Monthly Archives: December 2010

Micron Technology (MU): A test of overconfidence

Micron Technology (MU) is a maker of DRAM and flash memory that, numbers-wise, appears to offer a compelling deal. As I dug deeper into its annual reports it began to remind me more and more of another company I’ve already … Continue reading

Posted in Analysis | Tagged | Leave a comment

Short Interest Draws My Interest: Gamestop (GME) Analysis

I’ve been reading The Art of Short Selling and I was inspired to put it into practice a bit by this post: http://www.bloggingstocks.com/2010/12/17/chasing-value-gamestops-demise-inevitable/ The author’s review and arguments in both articles seem poorly backed and though-out, but the author did … Continue reading

Posted in Analysis | Leave a comment

Kulicke & Soffa (KLIC) Analysis

Kulicke & Soffa (KLIC) is a manufacturer of semiconductor manufacturing hardware. The stock currently trades at $7.46 on EPS of $1.92. The strangely low multiple and otherwise intriguing stats convinced me to take a deeper look. Unfortunately, although it has … Continue reading

Posted in Analysis | Tagged | Leave a comment

LLEN Update

It’s been a pretty active week for LLEN. (I guess Mr. Market’s been a little forgetful with his meds…) Back on November 29 LLEN announced that it had entered into an agreement with a mine in Colorado (the Bowie Mine) … Continue reading

Posted in Stock Update | Tagged | Leave a comment

November 2010 Progress Report

I figure I’ll track the various stocks I post an analysis for so that I (and curious readers) will have a concrete measure of how they perform over time. This comparison is a bit skewed since most aren’t a full … Continue reading

Posted in Progress Report | Tagged , , , | Leave a comment