…Our normal policy is to produce articles and analysis on companies that we believe offer attractive valuations based on earnings and cash flows. However, we’ve recently received numerous requests to write about companies that may be overvalued by Mr. Market.
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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) 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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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 (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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On this week’s Consuelo Mack WealthTrack… Great Investor Don Yacktman, founder and co-manager of the Yacktman Fund tells us how he continues to beat the overall stock market landing in the top one percent of all large cap mutual funds
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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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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) 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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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, 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 (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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A reader suggested I check into ManTech International Corp (NASDAQ: MANT…), one of the largest technology providers for national security programs for the intelligence community, including the departments of Defense, State and Homeland Security, as well as the
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…Stocks are getting scarcer in the U.S. for the first time since the bull market began as companies cut share sales to the lowest level since 2006 and buy back equity at the fastest pace in four years.
Amgen Inc.
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…Companies with activists involved are always an interesting place to look for investment ideas. Here are a two companies with activist activity I have come across recently- Wausau Paper (WPP) and Information Services Group (III).
Wausau Paper (WPP)
Wausau is
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