EDITORS NOTE: Below is an article from Vitaly katsenelson. He mentions Victor Fasciani, who was also a close friend of mine. I urge everyone who has the means to give money to the charity at the link below. I personally …
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Financial News with emphasis on Value Investing, Hedge Funds and Asset Managers
Value Stocks
The Value Trap of Deeply Cyclical Stocks
P.F. Chang’s China Bistro: How Prevalent is the Decline? ($PFCB)
P.F. Chang’s China Bistro (NASDAQ: PFCB…) owns and operates nearly four hundred restaurants split between its full-service P.F. Chang’s China Bistro brand and quick service Pei Wei brand. Both brands feature Asian cuisine, and the vast majority of
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Gaming Partners International: An Activist Emerges ($GPIC)
I have written about Gaming Partners International (NASDAQ: GPIC) several times before…, and although I do not currently hold a position I thought it would be worth providing an update on some interesting news. Enclave Asset Management
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Trident Microsystems ($TRIDQ) – Value in Bankruptcy
Trident Microsystems (TRIDQ) is a recent bankruptcy where there might actually be a substantial recovery for the equity. There appears to be a. downside protection in the form of substantial value to the equity in a liquidation scenario, b. upside…
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Has McDonalds Become Too Pricey To Buy or Hold?
We are strong believers in making buy, sell or hold investing decisions predicated on the fundamentals behind the business that the common stock represents. On the other hand, we also acknowledge the undeniable reality that “Mr. Market” does not always…
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Monster Worldwide Inc: Hardly a Monster of a Deal ($MWW, $LNKD)
Monster Worldwide, Inc (NYSE: MWW…) manages a portfolio of websites that connect job seekers with employers in approximately 55 countries. With soaring unemployment for the last few years and a dearth of job postings the company has fallen
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Facebook Reserves ‘FB’ As Company’s Ticker Symbol
There are few important things that an investor will like to know after catching up the news of Facebook’s IPO… filing. Two major things that will be looked by everyone are:
At which exchange the company will be listed?
And
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L.B. Foster Company: Shareholder Friendly But Great Uncertainty ($FSTR)
L.B. Foster Company (NASDAQ: FSTR…) is a manufacturer and distributor of products for the rail, construction, energy and utility markets, including rail, ties, joints, fasteners, piling, and pipes. Approximately half of its revenues are from construction products, 45%
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Dividends and Returns on Equity ($LDR, $MSFT, $AAPL)
The following chart shows the returns on average equity for two companies over a decade.
…Returns on Average Equity
Each company begins in the same spot, yet one begins an inexorable decline while the other maintains enviable performance. High and
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Xerium Technologies (XRM) – Recurring Revenues/High Leverage
Xerium Technologies (XRM) makes consumable products for paper manufacturers. They sell two broad types of products: paper machine clothing (2/3 of revenues) and paper machine roll covers (1/3 of revenues). Paper machine clothing is a specialty woven textile that helps…
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These 20 Common Sense Investing Rules Will Give You A Huge Leg-Up On The Competition
…I get a lot of inquiries about investment help from people that aren’t suitable for what I do or people who simply don’t yet meet our minimums. I hate having to turn folks away, especially loyal readers or people that
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Bank Of America Warrants Add Considerable Value To Berkshire Hathaway
…On Aug. 25, 2011, Bank of America (BAC) announced the sale of $5 billion of 6% Cumulative Perpetual Preferred Stock to Berkshire Hathaway (BRK.A)(BRK.B). The preferred stock is redeemable by Bank of America at any time at a 5 percent
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Dart Group – $DTG.L: Small Cap Trading at 70% Discount
Description…
Dart Group PLC started as a flower import business and has evolved into an aviation services and distribution company. The Company is specialized in the operation of budget aviation services throughout Europe with Jet2, and is one of the
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Micrel, Inc: Working For Shareholders ($MCRL)
Micrel, Incorporated (NASDAQ: MCRL…) designs, develops, manufactures and markets a range of approximately 3,000 analog integrated circuits used in cell phones, laptops, tablets, networking devices, televisions and other equipment. The company produces power management analog products, high bandwidth
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Mac-Gray Corporation ($TUC) – Laundering Money
Mac-Gray (TUC) is an operator of laundry rooms in multi-unit housing facilities such as apartment buildings and colleges. They are the second largest company in the space with 86,000 rooms in 43 states.
Business Model
TUC contracts with facilities…
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