Two writeups on RSH and RDI
Two nice posts on stocks I’ve discussed and hold. Radioshack (RSH)- check out this write up by Clumsy Rick on how analysts are missing the importance of the iPad sales. He also had recent nice wirte...
View ArticlePremier Exhibits (PRXI) update
Premier Exhibits (PRXI), first mentioned here, has been a core holding of mine for a while. The thesis has been pretty simple- the company trades for a huge discount to the appraised value of their...
View ArticleSome links and updates ($GTSI, $PRXI, $RDI, $HOFT)
Following up on yesterday’s post on GTSI (and my original investment thesis here), you can see this nice post over on Frank Voison discussing GTSI’s new share buyback. The only quibble I’d have with...
View ArticleSpecial value situations update ($PRXI, $GYRO)
A few months ago, I posted two special situations with a deep value framework- Premier Exhibits (PRXI) and Gyrodyne (GYRO). Now that it’s been a few months, I figured I’d take a second to review the...
View ArticleRe-opened position in $PRXI
I re-opened a position in PRXI today. You’ll recall that PRXI was originally a special situation that I mentioned (and invested in) in the low to mid $1 per share range. However, I grew frustrated with...
View Article$PRXI- could a sale be announced soon?
I mentioned PRXI a few months ago as an interesting special situation. Since that time, the share price has remained relatively flat as the market waits for more news regarding the sale of their...
View ArticleSelling my position in $PRXI
I mentioned this in the comments in my last post on PRXI, but I figured I might as well write a post on it- I’ve sold out of my position in PRXI. The analysis is pretty simple- even though I believe...
View ArticleJust when I think I’m out, they pull me back in- $PRXI
I’ve recently re-initiated a small-ish long position in Premier Exhibits (PRXI), as they’ve fallen from the $2.60 range to the $2.20 range. I’ve talked about them quite a good deal in the past and sold...
View Article$PRXI enters LOI to sell Titanic artifacts… so now what?
Yesterday, Premier Exhibits (PRXI) reported strong earnings numbers. Then, in their conference call after market close, the company dropped a bombshell: they had signed a letter of intent (LOI) to sell...
View ArticleFailed Titanic sale won’t sink Premier $PRXI
Yesterday, I posted an article on seekingalpha discussing Premier (PRXI) and why I think it’s a great value at these prices. Perhaps no stock has been discussed as frequently on this site as Premier....
View ArticleIs it time to abandon ship of $PRXI
Early today I posted an article to seeking alpha discussing my views on Premier Exhibitions’ (PRXI) most recent quarter. You can find the article here. Disclosure: Long PRXI Related posts: Failed...
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