I’m not that excited by Summer Infant now and here’s why.
- The share price has run up since I posted about it earlier.
- They badly need financing.
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writeups – longs
Ring of Fire update (Noront, KWG Resources, Cliffs Natural Resources)
Altisource (ASPS) – Part 4 – Reading the 10-K, etc.
This post gets into the financials and is my attempt at really analyzing this company.
Altisource (ASPS) – Part 3 – Industry overview and context
This part provides an overview of the mortgage servicing industry and why Altisource will be a winner in it.
I am not an expert on the mortgage servicing industry but here is what I understand of it.
Altisource (ASPS) – Part 2 – Insider behaviour
This post discusses:
- Home Loan Servicing Solution / HLSS (which I overlooked)
- William C Erbey – Chairman
- Robert D. Stiles – former CFO
Altisource (ASPS) – Part 1 – A spinoff / growth situation
A discussion of spinoffs and a shallow first pass at valuing Altisource.
Advant-E (ADVC) quick update
It looks like the arbitrage trade discussed previously is off the table.
DAYTON, Ohio, Dec. 13, 2012 /PRNewswire/ – Advant-e Corporation (OTCQB: ADVC) today announced that its Board of Directors has determined that it is in the best interest of the Company and its shareholders to abandon its reverse and forward stock splits announced on November 5, 2012.
This action is being taken due to the timing of the special dividend announced on December 12, 2012, delays in obtaining regulatory review and approval, and other factors. The Company remains committed to the voluntary suspension of its public reporting obligations, which it intends to achieve as soon as practical.
