Advertisement

Author: Saj Karsan

Non-Buy Follow-Ups

Some time after you’ve purchased a stock, you probably have a pretty good idea as to whether you made a good decision or not. This is because you likely follow the stocks you have purchased fairly closely. This feedback...

Read More

Jewett Cameron: Timely Buybacks

Companies can and do destroy shareholder value by buying back stock when it is overvalued. Indeed, most companies seem to be poor allocators of capital on behalf of shareholders, choosing to buy stock or take on debt when it is...

Read More

PE10 Weaknesses

The PE10 is increasingly becoming a common method for value investors to determine whether the broader market is cheap or expensive. Not only does this method have a logical appeal to it, but data suggests that the magnitude of...

Read More

Irrational Exuberance: Chapter 2

In the year 2000, while many market pundits expected the market to rise continuously upward, Robert Shiller warned about the stock market bubble, though not that many paid attention. While most were blinded by optimism, Shiller...

Read More

Irrational Exuberance: Chapter 1

In the year 2000, while many market pundits expected the market to rise continuously upward, Robert Shiller warned about the stock market bubble, though not that many paid attention. While most were blinded by optimism, Shiller...

Read More

Can You Say No To Jiangbo?

Jiangbo (JGBO) is a pharmaceutical and health supplement company based in China. It trades for $86 million despite a net cash position (cash minus debt) of $95 million. If an American company traded at a similar discount to its...

Read More

The Gap Down

Shares of The Gap (GPS) recently fell precipitously after the company reported that December same-store sales were down 3% from the year-ago period. As such, The Gap can be added to the list of retailers that currently trade at...

Read More

Value In Action: Glentel

I was honoured to have been chosen as a judge for CanTech Letter’s Canadian Tech Stock of The Year. The company I voted for ended up taking home the top honours. Interestingly enough, it was a value stock when the year...

Read More

Seagate: Get It While It’s Down

As a value investor, volatility is your friend. It can offer you great opportunities to buy when prices are low and equally great opportunities to sell when they are high. For whatever reason, some value stocks are more volatile...

Read More

The Snowball: Chapters 60, 61 & 62

Warren Buffett chose Alice Schroeder to be his biographer, granting her access to his personal life like no outsider has ever been granted. In The Snowball, she is rather frank and is not always complimentary of the investing...

Read More

SIGN UP TO NEWSLETTER

Join our mailing list to receive the latest news and updates from our team.