Posted by: nepboy789 April 16, 2014
Seth Klarman Says Markets Are Too Bubbly
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Most of mining stocks such as AG, EXK, RIOM etc are in red zone, down about 5 - 15% from where I bought but I am bullish on silver on long-term so not worried much at this point. I even have small position of USLV, so you can think how bullish I am on silver.

Regarding software security, FEYE has been in my watch list for few months, its down more than 50% since its last months high of $97. DATA is also another great company for BI reporting which has been down. Probably these are still overvalued so not sure if this is a good entry point or these are still falling knifes.

Yes, data security has been a hot topics again since the Target's data breach in December. GSB looks a great company, thanks for the alert. I will consider adding some shares in my portfolio.

BTW, I came across CERE yesterday but have not got any chance to check in detail. looks like this is trading below cash value now, what do you think about this?

Oh.. couple more, RIHT and FNJN are two stocks I am also watching, some people hate these companies as they call them 'Patent Troll' as they make money filing lawsuits but I do not care that part, they have a good business model (as FNJN has 100s of patents and RIHT has considerable amount of agreements with lots of intellectual properties holders) so this may be right time to enter. Anyone following these two or have any input on these?

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