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QuickLogic: a small tech play with big ambitions
QuickLogic provides an opportunity to invest before the analysts and the public jump on board.
Manager Commentary Gerald Gehman on 8 Apr 2012
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A cash wave is poised to hit the stock market
The European banks now have access to three year money at a low cost that will help them get through this slow economic cycle.
Manager Commentary Gerald Gehman on 20 Mar 2012
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Massive global liquidity creates big opportunity for stocks in 2012
But you do have to be careful out there - it is going to be very volatile.
Manager Spotlight Gerald Gehman on 20 Feb 2012
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I believe we'll see recovery, not recession
Now that the US is starting to recover, it is the European debt crisis that is pressuring stock prices.
Manager Commentary Gerald Gehman on 19 Feb 2012
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The case for EZchip
This fabless semiconductor producer has a killer product on the way.
Manager Commentary Gerald Gehman on 20 Dec 2011
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EZChip remains very well positioned
Management says both the NP-5 and Kiryat Gat products “are expected to become our growth generators when the NP-4 reaches its peak revenues several years from now.”
Manager Commentary Gerald Gehman on 14 Nov 2011
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Wave Systems is now in a position to grow significantly
In the emerging Trusted Computing sector, WAVX can write major contracts before the competition starts breathing down their necks.
Manager Commentary Gerald Gehman on 20 Oct 2011
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My stocks are volatile, battered and beaten - but the fundamental stories are intact
Small cap stocks tend to be higher risk than large caps, and we’re seeing that in my portfolio.
Manager Commentary Gerald Gehman on 21 Sep 2011
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