the company some $$ and cause mgmt to take their eye off the ball. Nice to be a new public company.

    Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq. a partner at the law firm of Kahn Swick & Foti, LLC (“KSF”) announces that KSF has commenced an investigation into Marin Software Incorporated (MRIN).

    Approximately 8 weeks after launching a $105 million Initial Public Offering, on May 8, 2013, Marin Software announced its first quarter 2013 financial results, well below analysts’ expectations and below the guidance sponsored or endorsed by defendants in their pre-sale, “road show” presentations.

    Following this news, shares of Marin Software fell over 19%, closing at $11.44 a share on May 9, 2013.

    KSF’s investigation is focusing on whether Marin Software and/or its officers and directors violated state or federal securities laws, and whether there were materially false statements made in or incorporated by reference into the prospectus issued in connection with the Company’s March 22, 2013 IPO.

    If you have information that would assist KSF in its investigation, or would like to discuss your legal rights, you may, without obligation or cost to you, e-mail or call KSF Managing Partner Lewis Kahn (lewis.kahn@ksfcounsel... or KSF Partner Melinda Nicholson (melinda.nicholson@ksf... toll free at 1-877-515-1850.

    About Kahn Swick & Foti, LLC
    May 10 10:24 AM | Likes Like |Link to Comment
  • Marin Software' CEO Discusses Q1 2013 Results - Earnings Call Transcript [View article]
    Share price is dropping like a rock today.
    May 9 11:03 AM | Likes Like |Link to Comment
  • Lululemon (LULU) is upgraded by Sterne Agee to a Buy rating and is given a fresh price target of $90 by the firm. [View news story]
    They're nuts to igive a target of $90.
    May 8 08:03 AM | Likes Like |Link to Comment
  • Genworth Financial: Shares Up On Mortgage Profits, Still Undervalued [View article]
    ValueLine has upped GNW's timeliness rating to a "1" - this was prior to the earnings release.
    May 2 08:10 AM | Likes Like |Link to Comment
  • Cirrus Logic: A Great Place For Apple To Invest Some Cash [View article]
    Redcloud - any idea what you're talking about? Ever look at AAPL's financials?

    When you finally decide to review their financials - you will see how they invest it. They earn next to nothing. When you actually pick up their Q, you'll see it is primarily in US Treasury Securities, US Agency Securities, CDs, Commercial Paper and Muni's, highly rated corporate securities and MBS.
    Feb 23 09:59 AM | Likes Like |Link to Comment
  • Cirrus Logic: A Great Place For Apple To Invest Some Cash [View article]
    This is a great use of AAPL's cash that sits and earns nothing. As commented above, I can't imagine that the Company would take less than $40, but as you say they have the cash flow to do it and it is merely a blip to AAPL. AAPL's control of CRUS would be a real positive for its business.
    Feb 21 07:13 PM | 1 Like Like |Link to Comment
  • Supervalu: Should I Stay Or Should I Go? [View article]
    Bonds yielding over 8% are a good bet, but may be called if Cerberus buys out SVU.
    Nov 13 09:10 AM | Likes Like |Link to Comment
  • H&M: Q1 Gross Margin Disappoints And Overvaluation Remains [View article]
    New annual high today of $7.60 on the ADRs. I think that the all-time high is $7.64. If the economy can come back....
    Aug 3 02:11 PM | Likes Like |Link to Comment
  • 4 Financial Plays With Promising Prospects [View article]
    I started to research Emclaire. Shareholder Equity was $51.862M at 6/30/2012 and $45.122M at 6/30/2011. 15% as you state below. However, I note that $2.5 million of the increase is due to a net increase in preferred stock. I'd hardly give them any credit for this increase in shareholders equity.

    >>Compared to the second quarter of fiscal year 2011, EMCF's gross profit margin for Q2 2012 increased. Moreover, the firm was able to grow sales and net income faster than industry peers. Additionally, shareholders' equity increased nearly 15% in this period of time.<<
    Aug 2 03:48 PM | Likes Like |Link to Comment
  • H&M: Q1 Gross Margin Disappoints And Overvaluation Remains [View article]
    yesterday, I sold off some of my position at $7.14.
    Jul 20 01:43 PM | Likes Like |Link to Comment
  • H&M: Q1 Gross Margin Disappoints And Overvaluation Remains [View article]
    Labutes - where are you now on H&M? Huge recovery in the ADRs from $5.90 to $7 - and Europe still seems in decline. Same store sales figures look Ok. thanks Bob

    [I'm thinking of lightening my position now]
    Jul 19 08:11 AM | Likes Like |Link to Comment
  • Northeast Bancorp Using Cheap Leverage To Buy Distressed Mortgages [View article]
    I thought that the article was very insightful. I bought shares at $8 - it sat there for a couple of days around the secondary. I plan to hold for some time. I'm think that it will take some time to put all that new capital to work
    Jun 14 02:17 PM | Likes Like |Link to Comment
  • Northeast Bancorp Using Cheap Leverage To Buy Distressed Mortgages [View article]
    You forgot to mention the tasty dividends while we wait for success.
    Jun 11 08:16 AM | Likes Like |Link to Comment
  • H&M: Q1 Gross Margin Disappoints And Overvaluation Remains [View article]
    Good call on H&M. I've bought more ADR shares at $5.90. Hopefully, long-term, we'll again see the $7s or $8s.
    Jun 10 12:38 PM | Likes Like |Link to Comment
  • Twin Disk Poised For Growth As Fracking Fuels Its Bottom Line [View article]
    Down under $24 now. Where's the bottom?
    Apr 9 12:06 PM | Likes Like |Link to Comment
COMMENTS STATS
43 Comments
6 Likes