Robert Shiller, , discusses today’s report and the outlook for the U.S. housing market. The index of home values in 20 cities fell 2.4 percent in the 12 months to December, the biggest year-over-year decrease since December 2009, the group […]
A few weeks ago Burton Malkiel, author of the best seller A Random Walk Down Wall Street , wrote an op-ed in the WSJ titled, “Why Investors Need China in Their Portfolios”. In the article Burton Malkiel states that investors […]
by Rob Bennett The premise of the Buy-and-Hold Model is that price changes cannot be predicted because they are determined by unforeseeable economic developments. If this is so, stocks are an equally appealing asset class at all times and stock […]
Jeffrey Towson is the former Head of Direct Investments for Middle East North Africa and Asia Pacific for Prince Waleed, nicknamed by Time Magazine as the “ArabianWarren Buffett”. He is the author of the global investing book “What Would Ben […]
Epolin Inc (OTC:EPLN) manufactures and markets proprietary near infrared absorbing dyes and dye formations (such as those used in eyewear). The company trades not far above its NCAV, but its operations appear to be in decline, with revenue decreasing each of the last five years and the most recent quarter showing profits dipping into the red.
The good news is that the company is actively marketing itself for sale, having engaged Millburn Capital Group in February 2009 to help “explore strategic alternatives” (with little cash to perform an acquisition on its own, we can safely read this to mean a merger or outright sale). The company had gone so far as to enter into a letter of intent, but a deal eventually proved elusive.
The bad news . . .
Frank Voisin is a value investor and independent analyst whose site, Frankly Speaking, contains Frank’s investment theses as well as educational material to help investors avoid value traps. Subscribe to Frank’s feed here. Long term value investors react to news in one […]
I wanted to inform the readers that there is a new permanent page on Value Walk devoted to James Montier Below is the page. You can also find it under Current Value Investors. I will soon make a page for […]
Frank Voisin is a value investor and independent analyst whose site, Frankly Speaking, contains Frank’s investment theses as well as educational material to help investors avoid value traps. Subscribe to Frank’s feed here. DAC Technologies (OTC:DAAT) sells gun maintenance and safety products, […]
By Greg of GregSpeicher.com/ I recently took a position in Citigroup (NYSE:C). I think the stock has the potential to double or triple over the next three to five years with relatively little risk of permanent loss of capital from […]
Warren Buffett was smiling today at the White House as Barack Obama presented him with the nation’s highest civilian honor, the Presidential Medal of Freedom. And the audience laughed as President Obama recounted recounted one of Buffett’s earliest investing mistakes: […]