Raj Lakhiani

Raj Lakhiani
Send Message
View as an RSS Feed
  • LeapFrog -21.8% on big FQ3 warning  [View news story]
    I hope they do a management buyout and take the company private. The cash and current valuation make it possible. If they can only maintain sales....
    Glad they are making big changes. Layoffs soon I imagine
    Jan 22, 2015. 10:11 PM | Likes Like |Link to Comment
  • Can Rocket Fuel Recover Its Lost Mojo?  [View article]
    Most companies would kill for the type of growth that FUEL is achieving. I'm not sure all the pessimism is warranted. They were highly overvalued at one point but they seems significantly undervalued now at $13.50. The are trading near 1x sales. What is facebook, goog, etc. trading at? This company is much more attractive from a valuation perceptive.
    Jan 16, 2015. 02:27 PM | 2 Likes Like |Link to Comment
  • EP Energy: Heavy Debt Load Negates Excellent Hedge Position  [View article]
    The name of the game is to survive, which I believe EPE will definitely do given their great hedge positions and their significant financial backing from major PE shops. If they survive the downturn (which they will), they will thrive as there will be less players around in the space once conditions improve. Also, I'm sure they are making plans to reduce their debt and be more efficient with their cash flow, given the market conditions. I would not bet against this company in the long-term.
    Dec 31, 2014. 07:15 PM | Likes Like |Link to Comment
  • Sigma Designs +6.1%; Needham sees a 4K TV/IoT play  [View news story]
    $8 still undervalues the company significantly when looking at EV/Sales multiple. Compare them to peers and they should be trading between $10-$15. No question they are a buyout target given their play in Z-Wave and the consolidation in semiconductor industry. Long SIGM
    Dec 31, 2014. 07:09 PM | 2 Likes Like |Link to Comment
  • 3 Potential Takeover Targets For Value Investors  [View article]
    I would add SIGM to your list. Cheap, no debt, and lots of cash.
    Their z-wave technology is in the early phases of adoption in home automation.
    May 1, 2014. 12:50 PM | Likes Like |Link to Comment
  • Enphase: Anemic Revenue Growth With Alarming Warranty Obligation Growth  [View article]
    I believe the author brings up fair points for investors to ponder about. However, these are a few reasons on why the stock price may erode. There are many reasons why the stock price could go higher as well. Keep in mind that in the solar sub-sector 'balance of systems', has been experiencing plenty of consolidation. ENPH could very well be acquired at a much higher price than where it is trading today. Since the "VC's are trapped", they very well may urge the company to sell to a larger strategic in the next 24 months. Last point is Dan Loeb/Third Point Capital has been adding shares of ENPH to his fund. I think in 24 months, ENPH will be part of larger strategic player.
    Dec 12, 2013. 03:08 AM | Likes Like |Link to Comment
  • WSJ: BlackBerry met with Facebook to gauge interest in bid  [View news story]
    "Nonetheless, BlackBerry has caught a bid on the report."... Are they referring to the bid from Fairfax or is this another bid?
    Oct 29, 2013. 02:30 PM | 1 Like Like |Link to Comment
  • Investment firm acquiring Tellabs for $2.45/share  [View news story]
    Why is the share price higher than the offer? Do you think Marlin Equity Partners will have to move bid higher, closer to book value of company?
    Oct 21, 2013. 01:12 PM | Likes Like |Link to Comment
  • Is Prem Watsa Playing Bluff Poker With BlackBerry?  [View article]
    But what does he have to gain by doing this? He has already lost a fortune with this investment. His best bet is to own the entire thing for not having to invest anymore equity on his side. This is how private equity works. He does not want a marginally higher bid because it's still a major loss for him. He wants the whole thing for nothing more.
    Sep 26, 2013. 10:58 PM | Likes Like |Link to Comment
  • Is Prem Watsa Playing Bluff Poker With BlackBerry?  [View article]
    I cannot see why this deal would not happen. Given Prem's $500m stake and the cash in BBRY, it's enough principle to get financing. The BBRY services business can support the interest incurred from the debt given it's nearly $1b in revenue.
    Sep 24, 2013. 12:56 PM | 2 Likes Like |Link to Comment
  • Death Before Dishonor: 5 Reasons I'm Not Backing The BlackBerry Buyout Anymore  [View article]
    @Michael Bair

    In your opinion, do you think it's worth buying more shares in belief that this deal will close based on the new information? It would be hard to fathom that Prem Watsa would put his hat in the ring if he was not serious as the repercussions for this would seriously damage his reputation.
    Sep 24, 2013. 10:43 AM | 2 Likes Like |Link to Comment
  • The BlackBerry Whipsaw Is Fully Under Way  [View article]
    It would be great if Carl Icahn became a major shareholder of BBRY. I've got to imagine this would be a great alternative since DELL did not work out...
    Sep 10, 2013. 03:00 PM | Likes Like |Link to Comment
  • Putin Powers Rally In Potash Stocks  [View article]
    Do you think their will be consolidation is the space in the coming years?
    Sep 9, 2013. 07:01 PM | Likes Like |Link to Comment
  • LinkedIn: A Bubble Stock That Keeps Getting Bubblier  [View article]
    You couldn't be more correct about LinkedIn and it's valuation. Social media companies like LNKD, FB, YELP, etc. are completely overvalued and euphoria is taking place again. There will be a great opportunity in the near-future to short these companies as they come back to reality.
    Sep 9, 2013. 03:42 PM | 2 Likes Like |Link to Comment
  • Limelight Networks: A $2 Technology Turnaround Play  [View article]
    Nice find. If you like LLNW, I think you'll like TNAV. Turnaround play with lots of cash and good assets, no debt. TNAV likely to get acquired given the consolidation in the space.
    Aug 13, 2013. 12:38 PM | Likes Like |Link to Comment