ajm101

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ajm101 replied to the Value Hounds board. 4:34 PM

Re: Tucows (TCX)

Really hard for me to say, they're not widely covered, and I don't have access to reports for any of that analysts that do cover them. So I can't compare market expectations to the actual numbers.

The CEO guided down the growth rate for the [more]

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ajm101 replied to the Value Hounds board. 12:09 PM

Re: Tucows (TCX)

Tucows released their Q1 numbers yesterday. Ting remains my primary interest in the company (ex-Ting it did fine, though). From the CC:

"The other side of the retail business of course, is Ting. All aspects of this business are moving [more]

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ajm101 posted to the Falling Knives board. 7:17 PM

FKA: NTE

Day late, still fallen.

They are suffering from reduced tablet demand (they do dirty work of assembly of LCDs and such), and may shutter newly opened facilities if they can't get new work at sufficient margins. Not the slickest IR [more]

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ajm101 replied to the Value Hounds board. 6:09 PM

Re: Tucows (TCX)

Oh geez. Thank you very much for pointing that out to me. Now I wish I had just suffered a little bit more insomnia and done a slightly better write-up :)

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ajm101 replied to the Value Hounds board. 1:14 PM

Re: Tucows (TCX)

Hah! I (humbly) hope I am a little above average in that regard.

I briefly considered playing around with my own VOIP system with one of the open PBX systems with Google Voice fronting it. Didn't go far with it (it's one thing if [more]

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ajm101 replied to the Value Hounds board. 11:53 AM

Re: Tucows (TCX)

@StuyvesantGrad70 - Thank you, I appreciate the pointer and summary. I've given up on all newsletters for years now, though, so I don't have an account. I'm not surprised that they are EBITDA negative at this point. If you look at the 2011 to 2012 [more]

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ajm101 posted to the Value Hounds board. 3:39 AM

Tucows (TCX)

Founded in 1992, they are an old internet company with a twist. I believe the name was an acronym for "The Ultimate Collection Of Winsock Software" - it used to be a shareware download site (when those mattered).

They have several [more]

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ajm101 replied to the Buying or Selling a Home board. 12:22 AM

Re: When can I qualify for a loan?

So your son got a PhD, was making 6 figures, and wanted to buy a house for less than 2 times his annual salary?

Your attitude towards this guy who just came here to ask questions is crap. Don't put your hangups on him.

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ajm101 replied to the Mining and Metals board. 9:28 PM

Re: Energy Fuels Re-issued License: Proposed Pin

Thanks - yeah, I have a similar set of positions. My combined FSSIF/ESOFD position is bit bigger, proportionately. I had similarly sized positions in DNN and STHJF, and EFRFF and FSSIF via spin-offs from them. I don't have UEC, but a smallish CCJ [more]

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ajm101 replied to the Mining and Metals board. 1:10 PM

Re: Energy Fuels Re-issued License: Proposed Pinon..

Just curious if you're following the related DNN, AMW.V/ESOFD, FIS.V/FSSIF story as well. The Patterson Lake South deposit seems like an obvious acquisition target for 2-3 times what the current valuation of Fission-ex DNN assets and Alpha are [more]

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ajm101 replied to the Value Hounds board. 11:16 PM

Re: NWLI- help me make sense of this

I have 83 shares of GLGI ~$0.65 that agree with you.

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ajm101 replied to the Value Hounds board. 11:06 PM

Re: Best Values Now

Thanks, better than anything I had.

MKL and the other insurance float backed conglomerates have never been my area of expertise. I have LUK, but only from special situation investment in JEF that panned out okay. Okay, and some L in an [more]

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ajm101 replied to the Value Hounds board. 6:23 PM

Re: Best Values Now

Can anyone describe the bear case in MKL? Almost 10% short interest (and short ratio almost 33!) gives me some pause.

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ajm101 posted to the Value Hounds board. 9:15 AM

Indiana Business Corporation Law help?

I'm not sure if any of you have run into a similar situation with a holding, but yesterday IESC announced it was going to acquire a company I own shares in, MISCOR Group (MIGL). It isn't a terrible deal, but I do think they are getting it on the [more]

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ajm101 replied to the Falling Knives board. 10:22 PM

Re: The obvious: AAPL

Nintendo is a one-hit wonder???

Were you alive in the 1980s or 90s?