Saul Rosenthal

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  • Big Insider Buys for Maxwell Technologies This Week

    By Saul Rosenthal - November 9, 2012 | Tickers: DDD

    This is a brief follow-up to my article published a week ago (on Oct. 31) entitled “A Different Approach to Energy Efficiency.”

    In that article I discussed how Maxwell Technologies, the dominant player in ultracapacitors, had had an unwarranted collapse in price, from about $20.00 to $6.30, while their acceptance and potential markets were growing enormously. This price collapse came about primarily because of their cautious guidance due more »

  • Maxwell Technologies - Four Large Insider Buys this Past Week

    By Saul Rosenthal - November 8, 2012 | Tickers: DDD

    This is a brief follow-up to my article published a week ago (on Oct. 31) entitled “A Different Approach to Energy Efficiency.”

    In that article I discussed how Maxwell Technologies, the dominant player in ultracapacitors, had had an unwarranted collapse in price, from about $20.00 to $6.30, while their acceptance and potential markets were growing enormously. This price collapse came about primarily because of their cautious guidance due more »

  • A Different Approach to Energy Efficiency

    By Saul Rosenthal - October 31, 2012 | Tickers: BDRBF.PK, FLEX, F, GM, MXWL

    Imagine a small energy company that lost $0.24 a share 2009, broke into the black and made $0.05 in 2010, almost quadrupled that and made $0.18 last year, and will come close to tripling that again this year with perhaps $0.50 in adjusted earnings. (After the third quarter, its 12-month trailing earnings were $0.47).

    The company made $0.21 in the just-reported third quarter, more more »

  • While Apple and Samsung Battle it out, Acacia Keeps Chugging Along

    By Saul Rosenthal - September 26, 2012 | Tickers: ACTG, ADI, ETFC, PCRFY, VAR

    In my blog a month ago titled “Oracle, Microsoft and Samsung Paid this Little Company Tens of Millions of Dollars Upfront,” I wrote about Acacia Research (NASDAQ: ACTG), which represents patent holders and has acquired numerous patent portfolios itself. I pointed out that they had tripled their revenues in two years from 2009 to 2011, and that they had definitely broken into the big time, having separately licensed their entire more »

  • Acorn Energy: A Little Technology Company About to Explode!

    By Saul Rosenthal - September 14, 2012 | Tickers: DDD, ACFN, AMZN, GOOG, IPGP

    Acorn Energy (NASDAQ: ACFN), is actually a publicly traded venture capital company. They buy small technology start-up companies that have technologies and products that are close to fruition, finance them, and nurse them along until they reach commercial success.

    They’ve done this before; selling one of their subsidiary companies through an IPO in 2007, and selling another company in 2010 for $101.0 million. They had invested only $18 more »

  • The New Leader in Reservoir Simulation Software

    By Saul Rosenthal - August 30, 2012 | Tickers: CMDXF.PK, HAL, PZE, RDS-A, SLB

    The Computer Modelling Group (NASDAQOTH: CMDXF.PK) is a little Canadian Company that you have probably never heard of, but it is one of the leading providers of simulation software used by petroleum drilling companies to model their underground reservoirs.  What this means is that the oil companies rely on Computer Modelling’s software to evaluate a variety of different drilling and production strategies in order to identify what will more »

  • Oracle, Microsoft and Samsung Paid this Little Company Tens of Millions of Dollars Upfront

    By Saul Rosenthal - August 23, 2012 | Tickers: ACTG, CSCO, C, MSFT, ORCL | Editor's Choice

    Acacia Research (Nasdaq: ACTG) started off representing small investors and small companies who didn’t know how or couldn’t afford to enforce patents that they had obtained. After all, it’s not obvious how a small company or an individual can even find out who is violating their patents, and then it’s expensive and requires a lot of skill to defend them. It can also be very time more »

  • A Different View of Who Will Profit from the Coming Changeover to Natural Gas

    By Saul Rosenthal - August 18, 2012 | Tickers: LNG, CLNE, GE, UPL, WPRT | Editor's Choice

    It seems apparent that natural gas will provide a lot of the future energy in the United States. Natural gas is cheap compared to gasoline or diesel. In fact, it’s at near record low prices. It’s very, very plentiful in the States. It’s less polluting than gasoline, and it’s much less polluting than coal.

    This has caused a lot of enthusiasm about the future of two more »

  • An Inexpensive Internet Real Estate Company Growing over 100% Year over Year

    By Saul Rosenthal - August 8, 2012 | Tickers: AMZN, ELLI, YHOO, Z

    I recently posted a blog on why I decided not to buy Zillow (NASDAQ: Z). Unfortunately I was shooting down an internet stock that was many peoples’ hope for an exciting investment in the real estate market. I therefore think that I should give an alternative to those who want to invest in a real estate internet stock.

    Well, here’s a real estate internet stock that for the last more »

  • Insiders on a Buying Binge

    By Saul Rosenthal - August 2, 2012 | Tickers: DDD, ACFN, AMZN, GOOG

    It was Peter Lynch who said something like “There are lots of reasons why insiders sell, but only one reason why they buy: They believe the price will go up.”

    Consider the little technology company Acorn Energy (NASDAQ: ACFN).

    Out of the last 29 or so insider trades, dating back to June 2010, an amazing 28 have been purchases at market!!

    The only sale was 20,000 shares by the more »

  • Apple: It’s the Stores, Stupid!

    By Saul Rosenthal - August 2, 2012 | Tickers: AAPL, GOOG, MSFT

    When trying to explain Apple's (NASDAQ: AAPL) phenomenal success, some credit their innovativeness, their ability to reinvent whole categories of electronic gadgets which then become must-haves, Apple's cloud in which everything works together, or their huge generation of cash. They rarely mention the Apple Stores. However, I believe that the Apple Stores are one of the most important assets that Apple has! An asset which is very instrumental more »

  • Why I Decided not to Buy Zillow

    By Saul Rosenthal - July 30, 2012 | Tickers: YHOO, Z

    At first I was really excited about Zillow (NASDAQ: Z). I read back through the last four earnings reports. I read lots of comments about it. I thought about it a lot. I ended up feeling that the company will do fine, but as an investment the stock was limited and I decided not to buy. Here’s why:

    To start off with, I gave them the benefit of the more »

  • Profit from Rising Raw Materials Prices Without the Risk

    By Saul Rosenthal - July 26, 2012 | Tickers: ABX, BHP, FRACF.PK, GG, RIO

    (Note: The original version of this article contained incorrect dividend per share and dividend yield numbers for Foraco. This post has been updated with the correct data.)

    Foraco (NASDAQOTH: FRACF.PK) is a small to medium-size company (market cap about $300 million) that you probably have never heard of, but which provides a valuable service for mineral and metal mining companies. They do exploratory drilling for them, in difficult, hard more »