Innodata Isogen Inc.

INOD-Q

NASDAQ:INOD

1.18
0.02 (1.67%)
Innodata Inc., formerly Innodata Isogen, Inc., is an American company that provides business process, technology and consulting services.
More at Wikipedia

Analysis and Opinions about INOD-Q

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
October 23, 2019
(A Top Pick Oct 22/18, Down 8%) He owned this year's ago. It used to have a tendency to spike in a few years. It is one of the most boring businesses -- digitizing data. Management has not changed for over 15 years. The conference calls have not been full of optimism, but he will continue to keep it on his buy list.
(A Top Pick Oct 22/18, Down 8%) He owned this year's ago. It used to have a tendency to spike in a few years. It is one of the most boring businesses -- digitizing data. Management has not changed for over 15 years. The conference calls have not been full of optimism, but he will continue to keep it on his buy list.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$0.000
Owned
Yes
TOP PICK
TOP PICK
December 24, 2018
It is the second time he has owned it. They are now looking at strategic alternatives. Every year they were losing money until recently. They may get taken over and it would be over $2. They have taken care of lowering a number of their expenses.
It is the second time he has owned it. They are now looking at strategic alternatives. Every year they were losing money until recently. They may get taken over and it would be over $2. They have taken care of lowering a number of their expenses.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.500
Owned
Yes
TOP PICK
TOP PICK
October 22, 2018

They help corporations in the space. It is a boring company. They lose a little bit of money. They are looking to sell off some of the divisions, some activists are saying to sell the whole company. It could get taken out at quite a premium.

They help corporations in the space. It is a boring company. They lose a little bit of money. They are looking to sell off some of the divisions, some activists are saying to sell the whole company. It could get taken out at quite a premium.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.490
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 8, 2017

(A Top Pick Dec 22/16. Down 48%.) Just announced they are setting up a committee which is going to really look at operations and the board. He is happy to hold this, but there is not a lot to get excited about.

(A Top Pick Dec 22/16. Down 48%.) Just announced they are setting up a committee which is going to really look at operations and the board. He is happy to hold this, but there is not a lot to get excited about.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.120
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 24, 2017

(A Top Pick Dec 22/16. Down 50%.) This deals with digitalization, things like e-books. On the conference calls, they are always super optimistic. In the last 2 conference calls, they weren’t. Sales have flatlined and they’ve been losing money. Expects that over the next 5 weeks there will be tax loss selling on this. He is happy to hold it, but it probably won’t pay off for quite a while.

(A Top Pick Dec 22/16. Down 50%.) This deals with digitalization, things like e-books. On the conference calls, they are always super optimistic. In the last 2 conference calls, they weren’t. Sales have flatlined and they’ve been losing money. Expects that over the next 5 weeks there will be tax loss selling on this. He is happy to hold it, but it probably won’t pay off for quite a while.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.080
Owned
Yes
PAST TOP PICK
PAST TOP PICK
November 3, 2017

(A Top Pick Sept 22/16. Down 46%.) Has been horrible, but this has a tendency to pop about every 3 years. They do digitalization for e-books, etc. When you listen to conference calls, it always sounds like they are going to be doing really well. Unfortunately, on the last conference call, they seemed to lose their confidence to some degree. There is a reasonable chance it could come down further in the tax loss season. Remains on his watch list, and he continues to buy it. Wouldn't be buying this today or tomorrow, but would wait to see if there is more tax loss selling.

(A Top Pick Sept 22/16. Down 46%.) Has been horrible, but this has a tendency to pop about every 3 years. They do digitalization for e-books, etc. When you listen to conference calls, it always sounds like they are going to be doing really well. Unfortunately, on the last conference call, they seemed to lose their confidence to some degree. There is a reasonable chance it could come down further in the tax loss season. Remains on his watch list, and he continues to buy it. Wouldn't be buying this today or tomorrow, but would wait to see if there is more tax loss selling.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.250
Owned
Yes
PAST TOP PICK
PAST TOP PICK
September 26, 2017

(A Top Pick June 28/16. Down 36%.) This was a bad pick all along. About every 3 years it has a spike, and the last one was around 2012 so it is now overdue. He is waiting for a catalyst. They have very little debt. It could take some tax loss selling before the end of the year, and he has it on his Buy list. Does digitization and a lot in the Tech Arena.

Innodata Isogen Inc. (INOD-Q)
September 26, 2017

(A Top Pick June 28/16. Down 36%.) This was a bad pick all along. About every 3 years it has a spike, and the last one was around 2012 so it is now overdue. He is waiting for a catalyst. They have very little debt. It could take some tax loss selling before the end of the year, and he has it on his Buy list. Does digitization and a lot in the Tech Arena.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.450
Owned
Yes
TOP PICK
TOP PICK
December 22, 2016

Digital technology for eBooks and so on. It has a very spiky chart. All of a sudden news comes out on it and it jumps. They moved into insurance. It will jump at some point.

Digital technology for eBooks and so on. It has a very spiky chart. All of a sudden news comes out on it and it jumps. They moved into insurance. It will jump at some point.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.150
Owned
Yes
TOP PICK
TOP PICK
September 22, 2016

They do digitalization and deal with technology solutions. Bought this at $2.21 and has a target of over $7. Very nominal debt. Insiders own quite a bit. They are moving into new fields, and he is not sure how successful that will be. Feels management has a pretty good idea of what they are doing.

Innodata Isogen Inc. (INOD-Q)
September 22, 2016

They do digitalization and deal with technology solutions. Bought this at $2.21 and has a target of over $7. Very nominal debt. Insiders own quite a bit. They are moving into new fields, and he is not sure how successful that will be. Feels management has a pretty good idea of what they are doing.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.230
Owned
Yes
TOP PICK
TOP PICK
June 28, 2016

This does digitalization. They are into e-books, work with the insurance industry and with the healthcare sector. This has virtually no debt. In the last few years they have lost a fair bit of money, and right now are operating at about breakeven. Wishes management were a bit more proactive. Just did a takeover of another company, but there is little information in the public sphere. The stock price tends not to be a slow grower, but tends to jump. He has a target price of over $7. His hope is that it will have one of the spikes that it has every few years, at which time he would jump out very, very quickly.

This does digitalization. They are into e-books, work with the insurance industry and with the healthcare sector. This has virtually no debt. In the last few years they have lost a fair bit of money, and right now are operating at about breakeven. Wishes management were a bit more proactive. Just did a takeover of another company, but there is little information in the public sphere. The stock price tends not to be a slow grower, but tends to jump. He has a target price of over $7. His hope is that it will have one of the spikes that it has every few years, at which time he would jump out very, very quickly.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.280
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 1, 2015

(A Top Pick Dec 23/14. Down 1.78%.) He likes this a lot. Revenues were $87 million a few years ago, and are now down to about $60 million. This deals with digitization, e-books types of things. Revenues last quarter went up 8%. They are going to make some money because they just did a deal with John Hancock Insurance. They are hoping to expand with them and with other insurers. They’ll also get some business because of the Basil Accord, because a lot of companies are going to need a lot more documentation. He can see the stock going up over $6.

(A Top Pick Dec 23/14. Down 1.78%.) He likes this a lot. Revenues were $87 million a few years ago, and are now down to about $60 million. This deals with digitization, e-books types of things. Revenues last quarter went up 8%. They are going to make some money because they just did a deal with John Hancock Insurance. They are hoping to expand with them and with other insurers. They’ll also get some business because of the Basil Accord, because a lot of companies are going to need a lot more documentation. He can see the stock going up over $6.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.760
Owned
Yes
TOP PICK
TOP PICK
December 23, 2014

Bought this company a number of years ago and paid $2.56. Sold it in 14 months at $6 plus. They do digitalization and are into e-books and work with insurance companies. Bought it again at $2.46, and feels that can get back to over $7 again. It has a tendency to run every few years, and really go into spikes. Charts show 3 spikes over the last 10 years, so he imagines this could possibly happen again. It is clean, clean in terms of debt. Revenues have been coming down. Lost $10 million last year, but about half of that was write offs. Right now they are running at about breakeven. Thinks it is a good turnaround play. With almost no debt, he doesn’t see any real danger signals.

Bought this company a number of years ago and paid $2.56. Sold it in 14 months at $6 plus. They do digitalization and are into e-books and work with insurance companies. Bought it again at $2.46, and feels that can get back to over $7 again. It has a tendency to run every few years, and really go into spikes. Charts show 3 spikes over the last 10 years, so he imagines this could possibly happen again. It is clean, clean in terms of debt. Revenues have been coming down. Lost $10 million last year, but about half of that was write offs. Right now they are running at about breakeven. Thinks it is a good turnaround play. With almost no debt, he doesn’t see any real danger signals.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.810
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 25, 2012
(Top Pick July 15/11, Up 124.35%)
(Top Pick July 15/11, Up 124.35%)
Benj Gallander
President, Contra the Heard Investment Letter
Price
$7.140
Owned
No
TOP PICK
TOP PICK
July 15, 2011
Publishing, digitization. Recently signed a deal with Apple. Clean, clean balance sheet. A market leader. Had some problems recently.
Publishing, digitization. Recently signed a deal with Apple. Clean, clean balance sheet. A market leader. Had some problems recently.
Benj Gallander
President, Contra the Heard Investment Letter
Price
$3.080
Owned
Yes
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