About two weeks ago, I wrote about Universal Power Group (UPG) as a potential value investment. The company contacted me to respond to some of the criticisms I had laid out. As such, this post will feature their responses. I was...
Read Morehhgregg (HGG) is a company that is growing quickly and profitably. But value investors don’t like to pay for growth, since rosy expectations can result in an overpay. Fortunately for value investors, Mr. Market is pricing...
Read MoreKirkland’s (KIRK) sits comfortably on the Value In Action page, having increased in price by about 50% between November and February. Since May, however, the stock has lost more than 30% of its value, increasing the...
Read MoreIn the latest jobs report out of the US, it was estimated that only 18,000 net jobs were created in the month of June, which is rather insignificant in comparison to the fourteen million people classified as unemployed. However,...
Read MoreValue investor Howard Marks shares his investment philosophy in his book, The Most Important Thing: Uncommon Sense for the Thoughtful Investor. “This is that rarity, a useful book,” according to Warren Buffett....
Read MoreValue investor Howard Marks shares his investment philosophy in his book, The Most Important Thing: Uncommon Sense for the Thoughtful Investor. “This is that rarity, a useful book,” according to Warren Buffett....
Read MoreEven if a company performs well, it can still make for a lousy investment. This is because the price paid plays a massive role in determining whether an investment will work out or not. Six months ago, three electronics...
Read MoreTrans World Entertainment (TWMC) is a specialty retailer in the US. It sells a collection of electronics, music and other items through the 400+ stores it operates. From a balance sheet point of view, the company looks cheap;...
Read MoreThere appears to be a prevailing market belief that commodity prices can only rise over the next several years. Inelastic demand from developed countries and unremitting demand growth from emerging markets are the most commonly...
Read MorePaulson Capital (PLCC) helps take small companies public, acts as a brokerage, and trades in securities for its own account. The company’s investment account took a huge beating during the financial crisis (the company...
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