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Marketplace Blog Spotlight: May 2018

|Includes: Advanced Micro Devices, Inc. (AMD), BORN, OTEX, PFHO, TIXC, TRPX
Summary

This is the first of a monthly series featuring Marketplace authors' blog posts.

We're featuring six authors' blogs, along with some of the investing ideas they've shared previously with members of their Marketplace services.

Written or read a blog post you'd like to see featured? Get in touch!

Welcome to the first installment of our Marketplace Blog Spotlight, a monthly series showcasing top blog posts from Marketplace authors. (A blog post about blog posts - how meta.) We encourage authors to use blog posts as a way to broaden their visibility and highlight their investing expertise, as well as “reward” real-time followers with an “early look” at an idea or a sneak peek at an exclusive idea from their service (real-time followers get email alerts whenever a Marketplace author publishes a blog). If you’re interested, you can read more about how we’re using blogs to get the word out about Marketplace.

This month, we’re sharing a few blog posts and investing ideas from six Marketplace authors. We hope to grow the list as time goes on, so if you’re a Marketplace author who’s written a recent blog, or a reader who’s read a Marketplace author’s blog post you enjoyed, and you’d like us to consider it for inclusion in a future post, please email Marketplace Contributor Success Strategist Robyn Conti at robyn@seekingalpha.com.

Here’s this month’s Marketplace author blogs and a crop of interesting investing ideas - happy reading!

Andres Cardenal, author of The Data-Driven Investor, a quant-focused service, takes the plunge and forms a micro cap portfolio where he’s eating his own cooking and actually has skin in the game. In this candid and authentic post, he talks about why he decided to invest his own money in the stocks he recommends, and “lifts the veil” a bit on his investing process.

Chris Lau, author of DIY Value Investing, shares an update on semiconductor circuit maker Advanced Micro Devices (NASDAQ:AMD) and takes investors’ pulse with a short sentiment poll. He also reviews other stocks he’s following in the DIY Value portfolio on his service, which includes a strong allocation to the consumer defensive sector, including names such as Procter & Gamble (NYSE:PG) and Kimberly-Clark (NYSE:KMB).

Quad 7 Capital deviates slightly from their usual value and special situation-oriented investing approach with a look at software and cloud service provider OpenText (NASDAQ:OTEX), which they originally pitched to subscribers of their BAD BEAT Investing service in early April. Wall Street is buzzing about this tech name, and Quad 7 sees it as an undervalued opportunity with mucho growth and upside potential in the coming months.

Ruerd Heeg rates two promising net-net opportunities: China New Borun Corp. (BORN) and Tix Corp. (OTCQX:TIXC). China New Borun, a China-based producer of corn-based edible alcohol, is a merger-arbitrage play fueled by a management buyout. For its part, Tix is a ticket purveyor and a nanocap, and Ruerd’s thesis is that upside could be stoked by several catalysts, including rising online revenues from its new website, revived tourism in Las Vegas, or a potential friendly acquisition. Both ideas were shared initially with members of his Marketplace service, Global Deep Value Stocks.

Biotech Analysis Central author Terry Chrisomalis unpacks Therapix Biosciences’ (NASDAQ:TRPX) phase 2 results for a clinical candidate cannabinoid for patients with Tourette’s Syndrome, a neurological disorder often characterized by the involuntary utterance of obscenities. Terry also discusses current trends in cannabinoid treatments, setting a context for Therapix’s results. We’ll spare you the spoilers - if you want to find out Terry’s opinion on Therapix, read the blog post.

Last but not least, Value Digger shares an under-followed healthcare idea from his service, Value Investor’s Stock Club: Pacific Healthcare Organization (OTCQB:PFHO), a company that helps employers control their workers’ compensation claim costs. Value Digger likes the name because it is, in his words “a profitable and debt-free company with low key metrics and high insider ownership.” Pacific Healthcare is an overlooked name because it trades over the counter, but there’s a lot of positives here, and Value Digger recommends investors “dig” deeper.

We hope you enjoyed the first article in our monthly Marketplace Blog Spotlight series. Again, if you’ve written or read a blog that you would like to see featured here, send it our way. And if you have any suggestions to help us make this better, please feel free to share them, along with your thoughts on the ideas presented here in the comments below.

And be sure to follow us for future blog spotlights, interviews, and updates on all things Marketplace.