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Microchip Barron's ran a piece today [subscription] on an interesting list that has some history. Back when I was at the hedge fund, we found a list of interesting stocks produced by boutique investment firm, B. Riley. This list, called Cash Rich Technology Stocks (CRTS), was a favorite among value investors in the technology sector.

According to Barron's, this list screens for tech stocks trading at or near net cash per share. More specifically, the CRTS looks for stocks where:
  • Net cash for all the companies considered was at least 35% of market cap.
  • Riley eliminated companies with market caps under $40 million or high cash-burn rates.
  • They crossed off those its analysts believed to have business models with little chance of success.
So, which stocks came up?

Continue reading Looking for value in the tech rubble: 29 stocks marked down

Looking for value in the tech rubble: 29 stocks marked down originally appeared on BloggingStocks on Mon, 07 Jan 2008 12:30:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>B. RileyB.RileyCALLCAMDCash Rich Technology StocksCashRichTechnologyStocksCRTSCTLMDITCENWVESSTEXAREXTRfeaturedINSPLOOKOPTVSCMRtechtech stocksTechStocksTLGDWSTLMon, 07 Jan 2008 12:30:00 EST<![CDATA[Analyst upgrades: WMT, MGA, DISH, WSTL and SIRF]]>http://www.bloggingstocks.com/2007/09/27/analyst-upgrades-wmt-mga-dish-wstl-and-sirf/http://www.bloggingstocks.com/2007/09/27/analyst-upgrades-wmt-mga-dish-wstl-and-sirf/http://www.bloggingstocks.com/2007/09/27/analyst-upgrades-wmt-mga-dish-wstl-and-sirf/#commentsFiled under: , , ,

MOST NOTEWORTHY: Wal-Mart Stores, Magna International, EchoStar Communications, Westell Technologies and SiRF Technology were today's noteworthy upgrades:
  • Rochdale upgraded shares of Wal-Mart Stores (NYSE: WMT) to Buy from Hold citing improved outlook for margins and ROIC.
  • CIBC World Markets resumed coverage and upgraded shares of Magna International (NYSE: MGA) to Sector Outperformer from Sector Performer as they believe higher multiples are warranted due to the company's improving earnings power and cash flow generation.
  • Oppenheimer upgraded shares of EchoStar Communications (NASDAQ: DISH) to Buy from Neutral as they believe recent events add $4-$6 per share to their valuation analysis.
  • Westell Technologies (NASDAQ: WSTL) was upgraded to Outperform from Neutral at Baird. The firm believes Westell is taking the right steps to improve its market position and financial performance.
  • Credit Suisse upgraded SiRF Technology Holdings (NASDAQ: SIRF) to Outperform from Neutral, expecting the stock to benefit from a strong holiday season at electronic retailers.
OTHER UPGRADES:

Analyst upgrades: WMT, MGA, DISH, WSTL and SIRF originally appeared on BloggingStocks on Thu, 27 Sep 2007 10:52:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>analystcampbell soupCampbellSoupcpbdishechostaremerson electricEmersonElectricemrkindred healthcareKindredHealthcarekndmagnamgaofgoriental financialOrientalFinancialprudentialpuksirfupgradewal-martwestellwmtwstlThu, 27 Sep 2007 10:52:00 EST