In the last couple of months, two investment management firms have been discussed on this site as potential value ideas, Janus and Artio. This is not a coincidence, as money management firms appear to be out of favour. Consider...
Read MoreArtio (ART) is an investment manager, earning revenues from assets under management (AUM). Lately, investors have been in no mood to invest, causing outflows at Artio that have reduced AUM from $53 billion at the end of 2010 to...
Read MoreUFP Technologies (UFPT) has been coming up on value screens lately. The designer and manufacturer of packaging solutions (e.g. the plastic or foam that surrounds your consumer electronic device when you buy it) has generated...
Read MoreShares of hhgregg (HGG) fell off a cliff last week after the company reported preliminary numbers from its all-important holiday quarter that were below expectations. But is the company really only worth two thirds of what it...
Read MoreThrough a series of experiments, Dan Ariely documents the many ways in which humans behave irrationally. By understanding these human tendencies, we can both learn to behave more rationally when it is to our benefit, and better...
Read MoreThrough a series of experiments, Dan Ariely documents the many ways in which humans behave irrationally. By understanding these human tendencies, we can both learn to behave more rationally when it is to our benefit, and better...
Read MoreDan Ariely is a behavioural economist who refutes the idea that we are fundamentally rational. Through empirical data, experiments and anecdotes, he illustrates that our irrationality can actually be predicted. He then presents...
Read MoreA few weeks ago, potential sources of stock ideas were discussed on this site. The post made reference to contrarian indicators that signal that a stock is hated; this hatred can result in a low price, which value investors...
Read MoreThis post is aimed at investors in Canadian stocks, so for the 80% of you that ignore this market, you can skip now. You don’t see who the significant shareholders are (and how their holdings have changed) when you look up...
Read MoreAnalyst research is generally focused on the short-term. Price targets are set only about one year out, and discussion focuses mostly on issues that will affect the company over the next quarter or two. But Ultimate Value Finder...
Read More
