US Mobility (USMO) is a cash cow. While paging use is in definite decline thanks to mobile phones, there are certain niche segments (e.g. in healthcare) where customers count on its reliability and low costs. As such, USMO...
Read MoreMany large, recognizable retailers are trading as if their business models are dead. For example, among others, Staples, Best Buy, and Office Depot all trade at P/E’s under 10 (in some cases, quite a bit under!) while the...
Read MoreTwo value investors who happen to be regular readers of this site headed to Waterloo last week to take in Research in Motion’s annual shareholder meeting. Here’s what these shareholders had to say about what they...
Read MoreNassim Taleb calls it “One of the most important management books of all time.” The Halo Effect tells us why much of what we believe about business is quite likely false, thanks to a number of delusions. Author Phil...
Read MoreNassim Taleb calls it “One of the most important management books of all time.” The Halo Effect tells us why much of what we believe about business is quite likely false, thanks to a number of delusions. Author Phil...
Read MoreTwo months ago, a reader’s Value Investing Club investment idea was discussed on this site. Since then, the stock is down some 10%, but a catalyst has emerged that leads the author to believe shares of that company have an...
Read MoreRyder System (R) saw its stock fall significantly after lowering its 2012 earnings estimate from a mid-point of $4.07/share to a mid-point of 3.75/share. As a result, the stock now trades at a P/E less than 10, despite the fact...
Read MoreThe main problem cited with stocks trading at discounts to their net current assets is that there are no catalysts on the horizon, so presumably the stock price can stay there for a long time. The trouble with merger arbitrage...
Read MoreAn excellent essay by Toby Carlisle of Eyquem Investment Management is available here. Carlisle breaks down the performance of value stocks over the last several decades, compares it to value fund returns, and discusses recent...
Read MoreUntil a company reports its latest financials, investors are usually anxious to know whether business has been strong or weak in the months since the last report. Sometimes, however, there are hints investors may be able to use...
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