Feeds:
Posts
Comments

Archive for September, 2009

VXGN Full Value Committee nominates director candidates; VXGN clarifies rights to AIDS vaccine

Posted in Activist Investors, Net Cash Stocks, Stocks, VaxGen Inc (OTC:VXGN), tagged , , , on September 30, 2009 | 6 Comments »

It’s been a big week for VaxGen Inc (OTC:VXGN). On Tuesday last week the “VaxGen Full Value Committee” nominated five director candidates to the board. Then on Thursday BizJournals.com reported that VXGN’s “failed AIDS vaccine” was “successful in a new trial that combined it with another failed vaccine in reducing the risk of becoming infected [...]

Read Full Post »

Cadus Corporation (OTC:KDUS)

Posted in Activist Investors, Cadus Corporation (OTC:KDUS), Carl Icahn, Net Cash Stocks, Net Net Stocks, Special Situation, Stocks, tagged , , , , , on September 29, 2009 | 7 Comments »

Cadus Corporation (OTC:KDUS) is an interesting play, but not without hairs on it. First, the good news: It’s trading at a discount to net cash with Carl Icahn disclosing an activist holding in 2002, and Moab Capital Partners disclosing an activist holding more recently. At its $1.51 close yesterday, the company has a market capitalization of [...]

Read Full Post »

List of activist investments for August

Posted in Activist Investors, Stocks, tagged , on September 28, 2009 | 1 Comment »

The Official Activist Investing Blog has published its list of activist investments for August: Ticker Company Investor ADPT Adaptec Inc. Steel Partners ANR Alpha Natural Resources Duquesne Capital Management BARE Bare Escentuals Sandler Capital Management CAMD California Micro Devices Corp Gamco Investors CITZ CFS Bancorp Financial Edge Fund DCS Claymore Dividend & Income Fund Bulldog [...]

Read Full Post »

Back from the Hedge Fund Activism and Shareholder Value Summit

Posted in Stocks on September 28, 2009 | 1 Comment »

We’re back from the Hedge Fund Activism and Shareholder Value Summit with some great new ideas. We still think it’s hard to find value in this market, but we’re revved up about a handful of positions. We’ll be rolling them out this week, so stay tuned. It’s amazing what some fresh perspectives can do. We’ll [...]

Read Full Post »

Hedge Fund Activism and Shareholder Value Summit

Posted in About, Activist Investors, Catalysts, Greenbackd, Value Investment, tagged , , on September 18, 2009 | Leave a Comment »

We’ll be in San Diego next week for the Hedge Fund Activism and Shareholder Value Summit. If you’re going too, and you’d like to catch up, we’d love to hear from you. You can reach us at greenbackd [at] gmail [dot] com. We’ll be posting intermittently next week, but we’ll be back to our regular [...]

Read Full Post »

Capstone Therapeutics (NASDAQ:CAPS) position exited

Posted in Biotechnology Value Fund, Net Cash Stocks, OrthoLogic Corporation (NASDAQ:CAPS), Stocks, tagged , on September 17, 2009 | Leave a Comment »

We’ve decided to exit our position in OrthoLogic Corporation (NASDAQ:CAPS) at its $0.90 close yesterday. We opened the position at $0.60, so we’re up 50% on an absolute basis. The S&P500 Index closed at 752.83 on February 27, the day we opened the position, and closed yesterday at 1,068.76, which means we’re up 8.0% on [...]

Read Full Post »

Ring the bell? Announcing the inaugural Gizzard-Squeezer Gong

Posted in Stocks, tagged , on September 16, 2009 | 12 Comments »

We’re struggling to find value in this market. We’ve got a handful of interesting plays on the watch screen, but we don’t want to overpay and they don’t seem to come down, so we’re stuck. In the last two days alone, the stocks in our watch screen are up an average of 9.6%, when we [...]

Read Full Post »

Catalyst Investment Research officially launched

Posted in Stocks on September 16, 2009 | Leave a Comment »

Our friends over at Hedge Fund Solutions LLC – Damien Park, who writes The Official Activist Investing Blog and Jon Heller, who writes Cheap Stocks, have officially launched Catalyst Investment Research. This product seeks to identify undervalued publicly traded companies that have the potential to generate outsized returns due to an activist investor’s involvement. A [...]

Read Full Post »

Guest post: Jim Hodges on Fansteel Inc (OTC:FELI)

Posted in Fansteel Inc (OTC:FELI), tagged on September 15, 2009 | 43 Comments »

A guest post today from Jim Hodges on Fansteel Inc (OTC:FELI). Jim is a deep value investor who also invests in Philip Fisher-style growth stocks when he can’t find value in Ben Graham NCAV’s. At 19 he was the youngest registered insurance agent in North Dakota’s history. He reports that he’s had a monstrous 683.44% [...]

Read Full Post »

DITC agrees to nominate Lamassu representatives to the board; Greenbackd exits

Posted in Activist Investors, Ditech Networks Inc (NASDAQ:DITC), Lamassu Holdings LLC, Stocks, tagged , , , on September 14, 2009 | Leave a Comment »

The board of Ditech Networks Inc (NASDAQ:DITC) has agreed to nominate Lamassu Holdings’ representatives, Alan B. Howe and Frank J. Sansone, to be elected to the board at DITC’s next annual meeting. It seems that the board’s concern in nominating Howe and Sansone was that they not participate in any “withhold the vote” campaign or [...]

Read Full Post »

Older Posts »

Follow

Get every new post delivered to your Inbox.

Join 974 other followers