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Value Stocks

Defense Stocks: The Great Guns vs Butter Stocks Debate

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December 19, 2011
Shock diamond

By: Margin of Safety Equity Research. … Most of us who managed to stay awake in our high school history class are familiar with the “guns and butter” debate that dominated American politics back in the 1960’s. It was a
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Manhattan Bridge Capital Inc: Substantial Discount To Assets, But Is It Justified? ($LOAN)

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December 19, 2011
Manhattan Bridge Capital Inc: Substantial Discount To Assets, But Is It Justified? ($LOAN)

Frank Voisin writes about value investing topics at http://www.frankvoisin.com Manhattan Bridge Capital Inc. (NASDAQ: LOAN…) provides short-term, secured loans to real estate investors to fund acquisitions and construction of properties in the New York Metropolitan area.The company has
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Growth and Value: Esterline Technologies – a Leading Defense Contractor

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December 16, 2011

By  Investing versus Speculating… With the amount of volatility seen in the equity markets today, many people seem to believe that the old proven practices of investing in solid businesses for the long run no longer apply.  But it’s
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Imation Corp: Following In The Path of Kodak? ($IMN, $EK, $MMM)

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December 16, 2011

Frank Voisin writes about value investing topics at http://www.frankvoisin.com mation Corp (NYSE: IMN…) is a global developer and marketer of branded storage products such as CDs, DVDs, flash drives and magnetic tapes. It was a subsidiary of 3M
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Mercer International (MERC) and Canfor Pulp Products (CFPUF) – NBSK Pulp Companies

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December 14, 2011
pulp picture

Elie Rosenberg is a value investor based out of Dallas, Texas. He is the founder and editor of Value Slant . Following up on theNBSK market overview…, let’s take a look at some individual NBSK pulp companies.
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Landauer, Inc: Accretive is a Four Letter Word ($LDR)

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December 14, 2011
Landauer, Inc - Historical Returns, 1995 - 2011

Frank Voisin writes about value investing topics at http://www.frankvoisin.com… Accretive is a term used to signify a transaction (often an acquisition, but not necessarily so) that is expected to increase a financial metric. The metric most often referred to is
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Facebook’s Value Rebounds 9% In SharesPost Auction

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December 13, 2011

Facebook shares rose about nine percent in value in the last auction on SharesPost, to close at $33 apiece on Friday, compared to a previous $30. If the company still had 2.5 billion outstanding shares like we’d assumed, that would…
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Pro-Dex Inc: Are Stories Of Its Death Greatly Exaggerated? ($PDEX)

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December 12, 2011
Pro-Dex, Inc. - Historical Returns, 2000 - 2011

Frank Voisin writes about value investing topics at http://www.frankvoisin.com  Pro-Dex, Inc. (NASDAQ: PDEX…) designs and manufactures a range of power and control products including powered surgical devices, multi-axis motion controls, and custom motors. The company’s products are sold
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Gramercy Capital (GKK) – this ain’t your daddy’s net net

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December 9, 2011

One of my favorite new blogs, csinvesting, had this post up for a case study on valuations. Part of the answer key contains notes from famed value investing guru Bruce Greenwald’s class which contains these three quotes (from page 4):…
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Talbots (TLB) – A Specialty Retail Special Situation

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December 9, 2011
tablots logo

Elie Rosenberg is a value investor based out of Dallas, Texas. He is the founder and editor of Value Slant…. Talbots (TLB) is a struggling specialty retailer of women’s apparel that has become an interesting risk arbitrage situation. The
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