In an M2M portfolio i'd own:
USAT is another one to consider but is highly valued for revenue and earnings potential.
These are the three that come to my mind. Please I am not just trying to spam. I just want a few more small cap M2M stocks to look into.
It has already had a good run this year but I bet it will catch up a bit more to the SWIR market cap. If you like M2M you might just want to hold that one as well in your portfolio. At least SWIR is going up today though. Both stocks have dreadful volume. What other small cap M2M plays are out there we need to keep a watch of and possible in our portfolio?
TSL should outperform and push the 10 mark if JASO can stay there.
Here comes the deal announcements. Lets hope the market likes them a lot and takes NVTL to +5 sooner than later. The stock is incredibly cheap but needs to prove later this year that all this comes with profits and earnings. I think they will.
They are hoping to keep the stock down on up days and allow the selling to occur on the down days. The only problem they have had has been on how many up days there has been. I'm waiting on mid month short numbers to come out. I am assuming we will hit a new high on number of shares short. The company needs to release some solar related news. Is the company taking orders on HiCz yet?
China solar stocks improving "should" have the greatest positive effect on GTAT shareprice. How long can the shorts pressure the stock to underperform solar peers. I doubt it will last lone and we will be at day highs today and 52 week highs within the summer months.
This helps solidify Wall Streets view that Novatel Wireless is a M2M player. The company is not valued as one currently and it would come with a decent amount of stock appreciation. Usually a few deal announcements follow. Hopefully somethin nice.
I doubted the company would goin into bankruptcy with such a strong name. Good job if you were holding into this announcement. I sadly was not but I made a bit on a few trades. Time to take MEAD off my watchlist.
Those pushing the short interest over 30% on FSLR, SPWR, and GTAT bet on a unviable solar industry and all going bankrupt. I guess they did not plan on what is about to happen. It’s good to follow the money on the short or long side normally... but after watching what happened with FSLT and SPWR smart money bets long with the inevitable covering.
Are they going to just run the cash position on their salaries or raise some more cash profitably delaying that effect? Any catalyst to buy.. I know there are a few to sell. I just don't go short and it would be idiotic too in a stock like nuro that has such a small float.
Using client and company money as collateral without them actually knowing. It ends up in one of three ways; making a lot of money and retirment, life in jail, or a jump off a bridge or life in jail. There are many more regulations in place now but where there is money to be made there is always corruption.
If GTAT makes the move that SPWR, WFR, and FSLR did.... +300% in less than half a year... it would be over 10 again. There will be desperation and the real move will occur on the day we hear of a large HiCz order. Sapphire is not moving any stock right now... its solar.. and GTAT has huge potential in the manufacturing upgrade/buildup.
I bet a few Rogue traders come out of the woodwork. There is 41.3 million shares short right now and that number increased by over 3 million last month. Most likely in desperation.
I'll tell you this. There are far more short shares here in GTAT than there were ever in FSLR or SPWR.
Last month short percentage went up. Just like FSLR a year ago and SPWR about a half year. Put two and two together and see if three does the same.
GTAT has gone up but it has not really happened here. It's only a matter of time before they week out GTAT shorts as well. Its not just solar. Can you believe AMD shorts just got hit as well. I thought that stock would never go up and one month later its up two dollars. Right now it is just too easy money to attack shorts in huge positions. Just like it was easy mone shorting two years ago.
I added to my position. Looks like the company is targeting breakeven in two quarters. I cautiously believe them.