Thursday, February 28, 2008

Don Wolanchuk Likes MoSys Inc. (MOSY)

Noted Guru Don Wolanchuk likes Sunnyvale California's MoSys Inc. (MOSY)

One large reason Don cites for his excitement for the stock is Silicon Valley billionaire Carl Berg has been on the list of insiders buying recently.

MOSY Fundamentals:
  • No Earnings.
    Net Income Avl to Common (ttm): -$8.52M
  • Revenue (ttm) = $14.33M
  • Market Cap at $4.74 = $152M
  • Cash per share $2.023
  • Price to Book = 1.50
  • Price to Sales = 10.11

MOSY Background from Yahoo! Finance:

  • MoSys, Inc. designs, develops, markets, and licenses memory technologies used by semiconductor industry and electronic product manufacturers in North America, Asia, and Europe. The company offers 1T-SRAM, a semiconductor memory technology, to companies that incorporate, or embed memory on complex integrated circuits, such as system-on-chips. MoSys offers its technology to semiconductor companies, electronic product manufacturers, foundries, intellectual property companies, and design companies through product development, technology licensing, and joint marketing relationships. The company was founded in 1991. It was formerly known as Monolithic System Technology, Inc. and changed its name to MoSys, Inc. in 2006.

Insider Buy List

  • 25-Feb-08 BERG CARL E Director
    17,554 Direct Purchase at $4.34 per share. $76,184
  • 20-Feb-08 PERHAM LEONARD CHARLES Officer
    3,700 Direct Purchase at $4.33 - $4.36 per share. $16,0002
  • 20-Feb-08 PERHAM LEONARD CHARLES Officer
    9,127 Direct Purchase at $4.21 - $4.36 per share. $39,000
  • 20-Feb-08 PERHAM LEONARD CHARLES Officer
    10,173 Direct Purchase at $4.19 - $4.37 per share. $44,000
  • 19-Feb-08 PERHAM LEONARD CHARLES Officer
    23,000 Direct Purchase at $3.80 - $4.05 per share. $90,000
  • 19-Feb-08 BERG CARL E Director
    4,000 Direct Purchase at $3.79 per share. $15,160
  • 15-Feb-08 SULLIVAN JAMES Officer
    5,000 Direct Purchase at $3.49 per share. $17,450
  • 15-Feb-08 BERG CARL E Director
    36,200 Direct Purchase at $3.54 per share. $128,148

I like to buy stocks where the insiders are buying with their own money rather than giving themselves excessive stock options that dilute shareholder value. With all this insider buying, I will give MOSY consideration for my newsletter portfolio and personal account.

Keep track of Don Wolanchuk at our "Investing for the Long Term" facebook forum called "Don Wolanchuk."


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