Envoy Global Research

Vonage (VG) Delivers Strong Earnings Again

Vonage's financial results and business metrics continue to show improvement, despite the obfuscation of accounting results and the timing of new product launches. Since the company's stock price has yet to reflect these seemingly obvious positive developments, as well as other potential value-enhancing events, it would appear to me that the stock still presents an excellent investment opportunity.

One Lesson of the Financial Crisis: It Pays to Lose Money

One of the main lessons of the financial crisis is simply that the best way to make a lot of money is to lose piles of it.

Why Banks Are Unlikely to Jump Start Lending (and Smart Not To)

The current plea by government officials for banks to increase lending, will likely fall on deaf ears, since it is diametrically opposed to the government's other policy of subsidizing these banks with enormous gifts of risk-free profits.

The Failure of the Bailout

As the political apparatus in this country continues to extol the virtues of the financial bailout, I think it’s important for thinking investors to remind themselves that the bailout orchestrated by the Fed and the Treasury has in reality been a dismal failure. Therefore, extreme caution is still warranted when venturing into the US financial market, which remains a vast ponzi scheme now supported by taxpayer dollars.

Weimer Republic: A Paradigm for the current US Stock Market?

As the US stock market continues to race higher, and the value of the dollar continues to plumb lower, it pays to remember that during the Weimer printing press in 1919-1922, the Weimer stock market rose over 89X, from 100 to 8900.

iPass (IPAS): Another Attractive Technology Turnaround Investment

iPass (IPAS) is another low-risk technology stock, that is trading at a depressed valuation, but I believe is on the cusp of renewed growth. Even more importantly, investors are currently being rewarded for their patience in IPAS with management promising continued cash returns via the payout of excess capital to shareholders.

MethylGene (MYG.TO): Another Biotech to Consider

With the success of my last biotech pick, MYRX, I've been scouring the markets looking for other biotech values. MethylGene seems to fit the bill.

China Solar and Clean Energy (CSOL): A Good Speculative Play for this Market

It would appear that CSOL has limited downside at current prices, and on the upside, should the company succeed in garnering some attention via new clean energy deals in China, I would expect the stock to rise, especially given the low market cap and the continued hype surrounding China's solar push.

Myriad Pharmaceuticals, Inc. (MYRX): Interesting Spin-Off Opportunity

MYRX, my first biotech idea on this website, appears to offer a good investment opportunity simply due to the vagaries of spin-offs.

VocalTec Communications (VOCL): Another Interesting VOIP Investment

After my successful investment in VG, I've been looking for other ways to play the renewed interest in VOIP, especially considering the push for VOIP applications on mobile networks. One stock that peaked my interest was VOCL.