“Value Micro” asks questions about ROIAK and BAGL. I take stabs at answering them.

On or about February 18th, we’re going to raise the membership fees on both Short Screen and Portfolio Armor; we’re doing some analysis now to determine the exact amounts of the increases. Current members of the sites will be grandfathered and will continue to pay the current membership fees, for as long as they remain [...]

Shorted sheet rock  company USG today at $12.45. As I mentioned on the old blog last fall, I regretted not shorting this when I was first bearish on it back in ‘08. Would have been a better bet to short USG back then, but we’ll see if I can make money shorting it now. I [...]

I have been thinking about Brigham Exploration Co. (Nasdaq: BEXP) off and on since last August, when U.S. Energy Corp (Nasdaq: USEG) entered a drilling participation agreement with Brigham in Brigham’s Bakken oil properties. Today I shorted BEXP at $13.11. Because BEXP was in financially dicey straights back then (it had an Altman Z”-Score1 in [...]