The weather here has been a welcome break from the heat and humidity back in the New York area. Took advantage of it to run five miles along the Embarcadero, and then added back all of those calories and more at a late dinner at the excellent Barbacco Eno Trattoria. In between, we had the [...]

Alloy Steel CEO Gene Kostecki responded to my e-mail asking whether he’d consider filing an 8-K or holding a conference call to elaborate on the company’s most recent quarterly filing. Gene said he and his new CFO, Barry Woodhouse, would be willing to speak with me by phone. We’ve scheduled that call for 9pm Hackensack [...]

We’ve settled on a prize for this contest: an HP 12C Financial Calculator.
The contest, which ends Wednesday night, is still wide open. Consider taking a moment to post an idea between now and then if you haven’t already. Again, if you’re not registered yet, you can do so in ten seconds by entering a [...]

Thanks again to those of you who voted for Portfolio Armor for iPhone in the StreetApps Challenge. We’re over 50 votes (52 right now), so I owe you guys a 1990s flashback post. I’ll try to get that one up by EOD tomorrow, travel permitting. If you haven’t voted yet, you do so by clicking [...]

I mentioned this on Short Screen earlier today:
I mentioned last week that I bought a few more shares of this company at $1.75 ( http://shortscreen.com… ). The company filed a disappointing quarter today, with a steep sequential drop in earnings, to 2.1 cents per share, from 6.4 cents per share in the previous quarter. Gross [...]

A friend who works in the industry had spoken positively about Trubion Pharmaceuticals a few months back, and I added it to my watch list, figuring it I might buy after a significant market correction. After the close today, the company announced it was getting bought out by Emergent BioSolutions. It was up ~50% after [...]

Fred Wilson, who I think has taken more vacations in the last year than Michelle Obama (off the top of my head, for Fred: Buenos Aires, Vail, Paris, someplace in Italy), hopes the Skype IPO will be the one to “get things going again.” Maybe. But when early investors (the smart/lucky money) are selling, someone [...]