Tim Stabosz

New Dragon Asia Is Cheap, But Is It Worth the Risk?

I'm surprised the author didn't mention the insider DUMPING of shares. All in all, this thing DEFINITELY does not pass the "smell test."

Portfolio Update: Holdings and Performance

Your stance on radio stocks, and the "laughable" common wisdom that the industry is dying is right on target. I own a "battery" of radio stocks, and have been loading up in this decline on CMLS and ROIAK, in particular. Incredibly, I think CMLS can earn at LEAST $1 in EPS in 2010, and ROIAK can earn 60 cents in EPS in 2010, on a moderate rebound in ad spending....and positive effects from the massive corporate expense cuts. At closing prices of $1.25 for CMLS and 64 cents for ROIAK on 9/1, this puts both stocks at little more than ONE TIMES anticipated 2010 earnings. That is, indeed, too cheap. By far.

Hardinge vs. Hurco: Price vs. Value?

Excellent analysis. I have a small long position in HDNG as well.

Three Great Balance Sheet Stocks Under $3

Agree that NTZ is dirt cheap....but the company is NOT profitable.