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Author: Saj Karsan

M/I Homes vs Book

The other day, the idea that home builders should trade near their book values was discussed on this site. Seeing as how sentiment in the industry is such that many builders trade at discounts to their book values, an...

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Capella No Longer Shines

Capella Education (CPLA) is an online education company that offers undergraduate and graduate degree programs. The stock trades near its five-year lows, but the company’s earnings per share are three to four times higher...

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Home Builder Opportunity?

Many US home builders continue to lose money, and sentiment in this sector is decidedly bearish. But it is often among unloved, cyclical companies that value can be found. To that end, a number of home builders trade at...

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BIDZ.com Quite Cheap

Shares of BIDZ.com have fallen off a cliff recently. This was a net-net stock already, but it has still fallen more than 30% in the last month alone. As a result, the company now trades for a discount of almost 50% to its net...

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Boombustology: Chapter 9

Asset bubbles are frequently popping up, and back down. They are easy to spot in hindsight, but we appear to lack the tools to recognize them ahead of time. Vikram Mansharamani aims to rectify that with his book, Boombustology....

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Boombustology: Chapter 8

Asset bubbles are frequently popping up, and back down. They are easy to spot in hindsight, but we appear to lack the tools to recognize them ahead of time. Vikram Mansharamani aims to rectify that with his book, Boombustology....

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HP Stock Gets Destroyed

Hewlett-Packard (HPQ) has seen better days, but its stock price has likely overreacted to the downside. The last time HP’s shares were this low was back in 2005, when its earnings per share were about $1/year. Today, its...

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Bank Of America: Value Stock?

With Bank of America (BAC) trading at just a third of its book value, I frequently receive questions pertaining to its potential as a value investment. Some value investors purport to be able to value banks. Some may actually be...

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My Dell Goes Mmmm

Last Tuesday after the markets closed, Dell reported results from its most recent quarter that caused its stock price to fall 10% the following day. While we can never really know why a stock falls (as it is the result of the...

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Action At GTSI

Last week was an eventful one for potential value stock GTSI. Because of news the company issued after markets closed on Friday, the stock’s price action today will be interesting to watch. Depending on how the stock price...

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