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Author: Saj Karsan

The Pantry Has A Lot To Overcome

The Pantry (PTRY) operates 1600+ gas stations and convenience stores in the southern part of the US. The stock recently hit a 52-week low, and looks attractive across a number of metrics. Though gas prices have been extremely...

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Going Fishing In The Baltic

Those interested in finding undervalued stocks among shipping companies, a beaten-down industry (with good reason, as discussed here) will have come across the Baltic Dry Index (BDI), an important measure with which many...

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Longing for Shorts

We’ve discussed how looking at the amount of margin debt in the market can be used as a contrarian strategy: if margin debt is high, investors are optimistic, while if margin debt is low, pessimism is likely rampant,...

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Fooled By Yahoo

Signet Jewelers is a retail jeweler in the US and the UK. It looks like a tremendous bargain – until you uncover the facts!The company trades for $28/share, but has $16/share of cash, trades at a P/B of .14, and generates...

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Babies In The Sea Water

In his book, Mohnish Pabrai has discussed the cyclicality of shipping stocks, and how they might offer investors opportunities when times are tough. Last time we looked at this industry, however, it was in disarray. Companies...

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GameStop Inventory

When we discussed GameStop’s (GME) same-store sales last week, a reader pointed out that GameStop appeared to have a burgeoning inventory problem. Indeed, looking at the pre-Christmas inventory levels of GameStop over the...

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