Focus Articles

Focus Article: Cybex Merger Arbitrage

A complementary strategy that I have used over the last few years is merger arbitrage where investors attempt to capture the small spread that remain after a deal or merger is announced. We covered the strategy in detail while highlighting ...

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Focus Article: Glu Mobile (GLUU)

Insider buying slowed down to a trickle over the last two weeks leaving us with very few candidates for the weekly focus article. Following the big decline in one of our portfolio companies, Glu Mobile (GLUU), I decided to write ...

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Focus Article: Rovi Corporation (ROVI)

Rovi Corporation (ROVI) $14.51 The Company: For well over a decade now, one of my best sources for information for music was a site called AllMusic.com. Most popular music services including iTunes, Pandora and Spotify also depend on AllMusic.com for ...

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Focus Article: Hot Topic Inc. (HOTT)

Hot Topic Inc. (HOTT) $9.12 The Company: Hot Topic is a mall-based retailer that specifically targets teens with music, movies and pop culture inspired clothing and accessories. It has also become one of the leading retailers catering to plus size ...

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Focus Article: Belden Inc. (BDC)

Focus Article: Belden Inc. (BDC)

Belden Inc. (BDC) $38.40 The Company: With a witty and apt slogan of “Sending All The Right Signals”, Belden is a 110 year old company that sells cable, connectivity and networking products. Its cable division includes copper, coaxial and fiber ...

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Focus Article: Zipcar Inc. (ZIP)

Focus Article: Zipcar Inc. (ZIP)

Zipcar Inc. (ZIP) $7.90 The Company: Founded in 2000, Zipcar is a car sharing company that allows customers to rent cars for as little as an hour primarily from densely populated urban areas and over 250 University campuses. The key ...

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Focus Article: The Cheesecake Factory (CAKE)

The Cheesecake Factory (CAKE) $33.14 The Company: The Cheesecake Factory started out as a small 700 square foot store in Los Angeles when it was founded in 1972 by Oscar and Evelyn Overton. Their son David Overton launched the first ...

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Focus Article: Trading the VIX

While working through the insider purchases from last week, I considered several companies as potential candidates for this week’s weekly focus article but came up short. The $1 million purchase by the Chairman of E*Trade (ETFC) was certainly interesting as ...

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Focus Article: Nautilus Inc. (NLS)

Focus Article: Nautilus Inc. (NLS)

Nautilus Inc. (NLS) $2.44 The Company: Nautilus Inc. is a marketer, developer and manufacturer of consumer fitness products primarily in the United States and Canada. The company was founded in the year 1986 as Bowflex of America. Most consumers interested ...

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