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Is Raven Industries (RAVN) A Smart Long-Term Buy?


Is Raven Industries (RAVN) A Smart Long-Term Buy?
Roubaix Capital LLC, an investment management firm, published its ‘Roubaix Fund Composite’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return of 26.63% was recorded by the fund for the Q4 of 2020, outperforming its HFRI Equity Hedge benchmark that delivered a 14.50% return but below its Russell 2000 index that had a 31.37% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Roubaix Capital, in their Q4 2020 Investor Letter, said that they see good opportunities in Raven Industries, Inc. (NASDAQ: RAVN). Raven Industries, Inc. is an agriculture products manufacturing company that currently has a $1.3 billion market cap. For the past 3 months, RAVN delivered a decent 57.68% return and settled at $37.86 per share at the closing of February 16th. ....

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Is Anterix Inc. (ATEX) A Smart Long-Term Buy?


Is Anterix Inc. (ATEX) A Smart Long-Term Buy?
Roubaix Capital LLC, an investment management firm, published its ‘Roubaix Fund Composite’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return of 26.63% was recorded by the fund for the Q4 of 2020, outperforming its HFRI Equity Hedge benchmark that delivered a 14.50% return but below its Russell 2000 index that had a 31.37% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Roubaix Capital, in their Q4 2020 Investor Letter, said that Anterix Inc. (NASDAQ: ATEX) has a strong potential of joining the economy’s upward move post pandemic. Anterix Inc. is a wireless communications applications company that currently has a $713.1 million market cap. For the past 3 months, ATEX delivered a 47.40% return and settled at $40.55 per share at the closing of February 16th. ....

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Here's Why Roubaix Capital Wants to Short Sykes Enterprises (SYKE)


Here’s Why Roubaix Capital Wants to Short Sykes Enterprises (SYKE)
Roubaix Capital LLC, an investment management firm, published its ‘Roubaix Fund Composite’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return of 26.63% was recorded by the fund for the Q4 of 2020, outperforming its HFRI Equity Hedge benchmark that delivered a 14.50% return but below its Russell 2000 index that had a 31.37% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Roubaix Capital, in their Q4 2020 Investor Letter, said that they continue to identify short opportunities in Sykes Enterprises, Incorporated (NASDAQ: SYKE) as the demand for their services continue to decline. Sykes Enterprises, Incorporated is a business process outsourcing company currently has a $1.6 billion market cap. For the past 3 months, SJM delivered a 9.69% return and settled at $42.09 per share at the closing of February 16th. ....

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