A.J. Investments
A blog about investing.
Saturday, April 2, 2016
Monday, March 28, 2016
Socket Mobile ($SCKT) - New article and management interview
An article was released today by Nicholas Bodnar on $SCKT, with a management interview. Well worth a read:
http://seekingalpha.com/article/3961340-socket-mobile-growth-stock-priced-value-play-plus-management-interview
http://seekingalpha.com/article/3961340-socket-mobile-growth-stock-priced-value-play-plus-management-interview
Sunday, March 27, 2016
Socket Mobile ($SCKT): Strong 2016 Performer And Still Has Room To Run
Socket Mobile has had an amazing run after announcing their December 31 quarterly results. Here is a copy of the transcript of the conference call:
The stocks is up 33% YTD, as shown in this chart:
Socket Mobiles (SCKT) CEO Kevin Mills on Q3 2015 Results
The stocks is up 33% YTD, as shown in this chart:
I believe it is still the early days for the company, and its competitive position in this growing market with huge potential, makes the stock still cheap at this level (around 11 P/E) despite the recent run.
Here are copies of good articles that give a good picture on the bull case:
Play Socket Mobile For The Rise In MPOS And The Near Term Catalyst Of Continual Growing Profitability
Friday, March 18, 2016
Berkshire Hathaway's 2015 letter to shareholders
A few weeks ago, Buffett released his 2015 letter to shareholders, which is always a joy to read, as it is filled with business acumen, jokes, memorable quotes and stories, most of them around how he goes around his business. This is a must read for all investors and businessmen.
Enjoy this nice weekend read, here it is:
http://dbr.ee/Ap9h
This article is a good complement to the letter:
http://seekingalpha.com/article/3947606-5-lessons-2015-berkshire-letter
Enjoy this nice weekend read, here it is:
http://dbr.ee/Ap9h
This article is a good complement to the letter:
http://seekingalpha.com/article/3947606-5-lessons-2015-berkshire-letter
Thursday, March 17, 2016
Fairfax article on Seeking Alpha
There is an interesting article on Fairfax ($FFH.TO) explaining how M. Watsa is well positioned in case of a market tumble. We know he made a killing in 2007 to 2009 with his hedges and CPI bets, and he is doing the same now. Here is the article:
http://seekingalpha.com/article/3959332-fairfax-prem-watsa-prepared-next-event
http://seekingalpha.com/article/3959332-fairfax-prem-watsa-prepared-next-event
Saturday, March 12, 2016
Recommended reads - Berkshire Letters and Buffet Partnership Letters
I updated the Recommended page where you will find all the Buffet Partnership letters from 1959 to 1969 and the Berkshire Hathaway letters from 1971 to 2008. A must read for anyone interested in investing or in business in general. They are full of incredible insight by the legendary investor himself. Enjoy!
Immersion ($IMMR) investor presentation - January 2016
Here is a link to the latest investor presentation of $IMMR a company on my radar:
http://dbr.ee/niIk
I believe the stock is trading at a huge discount and has many short term catalysts working for it, which include a renewal of their licence with Samsung, and any positive news regarding their lawsuit against Apple for IP infringement.
http://dbr.ee/niIk
I believe the stock is trading at a huge discount and has many short term catalysts working for it, which include a renewal of their licence with Samsung, and any positive news regarding their lawsuit against Apple for IP infringement.
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